Creating an event from requisitions

Any requisition line can be sent to Strategic Sourcing and be generated into an event or appended to an existing event. Requisitions can be flagged using the Sourcing Event field on requisition lines (on Classes/Code) on Requisitions (RQ10.1) or Requisitions Center. Requisition lines can also be flagged using the Event function code on Purchase Order Worksheet (PO23.1). Requisitions must have completed any approval processes before they will be sent to Strategic Sourcing.

Since you send each line you may elect to only send part of a requisition and not the entire requisition.

Events from requisitions default to an output type of PO, which cannot be changed.

One requisition may generate multiple events, or multiple requisitions may be combined into one sourcing event. Strategic Sourcing inquires on multiple fields on a requisition line to determine if they should be combined into one event line. If each of the following fields match on a requisition line, the lines are combined into one event line: ItemNumber, ItemType, ServiceCode, ItemDescription, ItemDescription2, UOM, Quantity, ShipTo, DistributionType, SegmentBlock.

To create an event from requisition lines or append requisition lines to an existing event

  1. Access Buyer Page > Event Creation From RQ
  2. Optional. In the Available Requisition Lines region (bottom pane) you can:

    • Review requisition line information by double-clicking a requisition line.

    • Cancel the requisition line by selecting Cancel Requisition.

    • Send the requisition line to Purchase Order application (PO23) by selecting Send To PO. Use Send To PO if:

      • the requisition line shouldn't have gone to Strategic Sourcing.

      • you need to make a change to the line item or line item description. Edit the lines on PO23.

        Note: 

        Once a requisition line has created into an event, the line detail may not be changed.

  3. In the Available Requisition Lines region, choose a requisition line.
  4. Select Create Event Worksheet.

    This populates the Selected Requisition Lines region.

  5. Optional. Add additional available requisition lines to the event worksheet (Selected Requisition Lines).
  6. Once all requisition lines are at the top of the form, select Create Event or Append to Event.
    Note: 

    All of the lines in the Selected Requisition Lines region (top pane) will be processed at the same time. You cannot add records to the top and then individually create events or append to events.

  7. Add event information in the Create Event From Requisition window.

    or

    Select the Company and Event in the Append Requisition Lines To Event window.

  8. Click OK.
  9. Locate the event you just created in the Draft tab. Review all the lines added to the event.
  10. Optional. If needed, complete event detail information. Updating event information