Creating purchase requisitions

In the Mid Tier interface, a user with the Purchase User permission can create a purchase requisition. You create a purchase requisition to purchase new items or licenses for the organizational needs. Typically, the requirement for the purchase requisition comes from the change management process.

Before you begin

Your application administrator defines shipping and billing locations. For more information, seeCreating sites and other locations.

To create a purchase requisition

1. In Mid Tier, in the navigation pane on Purchasing Console, select Functions > Create Requisition.

2. In the Purchase Requisition form, provide the general information about the purchase requisition by completing the following steps:

   Important

   The Status and Requisition ID fields are read-only. The status of the purchase requisition changes depending on at what stage the purchase requisition is in its lifecycle.

   1. In the Date Required field, select the date the items are required.
   2. Select whether the item needs to be installed.
   3. If you select Yes and BMC Helix ITSM: Change Management is installed, select a change template from the Change Template list. The change template might contain a change request for a specialist to install this item when it is received. 
      If you select No, the request to install the line item is not created.
   4. In the Description field, provide a description of the purchase requisition, for example, new employee setup.
   5. In the Justification field, specify why these items are needed, for example, for a new employee.
   6. In the Full Name field, specify the name of the person who needs these items.
      The person might be a new employee.
      After you specify the person, information appears in the Phone Number and Manager fields, depending on the settings defined by your administrator.
3. Follow the appropriate, depending on your situation:
   • If you are ordering an item that is not in the configuration catalog, perform the steps described in To specify purchase items manually and then return to step 4 of this procedure.
   • If you are ordering an item from the configuration catalog, perform the following steps:
     1. Click Select Configuration.
     2. In the Manage Configurations dialog box, select the configuration for which you want to view items to purchase.
     3. Click Check Inventory.
        The Configuration Information for the Name dialog box appears. The Purchase Requisition form appears again. The items in the configuration now appear on the Line Items tab on the form.
        
        

4. Click the Details tab and complete the following fields:

   Field name	Description
   Cost Center	The cost center number. If the person in the Requested For field has a cost center number, add the number here.
   Accounting Code	The accounting code number. If the person in the Requested For field has an accounting code, add the accounting code here.
   Project Number	The project number.
   Budget Code	The budget code.
   PR Number	The purchase requisition number.

5. Click the Shipping tab.

6. Conform or provide the Ship To Address and Bill To Address information and specify the shipping or billing instructions in the Instructions field.

   Important

   Your application administrator can define what appears in the lists on the Shipping tab. For more information, see Creating sites and other locations.

   The Approval tab is a read-only tab. This tab shows the purchase requisitions that are pending approval, approved, or rejected.

7. To view the signature information from the Approval tab, select a record and click View.

8. Click the Assignment tab and complete the following fields.

   Field Name	Description
   Support Company	Select the company that will work on the purchase requisition.
   Support Organization	Select the organization within the company that will work on the purchase requisition.
   Assigned Group	Select the Assigned Group within the support organization that will work on the purchase requisition.
   Assignee	Select the Assignee within the assigned group who will work on the purchase requisition.

9. Click Save.

To specify purchase items manually

1. In Mid Tier, find a purchase requisition, as described in Searching-for-purchase-requisitions.
2. On the Line Items tab, click Add.
3. At the top of the Line Item information form, provide the following general information about the line item:
   1. In the Part Number field, specify the part number for the item.

   2. In the Description field, specify a description of the item.

      Important

      The Status field is read-only. The status of the line item changes depending on at what stage the line item is in its lifecycle.

   3. From the CI Type list, select the type of CI that you want to add to the purchase requisition.

   4. Specify the quantity and pricing information as follows:

4. On the Details tab, complete the following fields:
5. Click the Work Info tab and enter work information for the line item. 
6. (Optional) Use the read-only Received Items and Returns tabs to see which items have been received or returned.
7. Click the Tracking tab and add any notes about the line item.
8. (Optional) If you selected one of the software CI types in step 3c, click the License Certificate tab to search for or enter certificate information.
   In Application Administration Console, under Application Settings > Asset Management > Advanced Options > Rules, on the Config CI Rules screen in the License Certificate tab, if you set Auto Receive Certificate to Yes, and if the Software Contract ID and License Type fields are filled in when the purchase order is placed, the system automatically creates a license certificate. If you set Auto Receive Certificate to Yes and enter the certificate ID, the system does not create a license certificate; it links to the existing certificate.

