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Prerequisites

   Create on-line requisitions with Enter Requisitions. See: Entering Requisition Headers. Approve the requisitions. See: The Document Approval Process.

   Use Requisition Import to import requisitions generated by other products. See: Requisition Import Process.

   To enter search criteria:

1. Navigate to the Find Requisition Lines window by selecting AutoCreate from the menu. Then enter desired search criteria as described in the following steps.

2. Select the Approved status: Yes or No. Only approved lines can be used when you autocreate purchase orders. Either status can be used on RFQs. If you do not make a selection, both approved and unapproved requisition lines will be included.

Yes - You can autocreate purchase orders, releases, and RFQs.

No - You can autocreate only RFQs.

3. Enter the Requisition number.

4. Enter the Requestor.

5. Select the Supplier Sourcing criterion (Sourced or Unsourced).

6. The suggested Buyer from the Enter Person window is displayed as the default. If the PO: Allow Buyer Override in AutoCreate Find profile option is set to Yes, you can clear the default or enter a different buyer.

7. Enter the Supplier and Supplier Site.

8. Select the Document Type to indicate that you want to include requisition lines sourced to a Blanket purchase agreement or to a Quotation.

9. Enter the PO Number.

10. Enter the Ship To location to include requisition lines with this Deliver To location. The default is the Ship-To Location for the buyer from the Enter Person window.

11. Enter the currency Rate Type.

12. Enter the Currency.

13. Use the alternative regions to further restrict the search:

• In the Item region, you can enter the following search criteria: Item number, Revision number, Category, item Description, and Supplier Item number. The default Category is the category defined for the buyer from the Enter Person window. If the PO: Allow Category Override in AutoCreate Find profile option is set to Yes, you can clear the default or enter a different category.

• In the Status region, you can limit the search by Late status (Yes or No), Urgent status (Yes or No), Assigned status (Yes or No), RFQ Required status (Yes or No), or the number of need by days from today (For example, enter 10 if you want to locate all requisition lines with a need-by date within the next ten calendar days.)

14. Select the Find button to initiate the search and open the AutoCreate Documents window. See: Selecting AutoCreate Criteria.

   To clear existing search criteria:

• Select the Clear button to clear any existing search criteria.

   To enter requisition preferences:

• Select Requisition Preferences on the Special menu to open the Requisition Preferences window. See: Entering Requisition Preferences.

See Also

Profile Options in Purchasing

Enter Person