NCAS

Sourcing a Requisition Without a Quote Step-by-Step

From the Purchasing module:
 

1. Type RQS in the NEXT FUNCTION field and press ENTER to access the Requisition Selection (RQS) screen. 
2. Type your buying entity for goods (XXBG) or your buying entity for services (XXBS) in the BUY ENTITY field. 
3. Type your buyer ID in the BUYER ID field and press ENTER to display all approved requisition lines for your buying entity and buyer ID. 

To view requisition information:
 

4. Type RI1 in the ACT field for the correct requisition line and press ENTER to access the Requisition Inquiry (RI1) screen.
5. Review the information on the RI1 screen. 
6. Type R in the NEXT FUNCTION field and press ENTER to return to the RQS screen. 

To view requisition comments:
 

7. Type RCI in the ACT field next to the correct requisition line and press ENTER to access the Requisition Comments Inquiry (RCI) screen. 
8. Review the comments on the RCI screen. If the comments are applicable, you may need to print them. 
9. Type R in the NEXT FUNCTION field and press ENTER to return to the RQS screen. 

To view item comments:
 

10. Type ICI in the ACT field next to the correct requisition line and press ENTER to access the Item Comments/Specifications Inquiry (ICI) screen. 
11. Review the comments on the ICI screen. If the comments are applicable, you may need to print them. 
12. Type R in the NEXT FUNCTION field and press ENTER to return to the RQS screen. 

To source a requisition without a quote:
 

13. Type BWS in the ACT field next to the correct requisition line and press ENTER to access the Buyer Work Sheet (BWS) screen. 
14. Delete your pay entity from the split. 
15. Type VSL in the ACT field next to the split line 1 and press ENTER to access the Vendor Short Name Lookup (VSL) screen. 
16. Type the short name or part of the short name followed by an @ in the SHORT NAME field and press ENTER to display all of the vendors beginning with those letters.
17. Type R in the ACTIVITY field next to the proper vendor and press ENTER to select the vendor and return the information to the BWS screen. 
18. Press ENTER to validate the data and record the vendor information for the requisition line. 
19. Check all the default information to make sure it is correct. 
 
To create a split:
 
20. Type the quantity being purchased in the QUANTITY SKU field.
21. Type your new information in the proper field(s) and press ENTER. 

To create an additional split:
 

22. Type your paying entity (XXPT) in the PAY ENTITY field. 
23. Type the vendor number in the VENDOR NUMBER field. 
24. Type the vendor's group number in the VENDOR GROUP NO. field.
25. Type the quantity being purchased in the QUANTITY SKU field. 
26. Type the promise date in the PROMISE DATE field and press ENTER. The system will display the following message:  ALL SPLITS HAVE BEEN CREATED/UPDATED SUCCESSFULLY - PLEASE CONTINUE. 
27. Type RQS in the ACT field next to the second split and press ENTER to return to the RQS screen to access another requisition line.