This section contains practical tips for the manual generation of purchasing documents that reference purchase requisitions. You are shown how to create the following from a list of open requisitions:
Purchase orders and delivery schedule lines (for items with an assigned source)
RFQs (for items without an assigned source)
You process requisitions in two steps:
Select requisitions.
You select the requisitions for which you want to generate purchase orders, delivery schedule lines (under scheduling agreements), or RFQs (see "Selecting Requisitions").
Create purchasing documents.
You then create purchase orders or delivery schedule lines (see "Creating Purchase Orders" or "Creating Scheduling Agreement Schedule Lines").
This section shows how to list open requisitions (requisitions whose material has not been ordered, or only ordered in part) and choose which requisitions you wish to process.
Choose
.A selection screen appears, on which you enter the selection criteria for the requisitions to be processed.
Enter the selection criteria for the requisitions you wish to process. For example, enter the purchasing group key to list all requisitions that have been assigned to your purchasing group.
Choose
Execute
to obtain a list sorted by vendor. You see how many of your purchasing group's requisitions are assigned to each vendor.
Now create either purchase orders or scheduling agreement schedule lines.
The creation of purchase orders is described in the section Purchase Requisition – Creating Purchase Orders (Single-Screen Transaction) .
The following section describes the "traditional" procedure:
Position the cursor on the desired vendor or contract and choose
.A dialog box for creating a purchase order appears.
Check, enter or change the purchase order data (for example, the purchasing organization).
Press ENTER to obtain the overview of requisitions flagged for PO generation.
Select the items that are to be adopted in the PO.
Adopt the selected items in the PO.
–If you wish to change the selected items before adopting them, choose
. You then make the desired changes on the item detail screen in each case.–If you wish to copy the selected items without first changing them, choose
.The item overview for the new PO (with the items you adopted) appears.
Save the purchase order.
For more information about the creation of purchase orders, see Creating a Purchase Order .
Position the cursor on the scheduling agreement for which delivery schedule lines are to be created, and choose
.The scheduling agreement item overview appears.
Display the current delivery schedule. If necessary, enter delivery time-spots for individual lines.
The individual schedule lines for the assigned requisitions are generated automatically and inserted into the delivery schedule in the appropriate chronological order.
Save the schedule.
For more information on the creation of delivery schedules under scheduling agreements, see Creating a Standard Delivery Schedule for an SA Item .
To create RFQs, you must generate a basic list by choosing
.
From the basic list, you can flag a requisition for RFQ processing. Select a requisition and choose
Without Vendor.
Choose
Flagged for RFQ Processing
and choose
.
A dialog box for the creation of RFQs appears.
Enter the deadline for submission of quotations and check other relevant data, such as the purchasing organization.
When you choose ENTER , you obtain an overview of the purchase requisitions that have been flagged for RFQ processing.
Select the items that are to be adopted in the RFQ.
Adopt the selected items in the RFQ.
–If you wish to change the selected items before adopting them, choose
. The relevant item detail screens will then appear, allowing you to make the desired changes.–To adopt the selected items without changes , choose
.The item overview for the RFQ to be created is displayed with the adopted items.
If you have flagged the requisition for RFQ processing without a vendor, or if you wish to issue RFQs to another vendor, assign the RFQ to a vendor and save the document.
Repeat this process for each vendor to whom the RFQ is to be issued.
For more information about the creation of RFQs, see Creating RFQs .