Enter Purchase Requisition

Explanation

Entering a 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. A purchase requisition is built in two levels: a requisition header and one or several requisition lines. Use this activity to create a requisition header that is required to hire a maintenance service from a selected supplier.

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

Prerequisites

• The current work order must have been retrieved in the window header.
• The requisition must not be a part of a work order tender.

System Effects

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

Windows

Prepare Work Order
Work Order Structure

Related Window Descriptions

Prepare Work Order
Prepare Work Order/Requisitions
Work Order Structure
Work Order Structure/Requisitions

Procedure

Enter Purchase Requisition Header

1. Open the Prepare Work Order window and query for the applicable work order number.
2. Click the Requisitions tab and create a new record.
3. In the Requisitioner field, WO is set as the default Requisitioner. Optionally select another from the List of Values.
4. The Site field shows the user's default site.
5. Today's date is automatically displayed in the Requisition Date field.
6. Save the record. A requisition number is automatically assigned by the system and is shown in the Requisition No field. Note: The requisition header must be saved before any requisition lines can be entered.
7. Once saved, the requisition header has Planned status.
8. If you want to enter another requisition header for the same work order, create a new record and enter the required information.
9. Save the record.