Describe purchase requisitions
A purchase requisition is an internal document that authorizes the purchasing department to buy items and services. A purchase requisition runs through the workflow process. After the purchase requisition is approved, you can generate the purchase order. Alternatively, you can initiate the request for quote process to finalize the vendor before creating the purchase order.
To create a purchase requisition, you can navigate to Procurement and sourcing > Purchase requisition > All purchase requisitions page. When you select the New button in the action pane, the Created purchase requisition dialog opens, where you enter the relevant information followed by selecting the OK button.
In the requisition line, you can select the procurement category or the item number. The workers who initiate the requisition might not know the item number. Hence, the workers can select the procurement category followed by the product description.
You can configure the procurement category from the Procurement and sourcing > Procurement categories page. You can create or edit the procurement category, but it isn't available in purchase requisition unless you configure the newly created procurement category in the procurement policy.
Under Corp Procurement Categories, available in that USMF company, you may want to add a new category named SPORTS. To do that, you need to open the Procurement category page and select the Edit category hierarchy button in the action pane. Select the New category node from the action pane, enter SPORTS, and then select the Save button in the action pane.
You can try to create a new purchase requisition line and select the Procurement category lookup. The SPORTS procurement category is unavailable in the list.
Navigate to the Procurement and sourcing > Setup > Policies > Purchasing policies page. Select Procurement policy USMF, the standard data available in the USMF company, and select the Edit button in the action pane. In the Policy rule FastTab, select Category access policy rule and select the active policy for that rule.
From the available list of categories, select SPORTS and move it to the selected list of categories.
To view SPORTS in the list of procurement categories, navigate back to the purchase requisition line and select the procurement category.
When you select the procurement category, users can only read, not edit, the Item number field.
If you try to select the item number instead of the procurement category, only those items associated to the selected procurement categories are displayed. You can create a new purchase requisition line and select the item number lookup. Only a few items are available in the standard USMF company. To add more items to the list, first you need to navigate to the Procurement category page and select SPORTS. In the right pane, expand the Products FastTab. Add a new product named 0001 by selecting the Add button.
Product 0001 isn't released in the USMF company, so you need to navigate to the Product information management > Products > Products page. Locate product 0001 and release the product in the USMF company by selecting the Release products button in the action pane.
Navigate to the Procurement and sourcing > Catalogs > Procurement catalogs page and select the existing catalog Office Suppliers USMF. Notice that the new node SPORTS is already added in the catalog with the product 0001 added on the Products FastTab.
Select the Publish catalog button in the action pane.
Create a new purchase requisition line and select the item number lookup to find item 0001 in the list.
When the purchase requisition is created, you need to submit it to the workflow. The workflow can be configured in the Procurement and sourcing > Setup > Procurement and sourcing workflows pages. Two workflow types related to purchase requisition are available:
Purchase requisition review
Purchase requisition line review
When the requisition is approved, you can process the request for quotation or purchase order from the requisition.