Purchase Requisition (tdpur2600m000)

	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: Requisition Lines Refers to the Purchase Requisition Lines (tdpur2502m000) session. On this tab, you can enter and view the lines of the purchase requisition. Double-click the line for more detailed information. Requisition Approval Progress Refers to the Purchase Requisition Approval Progress (tdpur2506m000) session. On this tab, you can view and maintain the approval progress of the purchase requisition in the approval process. Related topics Purchase requisitions Using catalogs in purchase requisitions 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. Related topics Document authorization using ION Workflow 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. Related topics Default purchase office 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. Related topics Purchase requisition approval process 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. Related topics Purchase requisition approval process 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. Related topics Purchase budget control Purchase requisition approval process 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. Related topics Purchase requisition conversion process 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 Starts the Submit Purchase Requisitions (tdpur2203m000) session. Cancel Cancels the purchase requisition. Cancel Purchase Requisitions Starts the Cancel Purchase Requisitions (tdpur2206m000) session. Prepare Conversion Starts the Purchase Requisition - Prepare Conversion (tdpur2600m100) session. Convert Purchase Requisitions Starts the Convert Purchase Requisitions (tdpur2201m000) session. Delete Purchase Requisitions Starts the Delete Purchase Requisitions (tdpur2202m000) session. History Starts the Purchase Requisition History (tdpur2504m000) session.