Authorize Express Purchase Requisition

Explanation

The express purchase requisition is used when there is an immediate demand for a purchase order, e.g., when purchasing some urgently needed spare parts from the local hardware store. When order code 5 (Express) is used, purchase orders are immediately created for all lines as soon as they have been fully authorized, i.e., as soon as a line has been fully authorized, it is converted. When purchase order lines have been created for all requisition lines, i.e., the requisition has been fully authorized, the status of the purchase requisition is changed to Closed. The created purchase order is automatically released and printed.

Prerequisites

System Effects

Window

Purchase Requisition, Purchase Requisition Line Authorization

Related Window Descriptions

Purchase Requisition
Purchase Requisition/Authorization
Purchase Requisition Line Authorization
Purchase Express Order Successfully Created

Procedure

From the Purchase Requisition window:

  1. Populate or query for the appropriate requisition.
  2. If there are any requisition lines for which no supplier has been specified, enter the appropriate supplier for these lines.
  3. Select the Authorization tab.
  4. In the left-hand side of the tab, select the authorizer, authorization group, project role, position, or requisitioner for which you are authorizing. In the right-hand side of the tab, you can view all requisition lines this authorizer/authorization group has to authorize. Alternatively on the right-hand side window you are able to select the specific lines that you wish to authorize.
  5. Select Authorize/Acknowledge in the Operations menu.
  6. The Purchase Express Order(s) Successfully Created information message is displayed, when the final authorization of a line has been made. Note the purchase order number(s) and confirm by clicking OK.
  7. order before printing by using Preview and you can print the document by clicking the printer button. You also can print the document(s) directly from the Report Print dialog box by clicking the OK

From the Purchase Requisition Line Authorization window:

  1. Populate or query for the appropriate requisitions.
  2. Select the lines you want to authorize.
  3. Select Authorize/Acknowledge in the Operations menu.
  4. The Purchase Express Order(s) Successfully Created information message is displayed, when the final authorization of a line has been made. Note the purchase order numbers and confirm by clicking the OK.
  5. The Report Print dialog box appears. Preview the purchase order before printing by using the Preview and you can print the document by clicking the printer button. You also can print the document(s) directly from the Report Print dialog box by clicking OK.