Purchase requisition statuses

The purchase requisition status determines if you can submit, approve, delete, modify, cancel, or copy a purchase requisition.

Submitting purchase requisitions

A requester can submit a requisition for approval if the Status is Created or Modified, and lines are present.

Note

If the Submit Generated Requisitions Automatically check box is selected in the Purchase Requisition Parameters (tdpur0100m200) session, automatically generated purchase requisitions are automatically submitted for approval.

Approving purchase requisitions

An approver can approve a requisition only if the Status is Pending Approval.

Approvers can either approve the requisition or reject the requisition. If the requisition is Rejected, it can be Modified and resubmitted for approval.

Purchase requisitions can be approved in the Purchase Requisition Approval Progress (tdpur2506m000) session.

Converting purchase requisitions

Buyers can convert the requisition lines of an Approved requisition to a request-for-quotation (RFQ) or a purchase order.

If some, but not all lines of the requisition are converted, the Status is set to In Process. Once all requisition lines are converted, the status is set to Processed.

Purchase requisition lines can be converted in the Convert Purchase Requisitions (tdpur2201m000) session.

Deleting purchase requisitions

You can delete purchase requisitions if the Status is Processed or Canceled.

Purchase requisitions can be deleted in the Delete Purchase Requisitions (tdpur2202m000) session.

Modifying purchase requisitions

The value of the Status controls the changes that can be made to requisitions.

Modifying requisitions is allowed, but is subject to the following:

  • Prior to submission
    Allowed without constraints.
  • After submission
    Only if it is rejected first by an approver or approving department.
Note

Changing and saving a header updates the requisition history and recalculates the requisition amount.

Canceling purchase requisitions

Canceling a requisition can only occur if the Status is Created, Modified, or Rejected.

Copying purchase requisitions

Copying a requisition can occur for any Status. You can also copy a requisition directly from history.

Purchase requisitions can be copied in the Copy Purchase Requisitions (tdpur2204s000) session.