Create Purchase Requisition with Reference (Copy) … · Web viewPurpose Requisitioning Use this procedure to create a purchase requisition with reference to another purchase requisition

Work InstructionFunctional Area: Purchasing

Create Purchase Requisition with Reference (Copy) (ME51N)

Purpose Requisitioning

Use this procedure to create a purchase requisition with reference to another purchase requisition.

Trigger

Perform this procedure when you need to copy any existing purchase requisition to create a new one.

Prerequisites

The Requisition number that you wish to copy. The number for the preferred Vendor, or a list of suggested bidders. Specifications for the items including detailed description and unit of measure. Account assignment information to which you want to charge the purchase. Storage Location (Mail Location and Delivery Point) for the final delivery destination. Shipping Point (dock) where the items are to be received initially. Approval from your department to enter the Requisition. Any other attachments or forms that are necessary.

Menu Path

Use the following menu path to begin this transaction:

SAP Easy Access User Specific Menuo Select Decentral Requisitioner Create Purchase Requisition

SAP Easy Access Generic Menuo Select Logistics Materials Management Purchasing Purchase Requisition

Create

Transaction Code

ME51N

Helpful Hints

The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).

On certain screens you may have to scroll to view some data entry fields.

You can expand a section by clicking . Collapse the section to create more space on the

screen by clicking . When a section is collapsed, the section name is visible; when it is expanded, it is not visible.

You can create a purchase requisition by copying an existing purchase requisition..

11/9/2017Ver: Rev 2013-1

PUR_ME51N_Create Purch Requsition with Reference.udc© University of Cincinnati 1/13



Procedure

1. Start the transaction using the menu path or transaction code.

Create Purchase Requisition

2. Perform one of the following:If ThenThe first two sections of the screen are not expanded Click .

The first two sections of the screen are expanded

--

3. As required, complete/review the following fields:

11/9/2017Ver: Rev 2013-1




Field R/O/C Description

Order type (Purchasing) (Unlabeled field located to the right of the shopping cart.)

RequiredExample:NB Purchase Requisition

This field defaults to NB Purchase Requisition. Do not change it if you are entering a regular Requisition. However if you are entering a Check Request, you will need to change it to ZCR Check Request.

Purchasing Document Number

Optional Alphanumeric key uniquely identifying purchasing document

Example:

This field should always be left blank, the system will automatically assign a Purchase Requisition number when the document is saved.

Header note Optional Text for the header note

Example:Note for local reference

This note does not transfer to the PO and should only be used for your own notations regarding the Requisition.

4. Click .

11/9/2017Ver: Rev 2013-1




Create Purchase Requisition (2)

5. Click .

11/9/2017Ver: Rev 2013-1





6. Select .

When you open the Item Overview, it will sometimes show your previous listing. However, to be sure you have the listing you want, use the selection variant and choose "My purchase requisitions" or "Purchase requisitions". "My purchase requisitions" will show open Requisitions that you have created. If you choose the "Purchase requisitions", you will be presented with a selection screen that allows you to search for others. When searching for a Purchase Requisition by the Requisitioner field, note that this is the Requisitioner field that is optional on the Item Overview. Remember that if something was entered in this field, it should contain the "userid" of the person who originally requested the item, not necessarily the person that entered the Requisition. If you want to find all Requisitions entered by yourself, enter your userid in the Name of processor field.

Remove any other criteria that defaults from the system.

11/9/2017Ver: Rev 2013-1




Purchase requisitions



Purchase Requisition Number

Optional Number of the purchase requisition

Example:10000496

8.Click .

11/9/2017Ver: Rev 2013-1





9. Click to the left of the purchase requisition number.

Do not double click on the requisition or it will display and not copy.

11/9/2017Ver: Rev 2013-1





10. Perform one of the following:If You Want To Then

Copy the entire requisition

Use the click and drag functionality. Single-click on the purchase requisition number and drag it over to

in the upper left corner of the Create Purchase Requisition screen.

Copy a line item

Use the click and drag functionality. Single-click

the line item number and drag it over to in the upper left corner of the Create Purchase Requisition screen.

11/9/2017Ver: Rev 2013-1







Quantity Required This is the quantity to be assigned to the account line.

Example:20

This is the amount of the item that you are requesting.

You can make changes to any other fields for the adopted (copied) line item in the Item Overview or the Item Details.

11/9/2017Ver: Rev 2013-1




If you copied a Requisition from a previous date, the Delivery date is adopted using the previous delivery date. You will need to change it to the current or future date, whichever is appropriate.

12. Perform one of the following:If You Want To Then Go To

Put the requisition on hold

Click .

The requisition number is displayed in the status bar at the bottom of the screen. The Hold button does not appear on the menu bar if the displayed document has already been saved.

Step 13

Save the requisition Click . Step 14


11/9/2017Ver: Rev 2013-1




13. Go to Step 14.

The system displays the message, “Purchase requisition put on hold under the number XXXX.”


14.Click until you return to the SAP Easy Access screen.

The system displays the message, "Purchase requisition number XXXX created."

11/9/2017Ver: Rev 2013-1




15. You have completed this transaction.

11/9/2017Ver: Rev 2013-1




Result

You have created a purchase requisition with reference to a similar purchase requisition (copied).

Comments

You can create another Requisition without exiting the Create Purchase Requisition screen.

11/9/2017Ver: Rev 2013-1


Documents

Create Purchase Requisition with Reference (Copy) … · Web viewPurpose Requisitioning Use this procedure to create a purchase requisition with reference to another purchase requisition