Creating a Purchase Requisition with Source Determination

In the purchase requisition transaction (and also in the purchase order transaction), you can open and close all screen areas individually.

If you close and then reenter a single-screen transaction, the screen is in the same format as it was when you left it. If the document overview and the header were closed and the item overview and item detail were open, this same screen format is displayed.

It does not matter which function you use to access the purchase requisition (create, change, display). You can switch between functions by choosing Create or Display/Change. By choosing the Other Purchase Requisition icon, you can also branch directly to another purchase requisition or purchase order.

If you want to request a material or service directly for an account assignment object, you specify an account assignment category for the item in the item overview. The other necessary account assignment data that you can enter in the item detail is on the Account assignment tab page.

If you have the single account assignment screen displayed on the Account Assignment tab, you can use (Multiple account assignment) to switch to the multiple account assignment screen. On the multiple account assignment screen, choose (Single account assignment) to switch to the single account assignment screen. The system makes a note of your last setting. On the multiple account assignment screen, you can also create single account assignments.

With multiple account assignment you can, for example, distribute the costs for one purchase order item among several cost centers. In this case, the created account assignment data represents individual account assignment items. With multiple account assignment for an item, you must decide whether the value of the item is to be distributed on a quantity or value basis, or as a percentage.

If you want to distribute the quantity of a purchase requisition item in equal parts, you just need to enter the account assignments. The system automatically distributes the requested quantity in equal parts to the existing account assignment items. If you change the requested total quantity in the item overview, the quantity is adjusted in the relevant account assignment items.

An example of automatic account assignment distribution: You have requested 90 office chairs and assigned them equally to three cost centers. However, because you require 120 office chairs, you change the requested quantity in the item overview. The system then automatically changes the distribution so that 40 office chairs are assigned to each cost center.