View purchase requisition version (form) [AX 2012]

Updated: May 12, 2011

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

Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions prepared by me. Open the purchase requisition for which you want to view purchase requisition versions. On the Action Pane, on the Review tab, click Purchase requisition versions. In the Purchase requisition versions form, select a purchase requisition version, and then click the View details button.

Use this form to view the details for the selected version of the purchase requisition. The fields in this form are display only. You cannot update the information.

The following tables provide descriptions for the controls in this form.

Tab

Description

Purchase requisition header

View the details for purchase requisition. This includes preparer, associated project identification, status, requested and accounting date, and business justification for the purchase requisition.

History

View the user statistics for the purchase requisition. You can also view the requisition identification and system data if the purchase requisition was imported from an external purchase requisition system.

Purchase requisition lines

View the line details for the purchase requisition.

Button

Description

Compare

Open the Version comparison for purchase requisition form, where you can compare the selected version of the purchase requisition with the most current version of the purchase requisition.

Print

Print the selected version of the purchase requisition.

Details

Open the View purchase requisition version: %1, %2, %3' form to view the expanded purchase requisition details for the selected line for the purchase requisition. If you open this form, closing the form closes the version of the purchase requisition and you must open the purchase requisition version from the Purchase requisition versions form.

For more information about the View purchase requisition version: %1, %2, %3' form, see View purchase requisition version- lines (form)

Suggest vendors

View the suggested vendor details for the selected line on the purchase requisition. This button is not available if there are no suggested vendor details for the purchase requisition line.

Field

Description

Purchase requisition

The purchase requisition identification.

Preparer

The name of the user who created the purchase requisition.

Project ID

The project identification for the project that is related to the requisition.

Status ( Purchase requisition header tab)

The status of the purchase requisition. Values include the following:

  • In review – The purchase requisition has been submitted for review.

  • Approved – The purchase requisition is approved and all purchase requisition lines have been approved. Any purchase requisition lines that have not been approved have been canceled.

  • Canceled – The purchase requisition has been canceled and all purchase requisition lines have been canceled. Only purchase requisitions that have been approved can be canceled.

  • Rejected – The purchase requisition has been rejected and any purchase requisition lines have been rejected. Purchase requisitions that have been rejected can be resubmitted.

  • Closed – A purchase order line has been generated for the purchase requisition lines.

NoteNote

After a purchase requisition is submitted for review, the purchase requisition status remains in a status of In review until all purchase requisition lines have completed the review process.

Requested date

The requested delivery date for the items on the purchase requisition.

Accounting date

The date that identifies the budget period in which budget validation will be performed and in which the accounting entries will be posted to the general ledger for the purchase requisition.

Reason

The reason code for the purchase requisition. The reason code explains why the purchase requisition is being created.

Submitted by

The name of the user who submitted the purchase requisition for review.

Submitted date

The date and time that the purchase requisition was submitted for review.

Source requisition ID

The purchase requisition identification that was assigned by the application in which the purchase requisition was originally created. For example, if a purchase requisition was created by using a mobile device that was running an application other than Microsoft Dynamics AX; the purchase requisition identification is retained and displayed in this field when the purchase requisition is imported into Microsoft Dynamics AX for processing.

Source system name

The name of the application that was used to create the purchase requisition, if it was created outside Microsoft Dynamics AX.

Requester

The name of the individual for whom the product on the purchase requisition is being requested.

Buying legal entity

The name of the organization that enters into a contract with the vendor and that will incur the cost of the product. This is usually the legal entity in which the requester is employed or has permission to request products.

Receiving operating unit

The name of the organization’s operating unit, such as a department or cost center, that is receiving the product on the purchase requisition. This is usually the operating unit in which the requester is employed, or has permission to request products.

Category

The procurement category that is associated with the purchase requisition line item on the purchase requisition.

Type

The source of the selected product on the purchase requisition. Values include the following:

  • Internal catalog item – A product in a procurement catalog that can be requested by using a purchase requisition.

  • External catalog item – A product that is selected from a vendor catalog. External catalog items can only be added to a purchase requisition by using the procurement site in Enterprise Portal for Microsoft Dynamics AX. The product must be selected from the vendor’s catalog and added to the shopping cart on the procurement site.

  • Non catalog item – A product that is identified by description and by procurement category when you cannot find the item in a procurement catalog

Status (Purchase requisition lines tab)

The status of the purchase requisition line on the purchase requisition. Values include the following:

  • In review – The purchase requisition line has been submitted for review.

  • Approved –The purchase requisition line is approved.

  • Cancelled – The purchase requisition line has been canceled. Only purchase requisition lines that have been approved can be canceled.

  • Rejected – The purchase requisition line has been rejected. Purchase requisition lines that have been rejected can be resubmitted.

  • Closed – A purchase order line has been generated for the purchase requisition line.

Net amount

The net amount for the purchase requisition line on the purchase requisition.

Vendor status

The type or class of vendor that is assigned to the requisition line item on the purchase requisition. For example, the vendor might be classified as preferred or standard.

RFQ requirement

The request for quotation (RFQ) requirement for the purchase requisition line, on the purchase requisition. The values include:

  • None - An RFQ is not required for this purchase requisition line.

  • Informal - Only an informal RFQ is required for this purchase requisition line.

  • Formal - A formal RFQ is required for this purchase requisition line.

Questionnaire status

The status of the questionnaire for the purchase requisition line on the purchase requisition. Values include Not started or Completed.


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