You can create, change, and display purchase requisitions on a single screen.
You can switch between
Create, Change
, and
Display
modes only if you have the necessary authorizations.
To create a new purchase requisition, choose .
To change a displayed purchase requisition, choose .
To display or change another document, choose
, select
Purchase Requisition
in the next window, and enter the desired requisition.
In the SAP menu, choose
Logistics
→
Materials Management
→
Purchasing
→
Purchase
Requisition
→
Create.
The
Create Purchase Requisition
screen appears.
The document overview shows you the purchasing documents according to the last-used variant – unless specified otherwise in your personal settings.
You can copy any purchase requisition items listed in the
Document Overview
to the document you are currently creating by selecting the items with the cursor and dragging them onto the shopping basket symbol with the left-hand mouse button depressed.
Enter the necessary data in the relevant screen areas.
You need only enter part of the name in the fields
Vendor
Material
Plant
Material Group,
and
Storage Location
. The system is able to automatically determine the existing vendors, for example, from the text fragment you enter.
You can store default values.
If, for example, you have stored a plant and a requisitioner in the
Default Values
, you needn’t re-enter this data manually every time. Instead, the system proposes it automatically in each case.
Item overview: for example, material, quantity, delivery date, and plant
If you accidentally entered the wrong material, you can change it without having to create a new item. You can also change the item category and plant without having to create a new item.
Item details: for example, account assignment and source of supply
You can carry out a source determination process on the
Source of Supply
tab page. Choose
Assign Supply Source
.
If the system determines several sources for a material, these are proposed to you in a list. You can then select the desired source from this list. The assigned source is then displayed with the green light symbol .
From this list, you can navigate to outline agreements or purchasing info records and carry out a simulation by double-clicking with the mouse.
Check the data entered.
If necessary, choose
Header Details
and
Item Details
to expand the detail data areas.
Choose in the upper left-hand corner of the relevant screen area to collapse the area again.
Processing incorrect items
A status in the status column shows you whether items contain errors. Click on the status column for the relevant item in order to process the error.
To access the error log containing the messages for all items, choose on the toolbar.
Choose to save the purchase requisition.