Release Purchase Requisition Header or Line

Explanation

When a purchase requisition is created, it receives Planned status. To continue in the workflow, the requisition must be activated, i.e., released. Use this activity to change the status of the entire requisition or individual purchase requisition lines to Released.

If creating a request for quotation is automated, releasing a purchase requisition will create a request for quotation. The status of a released purchase requisition cannot be reset to Planned status if a request for quotation (RFQ) exists for the requisition. However, the RFQ can be cancelled and the requisition reset to Planned status. Releasing an RFQ that was reset to Planned status would recreate the request for quotation.

Prerequisites

A requisition header and at least one requisition line must have been entered and saved.

System Effects

• The purchase requisition or requisition line is released and ready to continue in the workflow. The status is updated from Planned to Released.
• If the Create Request for Quotation check box is selected, a request for quotation (RFQ) is created, contractors are added to the RFQ, the RFQ is released, an order quotation is created automatically and the Order Quotation Approval right mouse button option is enabled on the requisition header.

Window

Prepare Work Order

Related Window Descriptions

Prepare Work Order
Prepare Work Order/Requisitions
Prepare Work Order/Requisitions/Part Requisition Lines

Procedure

Use the following procedure to release a requisition line:

1. Open the Prepare Work Order window and query for the applicable work order number.
2. Click the Requisitions tab and query for the applicable purchase requisition number.
3. Click the Part Requisition Lines or the No-Part Requisition Lines tab and select the requisition line to be released. If required, you can also select several lines.
4. Right-click and then click Release. The status of the line is changed to Released.

Use the following procedure to release an entire requisition:

1. Click in the header of the Requisitions tab.
2. Right-click and then click Release. The status of the header and all lines is changed to Released.