Release Express Purchase Requisition

Explanation

When the requisition is created, it receives the Planned status. To continue the workflow, the requisition must be activated, i.e., released. To release an entire requisition, right-click in the Purchase Requisition window and then click Release. An alternative method is to select the requisition in the Purchase Requisitions window, right-click and then click Release. You can do the same for requisition lines in the Purchase Requisition Lines window.

Note: If an express purchase requisition (i.e., order code 5) is released, it will also create a purchase order with order code 5. However, an express purchase requisition in inter-site context will create a purchase order with order code 4.

Prerequisites

• A requisition header and at least one requisition line must have been entered and saved.

System Effects

The requisition is activated and ready to continue in the workflow. The status is updated from Planned to Released.

If any of the lines does not require authorization, the line is converted into a purchase order. The created purchase order is automatically released and printed, and the status of the requisition line is changed to PO Created.

Window

Purchase Requisition,
Purchase Requisitions
Purchase Requisition Lines

Related Window Descriptions

Purchase Requisition
Purchase Requisition
Purchase Requisition Lines
Purchase Express Order(s) Successfully Created

Procedure

To release the requisition in Purchase Requisition:

1. Either populate or query for the appropriate requisition.
2. Right-click in the upper part of the window and then click Release.
3. The Purchase Express Order(s) Successfully Created information box is displayed, for those lines that do not require authorization. Note the purchase order number(s) and confirm by clicking OK.
4. The Report Print dialog box appears. Preview the purchase order before printing by clicking Preview. From the preview window, you can print the document by clicking Print on the toolbar. You can also print the document(s) directly from the Report Print dialog box by clicking OK.

To release the requisition in Purchase Requisitions:

1. Populate the window or query for the appropriate requisitions.
2. Select all of the desired requisitions.
3. Right-click and then click Release.
4. The Purchase Express Order(s) Successfully Created information box is displayed for those lines which do not require authorization. Note the purchase order number(s) and confirm by clicking OK.
5. The Report Print dialog box appears. Preview the purchase order before printing by clicking Preview. From the preview window, you can print the document by clicking Print on the toolbar. You also can print the document(s) directly from the Report Print dialog box by clicking OK.

To release the requisition in Purchase Requisition Lines:

1. Either populate or query for the appropriate requisition.
2. Select all of the requisition lines for the desired requisition.
3. Right-click and then click Release.
4. The Purchase Express Order(s) Successfully Created information box is displayed, for those lines that do not require authorization. Note the purchase order number(s) and confirm by clicking OK.
5. The Report Print dialog box appears. Preview the purchase order before printing by clicking Preview. From the preview window, you can print the document by clicking the print on the toolbar. You also can print the document(s) directly from the Report Print dialog box by clicking OK.