Pending SO Items For Purchase Request
Overview
Below is a business-focused explanation of the report “Pending SO Items For Purchase Request”, written for practical day-to-day use in Dafater.
Report Overview
Report Name: Pending SO Items For Purchase Request
Module: Selling
Report Type: Management / Operational Report
Reference Document: Sales Order
This report provides visibility into Sales Order items that still require a Purchase Request. It helps sales, procurement, and operations teams ensure that customer demand is properly converted into purchasing actions.
What Business Information This Report Provides
This report shows Sales Order line items that have been confirmed with customers but are not yet covered by a Purchase Request.
It answers key business questions such as: - Which customer orders are waiting for purchasing action? - Which items need to be procured to fulfill confirmed sales? - Where are the gaps between sales commitments and procurement planning?
In short, it highlights sales-driven demand that has not yet moved into the purchasing process.
When and Why to Use This Report
When to Use It
- After Sales Orders are confirmed
- During daily or weekly procurement planning
- Before creating Purchase Requests
- While reviewing order fulfillment readiness
- During coordination meetings between Sales and Procurement teams
Why It Is Important
- Prevents missed or delayed purchases
- Ensures customer commitments are supported by timely procurement
- Improves coordination between sales and purchasing
- Reduces last-minute buying and emergency procurement
- Helps maintain delivery timelines promised to customers
Key Columns and Their Business Meaning
While column names may vary slightly, the report typically includes:
Sales Order Number
Identifies the customer order that generated the demand.
Business value:
Helps trace procurement needs back to specific customer commitments.
Customer
The customer who placed the order.
Business value:
Helps prioritize high-value or strategic customers.
Item
The product or service that needs to be purchased.
Business value:
Shows exactly what needs to be procured to fulfill sales.
Ordered Quantity
The quantity confirmed in the Sales Order.
Business value:
Represents customer demand that must be fulfilled.
Purchase Requested Quantity
The quantity already covered by existing Purchase Requests.
Business value:
Shows how much procurement action has already been taken.
Pending Quantity
The remaining quantity still needing a Purchase Request.
Business value:
This is the actionable gap—what procurement still needs to plan and request.
Delivery Date / Expected Delivery Date
The committed delivery date to the customer.
Business value:
Helps assess urgency and prioritize procurement based on delivery commitments.
Company / Warehouse (if available)
Indicates which business unit or location is responsible.
Business value:
Supports decentralized purchasing and warehouse-level planning.
Available Filters and Their Business Purpose
Common filters include:
Company
Focus on a specific legal entity or business unit.
Business use:
Useful for organizations with multiple companies or branches.
Customer
View pending purchase needs for a specific customer.
Business use:
Helps manage key accounts or urgent customer commitments.
Sales Order
Drill into a specific order to track procurement status.
Business use:
Useful for order follow-ups and customer escalations.
Item
Analyze demand for a specific product.
Business use:
Supports item-level procurement planning and supplier discussions.
Delivery Date
Filter by upcoming or overdue delivery timelines.
Business use:
Helps prioritize urgent procurement to avoid late deliveries.
How to Interpret the Results for Business Decisions
High pending quantities with near delivery dates
→ Immediate procurement action required to avoid delivery delays.Repeated pending items across multiple Sales Orders
→ Consider bulk purchasing or long-term supplier agreements.Pending items for key customers
→ Escalate internally to protect customer relationships.Old Sales Orders still showing pending quantities
→ Investigate breakdowns between sales confirmation and procurement execution.
Common Use Cases and Scenarios
1. Procurement Planning
Procurement teams use this report as a to-do list for creating Purchase Requests based on real sales demand.
2. Sales–Procurement Coordination
Sales teams review this report to ensure their confirmed orders are being supported by purchasing actions.
3. Delivery Risk Management
Operations managers identify orders at risk of delayed delivery due to missing Purchase Requests.
4. Management Review
Management uses the report to monitor how effectively sales demand is being converted into procurement activities.
5. Customer Follow-Ups
Before committing delivery timelines to customers, teams check whether required items are already planned for purchase.
Business Summary
The “Pending SO Items For Purchase Request” report in Dafater acts as a critical bridge between Sales and Procurement. It ensures that every confirmed customer order is backed by timely purchasing decisions, helping the business deliver on promises, control costs, and maintain customer trust.
Report Information
- Module: Selling
- Related DocType: Sales Order
- Report Type: Script Report
- Standard: Yes