Carrying out Requisitioning Solution Process Steps

To start the Requisitioning Solution Process, the employee creates a purchase requisition using the My Purchase Requisition - New app. Watch the following video to explore the features of this app:

The self-service procurement app serves to offer employees or casual users a consolidated one-stop solution that provides a quick, intuitive, and efficient shopping experience. The structured sections in the app provide employees with a seamless experience and increased usability as all the required information is available within the same application. Using this app, you can create, view, edit, copy, and delete self-service purchase requisitions, track the status and process flow of your purchase requisitions, confirm the receipt of goods, and return the received goods in case of any issues or defects.

You can:

• Choose the number of items in the list screen of the app My Purchase Requisitions – New to view the details such as purchase order status, the next approver, and the supplier in the item details quick view. Employees can track the follow-on process better

• Create multiple drafts and work on them at a later point in time. You can also navigate into the purchase requisition header and item page in a split-screen view to allow easy navigation between screens.

• Personalize the item list, purchase requisition list, and account assignment list view, and save these preferences as variants

• Copy the details of one item to other items. When creating requisitions consisting of numerous line items, it is possible to take over the source of supply, general data, delivery address, and account assignment details from one line item to several others.

For more information on key features and the differentiators of the available apps see SAP HelpMy Purchase Requisitions - New

As a standard follow-on document you convert your purchase requisitions to purchase orders in the Requisitioning solution process. Whether you can create one or several purchase orders depends on the supplier, purchasing organization, and purchasing group associated with the selected purchase requisition items.

Using the Process Purchase Requisitions app, you can display purchase requisitions. Version 2 of this app also shows the purchase requisitions status In Release. You can assign sources of supply such as purchasing info records, contracts, scheduling agreements, or suppliers, to the purchase requisition items and create follow-on documents. You can only access purchase requisitions if you have authorizations for the respective purchasing group, purchasing organization, and plant.

After, you receive the ordered items you confirm the goods receipt. You can confirm the goods receipt using the SAP Fiori app Confirm Receipt of Goods - New. You can confirm the goods receipt using the Confirm in My Purchase Requisitions app when you open your purchase requisition using it. This will start the Confirm Receipt of Goods - New app.

You select the purchase requisition that you want to process then choose Edit and select the item to confirm the goods receipt. After checking everything you can choose to Confirm.

As a purchaser you can monitor purchase requisition items using the Monitor Purchase Requisition Items app.

You can display the purchase requisition items based on various filter criteria, such as purchase requisition, purchasing organization, purchasing group, material group, and plant, and select a purchase requisition item to view the source of supply, account assignment details, and general information. You can navigate to view contextual information related to the material and the fixed supplier.

As a purchaser, using the Manage Catalog Items app you can maintain or manage catalog items in a catalog, using filter criteria such as editing status, item, material group, and supplier. You can create, edit, or delete catalog items belonging to a catalog.

As a purchaser, using the Mass Changes to Purchase Requisitions app you can change the fields of multiple purchase requisition items simultaneously. You can view the change logs to verify the status of the changes you made.

Only one new value per field can be entered for the selected purchase requisition items.

You can view purchase requisition items using filter criteria such as purchase requisition, fixed supplier, company code, purchasing organization, and purchasing group.

Using the Adapt UI feature you can customize the app based on your purchasing organization's requirements. In other words, using this feature, you can retain only those fields that are relevant or required.

As a purchaser, using the Redistribute Workload app, you can facilitate the purchaser to transfer the workload from one purchasing group to another, based on personnel availability. From the list of available or searched documents, you can select one or multiple documents and reassign the purchasing group.

The last process step of the requisitioning solution process from the procurement aspect is creating a supplier invoice. As an accounts payable accountant for procurement, using the Create Supplier Invoice app, you can create supplier invoices for the purchase orders that were converted from purchase requisitions based on the received document from the supplier.

Once the invoices are verified and approved, the next step is to initiate a payment run which is payment processing and part of the Finance line of business.