Follow up on purchase requisitions [AX 2012]

Updated: November 11, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use these procedures to follow up on purchase requisitions. You can follow up on your own purchase requisitions and on purchase requisitions that were created by users who report to you directly or indirectly.

You can recall and resubmit purchase requisitions that you created. Depending on the status of the purchase requisitions, you can also modify and delete them.

  1. Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions prepared by me.

  2. On the Purchase requisitions prepared by me list page, in the Requester field, select your name to view only purchase requisitions that include you as the requester.

    You can also extend the filter to display a subset of this information, such as to display only purchase requisitions that have a specific status. Select Status in the filter pane, and then enter a status. For more information about list page filters, see Filter a list page.

  3. Select a purchase requisition to view the summary details in the lower pane. To view the full details for the purchase requisition or to take action on the purchase requisition, complete the following tasks:

    • To view or modify a purchase requisition, double-click the purchase requisition to open the Purchase requisitions form.

    • To submit a purchase requisition for review, in the workflow message bar, click Submit. The purchase requisition status is changed to In review.

    • To recall a purchase requisition that has been submitted but not yet approved, in the workflow message bar, click Actions > Recall. The purchase requisition status is changed to Draft. You can change the purchase requisition and then resubmit it for review.

    • To view the workflow history for a purchase requisition, in the workflow message bar, click Actions > View history.

You can follow up on purchase requisitions that were created and submitted by users who report to you directly or through another user.

NoteNote

Only the user who created a purchase requisition can change it. If you did not prepare the purchase requisition, you can modify it and perform actions only if a task is assigned to you in workflow.

  1. Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions prepared by me.

  2. In the Requester field, select the name of the user whose purchase requisitions you want to view. The purchase requisitions are displayed as if you were the preparer.

  3. Select a purchase requisition to view the summarized details in the lower pane. To view the full details for the purchase requisition, double-click it to open the Purchase requisitions form.

You can use the All purchase requisitions form to follow up on all purchase requisitions, regardless of the purchase requisition status or which user requested the items on the purchase requisitions.

NoteNote

Only users who have been granted permission to view or manage all purchase requisitions have access to this form. Also, only the user who prepared a purchase requisition can change it. If you did not prepare the purchase requisition, you can modify it and perform actions only if a task is assigned to you in workflow.

  1. Click Procurement and sourcing > Common > Purchase requisitions > All purchase requisitions.

  2. Select how to view the information:

    • Select the name of a user in the Requester field to view a list of purchase requisitions that were created by or on behalf of that user.

    • Select Status in the filter pane and enter a status to view a list of purchase requisitions that have a specific status.

    • To view the workflow history for a selected purchase requisition, in the workflow bar, click Actions > View history.

For more information about how to act on purchase requisition work items that are assigned to you from workflow, see Complete, approve, or reject a purchase requisition.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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