Functional Area: Purchasing / Create Purchase Requisition with Reference (Copy) (ME51N)
PurposeRequisitioning
Use this procedure to create a purchase requisition with reference to another purchase requisition.
Trigger
Perform this procedure when you need to copy any existing purchase requisition to create a new one.
Prerequisites
- The Requisition number that you wish to copy.
- The number for the preferred Vendor, or a list of suggested bidders.
- Specifications for the items including detailed description and unit of measure.
- Account assignment information to which you want to charge the purchase.
- Storage Location (Mail Location and Delivery Point) for the final delivery destination.
- Shipping Point (dock) where the items are to be received initially.
- Approval from your department to enter the Requisition.
- Any other attachments or forms that are necessary.
Use the following menu path to begin this transaction:
- SAP Easy Access User Specific Menu
- Select Decentral Requisitioner Create Purchase Requisition
- SAP Easy Access Generic Menu
- Select LogisticsMaterials ManagementPurchasingPurchase RequisitionCreate
ME51N
Helpful Hints
- The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
- On certain screens you may have to scroll to view some data entry fields.
- You can expand a section by clicking . Collapse the section to create more space on the screen by clicking . When a section is collapsed, the section name is visible; when it is expanded, it is not visible.
- You can create a purchase requisition by copying an existing purchase requisition..
11/9/2017
Ver: Rev 2013-1 / PUR_ME51N_Create Purch Requsition with Reference.udc
© University of Cincinnati / 1/1
Work Instruction
Functional Area: Purchasing / Create Purchase Requisition with Reference (Copy) (ME51N)
Procedure
1. / Start the transaction using the menu path or transaction code.
Create Purchase Requisition
2. / Perform one of the following:
If / Then
The first two sections of the screen are not expanded / Click .
The first two sections of the screen are expanded / --
3. / As required, complete/review the following fields:
Field / R/O/C / Description
Order type (Purchasing) (Unlabeled field located to the right of the shopping cart.) / Required /
Example:
NB Purchase Requisition
This field defaults to NB Purchase Requisition. Do not change it if you are entering a regular Requisition. However if you are entering a Check Request, you will need to change it to ZCR Check Request.
Purchasing Document Number / Optional / Alphanumeric key uniquely identifying purchasing document
Example:
This field should always be left blank, the system will automatically assign a Purchase Requisition number when the document is saved.
Header note / Optional / Text for the header note
Example:
Note for local reference
This note does not transfer to the PO and should only be used for your own notations regarding the Requisition.
4. / Click .
Create Purchase Requisition (2)
5. / Click.
Create Purchase Requisition (3)
6. / Select .
/ When you open the Item Overview, it will sometimes show your previous listing. However, to be sure you have the listing you want, use the selection variant and choose "My purchase requisitions" or "Purchase requisitions". "My purchase requisitions" will show open Requisitions that you have created. If you choose the "Purchase requisitions", you will be presented with a selection screen that allows you to search for others. When searching for a Purchase Requisition by the Requisitioner field, note that this is the Requisitioner field that is optional on the Item Overview. Remember that if something was entered in this field, it should contain the "userid" of the person who originally requested the item, not necessarily the person that entered the Requisition. If you want to find all Requisitions entered by yourself, enter your userid in the Name of processor field.
/ Remove any other criteria that defaults from the system.
Purchase requisitions
7. / As required, complete/review the following fields:
Field / R/O/C / Description
Purchase Requisition Number / Optional / Number of the purchase requisition
Example:
10000496
8. / Click .
Create Purchase Requisition (4)
9. / Clickto the left of the purchase requisition number.
/ Do not double click on the requisition or it will display and not copy.
Create Purchase Requisition (5)
10. / Perform one of the following:
If You Want To / Then
Copy the entire requisition / Use the click and drag functionality. Single-click on the purchase requisition number and drag it over to in the upper left corner of the Create Purchase Requisition screen.
Copy a line item / Use the click and drag functionality. Single-click the line item number and drag it over to in the upper left corner of the Create Purchase Requisition screen.
Create Purchase Requisition (6)
11. / As required, complete/review the following fields:
Field / R/O/C / Description
Quantity / Required / This is the quantity to be assigned to the account line.
Example:
20
This is the amount of the item that you are requesting.
/ You can make changes to any other fields for the adopted (copied) line item in the Item Overview or the Item Details.
/ If you copied a Requisition from a previous date, the Delivery date is adopted using the previous delivery date. You will need to change it to the current or future date, whichever is appropriate.
12. / Perform one of the following:
If You Want To / Then / Go To
Put the requisition on hold / Click .
The requisition number is displayed in the status bar at the bottom of the screen. The Hold button does not appear on the menu bar if the displayed document has already been saved. / Step 13
Save the requisition / Click . / Step 14
Create Purchase Requisition (7)
13. / Go to Step 14.
/ The system displays the message, “Purchase requisition put on hold under the number XXXX.”
Create Purchase Requisition (8)
14. / Clickuntil you return to the SAP Easy Access screen.
/ The system displays the message, "Purchase requisition number XXXX created."
15. / You have completed this transaction.
11/9/2017
Ver: Rev 2013-1 / PUR_ME51N_Create Purch Requsition with Reference.udc
© University of Cincinnati / 1/12
Work Instruction
Functional Area: Purchasing / Create Purchase Requisition with Reference (Copy) (ME51N)
Result
You have created a purchase requisition with reference to a similar purchase requisition (copied).
Comments
You can create another Requisition without exiting the Create Purchase Requisition screen.
11/9/2017
Ver: Rev 2013-1 / PUR_ME51N_Create Purch Requsition with Reference.udc
© University of Cincinnati / 1/12