Creating Standard Requisitions
The system provides two ways to manage purchase requisitions.
• Simple requisitions for single items are created using functions on the Purchase Requisition Menu (5.1).
• Multiple-line requisitions with complex approval flows can be created using functions on the Global Requisition menu (5.2).
You must decide which type of requisition you want to use; both systems cannot be used at the same time. This section describes the standard requisitions. See
Global Requisition System (GRS) for details about global requisitions.
Create standard requisitions manually with Purchase Requisition Maintenance (5.1.4) or by approving an MRP planned order with Planned Purchase Order Approval (23.11). The system refers to requisitions by requisition number.
Each requisition contains the following:
• One item number
• The quantity needed of the item
• The item’s unit of measure
• The site where the item will be received
• The date it is needed
• The ordering site
Use a requisition for non-inventory items—but not for subcontract purchases or supplier schedules. A requisition can use only the company base currency.
Use Requisition Approval Maintenance (5.1.16) to predefine approval levels. When a requisition is created, either manually or through MRP, the system determines the approval level. Approval codes can be set up for supervisors, sites, product lines, and purchase accounts. Small purchases may require a different supervisor’s approval than large purchases.
The system always checks for approval codes, even when an order does not reference a requisition. When an approval code exists, you can prevent an item from being added to an order without a requisition by setting the value of Approved Requisitions for POs in Purchasing Control to Yes. Otherwise, a warning displays.
Note: Approved Requisitions for POs applies only to standard requisitions; GRS requisitions have their own approval mechanism.
When a requisition is approved, it is considered open until a purchase order or blanket order references it. When an order references an open requisition, two things occur:
• The information from the requisition is transferred to the order, including item, quantity, unit of measure, unit cost, due date, Purchases account, and line type.
• The requisition quantity is decreased by the amount of the order. When the requisition quantity reaches zero, the requisition is automatically deleted.
Note: Blanket orders consume open requisition quantities when purchase orders are released for the orders.
Use Purchase Requisition Report (5.1.6) to generate reports showing supplier items, units of measure, quote prices, quote quantities, and lead times.
To specify suppliers or item prices, use a blanket order instead of a requisition.