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.

Specifying purchase requisition lines based on a catalog

To insert items from a catalog:

  1. In the Purchase Requisition (tdpur2600m000) session, specify purchase requisition header data.
  2. From the appropriate menu on the Lines tab, select 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 blank, the Catalogs (tdpct0510m000) session is started.
  4. If the Catalogs (tdpct0510m000) session was started, select the required catalog and, from the appropriate menu, select Tree Structure. Consequently, either the Catalog Structure (tdpct0510m100) session or Catalogs with Item Data (tdpct0601m000) session starts in which the defined category structure is displayed.
  5. Select an item from the catalog structure to add items as requisition lines to the purchase requisition.

    Depending on the session that was started:

    • Click Item Information on the appropriate menu of the Catalog Structure (tdpct0510m100) session. The Item Information (tdpct0212s000) session starts in which you can first specify an Order Quantity and then click Order Item to order the item.
    • In the Item Information group box of the Catalogs with Item Data (tdpct0601m000) session, first specify 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.

To replace a requisition line's item in the Prepare Conversion Purchase Requisition Lines (tdpur2502m100) session:

  1. Select a requisition line.
  2. From the appropriate menu, click Catalog, which starts the Catalogs (tdpct0510m000) session.
  3. From the appropriate menu in the Catalogs (tdpct0510m000) session, select the appropriate catalog and click Tree Structure. Consequently, either the Catalog Structure (tdpct0510m100) or Catalogs with Item Data (tdpct0601m000) session starts in which the specified category structure is displayed.
  4. Select an item from the catalog structure to replace a requisition line's item.

    Depending on the session that was started:

    • Click Item Information on the appropriate menu of the Catalog Structure (tdpct0510m100) session. The Item Information (tdpct0212s000) session starts in which you can first specify an Order Quantity and then click Order Item to order the item.
    • In the Item Information group box of the Catalogs with Item Data (tdpct0601m000) session, first specify an Order Quantity and Order Unit and then click Order Item to order the item.

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