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 Purchase Requisition – Creating Purchase Orders (Single-Screen Transaction)

Use

This section describes how you convert requisitions to which a source of supply has already been assigned into purchase orders.

The following steps are necessary to convert purchase requisitions to purchase orders:

Assigningmeans defining the desired source for each purchase requisition item.

Further processinginvolves generating lists of assigned/flagged requisitions and then creating the corresponding purchase orders.

Prerequisites

A source of supply is assigned to the requisitions you wish to convert into purchase orders.

You can convert requisitions into purchase orders as follows:

Further processing of requisitions with an assigned source via assignment list

This means that you create purchase orders manually from a list of requisitions with assigned sources.

Procedure

Choose Requisition Follow-On Functions Create Purchase Order Via Assignment List

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 . You see a list sorted by vendor. You see how many of your purchasing group's requisitions are assigned to each vendor.

To create purchase orders, position the cursor on the desired line and choose Process Assignment

In the following window, enter the necessary data (for example, order type) and choose .

You see the function for creating purchase orders (single-screen transaction).

Proceed as described in the section Further processing of purchase requisitions

Source assignment and further processing of purchase requisitions

This involves assigning requisitions (from a list) to sources and then creating purchase orders. (This function is a combination of "assigning purchase requisitions" and "further processing of requisitions via assignment list".)

Procedure

If you wish to perform both functions in a single step, choose Requisition Follow-On Functions Assign + Process

On the selection screen, enter the criteria for selecting the requisitions to be processed and choose .

Select the desired purchase requisition. To assign a source, choose either Assign Automatically or Assign Manually .

Choose Assignments , to access the Assignment Overview screen.

To create purchase orders, position the cursor on the desired line and choose Process Assignment .

In the following window, enter the necessary data (for example, order type) and choose .

You see the function for creating purchase orders (single-screen transaction).

Proceed as described in the section Further processing of purchase requisitions .

Activities

Further Processing of Purchase Requisitions (Conversion into POs)

The open requisitions are displayed in the document overview for the purchase order (single-screen transaction).

Select one or more requisitions that you wish to process and either choose or drag them onto the shopping cart symbol ( ) to convert them into a purchase order.

If you have set up the document overview appropriately, you can now display data such as the requisition item, the material, and the requested quantity there.

For more information about the document overview, see Working with the Document Overview .

Check the data and make any necessary changes. Then choose to save the purchase order.

Result

The document overview shows you the purchase orders generated today, plus the processed and open requisitions.

When you have converted the selected requisitions into purchase orders, you are automatically returned to the function with which you started assigning or processing requisitions.

If you order only part of the total quantity, the requisition is shown as an open requisition until such time as the entire requested quantity has been ordered or until the requisition is shown as Closed on the Delivery Schedule tab page of the purchase order. Click the Requisition Closed column for the desired schedule line. The symbol shows that the associated requisition is closed.

You can also select the Closed indicator on the Quantities/Dates tab page in the item details when changing the purchase requisition.

For more information on creating scheduling agreement delivery schedules or RFQs, see Assigning Requisitions to Sources/Further Processing .