Related topics
This panel can be accessed in two different modes allowing you to do the following:
- Create purchase requisition lines, which can be done manually or automatically by utilizing the smart order entry interface (via an option on this panel) if the Smart order entry PR field is defined for your user in the Work with DC1 user profiles.
- PO creation of all lines (click OK to confirm and start the creation process) or selected lines (mark the applicable lines and click Acc mark to confirm those lines and start the creation process).
From a purchase requisition line you can also create a request for quote. In addition, you can pre-account any item on the purchase requisition (i.e. manually override the accounting setup). The pre-accounting information will be copied into the purchase order, if a purchase order eventually is created from this purchase requisition.
Options
| Pre-accounting | Select this option to pre-account the purchase requisition line (i.e. manually override the accounting setup). |
| Create RFQ | Select this option to create a request for quote for a purchase requisition line. Note: You cannot create a purchase order for a purchase requisition line with an item not existing in the Item file. |
| Create PO | Select this option to create a purchase order for a purchase requisition line. |
| Internal text | Select this option to maintain internal text for the item on this purchase requisition line. Internal text can be useful to make notes about the item on the requisition. The internal text is not printed on any document. |
| External text | Select this option to maintain external text for the item on this purchase requisition line. External text will be copied to the purchase order, if a purchase order is created from this requisition. |
| Delivery address | Select this option to view/update the delivery address on warehouse level for a single purchase requisition line or for all marked lines. |
Function keys
| Smart order entry | This function key is only allowed if the Smart order entry PR field in Work with DC1 user profiles is defined for your user. Access the smart order entry interface where you can automatically retrieve, and thereby create, purchase requisition lines from different modes. This function key is not displayed in Purchase order creation mode. |
Selection fields
- Mark
- This column is only displayed in PO creation mode. Mark the purchase requisition record for which you want to create the PO.
- Line
- This column lists the line number for the item on the requisition.
- Item
- This column lists the item code.
- Quantity
- This column lists the quantity to purchase/request.
- Supplier
- This column lists the supplier for the item. For new requisitions, this is the main supplier of the item, i.e. the supplier defined with the best ranking in the Item/warehouse/supplier file. If main supplier is blank (meaning that there are two or more suppliers with the same ranking), this field will also be blank. If this is the case and purchase orders are going to be created, the user will be forced to enter a supplier.
- Whs
- This column lists the warehouse to which the requested item is to be sent by the supplier.
- Purchase price
- This column lists the purchase price of the item on the purchase requisition line.
- Discount %
- This column lists the calculated discount percentage for the item.
- Supplier name
- This column lists the name of the supplier.
- Item description
- This column lists the item description.
- Discount amount
- This column lists the discount amount to be given on the purchase of the item.
- Order number
- This column lists the purchase order number that has been created from the purchase requisition line.
- Order line number
- This column lists the purchase order line number that has been created from this purchase requisition line.
- Order supplier
- This column lists the supplier on the created purchase order.
- Int
- This column indicates if internal text is attached to the purchase requisition line.
- Ext
- This column indicates if external text is attached to the purchase requisition line.
- PO creation date
- This column lists the date the purchase order was created for this line.
- PO printing date
- This column lists the date of the latest printed purchase order document.
- PO status
- This column lists the status of the purchase order line that has been created for this purchase requisition line.
- Arrival date
- This column lists the arrival date of the purchase order line that has been created for this purchase requisition line.
- RFQ
- This column indicates if a request for quote has been created for this line.
- Request delivery date
- This column lists the requested delivery date on which the item should be delivered.
- Cost centre
- This column lists the cost centre for the purchase order.
Work with purchase requisition, Requisition line (DIR61404)
On this panel you maintain detailed information for the purchase requisition line.
Note: If a request for quote or a purchase order has been created for this purchase requisition line, nothing can be changed on this panel.
Function keys
| Generate item | Generate the item. Use this function key if the item you need to purchase is not defined in the Item file. |
| Internal text | Maintain internal text for the requisition line. Internal text can be useful to make notes about the item on the requisition. The internal text is not printed on any document. |
| External text | Maintain external text for the requisition. External text will be copied to the purchase order, if a purchase order is created from this requisition. |
| Upd supp marked lines | This function key is only applicable for purchase requisition lines defined with the same warehouse. If you want to change the supplier for several purchase requisition lines, select the lines on the previous panel, access Change mode, enter the applicable supplier in the Supplier field on this panel and click this function key. All selected lines will be updated with this supplier. |
- Line
- Displays the line number for this purchase requisition line, which cannot be changed. When entering a new purchase requisition line, the line number can either be manually defined or automatically created by the system. If created by the system, the line number will be created in increments of 10.
