Requisitions

Requisitions

•         Its one of the document that will be prepared by the employees whenever they need the materials

•         We will find 2 types of requisitions

–        INTERNAL

–        PURCHASE

•         If materials are available in other organization we will transfer/purchase the material from the internal requisition.

•         If material are not available then we will purchase it from suppliers by using purchase requisition.

•         Select the responsibility called “Purchasing Vision Operations (USA)”.

•         Requisitionsà Requisitions

•         Select * from PO_REQUISITION_HEADERS_ALL where segment1=‘1651’

•         PKà Requisition_Header_id =11438

•         Segment1àRequisition Number

•         Select * from PO_REQUISITION_LINES_ALL where Requisition_header_id =11438

•         PKà Requisition_line_id =9901

•         Select * from PO_REQ_DISTRIBUTIONS_ALL where Requisition_line_id =9901

•         PKà Distribution_id

•         PK-->REQUISITION_HEADER_ID

•         AUTHORIZATION_STATUS=INCOMPLETE

–                      IN PROCESS

•                                             APPROVED                           

•         TYPE_LOOKUP_CODE=PURCHASE/INTERNAL

•         Open the Requisition form

–        Enter the header level information

–        Enter line level information

–        Enter the item ,qty, price, need by date

•         Select the distributions button

–        Enter the distribution details

–        Save the transaction.

•         Select the approve button for approval

•         Go to requisition summary form

–        Enter the requisition number

–        Select find button

–        We can verify the Requisition Status to find whether approved or not approved.

•         We can also cancel the requisition after approval

–        Tools

•         Control options

•         Select the option called cancel Requisition

•         Enter the reason and press OK button

•         Again query the requisition we find it as “Cancelled”.

•         We can find out the action history of the requisition by using

–        Tools

•         View action history

•         It will show you the details like who has submitted ,approved and cancelled.

•         Requisition number will be generated by the system automatically.

•         If we want to enter it manually we have to set up the following

–        Setup àOraganizations àpurchasing Optionsà numbering Tab àselect requisition entry as manual àtype(alpha numeric/Numeric)

•         After requisition is approved as per the company requirement we will create RFQ doc.

•         Bid RFQ:

–        It will be used for large/expensive,piece of equipment that we have never ordered before .( Eg. diamond)

–        We cannot specify the price breaks for Bid RFQ.

•         Catalog RFQ:

–        It is used for high volume items for which we will receive information regularly where we will find the price breaks at different quantity levels. (nuts & bolts)

•         Standard RFQ:

–        It is used for items which are used only once not regularly. It also includes price breaks at the different qty. levels. (Furniture)