Lines

A Purchase Requisition can have multiple lines, each with its own sourcing and one or more distributions.

A line can be raised against a catalog Item, or as a descripiton-based line using Line Description, Category Code and (optionally) a Supplier Item.

Line Amount and Currency Amount

Line Amount is the total amount of the requested items. For a Goods line, this is calculated from Line Quantity x Price.

For an amount-based line (for example Line Type = Fixed Price Services, or a Goods line on a purchase-basis-of-amount agreement), enter the total directly in Currency Amount instead of Quantity and Price.

Notes on some fields:

Field Notes

Line Type

For example, Goods or Fixed Price Services.

Item/Revision

Optional for catalog-sourced lines.

Line Description

Required for description-based (non-catalog) lines. Will default from Item or Agreement.

Category Code

Required for description-based lines.

Supplier Item

Optional. If populated, New Supplier Flag must be No.

UOM/Line Quantity/Price

Used for Goods lines priced by quantity. Will default from item master or agreement.

Line Amount/Currency Amount

Used for amount-based lines.

New Supplier Flag

Yes or No. Must be No when Supplier Item is populated.

Requested Delivery Date

Required. Defaults to today plus the system Requested Date Offset if left blank.

Negotiation Required

Yes or No.

Destination Type

Inventory or Expense.

Requester/Requester Number

Defaults to the preparer; can be changed.

Procurement BU

The BU procuring the request.