Workbench Features

The workbench allows you to:

  • Identify when a REQ with a requested date is due. LN compares the due date with the current date and displays the number of days by which the REQ is due in the Due Days column. If the current date exceeds the due date, the number of days (negative) exceeded is displayed in red colour in the Due Days column and a red square box is displayed next to the Due Days column. If the due date has not exceeded the current date, the number of days due is displayed in blue colour in the Due Days column and a blue square box is displayed next to the Due Days column. You can click the flag in the Due Day column to update the follow up date for the REQ, if the current date does not exceed the due date. When you access the workbench, the requisition lines which are due on the current date are always populated first.
  • Add or modify an item specified in the Items - Purchase (tdipu0101m000) session.
  • Add or modify the order quantity.
  • Add or modify the price specified in the Prepare Conversion Purchase Requisition Lines (tdpur2502m100) session, linked to the REQ line .
  • Add or modify the Buy-from business partner specified in the Buy-from Business Partner (tccom4120s000) session, linked to the REQ line.
  • Change the Conversion Type from Purchase Order to RFQ. By default, the Conversion Type is set to Purchase Order.
  • Convert selected records to appropriate conversion type using the Convert Action button.
  • View and edit the line text related to the REQ. To view the line text, click the line text icon in the Line Text column.
  • Select the supplier from the Source/Supplier column, using the Buy-from Business Partners (tccom4520m000) session, if Approved or Available suppliers are not available, for the requisition line.

Card View

You can also view the requisition lines in the card view. The card view allows you to edit the Item, order quantity, price and supplier information. You can organize the requisition lines using the drag and drop option. You can also copy suppliers from a requisition line to another, using the drag and drop option. The card view allows you to group the requisition related to same serialized item. After you select a requisition in the card view, and click , you can view the requisition in the Card Grouping section available at the bottom of the screen. You can drag and drop the requisition related to the same serialized item to the requisition available in the Card Grouping view. You can select the 'Purchase Order' or ' Request for Quotation' check box to convert all the requisition to PO or RFQ. You can click the Source all button to link the suppliers to all the requisition lines of the group. When you click the Source all button, price breaks are displayed thereby allowing you to select the best possible price. To ungroup, you must select the group in the card view section and click the Ungroup icon.

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