How to add items for Purchase Requisition

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Posted on by Muhammad Fahad

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Hi,

In released products, I have opened up an item and attached procurement category. At the time of making PR, system is not showing me that item in 'Add items' window. Purchasing policy is configured as well. Please guide which parameters I am missing.

Awaited of kind response....

Thanks in advance.

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Daxer Persson 3,005 on at

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RE: How to add items for Purchase Requisition

The worker (=you) should be assigned a position and on this position then Department (as operating unit) should be populated.
hamzarashid 105 on at

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RE: How to add items for Purchase Requisition

Please published the Procurement catalog because System only shows the item on the PR if the Display status on the procurement Catalog is to "yes" but when A new item is opened/Created the default status is "No" so after publishing the Procurement catalog system will set the status to "Yes" for the New items and items will start showing in the PR form.

Just go to Procurement and Sourcing -->>Common--->>Catlog--->>Procurement catalogs and select the catalog and hit the "Publish catalog" button
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fatihgork 3,815 on at

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RE: How to add items for Purchase Requisition

Hello Muhammad,

Please check:

1. Worker and user relations

2. Department of the worker (This can be found on worker's position)

3. Valid category access rules in purchasing policies for this department

4. The item must be assigned to the correct node of the hierarchy which have "Procurement" category role

If those are all correct then:

There is a parameters button on purchasing policies. That form lets you define the hierarchy for each rule. If the company is above department hierarchy for category access rule for example, everyone will be restricted according to a company policy. If there is not a company policy, then the application will look for department based policies.

Hope that helps.
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Community Member Microsoft Employee on at

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RE: How to add items for Purchase Requisition

Are you abel to enter that item manually in requisition lines?

Are you able to enter any other items in PR lines?