Using planning worksheet as requisition form for purchases

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Posted on by Community Member Microsoft Employee

Hi all!

I'm trying to find out a proper way to use a planning worksheet as a requisition form, which fills a requisition worksheet, which creates purchase orders. The following business scenario occurs:

multiple end user employees (requesters) create ad-hoc demands for items, without knowing the vendor or having insight in prices (they're not allowed)
this demand is gathered by a purchaser which double-checks demand (is the item still used, is it really necessary to buy that item etc.)
the purchaser then creates purchase orders, per vendor, using one purchase order line per requester/item to keep track of the demanded item troughout purchasing.

I was thinking of using the planning worksheet as a requisition form because it directly places a planning message into the requisition worksheet, without showing that requisition worksheet to the end users. But how can I keep track of the requester ID, as it is not inherited from the planning worksheet entry to the requisition worksheet?

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azelaya59 2,807 on at

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RE: Using planning worksheet as requisition form for purchases

Go to the Development Client. On page 291 "Requisition Worksheet" add field "User ID". Refresh the page in NAV and the "User ID" will appear on the Requisition Worksheet.