HMM Purchase Requisitions

Creating Purchase Requisitions

You must select a vendor on the line level when creating PRs. After creating a PR, you can then convert it into a purchase order. You cannot edit PRs after they are converted into purchase orders but you can still view them.

To create a purchase requisition, do the following:

1. Search for and open the HMM Purchase Requisitions page.
2. On the Action tab, select New to create a new PR.
3. Under the header section of the Purchase Requisition, in Document Date, enter the date when you create the PR.
   1. In Order Date, enter the date to use on the purchase order when it is created.
4. In the Purchase Requisition Lines section, under No., select the item that you want to request.
5. Select the Unit of Measure Code and enter the Quantity you want to request.
6. Under Location Code, select the location where you want the requested items sent.
7. Under Vendor No., select the vendor for the PR.
8. When you have finished entering any other details of the PR, the Manufacturer Code, for example, you can then do the following actions:
   1. Send the PR for approval where it can be reviewed and then approved by the appropriate user.
   2. Release the PR
   3. Reopen the PR
   4. Create a purchase order for the PR, which converts the PR into a purchase order. When you select this action a purchase order is automatically created in Business Central which has all of the relevant information that you entered on the PR page. You cannot edit the purchase requisition after you convert it into a purchase order.

Note: When converting PRs into purchase orders, the Vendor Reorder Quantity set on the Stockkeeping Unit Card of the item and location will be used for the purchase order, even if the quantity requested in the Purchase Requisition Card is different. For example, if the quantity requested in the Purchase Requisition Card is five but the Vendor Reorder Quantity is ten, then the purchase order will display ten as the requested quantity.

 

Creating Purchase Requisitions with MEM Integration

You can expect the following workflow on the Purchase Requisition Entry page when MEM is installed and enabled on the MEM Multi-Entity Setup page:

1. When creating the new Purchase Requisition, you will be prompted to select the Entity ID. This Entity ID will become the Header Entity ID of Purchase Requisition. Once entered, it cannot be changed on this step.
   
   
   

2. The Entity ID captions will be picked from the MEM Multi-Entity Setup Page depending on the Entity Dimension.
   
   

3. The Header Entity is automatically copied to the new line, where you are now able to change it.
   

4. Only line items that have access to the selected Entity ID will be shown in the lookup for selection. In this example, the Entity ID is labeled as the Company Code in the MEM Master Security page.
   
   
   

5. Similarly, only those locations which have access to the From Entity ID will be shown. (In this example, the From Entity ID is the Company Code.)

6. Upon processing the Purchase Order, the same shortcut dimensions will be available in the Purchase Order.

7. A new MEM Entity ID field (Company Code) will be shown in all the Log reports after processing the Purchase Requisition. When MEM is not installed or disabled, this field will not appear in the Log report.
   

 

HMM Create Purchase Orders from Purchase Requisitions

When you select the Create Purchase Order action, the HMM Create Purchase Orders from Purchase Requisitions dialog opens. You can choose to consolidate the items and locations in the PR if you have multiple lines with the same items and locations.

The vendor you select under the Purchase Requisition Lines section will be used when you create the purchase order.