Specifying purchase items manually

If the items you want to order are not in the configuration catalog, you can create and specify them manually.

To specify purchase items manually

1. 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 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. The Received Items and Returns tabs are read-only. You can use these tabs to see which items have been received or returned.
6. Click the Tracking tab and add any Importants about the line item.
7. 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 the 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.

8. Complete the following fields:

   The [confluence_table-plus] macro is a standalone macro and it cannot be used inline. Click on this message for details.
   This macro generates standalone content. As a consequence you need to make sure to use a syntax that separates your macro from the content before and after it so that it's on a line by itself. For example in XWiki Syntax 2.0+ this means having 2 newline characters (a.k.a line breaks) separating your macro from the content before and after it.
   

   Important

   When a certificate is created by means of procurement, only the number purchased is populated. The breach levels 1 and 2 default to what has been specified in the Rules. You must answer all other questions and update 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 will be created in the draft mode from procurement.

9. Click Save.
    The Purchase Requisition form appears, and the line item that you created appears in the table.

10. Click on 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.

11. Click Save again.