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Purchase requisitions

A purchase requisition is a department's notice that "this material is needed on this date". A requisition carries no price or supplier — purchasing determines those. Once submitted, the requisition enters purchasing's agenda; from there it becomes a request for quotation or directly a draft order.

Screen
Module
Procurement
Menu path
Satın Alma › Talep Yönetimi › Satınalma Talepleri · Satınalma Talebi Oluştur · Talep Kaynak Ataması (Procurement › Requisition Management › Purchase Requisitions · Create Purchase Requisition · Requisition Source Assignment)
Screen route
/erp/procurement/requisitions
Required permission
erp-procurement-requisitions.view (görme) · .create (oluşturma, geri çekme) · .edit (düzenleme, gönderme) · .delete (iptal; başkasının talebini düzenleme) · .approve (onay oyu)
Talep Kaynak Ataması: erp-procurement-orders.create ve erp-procurement-sourcing.view

Requisition list​

Purchase requisitions list
  1. 1New Requisition
  2. 2Status
  3. 3Source — manual, production order, MRP…
  4. 4Only mine
ColumnDescription
Talep No (Requisition No)TLP-yyyy-nnnnnn; click to open the requisition details.
Durum (Status)See the status table below.
Talep Tarihi (Requisition Date)The posting date of the requisition.
En Erken İhtiyaç (Earliest Need)The nearest Ne Zaman Lazım (Needed By) date on the lines.
Kaynak (Source)Where the line originated: Elle (Manual) · Üretim Emri (Production Order) · MRP · Kanban · Üçüncü Taraf (Third Party) · Dış İşlem (External Operation) · Bakım Dış Hizmeti (External Maintenance Service).
Kalem (Items)Number of lines.
İsteyen (Requester)The user who opened the requisition.

Filters: Ara (Search), Durum (Status), Başlangıç–Bitiş (Start–End; requisition date), Grubumun belgeleri (My group's documents; items of my purchasing group), Teklifte (In RFQ; those included in a request for quotation), Taleplerim (My requisitions; the ones I opened). The Yeni Talep (New Requisition) button opens the form.

Requisition form​

Satın Alma › Talep Yönetimi › Satınalma Talebi Oluştur (Procurement › Requisition Management › Create Purchase Requisition) (/erp/procurement/requisitions/new)

New purchase requisition — item, quantity and need date
  1. 1Requisition date (required)
  2. 2Add Item — pick from the item list
  3. 3Quantity — click the cell and type
  4. 4Needed by
  5. 5Save Draft — stays editable
  6. 6Save and Submit — hands over to purchasing
FieldRule
Üretim Emri (Production Order)Optional. If an open production order is selected, the order's material requirements are listed; lines are added from there and their source becomes Üretim Emri (Production Order). A line that cannot be requisitioned shows the reason. If there is no open order, the warning "Talep açılabilecek üretim emri yok." (There is no production order for which a requisition can be opened.) is shown.
Talep Tarihi (Requisition Date)Mandatory; today is proposed. A requisition cannot be opened in a closed posting period or (without permission) on a past date.
Talep Kalemleri (Requisition Items)At least one line. Kalem Ekle (Add Item) opens the item list; each selected card becomes a separate line.
Ürün (Item)A purchasable, active card that is not blocked for purchasing. A configurable parent card cannot be selected — select its variant.
Miktar (Quantity)Greater than zero; must match the decimal precision of the unit (no fractions for ADET).
Birim (Unit)Comes from the item card.
Ne Zaman Lazım (Needed By)Optional need date.
Açıklama (Description)Optional line note.
Kaynak (Source)Information: Elle (Manual) for a manually added line.
Not (Note)Optional document note.

Line cells are edited inside the table: click the cell, type the value and press [[Enter]].

