This documentation supports the 20.02 version of Remedy Asset Management.

To view an earlier version, select the version from the Product version menu.

Create_PurchaseRequisition

This operation lets you create parent purchase requisitions and child purchase line items. It also creates a work information record for parent and child items if input values are supplied.

Best Practice

If you are creating a purchase requisition with a status higher than In Preparation, provide all the purchase line items while using the Create_PurchaseRequisition operation.
The following table lists input values for the parent level of the Create_PurchaseRequisition operation and maps to the AST:PurchaseRequisitionInterface_Create form:


DB field on interface form

Displayed on web services

Notes

zID_Action

Action

Required field "CREATE" is the only keyword supported and must be in uppercase

Status

Status

Required field Accepted status values: In Preparation, On Order, Partially Received, Received, Closed, and Cancelled

Date Required

DateRequired

Required field

Description

Description

Required field

Justification

Justification

Required field

For_Company

RequestedForCompany

Required field

Requested_For_PersonID

RequestedForPersonID

Required if RequestedForFullName is not provided

For_Full Name

RequestedForFullName

Required if RequestedForPersonID is not provided

Login Name

RequestedForLoginName

For_Phone

RequestedForPhoneNumber

For_Department

RequestedForDepartment

Manager Name

ManagerFullName

By default this is the manager of the Requested For person, and is used as the first approver by the provided process. If the status is In Preparation. then a value is recommended. A Full Name other than the actual manager can be supplied.

Manager Login Name

ManagerLoginName

Login identifier of the value supplied for Manager Name

By_Company

RequestedByCompany

Required field

Requested_By_PersonID

RequestedByPersonID

Required if RequestedByFullName is not provided

By_Full Name

RequestedByFullName

Required if RequestedByPersonID is not provided

Requester Login Name

RequestedByLoginName

By_Phone

RequestedByPhoneNumber

By_Department

RequestedByDepartment

Shipping Instructions

ShippingInstructions

PRNumber

PRNumber

Available for storing external procurement system reference number

DataTags

DataTags

Hidden field that can store a tag identifier

Install Needed

InstallNeeded

Supported values are Yes or No

Cost Center

CostCenter

Accounting Code

AccountingCode

Project Number

ProjectNumber

Budget Code

BudgetCode

z1D_Activity_Type

WorkInfoType

Required if creating a work information record

z1D_ActivityDate_tab

WorkInfoDate

Required if creating a work information record

z1D_Communication Source

WorkInfoSource

Required if creating a work information record

z1D_Summary

WorkInfoSummary

Required if creating a work information record

z1D_Details

WorkInfoNotes

Required if creating a work information record

z1D_Secure_Log

WorkInfoLocked

Required if creating a work information record

z1D_View Access

WorkInfoViewAccess

Required if creating a work information record. Supported values are "Internal" or "External."

z2AF_Act_Attachment_1/attachmentName

WorkInfoAttachment1Name

Optional if creating a work information record

z2AF_Act_Attachment_1/attachmentData

WorkInfoAttachment1Data

Optional if creating a work information record

z2AF_Act_Attachment_1/attachmentOrigSize

WorkInfoAttachment1OrigSize

Optional if creating a work information record

z2AF_Act_Attachment_2/attachmentName

WorkInfoAttachment2Name

Optional if creating a work information record

z2AF_Act_Attachment_2/attachmentData

WorkInfoAttachment2Data

Optional if creating a work information record

z2AF_Act_Attachment_2/attachmentOrigSize

WorkInfoAttachment2OrigSize

Optional if creating a work information record

z2AF_Act_Attachment_3/attachmentName

WorkInfoAttachment3Name

Optional if creating a work information record

z2AF_Act_Attachment_3/attachmentData

WorkInfoAttachment3Data

Optional if creating a work information record

z2AF_Act_Attachment_3/attachmentOrigSize

WorkInfoAttachment3OrigSize

Optional if creating a work information record

BillToAddr_Street

BillToStreet

Bill To fields are required and will be set based on Requested For.

