Adding lines to purchase requisitions

You use the Purchase Requisitions application to add lines to purchase requisitions.

Before you begin

The purchase requisition must be approved before you can assign its line items to one or more purchase requisitions. The status of the purchase requisition must be WAPPR (Waiting for approval). A purchase requisition can be closed when all its line items have been assigned to a purchase requisition.

About this task

You can add a purchase requisitions line for any of the following:

• Item from inventory
• Material not from inventory
• Tool
• Service
• Standard service
• Special order (if your administrator makes this option available).

1. In the Purchase Requisitions application, create or display a purchase requisition.
2. Click the PR Lines tab. In the PR Lines table window, click New Row.
3. Fill the remaining required fields:
   • For the Item or Tool line types, if an item is not associated with a unit price, you must enter information in the following fields:
     • Quantity
     • Unit Cost
     • Specify information for one of the following fields:
       • Storeroom
       • Work Order
       • Location
       • Asset
       • GL Debit Account
   • For the Material line types, specify information for the following fields:
     • Description
     • Quantity
     • Unit Cost
     • Specify information for one of the following fields:
       • Work Order
       • Location
       • Asset
       • GL Debit Account - If your organization requires general ledger account validation for transactions, this field must be populated before the approval of the purchase requisition.
   • For the Service line types, specify information for the following fields:
     • Description
     • Quantity
     • Unit Cost or Line Cost
     • Specify information for one of the following fields:
       • Work Order
       • Location
       • Asset
       • GL Debit Account - If your organization requires general ledger account validation for transactions, this field must be populated before the approval of the purchase requisition.
   • For the Standard Service line types, specify information for the following fields:
     • Item
     • Quantity
     • Unit Cost or Line Cost
     • Specify information for one of the following fields:
       • Work Order
       • Location
       • Asset
       • GL Debit Account - If your organization requires general ledger account validation for transactions, this field must be populated before the approval of the purchase requisition.
4. Enter or modify other purchase requisition line information as needed.
5. Optional: Choose one of the following options:

   Option	Description
   Vendor Items	You can choose from a list of items associated with this vendor.
   Contract Items	You can choose from a list of items that appear on contracts with this vendor.
   Select Spare Parts	You can choose from a list of spare parts for a particular asset.
   Vendor Analysis	You can view vendor history, such as past performance.
   View Contracts	You can view all contracts associated with that item.
   Distribute Costs	You can distribute the cost of the line item to multiple general ledger debit accounts.
   New Row	You can add another line to the purchase requisition.

6. Click Save Purchase Requisition.