  • Taslak Kaydet (Save Draft; Ctrl+S) saves the requisition as Taslak (Draft).
  • Kaydet ve Gönder (Save and Submit) saves it and submits it to purchasing. The button is shown to users with the erp-procurement-requisitions.edit permission; a user with only the create permission leaves the requisition in draft.
  • Form validations: "Talep tarihi girin." (Enter the requisition date.), "Talep en az bir kalem içermelidir." (The requisition must contain at least one item.), "'HAM-0001' için geçerli bir miktar girin." (Enter a valid quantity for 'HAM-0001'.)

Requisition details​

Draft requisition — submit, withdraw, cancel
  1. 1Status: Draft
  2. 2Edit
  3. 3Submit to Purchasing (Submit for Approval if a template applies)
  4. 4Withdraw — requester only
  5. 5Cancel — reason required

The top strip of the details holds the status badge and action buttons; below it are Belge Bilgileri (Document Information; requisition number, requisition date, requester, last change, note), Talep Kalemleri (Requisition Items) and Ekler (Attachments).

Columns of the item table: #, Ürün (Item), İstenen (Requested), Siparişte (Ordered; the quantity linked to finalized orders), Kalan (Remaining), Birim (Unit), Ne Zaman Lazım (Needed By), Kaynak (Source), Belge Akışı (Document Flow; linked requests for quotation and orders; the order's delivery status is shown as, for example, "teslim 200/200" (delivered 200/200)). "Siparişte" (Ordered) advances when the order is finalized; a draft order does not advance the requisition.

Fully ordered requisition — document flow
  1. 1Status: Ordered
  2. 2On order — quantity on confirmed orders
  3. 3RFQ
  4. 4Order and receipt status

Statuses​

StatusMeaning
Taslak (Draft)Can be edited; purchasing cannot see it and it cannot be linked to an order.
Onay Bekliyor (Pending Approval)An approval template is defined for the requisition type and matched. The document is locked; once approved it moves to Talep Edildi (Requested), if rejected it returns to Taslak (Draft).
Talep Edildi (Requested)On purchasing's agenda; can be linked to a request for quotation and an order.
Kısmen Siparişte (Partially Ordered)At least one line has been partially linked to a finalized order.
Siparişe Bağlandı (Fully Ordered)All lines have been fully linked to orders.
İptal (Cancelled)Purchasing decided not to fulfill the need (with a reason). It cannot be reopened.
Geri Çekildi (Withdrawn)The person who opened the requisition gave it up. It cannot be reopened.

A requisition only reads the delivery status of the orders linked to it; the answer to "has my material arrived?" is in the Belge Akışı (Document Flow) column — the requisition's status does not change with delivery.

Actions​

StatusActionCondition
Taslak (Draft)Düzenle (Edit)edit permission.
Taslak (Draft)Satın Almaya Gönder (Submit to Purchasing)edit permission. If an approval template matches, the button is named Onaya Gönder (Submit for Approval).
Onay Bekliyor (Pending Approval)Onayla (Approve) · Reddet (Reject)The approver (or delegate) of the stage whose turn it is. A rejection reason is mandatory. The person who submitted it cannot approve their own requisition.
Taslak, Onay Bekliyor, Talep Edildi (Draft, Pending Approval, Requested; if no line is linked to an order)Geri Çek (Withdraw)Only the person who opened the requisition, with the create permission. A confirmation window asks; no reason is required.
Talep Edildi, Kısmen Siparişte (Requested, Partially Ordered; if there is a remainder)Teklif İsteği Oluştur (Create Request for Quotation)erp-procurement-rfqs.create. The form opens with the requisition's remaining lines.
Taslak, Onay Bekliyor, Talep Edildi (Draft, Pending Approval, Requested; if no line is linked to an order)İptal Et (Cancel)delete permission; İptal Gerekçesi (Cancellation Reason) is mandatory, saved with Talebi İptal Et (Cancel Requisition).
Any statusKopyala (Copy)create permission; carries the lines to a new draft form (the production order and MRP link are not carried).

