Performing a Self-Service Process

With the My Purchase Requisitions - New app, you can create and display self-service requisitions. The app can also be used to edit or delete own requisitions depending on their processing status. Furthermore, you can track the status of a purchase requisition and display the status and follow-on documents created for an individual item.

In addition, you can use the My Purchase Requisitions – New app to confirm goods receipts and return goods received if there are issues or errors.

If you want to use filters to restrict the list of your recent purchase requisitions, choose the View All button. This takes you to a screen on which you can restrict the selection of your purchase requisitions with various filters, such as the status, the date and time of creation, or the material.

There are different options to add a new item to the shopping cart (= purchase requisition).

• You can select a material or service from a web-based catalog. If the cross-catalog search is set up in the system, you can use the cross-catalog search bar to search for a material or service and add it to the shopping cart.

  Note

  The catalog in the training landscape is a Lean Catalog, a solution by SAP consulting that can be implemented as an add-on. For more information, see SAP Note 1509352 - Lean Catalog for SAP ERP and S/4HANA or send an e-mail to leancatalog@sap.com.
• You can create a free text item, a material item, or a service item using the Create Item button.
• You can create a limit item using the Create Limit Item button. Limit items are unplanned services and materials that cannot be specified in detail at the time of ordering.

Before you actually order the items you added to the shopping cart, you can open the item details to check or change the data. Ordering the items of a shopping cart means that a purchase requisition is created.

With the My Purchase Requisitions - New app, you can also create purchase requisitions on behalf of other users. For example, an assistant can create purchase requisitions for a manager. To do this, you can enter a different person as the requester in the General Data when you create a purchase requisition.

For many users, an administrator can also maintain the default settings. For this, an administrator uses the Default Settings for Users app. In the User ID field, the administrator can select multiple users via the entry help.

It is also possible that the default values are determined from the organizational structure in Human Resources. For this, the employee must be assigned in the organizational structure and the attributes for the self-service procurement scenario must be maintained.