This section contains practical tips for the manual generation of purchasing documents referencing purchase requisitions. You are shown how to create the following from a list of open requisitions:
Creating Purchase Orders and Delivery Schedule Lines
You process requisitions in two steps:
You choose the requisitions for which Pos, delivery schedule lines (under scheduling agreements), or RFQs are to be generated. This step is described in "Choosing Requisitions".
You then create purchase orders or delivery schedule lines (see "Creating Purchase Orders" or "Creating Scheduling Agreement Schedule Lines").
Choosing Requisitions
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.
The screen enabling you to enter selection criteria for the requisitions to be processed appears.
Creating Purchase Orders
The creation of purchase orders from Enjoy requisitions is described in the section
Enjoy Purchase Requisition – Creating Purchase Orders.The following describes the pre-Enjoy procedure:
A dialog box for PO creation appears.
Press ENTER to obtain the overview of requisitions flagged for PO generation.
– If you wish to change the selected items before adopting them, choose Edit ® Selections ® Adopt + details. 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 Edit ® Selections ® Adopt.
The item overview for the new PO (with the items you adopted) appears.
For more information on the creation of purchase orders, refer to the section Creating a Purchase Order.
Creating Scheduling Agreement Schedule Lines
The scheduling agreement item overview appears.
The individual schedule lines for the assigned requisitions are generated automatically and inserted into the delivery schedule in the appropriate chronological order.
For further information on the creation of delivery schedules under scheduling agreements, refer to Creating Schedule Lines for Sched. Agreement Item.
Creating RFQs
A dialog box for the creation of RFQs appears.
When you press
– If you wish to change the selected items before adopting them, choose Edit
® Selections ® Adopt + details. The relevant item detail screens will then appear, allowing you to make the desired changes.– To adopt the selected items without changes, choose Edit ® Selections ® Adopt.
The item overview for the RFQ to be created is displayed with the adopted items.
For more information on the creation of RFQs, refer to the section Creating RFQs.