| Field | Description |
|---|
 New
|
After you click this option, select one of the following:
-
New Requisition: Opens a new requisition record.
-
Copy Current Requisition: Opens a copy of the current purchase requisition.
-
Select Requisition to Copy: Displays a lookup so that you can select a requisition record to copy.
|
 Delete Requisition
|
Select a purchase requisition and click this option to delete it. The purchase requisition is permanently deleted from the current database. You
cannot undo this action. This option is not available in List View.
|
 Submit
|
This option applies whether or not you use approval workflows to approve purchase requisitions. Any user who has access to the Purchase Requisitions application can create and submit purchase requisitions. The
Submit option is enabled after you save a purchase requisition.
When you use an approval workflow for approving purchase requisitions: Click this option to submit the purchase requisition and start the approval process. If you are an approver for purchase requisitions, after a purchase requisition is submitted, the
Approvals option displays on the toolbar of the Purchase Requisitions form so that you and/or the workflow approval administrator can approve, reject, or reassign the approval step. (You turn on the use of an approval workflow for approving purchase requisitions in
.)
When you do not use an approval workflow for approving purchase requisitions: Click this option to change the status of the purchase requisition from
In Progress to
Approved (in the
Status field on the General tab of the Purchase Requisition form). The
Close and
Reject options on the toolbar are enabled after you click the
Submit option.
|
 Reject
|
This option displays when you do not use an approval workflow for approving purchase requisitions. It displays only after you submit a purchase requisition (and it now has an Approved status) and only if you are entered as a buyer with rights to edit purchase requisitions. Buyers are specified in the Buyers grid on the Buyers tab in
. Editing rights are specified by selecting the
Edit All PR check box for a buyer in the Buyers grid.
Click this option to reject a purchase requisition. Its status changes from
Approved to
Rejected (in the
Status field on the General tab of the Purchase Requisition form).
After you reject a purchase requisition it can be edited by users who are designated as buyers with purchase requisition editing rights on the Buyer tab Purchasing & Inventory Company Settings.
When you use an approval workflow for approving purchase requisitions, the
Reject option is located in the
Approvals option drop-down list.
|
| Approvals
|
This option displays when you use an approval workflow for approving purchase requisitions. You specify whether or not purchase requisitions use an approval workflow on the General tab in
. You set up the approval workflow in
.
This option displays after a purchase requisition is submitted if you are an approver for the current step of the approval process.
If you reassign the current approval step and select the
Move Assignment option on the Change Assignment dialog box, the
Approvals option is removed from the toolbar for the
employee whom you entered in the
From field on the dialog box, who is no longer is assigned to the approval step. If the
employee who is removed from the assignment is the approval administrator for the approval workflow, then the
Approvals option remains on the toolbar.
Click this option and select one of the following:
-
Approve: Select this option to approve the purchase requisition. On the Approve dialog box, enter a comment as needed, and click
OK. The approval process continues to the next step based on the configured approval workflow for purchase requisitions. This option is not available if you made changes to the purchase requisition. This option is not available in the List View.
-
Reject: Select this option to reject the purchase requisition. On the Reject dialog box, enter a required comment and click
OK. Based on the configured approval workflow for purchase requisitions, the requisition could be sent back to the
employee who submitted it, or it could be canceled.
The
Reject option is not available if you make changes to a purchase requisition. It is also not available when
None is selected in the
Reject Action field on the Workflow tab in Approval Workflows Configuration for an approval workflow step.
When you are in List View, you can reject one or multiple purchase requisitions on the grid. The Reject dialog box also opens when you reject an approval request in List View. In this case, you are required to enter a comment, which is saved for all the selected purchase requisitions that you are rejecting.
-
Review: This option applies if an approval workflow step has been configured to allow you to edit a purchase requisition during the approval process. If you make edits to a purchase requisition, the
Review option replaces the
Approve and
Reject options. Select
Review after you make edits. Based on the configured approval workflow for purchase requisitions, the purchase requisition is sent to the next approval step or sent back to the first approval step to restart the approval process. This option is not available in the List View.
- Reassign: This option is available if the approval workflow for purchase requisitions allows approvers to reassign the approval step (the
Allow Approvers to Reassign check box is selected on the General tab in Approval Workflows Configuration for the approval workflow). The option is also available if you are the approval administrator for the approval workflow. Select this option to open the Change Assignment dialog box and assign an additional
employee to the current approval step for the purchase requisition or move the approval assignment from one
employee to another.
-
Do Required Action: This option is available only in the List View. Select this option to send one or more purchase requisitions to the next step based on the configured approval workflow for purchase requisitions. The Approve dialog box opens if one or more requisitions requires your approval. Entering a comment on the Approval dialog box is optional. Any comment that you enter is applied to all the selected requisitions that you are approving.
|
 Close
|
Click this option to close a purchase requisition after it is rejected or approved.
|
 Print
|
After you click this option, select one of the following:
-
Print Current Requisition: Prints the current purchase requisition.
-
Print Active Group: Prints all of the purchase requisitions that are currently open.
-
Select Requisition to Print: Opens the Requisition lookup so that you can select a purchase requisition to print.
-
Print Current RFQ: Opens the Request for Price Quote options dialog box so that you can select the request for price quote records for the current requisition.
-
Select Requisitions to Print RFQ: Opens the Request for Price Quote options dialog box so that you can select the requisitions for which to print a request for price quote.
-
Print Summary Report: Generates the Purchase Requisition Status report.
|
 Detail View /List View
|
Either the
Detail View or the
List View option, but not both are available on the toolbar.
-
Detail View: This option is available while you are on the List View of the form. Click this option to change to the Detail View and display the information on tabs. This is the default view that displays when you open the form. The Detail View is the view that is described in help topics.
-
List View: This option is available while you are on the Detail View of the form. Click this option to change from the Detail View to the List View and display the information as a grid on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more records at a time. You can add, remove, or change the order of the columns in the grid by clicking the
Select Fields option on the grid toolbar. On the grid toolbar, you also have the access to grid options on the grip drop-down:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
|
