Finding Requisition Lines for Review or Assignment
Purchasing lets you suggest a buyer for each supplier-sourced requisition line you create. (See: Entering Requisition Lines.) When you assign requisitions or requisition lines to buyers, the buyers can choose the requisition lines assigned to them and place these lines on purchase orders.
Use the Find Requisition Lines window to choose whether to review requisition assignments or to assign/reassign requisition lines and to enter selection criteria for the lines. Choosing the Review action takes you to the Review Buyer Workload window, where you can review requisition assignments. You can identify requisition lines that reference the wrong buyer or that were not assigned to a buyer. You can also use this window to analyze buyers' workloads. (See: Reviewing Buyer Workload.) Choosing the Assign action takes you to the Assign Requisition Lines window, where you can assign or reassign requisition lines to buyers. See: Assigning Requisition Lines.
To enter search criteria:
2. Select Assign or Review mode. Then enter desired search criteria as described in the following steps.
3. Enter the Requisition number.
5. Enter the Supplier Sourcing criterion (Sourced or Unsourced). If you leave this field blank, Purchasing displays both sourced and unsourced requisition lines. Requisitions have a suggested supplier either if the preparer entered a supplier when creating the requisition, or if Purchasing sourced the requisition. See: Automatic Sourcing.
7. For sourced lines, enter the Supplier and Supplier Site
8. Enter the Ship To location to locate requisition lines for a specific location. When you set up Deliver-To Locations, you specify a Ship-To Location for each Deliver-To Location. If you enter a Ship-To Location, Purchasing displays all requisition lines for Deliver-To Locations that reference the Ship-To Location.
11. Use the alternative regions to further restrict the search:
- In the Item region, you can enter the following search criteria: Item number, Revision number, Category, item Description, and Line Type.
- In the Status region, you can limit the search by Late status (Yes or No), Urgent status (Yes or No), Assigned status (Yes or No), RFQ Required status (Yes or No), Approval status (Approved, Incomplete, In Process, Pre-Approved, Rejected, Requires Reapproval, or Returned), or Need By date.
12. Select the Find button to initiate the search and open the Review Buyer Workload or the Assign Requisition Lines window, as chosen above.
To clear existing search criteria:
- Select the Clear button to clear any existing search criteria.
See Also
Reviewing Buyer Workload
Assigning Requisition Lines
