Adding items to requisition line

To add items to requisition line:

  1. Select the requisition record for which the items are to be added to the requisition line. The requisition record displays these two tabs:
    • Details: Displays all the added requisition information.
    • Requisition lines: Allows to add items to requisition lines.
  2. Click New requisition on the Requisitions screen. Possible options:
    • Add Custom Item: Allows you to add a custom item, that is not a part of the standard items defined in Items (tcibd0501m000) session in Infor LN.
    • Add Via Catalog: Allows you to add items from the defined catalogs in Infor LN. The list of catalogs displayed are retrieved from the Catalogs (tdpct0510m000) session in Infor LN.
    • Add Item: Allows you to add items from the standard items defined in Items (tcibd0501m000) session in Infor LN.
    • Dismiss: Allows you to cancel the process and return to the selected requisition record.
  3. Select Add Item. The New Requisition Line screen is displayed.
  4. Specify this information:
    Requisition Number
    The requisition number for which the requisition line is added.
    Note: This value is defaulted from the requisition Details tab.
    Status
    The status of the requisition. You cannot modify the status.
    Buy-from BP
    The business partner from whom the requisition line item is procured.
    Note: This value is defaulted based on the selected item. However, you can modify the value.
    Site
    The site for which the requisition line item is procured.
    Note: 
    • This field is displayed, only if the selected company has the Site value with the Active status in the Implemented Software Components (tccom0500m000) session in Infor LN.
    • This value is defaulted from the requisition Details tab. However, this value can be modified.
    • The list of sites displayed is retrieved from the Sites (tcemm0150m000) session in Infor LN.
    Item
    The code of the item added to the requisition line.
    Item Description
    The description of the item. This value is defaulted based on the selected item and cannot be modified.
    Urgent
    Select this check box to display the item as urgent on the home page of the buyer.
    Line Text
    The text related to the requisition line item.
    Requested Date
    The date and time when the requisition line item is required.
    Note: By default, the current date and time is displayed. However, you can modify the value.
    Buyer
    The buyer responsible for the requisition line item.
    Note: 
    • This field is enabled only if the Buyer on Requisition Line check box is selected in the Purchase Requisition Parameters (tdpur0100m200) session in Infor LN.
    • This value is defaulted from the requisition Details tab. However, you can modify the value
    Quantity
    The quantity of the requisition line item.
    Note: The default value is 1. However, you can modify the value.
    Unit
    The unit in which the quantity of the item is expressed.
    Note: This value is defaulted from the Items (tcibd0501m000) session in Infor LN. You cannot modify the value.
    Price
    The price of the item for each unit.
    Note: This value is defaulted from the Items - Purchase (tdipu0101m000) session. However, you can modify the value.
    Amount
    The total amount for the quantity of the item. This value is calculated based on the values specified in the Price and Quantity fields.
    Warehouse
    The warehouse where the requisition line item is stored.
    Receipt Address
    The address to which the requisition item is to be received.
    Note: This value is defaulted from the requisition Details tab. However, you can modify the value.
    Project
    The project code for which the requisition line item is requested.
    Note: This value is defaulted from the requisition Details tab. However, you can modify the value.
    Element
    The element for the requisition line item, 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 requisition Details tab. However, you can modify the value.
    Activity
    The activity for the requisition line item, 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 requisition Details tab. However, you can modify the value.
    Extension
    The extension for the requisition line item, based on the selected project.
    Note: 
    • This field is enabled only if the project specified in the Project field has a linked extension.
    • This value is defaulted from the requisition Details tab. However, you can modify the value.
    Cost Component
    The cost component for the requisition line item, 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 requisition Details tab. However, you can modify the value.
    Rejection Reason
    The reason for which the request for the item is rejected.
    Note: This field displays the Rejection Reason only if the Status field is set to Rejected and the approver has provided a reason for rejection.
  5. Click attachments to upload attachments related to the requisition line item.
    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.
  6. Click Save . Possible options:
    • Save: Allows you to save the requisition line record.
    • Save as Template: Allows you to save the requisition line record as a requisition template in the device storage.
    • Cancel: Allows you to cancel the process.
  7. Click Save. The item is added to the Requisition Lines tab on the Requisition screen for the selected requisition.
  8. Click Submit. The status is set to Pending Approval.
    Note: 
    • You must repeat the same process to add multiple items to the requisition line for the selected requisition.
    • You can also use Delete option on the Requisition screen to delete the created requisition.
    • For adding custom items to the requisition line, you can follow the same steps for adding items to the requisition line with few exceptions. See: Adding custom items.
Parent topic: Creating requisition