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.

• Purchase requisitions

  The purchase requisition procedure includes the creation, approval and conversion of purchase requisitions.

• Purchase requisition approval process

  Before a purchase requisition can be converted to a purchase order or a request for quotation (RFQ), it must be approved by an approver or a list of approvers. An approver is a valid employee or department authorized to approve requisitions submitted by requesters. Approvers can approve or reject requisitions.

• Purchase requisition conversion process

  After the purchase requisition is approved, a buyer can convert the requisition lines to a purchase order or a request for quotation (RFQ).

• Additional processes

  A number of processes do not always occur in the requisition procedure, but can be used optionally, such as copying, canceling, and deleting requisitions, and logging requisition history.

• Purchase requisition statuses

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

• Additional information fields

  You can use additional information fields to specify additional information on purchase requisitions. These fields are used throughout the process. For example, they are used in the purchase requisition, the purchase order, the warehouse order, and the receipt process in Warehousing.

• Catalogs in purchase requisitions

  You can insert items from a product catalog as new requisition lines on purchase requisitions, or you can replace existing requisition lines.

• Operation subcontracting

  In case of operation subcontracting, requisitions can include subcontracted service items, or Purchased and Manufactured items with linked material supply information. These requisitions can be manually specified or can be generated from a routing operation or a production order.

• Service subcontracting

  In case of service subcontracting, requisitions can include Cost or Service items, or Purchased or Manufactured items with linked material supply information. These requisitions can be generated from a work order activity in case of depot repair, or from a service order activity in case of field service.

• Project pegging

  To identify costs, demand, and supply for a project, you can peg project costs for purchase requisition lines.
• RFQ Comparison Workbench

  The RFQ Comparison Workbench has been introduced to compare bidder responses and select the best deal from the existing combinations. The bidder combinations are displayed based on the total amounts or the criteria set defined on the selected request for quotation (RFQ). Users can use the session to:

  • Filter the best response from the suppliers or bidders
  • Determine the best responses based on Total Amount.
  • Determine the best responses based on Criteria Set.