Creating requisition

To create a new requisition:

  1. Click Add New Requisition on the Requisitions screen. Possible options:
    • Use Template: Allows you to use one of the defined requisition templates for creating the requisition.
    • New Requisition: Allows you to create a new requisition.
    • Dismiss: Allows you to cancel the process and return to the home screen.
  2. Select the New Requisition option to create a new requisition. The New Requisition screen is displayed.
  3. Specify this information:
    Requisition
    The requisition number series.
    Note: The requisition number series is defaulted from the Purchase User Profile (tdpur0143m000) session in Infor LN. However, you can modify the value.
    Purchase Office
    The purchase office responsible for buying and procuring the requisition items.
    Note: This value is defaulted from the Settings screen in the app. However, you can modify the value.
    Status
    The status is set to Created when a new requisition is created. You cannot modify the status.
    Buyer
    The buyer responsible for buying the requisition items.
    Note: This value is defaulted from the Settings screen in the app. However, you can modify the value.
    Currency
    The 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.
    Note: Currency is picked from Purchase office’s Financial company’s currency, if purchase office is empty then company’s local currency will be defaulted.
    Requester Department
    The code and description of the department associated with the requester. You cannot modify the value.
    Reference A
    The first of two user-defined fields that you can use to retrieve 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 retrieve information for purchase reporting and maintain purchase requisitions grouped by the reference.
    Requested Date
    The date on which the requested item must be received.
    Urgent
    If this check box is selected, the requisition is displayed as urgent on the home page of the buyer.
    Approver Department
    The department responsible for approving the requisition that is created.
    Note: 
    • This value is defaulted from the Settings screen in the app. However, you can modify the value.
    • The list of departments displayed is retrieved from the Approvers (tdpur2105m000) session in Infor LN.
    Site
    The site for which the requisition is created.
    Note: 
    • This field is displayed only if the selected company has the Site value as Active in the Implemented Software Components (tccom0500m000) session in Infor LN.
    • This value is defaulted from the Settings screen in the app. However, you can modify the value.
    • The list of sites displayed is retrieved from the Sites (tcemm0150m000) session in Infor LN.
    Warehouse
    The warehouse where the requisition items are stored.
    Note: This value is defaulted from the Settings screen in the app. However, you can modify the value.
    Receipt Address
    The address where the requisition items are received.
    Note: This value is defaulted as the selected warehouse address. However, you can modify the value.
    Project
    The project for which the requisition items are requested.
    Note: This value is defaulted from the Settings screen in the app. However, you can modify the value.
    Element
    The element based on the selected project.
    Note: 
    • This field is enabled, only if the project specified in the Project field is an element-based project.
    • This value is defaulted from the Settings screen in the app. However, you can modify the value.
    Activity
    The activity based on the selected project.
    Note: 
    • This field is enabled, only if the project specified in the Project field is an activity-based project.
    • This value is defaulted from the Settings screen in the app. However, you can modify the value.
    Extension
    The extension based on the selected project.
    Note: 
    • This field is enabled, only if the project specified in the Project field is linked to an extension.
    • This value is defaulted from the Settings screen in the app. However, you can modify the value.
    Cost Component
    The cost component based on the selected project.
    Note: 
    • This field is enabled, only if the project specified in the Project field has a linked cost component.
    • This value is defaulted from the Settings screen in the app. However, you can modify the value.
    Text
    The text related to the requisition.
  4. Click Attachments icon to upload and manage the attachment.
    Note: 
    • You must provide access to required permissions on the local device, to allow the uploading of attachments.
    • When you select a record in the Purchase Requisitions (tdpur2501m000) session in Infor LN, the attachment related to the requisition is displayed in the Related Information context app for LN in Infor OS.
  5. Click Save. Possible options:
    • Save: Allows you to save the requisition record.
      Note: The requisition number is generated by the app when the requisition record is saved. The requisition record displays these two tabs:
      • Details: Displays all the added requisition information.
      • Requisition lines: Allows to add requisition lines including the item details.
    • Save as Template: Allows you to save the requisition record as a requisition template in the device storage.
    • Cancel: Allows you to cancel the process.