Release Purchase Requisition Header or Line
Explanation
When a purchase requisition is created, it receives
Planned status. To continue in the
workflow, the requisition must be activated, i.e., released. Use this activity
to change the status of the entire requisition or individual purchase
requisition lines to Released.
If creating a request for quotation is automated,
releasing a purchase requisition will create a request for quotation. The status
of a released purchase requisition cannot be reset to Planned status if a
request for quotation (RFQ) exists for the requisition. However, the RFQ can be
cancelled and the requisition reset to Planned status. Releasing an RFQ
that was reset to Planned status would recreate the request for
quotation.
Prerequisites
A requisition header and at least one requisition line must have been entered and
saved.
System Effects
- The purchase
requisition or requisition line is released and ready to continue in the workflow.
The status is updated from Planned to Released.
- If the Create Request for Quotation check box is selected, a
request for quotation (RFQ) is created, contractors are added to the RFQ,
the RFQ is released, an order quotation is created automatically and the
Order Quotation Approval right mouse button option is enabled on the
requisition header.
Window
Prepare Work Order
Related Window Descriptions
Prepare Work Order
Prepare
Work Order/Requisitions
Prepare
Work Order/Requisitions/Part Requisition Lines
Prepare
Work Order/Requisitions/No Part
Requisition Lines
Prepare Work Order/Requisitions/Rental Part
Requisition Lines
Procedure
Use the following procedure to release a requisition line:
- Open the
Prepare Work Order window and
query for the applicable work order number.
- Click the
Requisitions tab and query
for the applicable purchase requisition number.
- Click the
Part Requisition
Lines,
No-Part Requisition Lines
or the
Rental Part Requisition
Lines tab and select
the requisition line to be released. If required, you can also
select several lines.
- Right-click and then click Release. The status
of the line is
changed to Released.
Use the following procedure to release an entire requisition:
- Click in the header of the
Requisitions
tab.
- Right-click and then click Release. The status
of the header and all lines is
changed to Released.