Individual Purchase Requisition 

Use

You can use this worklist to monitor the progress of individual purchase requisitions, for example by checking the release status or assignment of sources of supply. The purchase requisitions have been created directly from a sales order and are posted to this sales order. You are the sales representative who is responsible for purchase requisitions.

Integration

This query is called in the Worklist for Sales Documents iView. For additional technical information, see List of Personal Worklists.

Features

You can restrict the selection of purchase requisitions by using purchasing search criteria as well as sales criteria of the related sales order:

●      Organizational structures of purchasing (such as purchasing organization or purchasing group)

●      General data of the purchase requisition (such as document type)

●      Status of the purchase requisition (such as released or assigned)

●      Organizational structures of sales and distribution (such as sales organization, sales office, or sales group)

●      Employee responsible in sales and distribution

●      Statuses of the sales order (such as incomplete, locked by credit check)

●      General criteria of the sales order (such as order type, customer)

You can use the criteria personalization to determine the search criteria for the quick search. For more information, see Personal Worklist.

Activities

You can process the purchase requisitions as follows:

●      You display a purchase requisition. Choose one of the following options:

○       Click on the relevant link under the document number.

○       Select the line and choose Display.

The purchase order is displayed in a new window.

●      You display vendor data by clicking on the underlined number of a vendor.

●      You display a sales order. Choose one of the following options:

○       Click on the underlined number of a document.

○       Select the line and choose Display Sales Order.

●      If you want to change a sales order, select the line and choose Change Sales Order.

●      You display a customer. Choose one of the following options:

○       Click on the underlined number of a customer.

○       Select the line and choose Display Customer.

To update the list, click on Refresh in the worklist.