| Convert Requisition Lines to RFQ/PO (tdpur2201m000) |  |
| Use this session to convert purchase requisition lines to a request-for-quotation (RFQ) or to a purchase order. All requisitions in the selected range are converted if: The Current Approval Status in the Requisition - Lines (tdpur2502m000) session is approved The Conversion Type field in the Approve Requisition (tdpur2106s000) session is RFQ or Purchase Order. The selection criteria for the conversion of requisition lines include: Requester and requisition number. Approver and requisition number. Requisition number. Approver department and requisition number. Approver department, approver and requisition number. Click Specific Req No to access the Enter Specific Requisition (tdpur2800s000) session. In this session, you can enter up to 10 specific requisition numbers. In the current session, you can: Select requisitions using the requisition date in the header. Consolidate multiple requisitions for the same buy-from business partner into a single RFQ or purchase order with multiple lines. Delete requisitions after conversion. Related topics Purchase requisitions Approval process Purchase requisition statuses Requisition conversion checks
Fields | Description
Select Documents By | The method based on which requisitions are selected and converted.
Date Selection | The date type based on which requisitions are selected and converted.
Purchase Orders | The number series for purchase orders.
Consolidate by Buy-from BP | If this check box is selected, ERP LN consolidates the requisition lines of the same buy-from business partner into a single purchase order (line). Consolidation into a single purchase order can only apply if the following fields are the same for the requisitions: Buy-from Business Partner Purchase Office Purchase Order Type Currency Buyer Planner Self-Billing Reference A Reference B In addition, if the following fields match for the requisition lines, the requisition lines are consolidated into a single purchase order line: Manufacturer Manufacturer Item Preferred Manufacturer Part Number General Ledger Conversion Factor Purchase to Inventory Unit Conversion Factor Price to Inventory Unit Purchase Price Unit Purchase Unit Effectivity Unit Price Contract Contract Position Contract Purchase Office Discount % Discount Amount For each requisition line with the same data, a purchase order line detail is generated.
Example
Requisition | Line | Buy-from BP... | Purchase Order | Line | Sequence
--- | --- | --- | --- | --- | ---
REQ003 | 10 | B000001 | P000002 | 10 | 1
REQ003 | 20 | A000001 | P000001 | 10 | 1
REQ004 | 10 | B000001 | P000002 | 10 | 2
REQ004 | 20 | A000001 | P000001 | 10 | 2
REQ004 | 30 | A000001 | P000001 | 10 | 3
Note If the maximum number of positions is reached for a purchase order, ERP LN creates a new purchase order for the next position.
Request for Quotation | The number series for RFQs.
Delete Requisition after Conversion | If this check box is selected, ERP LN deletes requisitions after conversion.
Print Report | If this check box is selected, ERP LN generates a report that lists the successfully converted requisitions as well as requisitions that failed the conversion process.
Consolidate by Buy-from BP | If this check box is selected, ERP LN consolidates the requisition lines of the same buy-from business partner into a single request-for-quotation (RFQ). Example
Requisition | Line | Buy-from BP | RFQ | Line
--- | --- | --- | --- | ---
REQ001 | 10 | B000001 | RFQ002 | 10
REQ001 | 20 | A000001 | RFQ001 | 10
REQ002 | 10 | B000001 | RFQ002 | 20
REQ002 | 20 | A000001 | RFQ001 | 20
REQ002 | 30 | A000001 | RFQ001 | 30
Calculate New Prices and Discounts | If this check box is selected, ERP LN calculates new prices and discounts based on price books when you convert a requisition to a purchase order. If this check box is cleared, the prices defined in the requisition are transferred to the purchase order. Note This check box is not applicable when you convert a requisition to an RFQ.
Currency from Buy-from BP | If this check box is selected, and the requisition is converted to a purchase order, ERP LN uses the business partner currency on the purchase order. The requisition's price and amount are converted to this currency. If this check box is cleared, ERP LN uses the currency of the requisition on the purchase order. Note This check box is not applicable when you convert a requisition to an RFQ. In this case, the requisition's currency is used.
Commands | Description
Reset Selection | Click Reset selection to make another data selection. The selection you entered, is deleted and you can make a new selection.