Contents

QUICK GUIDE for Approving SAP Requisitions

Notification of Requisition Line Items Needing Approval

How SAP Routes Requisition Line Items

Getting the Notification

Accessing Your Inbox

Finding the Line Item(s) You Wish to Review

Reviewing Requisition Line Items

Option 1: Page Through the Requisition Screens in SAP

Option 2: Print a Hard Copy via Print Requisition Report

Option 3: View the Requisition from SAP web

After Reviewing the Requisition Line Item(s)

Changing or Deleting Requisition Line Items

Change a Line Item

Delete a Line Item

Delete an Entire Requisition

Approving (Releasing) Requisition Line Items

Approve a Line Item

Refresh the Inbox to Confirm Approval

Other Approver Functions

Printing a Hard Copy of Your Inbox

Withholding Requisition Line Items Pending Changes

Creating an Attachment to a Requisition Line Item

Putting Requisition Line Items Back into Workflow

View the Change History of a Requisition Line Item

Contents

QUICK GUIDE for Creating Requisitions

Introduction

Basic Steps for Creating a Requisition

Vendor Justification Rules

Special Requisitions

How Requisitions Get Approved

Create a Requisition: Part I

General Information: Initial screen

Description, Quantity, and Unit of Measure: Item Overview screen

Unit Price and Vendor Number: Item Detail screen

Create a Requisition: Part II

G/L Account, Cost Object, and Delivery Information: Account Assignment screen

Assigning Costs to Multiple Cost Object

Vendor Justification and Other Text: Text Overview screen

Create a Requisition: Part III

Additional Line Items

Finish the Requisition

Create a Requisition: Special Requisitions

Blanket Orders

Subcontracts

Internal Provider Requisitions

Change Orders

Only Add New Line Items

Change Existing Information on PO

Change Existing PO and Add New Line Items

Requisitioning Options

Copy Reference

Navigating the Screens: Using the Goto menu

Change or Delete a Requisition

Close Out a Purchase Order

Review/Print a Requisition

Overview

Find a Requisition

Print a Requisition

Find the Purchase Order

Contents

Overview

Displaying the Purchasing Overview by Vendor Report

Entering the Fields on the Report

Executing the Report

Drilling Down to Master Data

Using the SAP Report Buttons

Printing the Report

Purchasing Overview by Cost Collector Report

Contents

Overview

Displaying the Purchasing Overview by Cost Collector Report

Entering the Fields on the Report

Executing the Report

Drilling Down to Master Data

Using the SAP Report Buttons

Printing the Report

Contents

Overview

Displaying the Payment Report

Entering the Fields on the Report

Executing the Report

Drilling Down to Master Data

Using the SAP Report Buttons

Printing the Report

Contents

Overview

Find Credit Card Charge Document

Review and Verify the Charges

Change Cost Object or G/L Account Assignment

Park or Post the Credit Card Charge Document

Contents

Overview

Displaying the Listing of Journal Vouchers screen

Entering the Fields on the Report

Executing the Report

Downloading the Report

Printing the Report

Order Capture

Orders from any channel, including FTP or CSV uploads

Purchase Order to Supplier

Create PO(s) directly from Sales Order

Supplier Ships Order

Supplier confirm, ships & updates

Supplier Invoice

Supplier sends Invoice (Bill). Create Bill record from PO, updates Accounts Payable

Invoice Customer

Because the solution has battle tested by CFOs accounting features, there’s no switching between system to cut & send Invoices or update Accounts Receivable.

Order Capture

Orders from any channel, including FTP or CSV uploads

Build Assemblies

You can either pre-build assemblies or build them on the fly.

Pack & Ship

Send shipping instructions to vendor, retrieve tracking number and store on shipment document

Invoice Customer

Because the solution has battle tested by CFOs accounting features, there’s no switching between system to cut & send Invoices or update Accounts Receivable.