- Item
- Enter the complete item, or short code for the item, which you want to purchase. If you are requesting an item that does not yet exist in the Item file, you can leave this field blank. Note: You cannot create a purchase order from requisition lines with items not defined in the Item file.
If a fictitious item is entered in the Item field, this field can be changed.
- Supplier
- Enter the supplier from whom you will purchase the item on this purchase requisition line.
- Current supplier
- Displays the supplier from whom you are purchasing the item on this purchase requisition line that is to be used in purchase order creation.
- Warehouse
- Mandatory entry. Enter a warehouse from the Warehouse table, indicating to which warehouse the requested item should be sent by the supplier. Note: If the STKOWNER (Stock Ownership) functionality is activated in the Function control file, the warehouse entered must be defined as a normal or trade warehouse (i.e. warehouse characteristics code 1 or 2).
- Cost centre
- Displays the cost centre for the purchase requisition line.
- Quantity
- Mandatory entry. Enter the quantity to purchase.
- Price
- Enter the purchase price of the item.
- Currency
- Displays the currency of the purchase price.
- Purchase price unit
- Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the unit in which the price is presented. See About price unit handling for more information.
- Price unit quantity
- Only displayed if the PRCUNIT (Price unit handling) function is activated in the Function control file. Displays the quantity for the requisition line displayed according to the price unit. See About price unit handling for more information.
- Disc amount
- Optional entry. Enter the manual discount amount for the item. If entered, a price must be defined but no discount percentage can be entered.
- Price code
- This field indicates the price code for the order line. All valid prices codes are defined in the Item price code table.
- Discount %
- Optional entry. Enter the manual discount percentage for the item. If entered, a price must be defined but no discount amount can be entered.
- Req delivery date
- Enter the requested delivery date or dispatch date. This is the date that the goods should be shipped from the supplier’s warehouse. If a value is not entered in this field, the system will calculate the dispatch date for each purchase order line as:
today’s date + administration time + lead time
- Shipment mark
- Enter the text for shipment marking. The shipment marking will be printed on the purchase order.
- PO number/line
- Displays a purchase order number and line number, if a purchase order has been created for this purchase requisition line.
- PO supplier
- Displays the supplier for the created purchase order.
- PO line status
- Displays the status of the purchase order line, if a purchase order has been created for this purchase requisition line.
- Quotation received
- Indicates if a supplier quotation has been received for this purchase requisition line.
- Ref project
- This field is only displayed if DC1 Project is installed and activated. Displays the project number from which this purchase requisition was created.
- Phase/line
- This field is only displayed if DC1 Project is installed and activated. Displays the phase and line number on the project, from which this purchase requisition was created.
Work with purchase requisition, Copy requisition lines (DIR61405)
- Line
- Displays the line(s) you selected to copy.
- New line
- Enter the line number indicating the requisition line number of the new line. Leave the field blank to let the system retrieve the next available line number.
Work with purchase requisition, Deletion (DIR61408)
Work with purchase requisition, Create request for quote (DIR61411)
This panel is displayed when you have selected to create a request for quote from one, or several, purchase requisition lines.
You can either add the purchase requisition lines to an existing RFQ, or you can create a new RFQ. If you are adding purchase requisition lines to an existing RFQ, the system will send you a warning message if the item already exists on that RFQ for the same supplier as on this purchase requisition.
- RFQ number
- If you want to add the purchase requisition line(s) to an existing RFQ, enter the RFQ number. If you want to create a new RFQ for the purchase requisition line(s), leave the field blank.
- One RFQ/requisition
- If you selected several requisitions for which you want to create a RFQ, indicate if one RFQ should be created for each requisition you selected.
- Req reply-by date
- Enter the date when you want a reply (quotation) from the supplier(s), at the latest.
Work with purchase requisition, Requisition line, Delivery address (DIR61419)
This panel displays the delivery address on a single purchase requisition line. You have the possibility to change to a manual delivery address for a single purchase requisition line or for all marked lines by clicking the Update marked lines function key.
Function keys
| Update marked lines | This function key is only applicable for purchase requisition lines defined with the same warehouse. If you want to change the warehouse for several purchase requisition lines, select the lines on the previous panel, access Change mode, enter the applicable warehouse in the Warehouse field on this panel and click this function key. All selected lines will be updated with this warehouse. |
- Requisition
- Displays the purchase requisition number with description.
- Order value
- Displays the net value of order that has been created from the purchase requisition line.
- Line
- Displays the single purchase requisition line number.
- Item
- Displays the item number.
- Description
- Displays the item description.
- Warehouse
- Displays the warehouse code to which the item belongs, but can be changed.
- Name
- Displays the name of the warehouse.
- Address
- Displays five address lines for Address 1, Address 2 and so on, which include the address information such as city name, state and postal code.
- Country
- Displays the country name.