If a request for quotation related to a submitted requisition is open, the Teklifte (In RFQ) badge is shown in the header.

Submitted requisition — on purchasing's agenda
  1. 1Status: Submitted
  2. 2Create RFQ — with the lines
  3. 3Remaining — not yet ordered
  4. 4Document flow — RFQs and orders

Rejection messages​

MessageReason
Yalnız taslak talep düzenlenebilir. (Only a draft requisition can be edited.)Editing a submitted requisition was attempted.
Bu talebi yalnız açan kişi düzenleyebilir. (Only the person who opened this requisition can edit it.)Someone else's requisition; the requisitions.delete permission is required.
Talep en az bir kalem içermelidir. (The requisition must contain at least one item.)Submission without lines.
Siparişe bağlanmış talep iptal edilemez — önce ilgili satın alma siparişini … (A requisition linked to an order cannot be cancelled — first … the related purchase order)There is a line linked to a finalized order.
Bu talebi yalnız açan kişi geri çekebilir. Başkasının talebini kapatmak için satın alma iptal yetkisi gerekir. (Only the person who opened this requisition can withdraw it. Closing someone else's requisition requires the purchasing cancellation permission.)Someone else attempted the withdrawal.
Taslak talep siparişe bağlanamaz. Talebi önce gönderin. (A draft requisition cannot be linked to an order. Submit the requisition first.)An order/RFQ from a draft requisition was attempted.
Onay bekleyen talep siparişe bağlanamaz — onaylandıktan sonra bağlanabilir. (A requisition pending approval cannot be linked to an order — it can be linked after it is approved.)Approval in progress.
'X' satın alınabilir bir ürün değil — talep edilemez. ('X' is not a purchasable item — it cannot be requisitioned.)"Satın alınabilir" (Purchasable) is not selected on the card.
'X' yapılandırma seçimi gerektiriyor — varyant seçin. ('X' requires a configuration selection — select a variant.)A configurable parent card was selected.
'ADET' birimi en fazla 0 ondalık basamak kabul eder. (The 'ADET' unit accepts at most 0 decimal places.)Fractional quantity.
Talep bu sırada başka bir kullanıcı tarafından değiştirildi. Sayfayı yenileyip tekrar deneyin. (The requisition was changed by another user in the meantime. Refresh the page and try again.)Concurrent change.

Requisition Source Assignment​

Satın Alma › Talep Yönetimi › Talep Kaynak Ataması (Procurement › Requisition Management › Requisition Source Assignment) (/erp/procurement/requisition-sourcing)

Requisition sourcing — draft order from requisition
  1. 1Select the requisition line
  2. 2Source — proposed supplier and price
  3. 3Date of the resulting order
  4. 4Create Draft Order — selected lines
  5. 5Automatic Order — all single-source lines

Lists the open lines of submitted (Talep Edildi (Requested) / Kısmen Siparişte (Partially Ordered)) requisitions: Talep (Requisition), Ürün (Item), Açık (Open) quantity, İhtiyaç (Need) date, Kaynak (Source) and Miktar (Quantity). The Source column shows the supplier proposed by the system (quota, main supplier or single source) and its price; another supplier can be selected, and the quantity cannot exceed the open quantity.

  • Taslak Sipariş Oluştur (Create Draft Order): Creates a draft order per supplier and currency from the selected lines (at most 500 lines at a time). The price comes from Tedarikçi Fiyatları (Supplier Prices) in the line's unit; for a source without a record the price is zero and is written in the draft. The orders created are listed at the top of the page.
  • Otomatik Sipariş (Automatic Order): Without a selection, converts all open lines whose source resolves to a single supplier into draft orders; lines with multiple sources or no source wait and are counted with their reason.
  • Sipariş Tarihi (Order Date): The date of the orders to be created.

The quantity that goes into a draft is deducted from the line's open quantity; the same line does not go into a draft a second time. The requisition's Siparişte (Ordered) quantity advances when the draft order is finalized.