Manually creating requisitions

From Company

If your company has relationships with related companies, then select the company from which the item is coming. Intercompany relationships are relationships between companies that let transactions pass between them.

From Location

Select the source location that is associated with the From Company. The location is the inventory location that supplies the items or the purchase order ship-to location that receives the items.

Location Rule

Select the location rule. Location can define how to source the goods during the allocation process. You can assign location rules at the Requesting Location, on the Header tab, or on the Miscellaneous subtab of Lines.

Single Document to a Purchase Order

Select whether to create one purchase order from one requisition. If you select Yes, then each vendor can create one purchase order.

During requester setup, select whether the requester is set to Yes.

Requested Delivery Date

Select the date on which the items are to be delivered. Requisitions with the oldest requested delivery date having backorders are allocated before later dated requisitions.

Deliver To

Specify additional delivery instructions, such as the name of the person receiving the items. The information that is specified is displayed online and is printed on the delivery ticket.

Priority

If you allocate by priority, you can assign a priority number to the requisition. The allocation method and basis are defined in Company.

Quote Required

Select this check box whether the buyer will get quotes for this requisition before it becomes a purchase order.

Print Requisition

Select this check box to print the requisition when you run Print Requisitions. The default value for this field is based on the approval that is assigned to the requester but can be overridden when creating the requisition.

Requisition Description

Provide a requisition description.

Distribution Account

Select a distribution account for the requisition. Click the icon to define details of the account using Distribution Account.

Vendor

Select the suggested vendor code for the requisition. The suggested vendor prints on the requisition when you run Print Requisitions. The vendor can be changed when a purchase order is created. The vendor must be previously defined in Vendor.

For information about vendor default values, go to Infor Customer Portal.

Purchase From

Select the suggested purchase from location for the specified vendor. Vendors can have multiple purchase from locations. The purchase from location code prints on the requisition when you run Print Requisitions. The purchase from location can be changed when a purchase order is created for the requisition. The purchase from location code must be defined in Vendor Location.

Currency Code

Select the currency code for the requisition.

You cannot select a currency code if the Vendor or Purchase From fields are blank.

Buyer

Select the user-defined buyer code that is defined in Buyer.

Taxable

Select the check box to indicate that this item is taxable when it is purchased for this location.

Sourcing Event Required

Select this check box if Strategic Sourcing is required. For Strategic Sourcing users, if this check box is selected, the purchase order processing is bypassed for the requisition and a sourcing event is created.

By selecting required at the requisition header level, it is the default value for any lines added to the requisition.

To select this check box, Strategic Sourcing must be implemented. Clear this check box to use normal purchase order processing for the requisition.

You cannot use Requisition to send a requisition to Strategic Sourcing if the Vendor field is populated with a value that originated on Vendor Default Hierarchy. Instead, clear this check box and use Manage Purchase Requests to send the requisition to Strategic Sourcing.

Comment Code

Select a previously defined comment that applies to the entire requisition.

Bill Code

Select the type of bill code for the requisition.

PO Code

Select the PO code.

Commodity Code

Select the commodity code.

Item

Select the item to add to the requisition.

Item Description

Specify a description of the item. The default value of the field is defined by the item selected in the Item field.

Quantity

Specify the number of the item you want to request.

UOM

Select a valid unit of measure for the item. The value may populate depending on the item you selected.

Unit Cost

Specify the transaction unit cost.

Currency

Select the transaction currency code.

Vendor Item

Select a vendor item for the item that is selected in the Item field.

Distribution Code

Select a distribution code for requisition line.

Item Entry Code

Select the item entry code for the requisition line.

Requested Delivery Date

Select a range of dates for the item to be delivered.

Priority

If you allocate by priority, you can assign a priority number to the requisition line. The allocation method and basis are defined in Company.

Create Purchase Order

Select this check box to create a purchase order for the requisition line when it is created.

Item Type

Select the type of the item in the requisition line.

Cost Option

Select the cost option of the requisition line item.

Override Cost

Indicate whether to override any existing cost options for the requisition with the value that is selected in the Cost Option field.

Service Code

Select the service code for requisition line item:

Vendor

Select the suggested vendor code for the requisition line. The suggested vendor prints on the requisition when you run Print Requisitions. The vendor can be changed when a purchase order is created. The vendor must be previously defined in Vendor.

Purchase From

Select the suggested purchase from location for the entered vendor. Vendors can have multiple purchase from locations. The purchase from location code prints on the requisition when you run Print Requisitions. As with the vendor code, the purchase from location can be changed when a purchase order is created for the requisition. The purchase from location code must be defined in Vendor Location.

PO Code

Select a previously defined purchase order code that applies to the requisition line.

Buyer

Select a buyer for the requisition line.

Tax Code

Select the tax code used to determine if this item is taxable when purchased at this location. The tax data that is extracted from the tax file is also based on this tax code.

Taxable

Select whether an item is taxable when purchased for this location.

Select the check box if this item is taxable when it is purchased for this location.

Clear the check box if this item is exempt (default value).

Inspection Required

Select whether an item requires inspection.

Certification Required

Select whether an item requires certification.

Bill Code

Select the type of bill code for the requisition line.

Contract

Select a contract that the requisition line applies to.

Major Purchase Class

Select a major purchasing class for the requisition line. Purchasing classes are set up using Purchasing Class.

Minor Purchase Class

Select a minor purchasing class for the requisition line. Purchasing classes are set up using Purchasing Class.

GTIN

Select a global trade item number for the requisition line item.

Manufacturer Code/Division

Select a manufacturer code or division for the requisition line item.

Manufacturer Number

Specify a manufacturer number for the requisition line item. The value may populate depending on the manufacturer code you selected.

Sourcing Event Required

For Strategic Sourcing users, if you select this check box, you bypass PO processing for the requisition and create a sourcing event. If you select the check box, Strategic Sourcing must be implemented first. See the Strategic Sourcing User Guide.

Commodity Code

Select a commodity code for the requisition line item.

Comment Code

Select a previously defined comment that applies to the requisition line.

Deliver From Company

If your company has intercompany relationships defined with other related companies, select from the company from which the item is delivered (the source company).

Deliver From Location

Select a location for the specified source company from which to deliver.

Location Rule

Select a location rule for the specified source company. Location rules allow you to define how to source the goods during the allocation process.

Deliver To

Specify delivery instructions for the requisition line item.

Fill or Kill Flag

Select whether to fill or cancel (kill) unwanted backorders for inventoried items.

Base Unit Cost

Specify the base unit cost for the requisition line item.

Conversion Rate

Specify the conversion rate for the requisition line item.

Line Type

Select a previously defined global type for the requisition line.

Line types can be defined using Global Line Type.

You can select multiple comment types when adding a single comment.

Distribution Account

Select a default distribution account for the requisition. You can define details of the account using Distribution Account.

Asset Template

To define the distribution that is based on an existing asset template, select a template for the distribution.

Asset

Select an asset for the defined asset template.

Distribution Percent, Distribution Quantity, Distribution Amount

Specify the distribution percent, quantity, or amount for the requisition line distribution in its respective field. You can only specify a value for one of these fields.