Purchase Requisition - Prepare Conversion (tdpur2600m100)

Use this session to view, enter, and maintain the purchase requisition data that is required to convert purchase requisition lines to a purchase order or a request-for-quotation (RFQ) in the Convert Purchase Requisitions (tdpur2201m000) session.

You can start this session as follows:

From the Purchase Requisitions (tdpur2501m000) or Purchase Requisition (tdpur2600m000) sessions for an approved purchase requisition.
Stand-alone.

Purchase requisition lines

The lines on the Requisition Lines tab refer to the Prepare Conversion Purchase Requisition Lines (tdpur2502m100) session. On this tab, you can view, enter, and maintain the conversion data for a purchase requisition line. Double-click the line for more detailed information.

Note:

This is not a mandatory session in the purchase requisition procedure. The data required for requisition line conversion can also be entered in the Purchase Requisition (tdpur2600m000) session.
Click Requisition - Lines - Synchronization on the appropriate menu to synchronize requisition header updates with the requisition lines using the Purchase Order - Lines - Synchronization (tdpur0280m000) session.

Field Information

Requisition

The number that identifies the purchase requisition.

Conversion Type

None: The requisition will not be converted during the conversion process.
Purchase Order: The requisition will be converted to a purchase order (PO) during the conversion process.
RFQ: The requisition will be converted to a request for quotation (RFQ) during the conversion process.

Default value

The value of this field is defaulted to the lines of the purchase requisition, but can be changed in the Prepare Conversion Purchase Requisition Lines (tdpur2502m100) session, which is displayed as a tab in the current session.

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.

Requested Date

The date on which the requested item must be received.

Status

The status of the purchase requisition.

Allowed values

Created

The purchase requisition is created by the requester and is ready to be submitted for approval.

Pending Approval

The requisition is ready to be approved by a valid approving department or a valid approver. The approver or the approving department must be a valid employee or a valid department on the approver list. The approver can also reject the requisition if, for example, modifications are required.

Approved

The requisition is approved and ready to be converted to a request-for-quotation or a purchase order.

The approver list determines how many approvers must approve the requisition. Only approver departments that are purchase offices and individual approvers from the purchase office are allowed to perform final approval on a purchase requisition.

In Process

Some, but not all lines of the requisition are converted to a request-for-quotation (RFQ) or a purchase order in the Convert Purchase Requisitions (tdpur2201m000) session.

Processed

All lines of the requisition are converted to a request-for-quotation (RFQ) or a purchase order in the Convert Purchase Requisitions (tdpur2201m000) session. A processed requisition can be deleted.

Deleted

After a requisition is deleted from the active file, the requisition is automatically posted to history with the status Deleted. The requisition can only be deleted if the current status is Processed or Canceled.

Rejected

If an approver or approving department disapproves a purchase requisition, it can be rejected. A purchase requisition can be rejected if it has the status Pending Approval.

Modified

A requester can modify a requisition with the status Approved, Rejected, or In Process. To change a requisition to Modified, change any header or line and save the change. Next, the modified requisition must be resubmitted for approval.

Canceled

A requisition with the Created, Modified, or Rejected status can be canceled by the requester. A canceled requisition cannot be changed.

Text

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

Buyer

buyer

Purchase Office

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

Project

The code of the project for which the item is required.

Default value