Enter Requisition Header

Explanation

Entering purchase requisitions is a preliminary step in creating purchase orders and can be considered a proposal to the buyer or coordinator for what is needed. In contrast to a purchase order, any user can initiate a requisition. However, the requisitioner must be identified.

Note that when order code 5 (Express) is used, purchase orders are immediately created for all lines as soon as the express requisition is released. If any of the lines requires authorization, this line will not be converted until it has been fully authorized. Express purchase requisitions are not addressed in this activity description.

A purchase requisition is built in two levels: a requisition header and one or several requisition lines. The first step in creating a new requisition is to set up the purchase requisition header.

The requisition number is assigned by the system when you save the requisition. You cannot manually enter a requisition number.

Prerequisites

• The requisitioner must have been entered on the Requisitioners tab of the Procurement Basic Data window.

System Effects

As a result of this activity, a purchase requisition header with Planned status is created.

Window

Purchase Requisition

Related Window Descriptions

Purchase Requisition

Procedure

1. Open the Purchase Requisition window and create a new record.
2. In the Requisitioner field, enter the name of the applicable requisitioner or select it from the List of Values. The requisitioner's phone number and department appear automatically if they have been entered into the system.

Note: You cannot use a system-created special requisitioner when you manually create purchase requisition. INV, MRP, OE, INT, MS, WO, PM, NLD, DOP, SO, PD, PRJ, PLD, KANBAN, PMRP, DA, PMPS are restricted.

1. The order date appears automatically, as does your default site. If necessary, you can change the site.
2. The value in the Order Code field is set to order code 1 (Normal) by default. You can change this value if necessary. For external repair orders, use order code 6 (External Service Order).
3. Save the record. A requisition number is automatically assigned by the system. The requisition header receives Planned status.

Optional step (remember to save your entries):

• In the Int Destination fields, enter an internal destination. Enter an ID in the left field or select one from the List of Values. Or enter a description in the right field. If you have entered an internal destination ID, you can still change its description for this specific purchase requisition.