Entering Requisitions by Using Requisition Entry

Access the Add Requisition form.

Select the Requisition tab to enter a title for the requisition and to enter justification information. Complete these fields:

Requested By

The system populates this field with the user ID of the person signed on to the system. Whether this field is editable is determined by the processing option settings for the P43E10.

If this field is enabled, users can search for valid address book numbers to enter in this field. If the field is enabled with delegation, users can only select from employees who have been set up with delegation rights. If the field has been enabled without delegation, users can enter any valid address book number here.

Job, Branch/Plant, Project, and Business Unit

Displays one of these field descriptions depending on the value you specify in the Business Unit Display processing option for the Requisition Entry program. This field represents the business unit for an account number, and the system retrieves the default value for this field. Whether this field is editable is also determined by the processing options.

To determine the default value for this field, the system first checks to see if a default location has been set up in the Default Location & Printers program (P400951) for the user ID in the Requested By field. If one is set up, the system uses this value as the default. If one is not set up, the system then checks the Business Unit field on the Address Book master record for the user ID in the Requested By field and uses that value.

Title

Enter a title for the requisition. You can enter up to 30 alphanumeric characters.

Justification

Click this field if you want to enter additional information for the requisition.

Select the Line Defaults tab to enter information that the system uses as default values for requisition lines. The system does not store these values at the header level for the requisition, as the values are used only to provide default information for requisition lines. Complete these fields:

Order Date: Enter a date if you want to use a date other than the default, which is the current date.
Requested Date: Enter a date by which you want to receive the item. You must enter a date that falls after the value specified in the Order Date field.
Ship To: Enter the address number of the location to which you want to ship the order. The address book provides default values for customer address, including street, city, state, zip code, and country. The system uses the ship to address specified in the Branch Plant Constants as the default value. If the ship to address in the Branch Plant Constants is blank, the system uses the value specified in the Business Unit Master table (F0006).

Select the Products tab to enter information for a product requisition, and then complete these fields:

Commodity

Enter a commodity or allow the system to populate this field with the value you select from the commodity structure. You can also use the search feature to find a commodity.

Item Number

Enter the item number for the item you are ordering. If you selected an item from the Choose Item or Supplier subform, the system populates this field with the value you selected. If you enter a value in the Commodity field and the commodity has an item associated with it, you can override the item associated with that commodity.

Description

Overrides the description for the item you selected.

UoM (Unit of Measure)

Enter a user-defined code (00/UM) that indicates the quantity in which to express an inventory item, for example, CS (case) or BX (box).

Supplier

Enter the supplier number for the product. If you selected a supplier from the Choose Item or Supplier subform, the system populates this field with the value you selected.

Quantity

Enter the quantity for the item that you are ordering. If you are entering a lump sum order, do not enter a quantity.

G/L Date

Enter a date to identify the financial period to which the transaction is to be posted. The system uses this date when performing budget checking and when creating commitments.

Line Type

Review, and if necessary, update the value in this field to specify the line type of the item you are entering. The system populates this field with the default line type. However, you can change this value if necessary.

Domestic Cost

Review and/or enter a cost per unit in this field. This field displays the amount in the domestic currency.

Foreign Cost

Review the amount in this field. This field is populated only if you enter a foreign supplier.

Special Request

Select this option if this item does not have an item or account number associated with it. If you select this option, the system disables all editing for the requisition and alerts the buyer. The system does not submit the requisition, and all lines within the requisition are not processed.

High Priority

Select this option to indicate that the buyer should expedite the requisition. The buyer can search on requisitions with this option selected when reviewing requisitions in the Requisition Inquiry program (P43E15).

Account Number, Job, Cost Code, Cost Type, Business Unit, Object Account, and Subsidiary

Displays one of three formats for the account number depending on the value you specified in the Account Display processing option for the Requisition Entry program. Whether this field is enabled for editing is also controlled by the processing options.

Enter the account number associated with the product. If you enter an account associated with a commodity, the system populates the Commodity field with the related commodity.

Sub

Enter a code that represents a subset of an object account. Subsidiary accounts include detailed records of the accounting activity for an object account.

Subledger Type

Enter a user defined code (00/ST) that is used with the Subledger field to identify the subledger type and how the system performs subledger editing. Values include:

A: Alphanumeric field, do not edit.

N: Numeric field, right justify and zero fill.

C: Alphanumeric field, right justify and blank fill.

Subledger

Enter a code that identifies a detailed, auxiliary account within a general ledger account. A subledger can be an equipment item number or an address book number. If you enter a subledger, you must also specify the subledger type.

Select the Services tab to enter information for a services request, and complete these fields:

Extended Price

Enter the extended price, which is the number of units multiplied by the unit price.

Supplier

Enter the number of the supplier for the service. If you selected a supplier from the Choose Item or Supplier subform, the system populates this field with the value you selected.

Account Number, Job, Cost Code, Cost Type, Business Unit, Object Account, and Subsidiary

Displays one of three formats for the account number depending on the value you specified in the Account Display processing option for the Requisition Entry program.

Enter the account number associated with the service. If you enter an account associated with a commodity, the system populates the Commodity field with the related commodity.

G/L Date

Enter a date to identify the financial period to which the transaction is to be posted. The system uses this date when performing budget checking and when creating commitments.

Sub

Enter a code that represents a subset of an object account. Subsidiary accounts include detailed records of the accounting activity for an object account.

Subledger Type

Enter a user defined code (00/ST) that is used with the Subledger field to identify the subledger type and how the system performs subledger editing. Values include:

A: Alphanumeric field, do not edit.

N: Numeric field, right justify and zero fill.

C: Alphanumeric field, right justify and blank fill.

Subledger

Click Add to Cart to populate the Requisition Cart subform.

Quantity Ordered: Use this field to change the quantity for individual requisition lines.
Tr. UoM (transaction unit of measure): Use this field to change the unit of measure for individual requisition lines.
Extended Amount: Use this field to change the extended amount for individual requisition lines. Enter the amount, which is the number of units multiplied by the unit price. You can also use this field to enter a lump sum amount. If you enter a lump sum amount, do not enter a quantity. The system always displays the extended amount in the domestic currency.