Purchase Requisition (Default)

The Purchase Requisition (Default) screen allows you to define materials or services required and identify potential vendors, an approval process for accepting the requisition, and conversion to a purchase order. The purchase order, once entered or generated, can be printed and mailed or emailed to the vendor.

The purchase requisition document discussed here is a Default (simple) form for ease of entry. If a more detailed or complex entry is required, see Purchase Requisition (Extended).

The screen begins with the purchase requisition current Stage (Effective Decision) and Total Estimated Cost displayed on the upper right-hand corner of the document.

General

In the General area, enter purchase requisition information.

Field Description
Source Company

Enter or select an active company. This is the company responsible for the document. This field may be changed. The default is the home company of the Requisitioner.
Organization

Enter or select the organization to use for the purchase order. The default is the home organization of the Requisitioner.

The organization must belong to the source company selected.
Document Number

Enter a unique document number to identify this document.This field automatically prepopulates and be read-only if an auto-counter has been defined for this type of document.
Document Date Enter or select the document date. The default is the current date.
  Purchase Requisition Type

Enter or select a purchase requisition type. Required if Purchase Requisition Approval Group has a blank type.
Currency

Enter or select the purchase requisition currency. This defaults to the source company currency.
  Description

Enter text to further describe purchase requisition information beyond the typical data.
  Comment

Enter text to describe any purchase requisition comments.

Created By Displays the user who created this requisition. Default is current user.
Requisitioner

Enter or select an employee associated with the purchase requisition. Default is the current employee. Employee must be associated with a Purchase Requisition Approval Group

Ship To Locations

In the Ship To Locations area, enter unique shipping information for location and delivery method. Click to view Closeddetails.

Field Description
Sequence

Displays the automatically generated sequence number that identifies the transaction.
  Address Type

Select the address type as Company or Project. This defaults to Company.
Company / Project

Select the company or project information associated with the address type selected. This field defaults to the source company when ship to line is first created.
Location

Select the location associated with the company or project selected in company / project selected. For company, the reference stored is for a location.
  Primary

Select if the ship to location is the primary location. Default is the first ship to location added. Primary can only be selected for one ship to location. Selecting another ship to location deselects any other ship to location marked as primary. In addition, if there are multiple ship to lines and primary ship to location is deleted, last ship to is then set to primary.
  Delivery Method Enter or select an active delivery method.
  Delivery Instructions Enter any instructions regarding the delivery of goods or services.

Line Items

In the Line Items area, enter detail lines for each purchase order.

The Purchase Order Purchase Assistant dialog box allows you to view and select previously requested, requisitioned, and purchased line items. This dialog box is available from Purchase Order, Purchase Requisition, Purchase Receipt and Voucher (Extended).

Field Description
Category

Enter or select an active purchase item category. If Item is chosen, this defaults to category of Item.
  Item

Enter or select an active purchase item. This is limited to items based on the category selected. This is cleared when category is changed.
 

Item Description

Item Description is read-only and displays the description of the item selected. This is required if no item is selected.
  Description

Enter text to further describe the line item beyond the typical posting data. This field is used to describe items that do not exist in the system and is required if no item is selected.
  Project

Enter or select the project. Only active projects for the company selected are eligible for input.

Returns only those projects that match when the Approval Group Type is defined as Chargeable or Nonchargeable. If the Approval Group Type is not defined, then all projects will be returned.
  Task

Enter or select a task. Required when Project is selected. Only active tasks that belong to the line item's project are eligible.

Returns only those tasks that match when the Approval Group Type is defined as Chargeable or Nonchargeable. If the Approval Group Type is not defined, then all tasks will be returned.
  Quantity

Enter the count of the items. The value can have up to two decimal places. The following conditions exist for quantity:

  • If purchase item category purchase basis is amount, the value is zero (0).
  • If purchase item category purchase basis is quantity, the value must be greater than zero (0).
  Measure

Enter text to further describe the quantity. The following conditions exist for measure:

  • This field is read-only if purchase item category purchase basis is not quantity.
  • This field is required if purchase item category purchase basis is quantity.
  • If item changes and contains a value, measure is set to purchase item's measure.
 

Price

Enter the price of the line item. The value can have up to four decimal places. The following conditions exist for price:

  • This field is read-only if purchase item category purchase basis is not quantity.
  • This field is required if purchase item category purchase basis is quantity.

Base Cost

Enter the base cost of the line item. The value can have up to same amount of decimal places as the document currency. This field is read-only when category purchase basis is equal to quantity. When category purchase basis is quantity, this field is calculated as quantity x price.

Reviewers

In the Reviewers area, enter individual employees to be reviewers of the purchase requisition. Click to view Closeddetails.

Field Description
Reviewer

Select the name of the active or pending active employee to review the purchase requisition. Employee can only exist once as a reviewer on a given purchase requisition. If the purchase requisition has a decision or a last decision the reviewer cannot be changed. If reviewer was added by the process, the reviewer cannot be changed.
  Purchase Requisition Decisions

Enter or select a purchase requisition decision.

  Comment Enter text to describe any purchase requisition reviewer comments. Required when Requires Comment is set in Purchase Requisition Decisions.
  Return Select if this decision action allows the reviewer to return a requisition.