Document Flow

Viewing the Document Flow in MyCart

In the MyCart tool, you can track the complete Document Flow of a Purchase Requisition (PR). This allows you to view all related documents and their statuses in a structured manner.

Accessing the Document Flow

1. Navigate to the detail page of the PR.

2. Select the DOCUMENT FLOW tab (1).

This section provides an overview of all documents associated with the selected PR, categorized as follows:

• Purchase Requisition

• Purchase Order

• Goods Receipt

• Invoice

Document Details

Each document type includes specific data fields:

• Purchase Requisition:

  • Order quantity

  • Price

  • Item value

• Purchase Order (PO):

  • Order quantity

  • Price

  • Item value

  • Final delivery status

  • Invoice information

• Goods Receipt (GR):

  • Item value

  • Delivered quantity

  • Movement type

• Invoice:

  • Order quantity

  • Item value

You can expand or collapse the document details for all entries at once (2) or filter them by specific categories (3).

Video of the function