Release approved purchase requisition (form)
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 > Release approved purchase requisitions.
Use this form to review approved purchase requisition lines that have been held for manual processing, consolidate eligible requisition lines, and manually convert the approved purchase requisitions to purchase orders.
Tasks that use this form
Create purchase orders manually from purchase requisitions
Key tasks: Consolidate purchase requisitions
Navigating the form
The following tables provide descriptions for the controls in this form.
Tab
Tab |
Description |
|---|---|
Release |
Review approved purchase requisition lines, consolidate eligible purchase requisition lines, and generate purchase orders from requisition lines. You can also export the purchase requisition list to Microsoft Excel or view documents that are attached to a selected purchase requisition. |
Buttons
Button |
Description |
|---|---|
Purchase order |
Manually create a purchase order for approved purchase requisitions, a consolidation opportunity, or for individual purchase requisition lines that have been consolidated. This action changes the purchase requisition line status to Closed and removes the purchase requisition from the list page. |
Consolidation opportunities |
Opens the Purchase requisition consolidation form, where you can create a new consolidation opportunity, add selected requisition lines to an existing consolidation opportunity, or modify an existing consolidation opportunity. |
Purchase requisitions |
Open the Purchase requisitions form to view the details for a selected purchase requisition. |
On-hand |
View on-hand inventory for the item in the selected purchase requisition line. |
Fields
Field |
Description |
|---|---|
Consolidation status |
Displays the consolidation status for purchase requisition lines. Values include:
|
Currency |
The currency that the line item was originally requested in. |
Net amount |
The total price for the line item. The net amount is calculated by using the following calculation. (Quantity * unit price / price unit) + charges – discounts). |
Category |
The procurement category that item on the purchase requisition line is assigned to. |
Unit |
The unit of measure that is assigned to the item on the purchase requisition line. |
Requested date |
The delivery date that was requested for the line item in the purchase requisition. |
Accounting date |
The date that is used to record the accounting entry in the general ledger and to validate budget funds available. |
Buying legal entity |
The name of the organization that enters into a contract with the vendor, and incurs the cost of the product once it is purchased. This is usually the legal entity in which the requester is employed. Requesters can also be granted permission to request products for other legal entities. |
Receiving operating unit |
The name of the organization’s operating unit, such as the department or cost center, that is receiving the product. This is usually the operating unit that the requester holds a position in. Requesters can also be granted permission to request products for other operating units. Usually, the operating unit is used as a cost accumulator on accounting distributions to measure operational performance. |
Type |
Displays the source of the selected product on the purchase requisition line. Values include:
|
See also
Purchase requisition consolidation (form)
Purchase order creation and demand consolidation rule (form)
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).