BillToAddr_City Name+

BillToCity

BillToAddr_State Prov+

BillToStateProv

BillToAddr_Postal Code+

BillToPostalCode

BillToAddr_Country+

BillToCountry

ShipToAddr_Street

ShipToStreet

Ship To fields are required and will be set based on Requested For.

ShipToAddr_City Name+

ShipToCity

ShipToAddr_State Prov+

ShipToStateProv

ShipToAddr_Postal Code+

ShipToPostalCode

ShipToAddr_Country+

ShipToCountry

Assigned Support Company

SupportCompany

Assigned field values can be automatically set by workflow if a Group Assignment General event is defined.

Assigned Support Organization

SupportOrganization

Assigned Group

AssignedGroup

Assignee

Assignee

TemplateInstanceID

ChangeTemplateInstanceID

Integration available if Change Management is installed. Specify the CHG Template ID (FieldID 179) which can be found in the CHG:Template form. If value is supplied then Installed Needed should be set to Yes.



The following table lists input values for the child level of the Create_PurchaseRequisition operation and maps to the AST:PurchaseLineItemInterface_Create form:

DB field on interface form

Displayed on web services

Notes

zID_Action

Action

Required field "CREATE" is the only keyword supported and must be in upper case.

Part Number

PartNumber

Required field

Short Description

Description

Required field

Status

Status

Required field Accepted status values: In Preparation, On Order, Partially Received, Received, and Cancelled.

Asset Class ID

AssetClassID

Required field in the format of CI Keyword, for example BMC_COMPUTERSYSTEM.

Unit of Measure

UnitOfMeasure

Required Qty*

RequiredQty

Required field

Total Received Qty

TotalReceivedQty

Required if auto receive is set to yes and CI Type is Software Class or if Status is Received.

Unit Price/currencyValue

UnitPriceAmount

If a value is provided, must provide the currency code. If Unit Price is 0 and if the order status is "In Preparation", then the Status of PLI will switch to Pending Pricing.

Unit Price/currencyCode

UnitPriceCurrency Code

Must provide a currency value if currency code is provided.

Estimated Price/currencyValue

EstimatedPriceAmount

If a value is provided, must provide the currency code.

Estimated Price/currencyCode

EstimatedPriceCurrencyCode

Must provide a currency value if currency code is provided.

Actual Price/currencyValue

ActualPriceAmount

If a value is provided, must provide the currency code.

Actual Price/currencyCode

ActualPriceCurrency Code

Must provide a currency value if currency code is provided.

Taxable

Taxable

Set to "Yes" if Tax Amount is supplied.

Tax Amount/currencyValue

TaxAmount

If a value is provided, must provide the currency code.

Tax Amount/currencyCode

TaxCurrencyCode

Must provide a currency value if currency code is provided.

Tax Rate

TaxRate

If Taxable = "Yes", must provide rate.

Shipping & Handling/currencyValue

ShippingAndHandling Amount

If a value is provided, must provide the currency code.

Shipping & Handling/currencyCode

ShippingAndHandling CurrencyCode

Must provide a currency value if currency code is provided.

Product Categorization Tier 1

ProductTier1

Required if CI Type is Software Class.

Product Categorization Tier 2

ProductTier2

Required if CI Type is Software Class.

Product Categorization Tier 3

ProductTier3

Required if CI Type is Software Class.

Model

ProductName

Required if CI Type is Software Class.

Version Number

ModelVersion

MarketVersion

MarketVersion

Required if CI Type is Software Class.

Manufacture Name+

Manufacturer

Required if CI Type is Software Class.

Supplier Name+

SupplierName

Required for most Status values. If Supplier is not filled in while In Preparation then the Status will switch to Pending Pricing.

Date Required

DateRequired

Required field

Date Ordered

DateOrdered

Required if Status is On Order or greater.

Estimated Receiving Date

DateToReceive

LicenseCertificateType

CertificatePurchaseType

Required if Software Contract ID is used

Software Contract ID

SoftwareContractID

Either SoftwareContractID or Certificate ID is required if CI Type is Software Class.

