Purchase Requisition (tdpur2600m000)

Use this session to view, enter, maintain, and process a specific purchase requisition.

You can specify a purchase requisition header and purchase requisition lines on one screen. You can manually enter purchase requisition lines, or you can insert items from catalogs. This session enables you to quickly specify the most important information for a purchase requisition and to process the requisition.

  • You can start this session from the Purchase Requisitions (tdpur2501m000) overview session, by double-clicking a record, or by entering a new purchase requisition. You can also start this session stand-alone.
  • To view the details of the purchase requisition header, click Purchase Requisition Details on the File menu of the current session. As a result, the Purchase Requisitions (tdpur2501m000) details session starts.
Tabs

The lines on the tabs refer to these sessions:

 

Requester

The employee code of the user who initiated the purchase requisition.

Requester Department

The department code of the department who initiated the purchase requisition.

Reference A

The first of two user-defined fields that you can use to gather information for purchase reporting, and maintain purchase requisitions grouped by the reference.

Reference B

The second of two user-defined fields that you can use to gather information for purchase reporting, and maintain purchase requisitions grouped by the reference.

Urgent

If this check box is selected, the requisition line is urgent on the Buyer Home page.

Requisition Date

Initially, this is the date on which the requisition is specified, but this date can be manually changed to a date in the future.

Default value

The current (creation) date.

Requested Date

The date on which the requested item must be received.

Requisition

The number that identifies the purchase requisition.

Status

The status of the purchase requisition.

Allowed values

Requisition Status

Workflow Status

The status that is applicable if the business object requires authorization approval using ION Workflow.

When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submit are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes.

  • Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session.
  • From the appropriate menu of this session, select Workflow and execute the required action for the business object.

Allowed values

If the business object is checked out, this field displays an Object status.

If the business object is checked in, this field displays an Approval status.

If a description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a tab in the Object Types (ttocm0102m000) session), regardless if the object is checked in or out, this field always displays the value of the appropriate Description field.

Note

For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors at Infor Xtreme.

Text

If this check box is selected, a text is present.

Buyer

The employee of your company who is the contact to the concerned buy-from business partner. The buyer is also known as the purchasing agent.

Purchase Office

The purchase office associated with the requisition. The purchase office provides the appropriate default office attributes during requisition entry.

Currency

A generally accepted medium of exchange such as coins, treasury notes, and banknotes.

The following currency types are available in LN:

  • Home currency, which is used internally by companies to calculate costs, record budgets, and register tax amounts
  • Transaction currency, which is used in transactions with business partners, such as orders and invoices
Approver Department

The department code of either a department defined as the approver department, or the department to which the approver has been assigned.

Note

The approver department must be a valid department as defined in the Approvers (tdpur2105m000) session.

Default value

For requisitions with the Created status, this field is defaulted from the Purchase User Profiles (tdpur0143m000) session. Otherwise, this field is defaulted from the Purchase Requisition Approval Progress (tdpur2506m000) session.

Approver

The employee code of the person who must approve the purchase requisition.

Note

The employee must be a valid approver as defined in the Approvers (tdpur2105m000) session.

Default value

For requisitions with the Created status, this field is defaulted from the Purchase User Profiles (tdpur0143m000) session. Otherwise, this field is defaulted from the Purchase Requisition Approval Progress (tdpur2506m000) session.

Allow Partial Rejection

If this check box is selected, the lines of a purchase requisition can be separately rejected or approved. Only the lines with the Approved status can be converted to a request-for-quotation (RFQ) or a purchase order.

If this check box is cleared, the lines of a purchase requisition must all be approved or rejected. Only the entire purchase requisition can be approved or rejected.

Spend Approved

If this check box is selected, the purchase requisition was approved in the (external) approval process.

Note
  • If the Budget Control check box is selected in the Implemented Software Components (tccom0100s000) session, the requisition obtains the Approved status when the budget check was successfull for all requisition lines, and as a result, the Budget Exception check box is cleared on the requisition lines.
  • If the Budget Control check box is cleared, when the requisition receives the Approved status, the Spend Approved check box is also selected.
Reason for Rejection

The reason why the Status is set to Rejected.

Requisition Origin

The origin that created the requisition.

Allowed values

Origin

Last Transaction Date

The last date on which the requisition was modified.

Conversion Type

Conversion Type

Default value

The value of this field is defaulted to the lines of the purchase requisition, but can be modified for each requisition line using the Purchase Requisition - Prepare Conversion (tdpur2600m100) session.

Warehouse

The code of the warehouse where the requested item must be delivered.

Receipt Address

The actual address where goods must be delivered that you recorded for each supplier. In practice, this can be one of your warehouses.

 

Submit

Submits the purchase requisition for approval.

Submit Purchase Requisitions
Cancel

Cancels the purchase requisition.

Cancel Purchase Requisitions
Prepare Conversion
Convert Purchase Requisitions
Delete Purchase Requisitions