9. Complete the following fields:

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   Important

   When a certificate is created by means of procurement, only the number purchased is populated. The breach levels 1 and 2 have default values that have been specified in the rules. For more information, see Configuring-Asset-Management-rules. You must answer all other questions and update the breach-level details on the certificate after it has been created from procurement. These certificates are not auto-grouped when created from procurement. You must manually group them. Also, the certificate is created in the draft mode from procurement.

10. Click Save.
    The Purchase Requisition form is displayed, and the line item that you created is in the table.

11. Click the Assignment tab and complete the following fields:

    Field Name	Description
    Support Company	Select the company that will work on the purchase requisition.
    Support Organization	Select the organization within the company that will work on the purchase requisition.
    Assigned Group	Select the Assigned Group within the support organization that will work on the purchase requisition.
    Assignee	Select the Assignee within the assigned group who will work on the purchase requisition.

12. Click Save again.
13. (Optional) If you are ordering an item that is not in the configuration catalog, proceed to step 4 of To create a purchase requisition.

To obtain pricing on purchase items

In the Mid Tier  interface, if you don't know the price or the supplier name of the items you are requesting, you can submit them to purchasing for pricing.

If you submit purchase items that are missing either the estimated price or the supplier name, their status changes to Pending Pricing. In addition, a message is displayed, stating that the purchase requisition is routed to purchasing for pricing.

1. In Mid Tier, open a purchase requisition, as described in Searching-for-purchase-requisitions.
2. Click Request Pricing.
3. Click OK.
4. On Purchasing Console, open the requisition again.
   The status of the purchase requisition changes to Pending Pricing.

To price purchase items in a purchase requisition

In the Mid Tier  interface, if you are a purchasing agent and are responsible for pricing purchase requisitions and processing purchase orders, use Purchasing Console. The Purchasing User permission gives you access to Purchasing Console. You can have access to Purchasing Console without having full access to BMC Helix ITSM: Asset Management.

In addition to being able to show your own purchase requisitions, from the Show menu, you can choose to show:

• Requisitions to Price
• Orders to Place
• Orders already Placed

The navigation pane provides you with two additional links: Search Order and Reports.

1. In Mid Tier, in Purchasing Console, from the Show list, select Requisitions to Price.
2. Select the purchase requisition that you want to price, and click View.
3. In the Purchase Requisition form, click Request Pricing, and click OK.
4. In Purchasing Console, open the purchase requisition again.
5. On the Line Items tab, select the line item that needs pricing, and click View.
   The Line Item Information form is displayed. The following figure shows the Pricing area: 
   
   
6. In the Line Item Information form, make changes to the pricing, as necessary
7. On the General tab, specify values in the Quote Number and Quote Info fields.
8. (Optional) If you know that the item is taxable, select Yes from the Taxable list. Otherwise, leave it blank.
9. Click Save, and in the confirmation message, click OK.
10. In the Purchase Requisition form, type a name in the Manager field.
11. To route the newly priced requisition to a manager for approval, click Submit for Approval.
    The Purchase Requisition form is closed. When you open the purchase requisition, the purchase items on the Line Items tab change to Pending Approval. In Purchasing Console, the purchase requisition that you priced no longer appears in the table.

To submit the purchase requisition for approval

In the Mid Tier  interface, after you price a purchase requisition, the approver must approve it. You can click Submit for Approval to change the status of the purchase requisition to Pending Approval and route it to the appropriate approver.

1. In Mid Tier, find a purchase requisition, as described in Searching-for-purchase-requisitions.
2. In the Manager field, specify a manager who has approval permission.
3. Click Submit for Approval, and in the confirmation message, click OK.
4. In Purchasing Console, click Refresh. 
   The purchase requisition's status changes to Pending Approval.