LicenseTypeGUID

LicenseType

Required if Software Contract ID is used. Need to provide the license type GUID. In order to get this, user must go to the interface form and use the drop down box to select the type. The GUID will be displayed when type is selected.

zID_CertificateID

CertificateID

Either SoftwareContractID or Certificate ID is required if CI Type is Software Class. If the CertificateID is specified, it must be a valid Certificate ID and should not be related to another purchase line item.

PRNumber

PRNumber

Available for storing external procurement system reference number.

PO Number

PONumber

Available for storing external purchase order reference number.

Quote Number

QuoteNumber

QuoteDesc

QuoteInfo

Data Tags

Data Tags

Hidden field that can store a tag identifier.

Cost Center

CostCenter

Required if Software Contract ID is used.

Accounting Code

AccountingCode

Project Number

ProjectNumber

Budget Code

BudgetCode

Attachment1/attachmentName

PLIAttachment1Name

Attachment1/attachmentData

PLIAttachment1Data

Attachment1/attachmentOrigSize

PLIAttachment1OrigSize

Notes to Purchasing

NotesToPurchasing

Notes to Supplier

NotesToSupplier

Notes

EnterNotes

zID_Activity_Type

WorkInfoType

Required if creating a work information record.

zID_ActivityDate_Tab

WorkInfoDate

Required if creating a work information record.

zID_CommunicationSource

WorkInfoSource

Required if creating a work information record.

zID_Summary

WorkInfoSummary

Required if creating a work information record.

zID_Detailes

WorkInfoNotes

Required if creating a work information record.

z2AF_Act_Attachment_1/attachmentName

WorkInfoAttachment1Name

Optional if creating a work information record.

z2AF_Act_Attachment_1/attachmentData

WorkInfoAttachment1 Data

Optional if creating a work information record.

z2AF_Act_Attachment_1/attachmentOrigSize

WorkInfoAttachment1 OrigSize

Optional if creating a work information record.

z2AF_Act_Attachment_2/attachmentName

WorkInfoAttachment2 Name

Optional if creating a work information record.

z2AF_Act_Attachment_2/attachmentData

WorkInfoAttachment2 Data

Optional if creating a work information record.

z2AF_Act_Attachment_2/attachmentOrigSize

WorkInfoAttachment2 OrigSize

Optional if creating a work information record.

z2AF_Act_Attachment_3/attachmentName

WorkInfoAttachment3 Name

Optional if creating a work information record.

z2AF_Act_Attachment_3/attachmentData

WorkInfoAttachment3 Data

Optional if creating a work information record.

z2AF_Act_Attachment_3/attachmentOrigSize

WorkInfoAttachment3 OrigSize

Optional if creating a work information record.

zID_Secure_Log

WorkInfoLocked

Required if creating a work information record.

zID_View_Access

WorkInfoViewAccess

Required if creating a work information record. Supported values are "Internal" or "External."

Buyer Name

BuyerName

Will be stored in the Purchase Order if one is generated.

OrderConfirmationTypeCode

ConfirmationCode

Will be stored in the Purchase Order if one is generated.

Payment Terms

PaymentTerms

Will be stored in the Purchase Order if one is generated.

Freight Terms

FreightTerms

Will be stored in the Purchase Order if one is generated.

Ship Via

ShipVia

Will be stored in the Purchase Order if one is generated.

Shipping Options

ShippingOptions

Will be stored in the Purchase Order if one is generated.



The following table lists output values for the parent level of the Create_PurchaseRequisition operation from the AST:PurchaseRequisitionInterface_Create form:

DB field on interface form

Displayed on web services

Notes

instanceId

InstanceID

Unique identifier generated for each purchase requisition.

Requisition ID

RequisitionID

Unique visible Requisition ID system generated.



The following table lists output values for the child level of the Create_PurchaseRequisition operation from the AST:PurchaseLineItemInterface_Create form:

DB field on interface form

Displayed on web services

Notes

instanceId

InstanceID

Unique identifier generated for each line item.

Was this page helpful? Yes No Submitting... Thank you

Comments