Create Purchase Request – A summary of the activity

This activity allows you to raise a purchase request. The purchase request is raised for the procurement of material by the various organization units. The purchase request enables an organizational unit to initiate requirement of material or goods for consumption or sales. When there is a need for a part, the Material Requisition (MR) is raised to the inventory. If the stock is not available in inventory, the Purchase Request (PR) is raised. The PR must be authorized for processing. The PR is released after multilevel authorization, based on the options set in the “Workflow Management” business component.

Multilevel Authorization

The purchase request can be authorized at various levels say Authorization Level 1, Authorization Level 2 and so on. For example, if the user is in level 2, then he can authorize the PR in his level. If the user is in the GM cadre, then he can authorize the purchase request in his level.

Once the PR is released, Request for Quotation (RFQ), Purchase Order (PO) or Release Slip (RS) can be raised. You can create PR only for purchasable parts, defined in the “Part Administration” business component.

Getting familiar with the pages inside

What you can do in this activity

Specify the numbering type for the purchase request document

Specify the user status for the purchase request

Create purchase request of different types

Create purchase request of different priorities

Create purchase request of different category

Specify the ordering location to which the purchase request is to be forwarded

Specify the part type of the part

Specify the destination for the parts

Specify the condition of the part for which purchase request is raised

Specify the delivery type for the part in the purchase request

Specify the numbering type for the purchase request document

You can specify the numbering type, which is a combination of the login organization unit and the transaction type “Purchase Request”, for the purchase request document that you create.

•  Use the “Create Purchase Request” page to select the numbering type for the purchase request document.

Specify the user status for the purchase request

User status is the user-defined quick code that defines the status of the purchase request document. You can specify the user status for the purchase request that you create.

•  Use the “Create Purchase Request” page, to select the user status for the purchase request.

Create purchase request of different types

You can create purchase request with types such as “Owned”, “PBH”,  “Others” , and "Service".  

• Use the “Create Purchase Request” page, to select the type of purchase request.

Create purchase request of different priorities

You can create purchase request with priorities such as “AOG”, “Critical”, “Expedite” and “Normal”. The purchase request priorities are based on the urgency in which the parts need to be purchased.

• Use the “Create Purchase Request” page, to select the priority of purchase request.

Create purchase request of different category

You can categorize the purchase request document by using the quick codes that are already defined in the “Create Common Category” activity in the “Common Logistics Master” business component.

•  Use the “Create Purchase Request” page, to select the category for the purchase request document.

Specify the ordering location to which the purchase request is to be forwarded

You can specify the ordering organization unit to which you need to forward the purchase request.

  You can consolidate the purchase requests raised at different locations at a centralized ordering location. This enables planned procurement of parts.

• Use the “Create Purchase Request” page, to select the oganization unit to which you need to forward the purchase request.

Specify the part type of the part

You can specify the type of the part for which purchase request is raised. You can specify the part type as “Raw Material”, “Component”, “Expendable”, “Tool”, “Consumable”,  “Kit” or  "Miscellaneous".

•  Use the “Create Purchase Request” page, to select part type for which purchase request is raised.

Specify the destination for the parts

In the purchase request, you can specify the destination location in which the part is stored after delivery.

•  Use the “Create Purchase Request” page, to select the storage destination for the part after delivery.

Specify the condition of the part for which purchase request is raised

You can specify the condition of the part for which the purchase request is raised. The system lists New, New Surplus, Overhauled, and Serviceable as options, which defines the various conditions of the part.

•  Use the “Create Purchase Request” page, to select the the condition of the part for which you raise the purchase request.

Specify the delivery type for the part in the purchase request

In the purchase request, you can specify whether the parts need to be delivered in single shipment or the delivery can be staggered into multiple shipments.

In case of multiple shipments, you can specify the required quantity and the required date in the “Schedule Information” page.

• Use the “Create Purchase Request” page, to select the delivery type.