Release Express Purchase Requisition
Explanation
When the requisition is created, it receives the Planned
status. To continue the
workflow, the requisition must be activated, i.e., released. To release an entire
requisition,
right-click in the Purchase Requisition window and then click Release. An alternative method is to select
the requisition in the
Purchase Requisitions window,
right-click and then click Release. You can do the same for
requisition lines in the
Purchase Requisition Lines
window.
Note: If an express purchase requisition (i.e., order code 5) is released, it will also create a purchase order with order code
5. However, an express purchase requisition in inter-site context will create a purchase order with order code
4.
Prerequisites
- A requisition header and at least one requisition line must have been entered and saved.
System Effects
The requisition is activated and ready to continue in the workflow. The status is
updated from Planned to Released.
If any of the lines does not require authorization, the line is converted
into a purchase order. The created purchase order is automatically released and
printed, and the status of the requisition line is changed to PO Created.
Window
Purchase Requisition,
Purchase Requisitions
Purchase Requisition Lines
Related Window Descriptions
Purchase Requisition
Purchase Requisition
Purchase Requisition Lines
Purchase Express Order(s)
Successfully Created
Procedure
To release the requisition in Purchase Requisition:
- Either populate or query for the appropriate requisition.
- Right-click in the upper part of the window and then click Release.
- The Purchase Express Order(s) Successfully Created
information box is displayed, for those lines that do not require
authorization. Note the purchase order number(s) and confirm by clicking OK.
- The Report Print dialog box appears. Preview the purchase
order before printing
by clicking Preview. From the preview
window, you can print the document by clicking Print on the toolbar. You
can also print the document(s) directly from the Report Print
dialog box by clicking OK.
To release the requisition in Purchase Requisitions:
- Populate the window or query for the appropriate requisitions.
- Select all of the desired requisitions.
- Right-click and then click Release.
- The Purchase Express Order(s) Successfully Created
information box is displayed for those lines which do not require
authorization. Note the purchase order number(s) and confirm by clicking
OK.
- The Report Print dialog box appears. Preview the purchase
order before printing by clicking Preview. From the preview
window, you can print the document by clicking Print on the toolbar. You also
can print the document(s) directly from the Report Print
dialog box by clicking OK.
To release the requisition in
Purchase Requisition Lines:
- Either populate or query for the appropriate requisition.
- Select all of the requisition lines for the desired requisition.
- Right-click and then click Release.
- The Purchase Express Order(s) Successfully Created
information box is displayed, for those lines that do not require
authorization. Note the purchase order number(s) and confirm by clicking OK.
- The Report Print dialog box appears. Preview the purchase
order before printing
by clicking Preview. From the preview
window, you can print the document by clicking the print on the toolbar. You also
can print the document(s) directly from the Report Print
dialog box by clicking OK.