Enter Purchase Requisition Header

Explanation

Entering purchase requisitions is a preliminary step in creating purchase orders and can be considered a proposal to the buyer or coordinator for what is needed. Anyone who is entered as a requisitioner can create a requisition (a purchase order, by contrast, can only be issued by authorized personnel). Requisitions are also used to match supplier invoices.

A purchase requisition is built in two levels: a requisition header and one or several requisition lines. Use this activity to create a requisition header for an inventory part (including external maintenance and repair services), a non-inventory part, and external craft that is needed for a work order.

The requisition number is assigned by the system when you save the requisition. You cannot manually enter a requisition number.

Prerequisites

• The requisitioner must have been entered on the Requisitioners tab of the Procurement Basic Data window.
• The current work order must have been retrieved in the window header.
• In order to invite tenders for a work order, a coordinator must be entered in the Prepare Work Order/CO Information tab.

System Effects

As a result of this activity, a purchase requisition header with Planned status is created.

Windows

Prepare Work Order
Work Order Execution Logic

Related Window Descriptions

Prepare Work Order
Prepare Work Order/Requisitions
Work Order Execution Logic
Work Order Execution Logic/Requisitions

Procedure

1. Open the Prepare Work Order window or the Work Order Execution Logic window and query for the applicable work order number.
2. Click the Requisitions tab and create a new record.
3. In the Requisitioner field, enter the applicable requisitioner or select one from the List of Values.
4. The Site field shows the user's default site.
5. Today's date is automatically displayed in the Requisition Date field.
6. For items to be sent out for external service, select the External Service check box. This automatically assigns order code 6 (External Service Order) to the purchase requisition and requires you to enter an external service type on the Part Requisition Lines tab when you complete the purchase requisition line.
7. In order to invite contractors to tender on the work order, select the Create Request for Quotation check box, enter a date in the Latest Reply Date field and select a value in the Approved Contractor List field.
8. Save the record. A requisition number is automatically assigned by the system and is shown in the Requisition No field. Note: The requisition header must be saved before any requisition lines can be entered.
9. Once saved, the requisition header has Planned status.
10. If you want to enter another requisition header for the same work order, create a new record and enter the required information.
11. Save the record.