The Universal Requestor (UR) document enables the most basic users to create Requisition, Award and Payment Request documents. A UR document can be automatically created by the Shopper - Checkout page if the Code field on the Checkout page is of the UR Doc Sub Type. A Universal Requestor document is also automatically created from a PunchOut session when the buyer checks out from a supplier’s webstore. These documents have the PunchOut Order flag checked and are in a Draft phase.
The UR document creates requisition and award documents based on the Universal Requestor Control (URCTRL) table. The UR document has the ability to create Standard Requisition, Purchase Order, Delivery Order and Stock Requisition documents. Commodities that show up in the Available on a Master Agreement section in the search results on the Shopper (SHOP) page allow either a Delivery Order or a Payment Request document to be created from the UR document. By default, a Delivery Order document is created from a UR document for each Commodity Group that is associated with a Master Agreement. You can create a Payment Request document instead by selecting the Create Payment flag on the Commodity Group section. Refer to the “Step 3: Commodity Group” section for more information
For information on how the grouping logic and document logic works when a Universal Requestor document is created, refer to the following sections:
The Universal Requestor (UR) Document Code is comprised of the following sections:
For instructions on how to create a Universal Requestor document, refer to the "Create a Request via Shopper" section under Common Business Tasks.