Use this procedure to create purchase requisitions and submit them to Workflow.

Note
You can also create purchase requisitions on behalf of another user, if this type of relationship is defined between the users in the On behalf ofform ( Basic> Employee Details> Setup> On behalf of). If you create purchase requisitions on behalf of another user, that user's settings – such as spending limits and approvers – are used for the purchase requisition.

1. Click Accounts payable> Common Forms> Purchase Requisition.

2. In the upper pane, press CTRL+N to create a new purchase requisition. The Create purchase requisitionform opens.

3. In the Namefield, type a name for the purchase requisition.

4. To create a purchase requisition on behalf of another user, select the On behalf ofcheck box and select that user in the Requisitionerfield.

5. In the Requested datefield, specify the date when you want to receive the items.

6. Click OKto create the purchase requisition. The information is transferred to the purchase requisition header.

7. In the lower pane of the Purchase requisitionsform, press CTRL+N to add items to the purchase requisition or click Add item.

8. In the Purchase requisition IDform, select items for the purchase requisition.

   • Click the Catalog itemstab to select a catalog item. Select an item from the list or use the search functionality to find an item, and then click Add itemto include it in the list of items to be added to the purchase requisition.

   • Click the Non-catalog itemstab to add a non-catalog item. Type a description of the item in the Textfield and assign a category to it in the Categoryfield. Enter information about the vendor, price, currency, unit, Internet address, and external item, and click Add itemto include it in the list of items to be added to the purchase requisition.

9. Repeat steps 7 and 8 to add more items.

10. Click Createto add the items to the purchase requisition.

11. In the Purchase requisitionsform, click the Business justificationtab to type a business justification for the purchase requisition.

12. In the lower pane, select an item to verify or edit information about the line. For example, to specify a required date for a specific item, you can click the Generaltab and change the date in the Requested datefield.

    Note
    You also can attach documents to purchase requisitions. Click the Document handlingicon on the toolbar to attach documents. For more information, see Document handling (form).

13. Click Submitto submit the purchase requisition to Workflow.

    The status of the purchase requisition changes from Draftto Submitted. You can no longer make changes unless you first recall the purchase requisition. Click Action> Cancelto recall the purchase requisition from Workflow. The status changes to Draft.