Show Requisition Number for PO?

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Posted on by Michael Dougherty

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In requisition management, once you generate a requisition into a PO, it goes into GP 2010. I am able to pull up the PO just fine, but it gives no information on what requisition number it is from. How do I find out this information? Our purchasing department is going to have Requisition Numbers on hand, not PO numbers, so how are they able to search for the requisition after it is turned into a PO?

Thanks!

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L Vail 65,271 on at

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RE: Show Requisition Number for PO?

Hi,

I have done this (requisition number on PO). I didn't make it pretty, but I've created the report. If you want a copy of the package file, you can download it here: app.box.com/.../r0vaxdrtn0zqfoayxo5ur44buu1ib94e

Kind regards,

Leslie

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Beat Bucher GP Gee... 28,058 Moderator on at

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RE: Show Requisition Number for PO?

Hi Scott,

Unfortunately I've not started to play yet with the new requisition workflow in GP 2013R2... as we have replaced the BP requistion management by a 3rd party solution, we do not expect using the réquisitions worflow in the latest GP release...

Sorry but can't help for this now.

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Community Member on at

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RE: Show Requisition Number for PO?

Your solution is exactly what I am looking for except I need it to work with GP 2013 R2 with Requisitions part of Core GP and not in Bus Portal. If you have moved away from Bus Portal and have written view, would you mind sharing? Same problem exist in Core GP that we need a way to see what Req ties to what PO and visa versa. Thanks in advance for sharing if able.

Scott

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Beat Bucher GP Gee... 28,058 Moderator on at

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Re: Show Requisition Number for PO?

As this could be usefull for several other customers, here's the SQL script that allows to create a view in the DYNAMICS DB. This can then be used anywhere in SL, Excel, Crystal or SSRS to generate reports.

This script is provide as is with no other support.

/* This View will retrieve the header and details from the BP Requisition system
  in order to provide a report with the PO# for the transfered requisitions
  (c) 2011, B. Bucher / FTI

*/
USE [DYNAMICS]

go

/****** Object:  View [dbo].[uvw_Req_Work_Doc]    Script Date: 08/31/2011 12:33:16 ******/
SET ansi_nulls ON

go

SET quoted_identifier ON

go

CREATE VIEW [dbo].[uvw_Req_Work_Doc]
AS
  SELECT RD.documentid            Requisition_ID,
         RL.itemdescription       Title,
         RD.originatingname       Created_by,
         RD.createddate           Created_Date,
         CASE RD.status
           WHEN 1 THEN 'Created'
           WHEN 2 THEN 'Pending Final Approval'
           WHEN 3 THEN 'Rejected'
           WHEN 4 THEN 'Pending Transfer to PO'
           WHEN 5 THEN 'Transferred to PO'
           WHEN 6 THEN 'Voided'
         END                      Status,
         RD.lasttomodifyname      Modified_by,
         RD.modifieddate          Modified_Date,
         RL.item                  Item_Number,
         RL.vendor                Vendor,
         RL.purchaseorderdocument PO_Number,
         RL.purchaseaccount       Account_Index,
         GL.actnumst              Account,
         RL.requiredby            Required_by_Date,
         RL.unitprice             Price,
         RL.quantity              QTY,
         RL.unitofmeasure         Unit,
         RL.extendedprice         Extended_Price
  FROM   reqmgmtdocument RD
         LEFT OUTER JOIN reqmgmtlines RL
                      ON RL.documentid = RD.documentid
         JOIN ftw..gl00105 GL
           ON RL.purchaseaccount = GL.actindx

go

/** the following will grant permissions to this view to DYNGRP,
leave this section off if you do not want to grant permissions **/
GRANT SELECT ON uvw_req_work_doc TO dyngrp

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c4c4571f00c7433e841... 1,110 on at

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Re: Show Requisition Number for PO?

hi, please send me too this sql view...........im waiting......

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Beat Bucher GP Gee... 28,058 Moderator on at

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Re: Show Requisition Number for PO?

Hi Michael,

I actually created a user view on the SQL server side in order to gather the information from the various tables (ReqMgmtDocuments, ReqMgtmLines & GL00105 (optionnal)). This way it could be used anywhere (SL, SSRS, Excel, Crystal). If you're interested, drop me an e-mail and I'll gladly send you the query from the view to create in the DYNAMICS DB.

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Michael Dougherty 315 on at

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Re: Show Requisition Number for PO?

I thought we did, but I just looked through our licenses and we do not have SL builder.

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Beat Bucher GP Gee... 28,058 Moderator on at

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Re: Show Requisition Number for PO?

No problem, but in order to have a smartlist linked to the requisition module table, you need to have SL builder... do you own a license for this product ? it could be part of your BRL subscription...

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Michael Dougherty 315 on at

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Re: Show Requisition Number for PO?

Not a problem, hope it went well. I guess the smartlist would be best for the end user, correct?

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Beat Bucher GP Gee... 28,058 Moderator on at

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Re: Show Requisition Number for PO?

Hi Michael,

Sorry for my late reply, I was in Houston at Convergence 2012 last week :-)... What would you like to see, the smartlist or the rollup of the PO number in the history tables for the requisitions ?

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