Approve/Change Purchase Requisition
You can perform the following actions to the requisition:
- Change the requisition before approving it.
- Approve selected line items.
- Delete selected line items.
- Reject entire requisition.
Change the Requisition
1. Change any of the following fields.
| (for the entire requisition) |
| Goods recipient |
Person receiving the goods or services. |
| Unloading point |
Location where the goods or services will be delivered. |
| Rejection text, items notes, and delivery text |
Click the Edit Text button to enter, edit, or review
rejection text, item notes, or delivery instructions. You go to the "Change
Purchase Requisition: Item Notes & Delivery Text" page.
Note: A ". . . " after a text field indicates
that additional text follows. Click the Edit Text button
to see more. |
| Use this Cost Object for all items |
Enter the cost object to change the cost object for all line items. Click
Apply. |
| Use this G/L account for all items |
Enter the G/L account to change the G/L account for all line items. Click
Apply. |
| (for each line item) - Item Summary Section
- |
| Edit Short Text |
Type in a brief description of the item ordered. Include SKU, part, or
model number, if known. Click the Edit Long Text button
to enter the item text. You go to the "Change Purchase Requisition:
Edit Long Text" page.
Note: If the line item has
been approved or deleted, the Display Short Text button
and the Display Long Text button appear instead. |
| Quantity |
Number of items ordered. |
| Unit |
Unit of measure for the item. Click the Search (binoculars)
button to display a list of measurements. See Related Topics
for performing a search. |
| Price |
Cost of each item ordered. |
| Material Group |
Classification of goods or services purchased. Click the Search
(binoculars) button to display a list of material groups. See Related
Topics for performing a search. |
Tracking Number
|
Requisition number from a paper requisition or other source document. |
| Delivery Date |
Date items will be delivered (mmddyy). |
| Distrib |
Percent of the total charge that will be assigned to a cost object. |
| Cost Object |
Cost object the cost is assigned to.
Note: To use the same cost object for all line items, enter that
cost object in the Use this Cost Object for all items:
field and click Apply (below the Delivery Text). |
| G/L account |
G/L account number the cost is assigned to. Use the Search
(binoculars) button to find one. See Related Topics below
for performing a search.
Note: To use the same G/L account for all line items, enter that
G/L account in the Use this G/L Account for all items:
field and click Apply (below the Delivery Text). |
2. Click Save Changes to save your changes, or click Return
to Inbox to cancel your changes. You return to "Requisition Approver
Inbox" in either case.
Approve Selected Line Items:
You can change the requisition or line item before approving it.
1. Click in the blank selection box to the left of the item number(s).
Note: You can use the Select and Deselect
All buttons (top left column) to select or deselect all the line items.
2. Click the Approve Selected button (top of Item Summary section).
A check mark in a green circle appears before the line item number.
Delete Selected Line Items:
1. Click in the blank selection box to the left of the item
number(s).
Note: You can use the Select and Deselect
All buttons (top left column) to select or deselect all line items.
2. Click the Delete Selected button (top of Item Summary section). A
red "D" appears before the line item number and the text is in red,
strikethrough font.
Reject Entire Requisition:
Important: You can only reject requisitions that
have line items that have not been previously approved or deleted line items.
You cannot reject a requisition with approved line items.
1. Enter the reason you are rejecting the requisition using the Edit
Text button. You go to the "Change Purchase Requisition: Item
Notes & Delivery Text" page.
2. Click the Reject button back on the "Approve/Change
Purchase Requisition" page.
A check mark in a red circle appears before all open line items, indicating
they are rejected.
Print the Requisition
Important: If you are not set up with an SAP printer,
you will not see the SAP button.
1. Click in the check box to select the requisition; then click the SAP
button to print the requisition to your designated SAP printer. You will print
the requisition in requisition format. Note: You can also use the Select
All and Deselect All buttons (top of column) to select/deselect the
whole list of requisitions.
2. Click Print This Page to print from the browser. You will
print what is displayed on the "Approve/Change Purchase Requisition"
page.
Note: To change your SAP default printer, see Changing
Your Default Printer in SAP for MIT Documentation on the Web.
Related Topics:
Icons
Perform a Search
|