Introduction to Purchase Requisition Workbench

You can use the purchase requisition conversion workbench to support the requisition process that provides easy access to the purchase requisition information and accelerates the process of conversion of a requisition to purchase order or request for quotation.

Purchase requisitions originate from different sources, that is manually, internally (Shop Floor Control) or externally.

Positioning

This workbench is positioned along with the purchase requisition sessions in Procurement.

Launching the Workbench

To access this workbench, go to Procurement> Purchase Requisitions > Purchase Requisition Conversion Workbench.

The workbench can also be started by running the Purchase Requisition Conversion Workbench (tdpur8360m000) session using Infor Workspace.

Note

When you access the workbench for the first time, the buyer-related data, specific to the user, is populated. You can specify the buyer in the Purchase User Profiles (tdpur0143m000) session.

Only approved requisitions are populated for the selected buyer.

Layout

The workbench comprises of the following:

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  • Toolbar section: This section displays various options available for the users such as Save, Revert, Filter and so on. The section also enables you to view the requisition lines in Grid view or Card view. The user setting option is available to set the default/personalized layout. For more information refer to Service inspections and preventive maintenance scenarios.
  • Requisition Lines section : When the workbench is accessed, all the data related to the requisition line such as Due Date, Due Days, Source/Supplier, Conversion Type and so on is populated. The user can view the requisition lines in Grid view or Card view.
  • Message Section : This section displays errors / warnings message and information related to conversion.

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