Using catalogs in purchase requisitions

You can insert items from a product catalog as new requisition lines on purchase requisitions, or you can replace existing requisitions lines.

Note

Before you can use catalog items, you must first create a product catalog. For more information, refer to Product catalogs.

Entering purchase requisition lines based on a catalog

To insert items from a catalog, carry out the following steps:

  1. In the Purchase Requisition - Lines (tdpur2600m000) session, enter purchase requisition header data.
  2. On the appropriate menu of the Lines tab, click Insert from Catalog.
  3. If, in the Purchase User Profiles (tdpur0143m000) session, the Product Catalog field is specified, either the Catalog Structure (tdpct0510m100) or Catalogs with Item Data (tdpct0601m000) session is started for the relevant purchase catalog. If this field is empty, the Catalogs (tdpct0510m000) session is started.
  4. If the Catalogs (tdpct0510m000) session was started, select the required catalog and, on the appropriate menu, click Tree Structure. As a result, the Catalog Structure (tdpct0510m100) session or Catalogs with Item Data (tdpct0601m000) session starts in which the defined category structure is displayed.
  5. To add items as requisition lines to the purchase requisition, select an item from the catalog structure and do this:
    • Catalog Structure (tdpct0510m100)
      On the appropriate menu, click Item Information. As a result, the Item Information (tdpct0212s000) session starts in which you can first enter an Order Quantity and Order Unit and then click Order Item to order the item.
    • Catalogs with Item Data (tdpct0601m000)
      In the Item Information group box, first enter an Order Quantity and Order Unit and then click Order Item to order the item.
Replacing purchase requisition lines based on a catalog

If you use the Purchase Requisition - Prepare Conversion (tdpur2600m100) session to prepare the lines of an Approved purchase requisition for conversion to a purchase order or an RFQ, you can replace the item on a requisition line with an item from a product catalog.

In the Prepare Conversion Purchase Requisition Lines (tdpur2502m100) session, you can replace a requisition line's item as follows:

  1. Select a requisition line.
  2. On the appropriate menu, click Catalog, which starts the Catalogs (tdpct0510m000) session.
  3. Select the required catalog and, on the appropriate menu of the Catalogs (tdpct0510m000) session, click Tree Structure. As a result, the Catalog Structure (tdpct0510m100) session or Catalogs with Item Data (tdpct0601m000) session starts in which the category structure is displayed.
  4. To replace a requisition line's item, select an item from the catalog structure and do this:
    • Catalog Structure (tdpct0510m100)
      On the appropriate menu, click Item Information. As a result, the Item Information (tdpct0212s000) session starts in which you can first enter an Order Quantity and Order Unit and then click Order Item to order the item.
    • Catalogs with Item Data (tdpct0601m000)
      In the Item Information group box, first enter an Order Quantity and Order Unit and then click Order Item to order the item.

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