Purchase requisitions

The purchase requisition procedure is designed for the nonpurchasing user who may not know the standard procedures in purchasing. For example, engineers can order material or services without understanding the entire purchasing process. Purchase requisitions are used to specify nonsystem planned requirements for various types of items, including inventory items, cost items, and service items. You cannot use generic items, list items (except for kit items), and equipment items on requisitions.

Purchase requisitions are created in the same way as all other buy and sell documents, such as purchase orders and sales orders. However, there is one significant difference: on a requisition, the item code and buy-from business partner codes can be blank. Therefore, the requester can make a request for a new item or make a request from a new buy-from business partner.

Step 1. 

Select the Requisitions check box in the Procurement Parameters (tdpur0100m000) session.

Step 2. 

Specify the purchase requisition parameters in the Purchase Requisition Parameters (tdpur0100m200) session.

Step 3. 

Maintain a list of approvers who are authorized to approve purchase requisitions in the Approvers (tdpur2105m000) session.

Step 4. 

Specify a default Approver and Approver Department in the Purchase User Profiles (tdpur0143m000) session.

Step 5. 

In the Purchase Requisition (tdpur2600m000) session:

  1. Specify a purchase requisition header with requester data and delivery data.
  2. Specify a purchase requisition line with the required item or item description, the ordered quantity, and optionally, the project.
Step 6. 

Use the Submit Purchase Requisitions (tdpur2203m000) session to submit the purchase requisition for approval.

Step 7. 

Use the Purchase Requisition Approval Progress (tdpur2506m000) session to:

  • View the approval progress for a purchase requisition
  • Approve the purchase requisition
  • Reject the purchase requisition

See Purchase requisition approval process.

Step 8. 

Optionally, use the Purchase Requisition - Prepare Conversion (tdpur2600m100) session to prepare the lines of an Approved purchase requisition for conversion in the Convert Purchase Requisitions (tdpur2201m000) session.

Step 9. 

Use the Convert Purchase Requisitions (tdpur2201m000) session to convert the lines of an Approved purchase requisition to a purchase order or a request for quotation (RFQ).

See Purchase requisition conversion process.

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