Grid-Level
actionsThe Requisition Workbench (RQWRKB) inquiry page allows you to search across open Requisition (RQ) transaction commodity lines in order to create Purchase Order (PO) transactions that reference one or many requisitions. After entering in search criteria, the Requisition Workbench returns search results corresponding to individual commodity lines on requisition transactions that match the entered criteria. You may then select lines from the search results that are applicable to your procurement; any lines selected on one page of search results will be retained when navigating through additional pages of search results. The number of records that will be returned is limited by the RQWRKB_MAX_REC_COUNT parameter on the Application Parameter table. If the number of records in your results set exceeds this parameter, an error will be issued and you will be asked to refine your search criteria. You can navigate through the grid using the first (<<), previous (<), next (>) and last (>>) navigation actions available for a grid of records.
The Related Pages > Update Procurement action on the three dot menu that is displayed on each of the records displayed in the results grid of this page allows authorized Managers, Buyers, or Procurement Administrators who are assigned to a Procurement Folder, either individually or as part of a team, that are not the Manager of the Procurement Folder to update the Procurement Folder without contacting the Manager. The designation of the buyer is controlled by your site’s security setup to this action.
You can select the Selection check box in the grid header to select all the records displayed in the results grid and unselect the Selection check box in the grid header to clear all the selected records. Click the Create Order button to navigate to the Create Order page. This page displays all the selected records from the result grid section of the Requisition Workbench page to create a purchase order. The selection of records on the results grid of the Requisition Workbench page is limited by the RQWRKB_MAX_REC_SELECT parameter on the Application Parameter table. If the number of selected records in the results grid of the Requisition Workbench page exceeds this parameter and the Create Order button is clicked, an error will be issued and you are not navigated to the Create Order page. The system also issues an error when no records are selected in the results grid of the Requisition Workbench page and the Create Order button is clicked.
The Create Order transaction page is used to create a Purchase Order (PO) for the selected commodities of the Requisition (RQ) Transaction Type on the Requisition Workbench page. The Create Order transaction page can only be accessed by clicking the Create Order button on the Requisition Workbench page.
The Order Details section on this page contains all the required fields for the Purchase Order (PO) transaction creation. The Requisition Selected section on this page displays all the selected commodities of the Requisition Transaction Type on the Requisition Workbench page.
The Initiate Order button on this page creates a new Purchase Order (PO) Transaction Type for all rows in the Requisition Selected section using the information in the Order Details section fields. The system validates the values entered in the Order Details section fields before creating a new purchase order.
Each line/row on the Create Order transaction page is entered as a separate commodity line on the new PO transaction.
The Quantity, Unit, and Unit Price for Item lines and the SC Amount for Service lines that are entered on the Create Order transaction page are populated on the corresponding PO commodity lines.
The PO transaction is created in Draft status. The system does not validate or submit it.
The Vendor Code field on this page is populated based on the RQWRKB_INFER_VEND parameter on the Application Parameter table. If this parameter is set to True, the Vendor Code is inferred from the RQ Vendor line. If set to False, the Vendor Code is displayed as blank when the Create Order transaction page is opened.
The Vendor Code field on this page is populated based on the RQWRKB_INFER_VEND parameter on the Application Parameters (APPCTRL) table. If this parameter is set to True, the Vendor Code is inferred from the referenced Requisition’s Vendor line. If set to False, the Vendor Code remains blank when the Create Order transaction page is opened. The Vendor Code validation rules on the Create Order page, accessed from the Requisition Workbench (RQWRKB) page is based on the Vendor Rule field defined on the Transaction Control (DCTRL) table.
Note: If the Enforce Transaction Department Validation flag on the Transaction Control (DCTRL) is selected for the PO Transaction Code provided in the Transaction Code field of this page, the system validates that the RQ Transaction Department for all the selected lines equals to the Department Code entered in the Department field. If the Department Codes are different, the system issues an “Department does not equal to RQ Transaction Department code” error.
The Requisition Commodity lines are added to the Requisition Workbench (RQWRKB) when the corresponding Requisition transaction reaches the Final Phase and has a Function of New or Modification. Requisition lines can be selected from this table and are used to create the Purchase Order (PO) transaction. In order to make finding records easier on the Requisition Workbench, the Commodity line is removed from the Requisition Workbench based on the value of the RQWRKB_ EXC_RQ parameter on the Application Parameter (APPCTRL) table and the Phase of the PO. If the RQWRKB_ EXC_RQ parameter is set to Yes, the Commodity line is removed from the Requisition Workbench when the PO Phase is Draft, Pending or Final. If set to No, the Requisition Commodity line is removed from the Requisition Workbench once the PO is processed to Final.