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Use this form to create and modify purchase requisitions, and submit them to Workflow.

Tasks that use this form

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Upper pane

Tab

Description

Overview tab

View and change the list of purchase requisitions.

General tab

View and edit information for the selected purchase requisition.

View and edit vendor address information for the selected purchase requisition.

Enter a business justification for the selected purchase requisition.

View and change the dimensions for the selected purchase requisition.

Lower pane

Tab

Description

Enter and view information about the purchase requisition lines for the selected purchase requisition.

View and edit information about a specific purchase requisition line.

View and edit vendor address information for a specific purchase requisition line.

Enter a business justification for a specific purchase requisition line.

Enter price and discount information for a specific purchase requisition line.

Contains project information for a specific purchase requisition line.

View and change financial and inventory dimensions for a specific purchase requisition line.

Buttons

Upper pane

Button

Description

Specify alternative address information.

Open a menu with the following items:

  • – Copy lines from other purchase requisitions.

  • – Create a request for quote based on the selected purchase requisition.

Open a menu with the following items:

  • – View the journal.

  • – View the totals for the selected purchase requisition.

Lower pane

Button

Description

Add items to the purchase requisition. You can add both catalog items and non-catalog items.

Open a menu with the following items:

  • – Add miscellaneous charges to a specific line.

  • – View sales tax information for a specific line.

  • – Add an alternative address to a specific line.

Open a menu with the following items:

  • – View information about purchase orders that are related to a specific line.

  • – View information about invoices that are related to a specific line.

Open a menu with the following items:

  • – View information about inventory on hand for a specific line.

  • – Choose which dimensions to display for a specific line.

Fields

Field

Description

Select how to filter purchase requisitions:

  • – Purchase requisitions that you created for yourself or that were created for you.

  • – Purchase requisitions that are assigned to you to complete or approve.

  • – Purchase requisitions that you created for yourself or on behalf of another user.

  • – Purchase requisitions were created by users who report to you directly, or that require your approval.

  • – Purchase requisitions that were created by all users who report to you, either directly or through another user, or that require your approval.

Select the name of the user whose purchase requisitions you want to view.

Select the status of the purchase requisitions that you want to view.

Select to view all purchase requisitions, regardless of status.

The identification of the purchase requisition. This ID is created automatically using a number sequence.

For more information, see Number sequences (form).

The name of the purchase requisition.

The name of the user who requested the items in the purchase requisition.

The identification of the project that is related to the purchase requisition.

The type of purchase requisition. This is always .

The status of the purchase requisition. The status is automatically updated and indicates where the purchase requisitions are in the workflow.

For more information, see Purchase requisition statuses.

Created by

The name of the user who created the purchase requisition.

The name of the user who submitted the purchase requisition to Workflow.

The date by which the items on the purchase requisition were requested.

Enter a business justification for the purchase requisition.

The site where the items will be received, if the purchase requisition is approved and a purchase order is created.

Note Note

The actual delivery address for the purchase requisition is the default value from the site, if defined in the form.

The warehouse where the items will be stored, if the purchase requisition is approved and a purchase order is created.

Note Note

The actual delivery address for the purchase requisition is the default value from the warehouse, if defined in the form.

Select a department. For more information, see Dimension (form).

Select a cost center. For more information, see Dimension (form).

Select a purpose. For more information, see Dimension (form).

The identification of the item.

The description of the item.

The type of purchase requisition item.

  • – An item in a product catalog that is used for purchase requisitions.

  • – A general item that is registered in the system but typically is not stocked, and often is used immediately. A non-catalog item is used in purchase requisitions when you cannot find the appropriate item in a product catalog or by searching all items.

Select an item configuration to specify an item with specific attributes.

Specify the size of the item.

Specify the color of the item.

The site where the item will be received, if the purchase requisition is approved and a purchase order is created.

The warehouse where the item will be stored, if the purchase requisition is approved and a purchase order is created.

The item batch number.

The location in the warehouse.

The unique identification for the pallet.

The item serial number.

The quantity of the item.

The unit in which an item is purchased.

The purchase price per unit. If the item is a non-catalog item, you can change the unit price.

The total line amount, including discounts.

The currency code of the vendor currency. If a vendor is not specified, the company currency is used.

The vendor account number.

Enter an additional description of the item.

Note Note

We recommend that you enter this description for non-catalog items, because these items are identified by their additional descriptions.

Specify the vendor's item number for the item.

The product group that the item is assigned to.

Enter the suggested vendor to purchase the item from.

Indicates if the item should be stocked when it is received.

If the check box is selected, the item is stocked and is included in the inventory balance.

If the check box is cleared, the item is used directly, and therefore is not included in the inventory balance.

The inventory model group for the item determines if the item is stocked. For more information, see Inventory model groups (form).

The requested receipt date for the item.

Select this check box if the item line is to be received as a whole, without partial deliveries.

Select an account number for posting in the general ledger.

The identification of the purchase order that was created from the purchase requisition line.

The status of the purchase order line.

The reference to the purchase invoice for the purchase order that was created from the purchase requisition line.

The reference to the request for quote that was created from the purchase requisition line.

Enter a business justification for the purchase requisition line.

The discount percentage per purchase requisition line.

The line discount per price unit.

The price unit, which specifies the quantity of the item that the purchase price covers.

The miscellaneous charge, which is a charge that is independent of the quantity on the purchase requisition line.

The identification of the project that is related to the selected line.

The activity identification number.

The category that the transaction is attached to.

The line property for the transaction.

The identification of the transaction.

The quantity of the item.

The purchase price per unit.

The total line amount, including discounts.

The currency in which the project is invoiced.

The project unit.

The sales price per unit, calculated in the current sales currency.

Type or select a sales tax group code from the form.

The item sales tax group code from the form.

See Also