Use
The new design of the purchase requisition focuses on the needs of the user and provides greater support to those responsible for processing requisitions.
Features
The following additional functions are available to users processing Enjoy purchase requisitions:
Fast Change
The fast change function enables you to change data such as the plant and storage location in several items simultaneously.
To do so, you must:
You can use the fast change function either for several selected items or for all items.
If you wish to change the plant, for example, you can select the Plant column before clicking on for Fast change.
If you click on (Fast change) without previously selecting a column, an additional box will appear, from which you can choose the desired fields from a list of all changeable fields.
This makes sense, for example, if you wish to change the Closed indicator in the "detailed data" of purchase orders.
You usually order for your Atlanta plant. For this reason, you have specified in your personal settings that this plant is to be the default value in PO items.
While processing a purchase order, you notice that certain office supplies have to be ordered not for your Atlanta plant, but for your plant in Chicago.
Select the relevant items and the Plant column and click on under the item overview.
Enter Header Memos
The requisitioner can enter internal header memos providing subsequent processors with information applicable to the entire requisition.
You have a choice between conventional word-processing and a new continuous-text editor which supports automatic line-breaks and searches for and replacement of text (among other functions).
Display Requisition Release Strategy
If a requisition is subject to a release strategy, you can display this strategy.
If the requisition is subject to overall release, the strategy is displayed in the header data.
If the requisition can be released on an item-wise basis, you see the release strategy in the item detail data.
There you see the:
(Which release point can or must still effect release.)
Here you see which
(Which participants can effect release and which combinations are possible to secure final release.)
Here you see which release codes must approve the purchase requisition in order for the latter to achieve final release.
The purchase requisition has been finally (completely) released if no further release options are displayed and the
Adopt Order Price in PO
You can now specify in the purchase requisition that:
Display PO History for Referenced Purchasing Documents
You can see the "PO history" in the item detail data. You can also see which RFQs or contracts have been created with reference to the purchase requisition, for example.
This information is available on the Status tab page in the item detail data.
Print Item Overview
You can print out the item overview. It is then printed out in list form.
Account Assignment
You can specify single or multiple account assignments for requisition or PO items.
Click either to switch from the multiple account assignment screen to the single account assignment screen, or to switch to the multiple account assignment screen.
In the case of multiple account assignment, you can choose distribution by quantity or distribution on a percentage basis.
Copying account assignment items
If you have chosen multiple account assignment, you can copy account assignment data into other requisition or PO items.
You order 10 swivel chairs and 10 desks, of which you wish to assign 5 to cost center 1000 and the other 5 to cost center 2000 in each case.
You enter two account assignment items for the swivel chairs. Select both account assignment items and click to copy them.
If you then wish to enter the account assignment for the desks, click to insert the copied account assignment items. You then have the choice of inserting the account assignment item just once or several times.
Automatic distribution of the requested quantity among several account assignment items
If you enter several account assignment items, you no longer need to distribute the quantity among them manually. The system automatically distributes the requested quantity proportionally among the existing account assignment items.
If you change the requested quantity on the item overview screen, the quantity is adjusted in the associated account assignment items. As soon as you change the quantity or percentage of the account assignment item, no further automatic distribution can be carried out.
Suppose you have requested 90 swivel chairs, which you have assigned to three cost centers in equal numbers. You now find you need 120 chairs instead of the 90 originally ordered, so you change the requested quantity on the item overview screen. The system then automatically changes the distribution so that 40 chairs are now assigned to each cost center.
Create Totals and Subtotals
You can create totals for numeric fields (such as net value or quantity) in purchase requisitions and then display the total net price for a certain requisition for instance. Select the Net price column in the item overview and click Total.
You can then create subtotals for plants or materials for instance. Select the relevant column and click Subtotals.
You can also create subtotals for several columns. For example, you may wish to first see the subtotal per plant and then, in addition, the subtotal per material.
Further Functions via the Right-Hand Mouse Button
If you are currently on the item overview screen, you can call up further functions (e.g. Find, Duplicate item, or Fix) by clicking the right-hand mouse button.
If you "fix" the columns Requisition item and Material, for example, these columns will always be displayed when you scroll horizontally.
Copy Requisitions or Items from the Document Overview
If you wish to copy requisitions or individual items into the requisition you are currently processing, you must first display these requisitions or items in the document overview.
Click (Adopt) to insert the selected documents or items into the current requisition.
For more information, refer to the section
Copying Requisitions or Items.