Release Entire Requisition or Line

Explanation

When the requisition is created, it receives the status Planned. To continue the workflow, the requisition must be activated, i.e., released.

If needed, you can demote a released purchase requisition or line to the status Planned.

Prerequisites

Release purchase requisition:

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

Demote purchase requisition:

• The purchase requisition or requisition line must be in status Released.

System Effects

When the purchase requisition/requisition line(s) is released, it is activated and ready to continue in the workflow. The status is updated from Planned to Released.

When demoting a released purchase requisition the status is changed from Released to Planned. To continue the workflow, you must reactivate the requisition.

Window

Purchase Requisition,
Purchase Requisitions
Purchase Requisition Lines

Related Window Descriptions

Purchase Requisition
Purchase Requisition/Part Requisition Lines
Purchase Requisition/No Part Requisition Lines
Purchase Requisition/Rental Part Requisition Lines
Purchase Requisitions
Purchase Requisition Lines

Procedure

Activating an entire purchase requisition.

1. Populate or query for the appropriate requisition.
2. Right-click in the upper part of the window and then click Release.

Activating a purchase requisition line.

1. Populate or query for the appropriate requisition.
2. Select the requisition line in question. Right-click in the lower part of the window and then click Release.

Demote an entire requisition to planned.

1. Populate or query for the appropriate purchase requisition.
2. Right-click and then click Change to Planned. An information text message is displayed. Click OK to confirm.

Demote a requisition line to planned.

1. Populate or query for the appropriate purchase requisition.
2. Select the line in question, right-click and then click Change to Planned. An information text message is displayed. Click OK to confirm.