1. This document describes how to create a purchase requisition in Microsoft Dynamics 365 Finance. It involves selecting items from a catalog or entering non-catalog items, reviewing the requisition lines, and submitting the requisition for approval. 2. The steps include entering a name and dates for the requisition, selecting default project information if applicable, adding a business justification and description. Items are then added by selecting from a catalog or entering as non-catalog items. 3. Once items are added, the lines can be reviewed and modified as needed. Fixed asset information can also be entered at the line level. The requisition is then submitted for workflow approval.

1. Create a purchase requisition
1. Click Procurement and sourcing > Common > Purchase requisitions > All purchase
requisitions
On the Purchase requisitions prepared by me list page, on the Action Pane, click Purchase
requisition.
2. In the Prepare a new purchase requisition form, enter a name for the purchase requisition
and select the requested and accounting date for the purchase requisition. These dates are
copied to the purchase requisition lines by default. They can be changed at the line level.
The requested date is the requested delivery date. The accounting date is used to record the
accounting entry in the general ledger, and to validate that budget funds are available.
Note
The requested date may be modified by the system to allow for any lead time that is associated
with a product on a purchase requisition line.
3. If the purchase requisition has lines for project expenditures, select the Select default
project check box, and then enter the following information:
 In the Buying legal entity field, select the legal entity to which the project is
assigned.
 In the Project ID field, select the project ID to display by default on all purchase
requisition lines for the project.
Note
The project data can be deleted or changed at the purchase requisition line level, but it will only
be copied to the purchase requisition lines that are assigned to the buying legal entity that the
project is assigned to.
4. In the Purchase requisitions form, on the Purchase requisition header FastTab, select a
business justification reason and enter a description. The business justification reason that
you select appears by default for the purchase requisition lines, but you can change it at the
line level.
5. To add line items to the purchase requisition, on the Purchase requisition lines FastTab,
click Add items.
Note
You can also click Add line to add a line item and manually type in the required information.
6. In the Add items form, on the Catalog items tab, select the items that you want to add to
the purchase requisition, and then click Select ->. You can select multiple items and add
them to your purchase requisition at the same time.

2. Note
If additional details about the product, inventory, or project dimensions are required for the items
or services that you selected, enter them on the Details tab in the lower pane.
The list of items on the Catalog items tab is filtered by requester, buying legal entity, and
receiving operating unit. You can also filter the list by procurement category.
Note
If you have been granted permission to request items or services on behalf of another user or in
another legal entity or operating unit, you can select the requester, the buying legal entity, and
receiving operating unit for which you are authorized to request items or services.
7. To add items that are not found in a catalog, click the Non-catalog items tab, and follow
these steps for each product that you want to order:
1. Enter a product name.
2. Select a procurement category for the product and enter an optional description.
3. In the Vendor account field, do one of the following:
 Select an approved vendor.
 Leave the field blank. A purchasing agent will select a vendor during the
purchase requisition approval process.
 Suggest a new vendor for the product. For more information about how to
suggest a vendor, see the “Suggest a vendor” procedure in this topic.
4. Enter a quantity, unit price, and currency for the product, and then enter the unit of
measure in which the product is purchased.
5. If the product can be ordered online, you can enter an Internet address and the
external item number that is assigned by the vendor.
6. Click Select -> to add the non-catalog item to the list of products that you want to
add to the purchase requisition.
8. In the selected products list, review the items that you selected.
 To remove a product, select the check box next to it, and then click Remove.
 To view or modify the product dimensions, inventory dimensions, and project
dimensions for the selected product, click the Details tab.
9. Click OK to add the products to the purchase requisition.
10. After you add the products to the purchase requisition, view or modify the purchase
requisition lines. Then, submit the purchase requisition for review and approval.

3. View and modify purchase requisition lines
After you add products to the purchase requisition, you can view the purchase requisition lines and
view or modify the details for each line item. You can continue to add or remove items and services
as long as the purchase requisition has a status of Draft. If the purchase requisition has been
submitted for review, you must recall it before you can remove a purchase requisition line. For
more information about purchase requisition statuses.
1. Click Procurement and sourcing > Common > Purchase requisitions > Purchase
requisitions prepared by me.
2. On the Purchase requisitions prepared by me list page, double-click the purchase
requisition that contains the purchase requisition lines that you want to modify.
3. In the Purchase requisitions form, on the Action Pane, on the Purchase requisition tab, in
the Maintain group, click Edit. On the Purchase requisition lines FastTab, select the
purchase requisition line that you want to view or modify, and then click Details.
4. View or modify information about the delivery address and other details, such as the fixed
asset group, project, financial dimensions, and inventory dimensions for the line.
5. If the line item qualifies as a fixed asset, on the Fixed assets FastTab, enter any additional
information about the item. After the asset information is entered, the system evaluates the
data and automatically assigns the appropriate asset group to the item. Asset groups are
user–defined codes that identify the purpose for purchasing the fixed asset.
6. After you make changes to the purchase requisition line, on the Action Pane, on the
Purchase requisition line tab, click Line details.
7. If you have no additional changes to the purchase requisition lines, submit the purchase
requisition for review and approval.
Submit a purchase requisition to workflow
To submit a purchase requisition to workflow, you must be the preparer. All required fields must
be filled in, and the purchase requisition must contain at least one line item before it can be
submitted. The purchase requisition must have a status of Draft.
The workflow process can route the purchase requisition through the review process as a single
document. Alternatively, the lines on the purchase requisition can be routed individually to the
appropriate reviewers. If the purchase requisition lines are reviewed individually, the review
process must be completed for all purchase requisition lines before the review process for the
purchase requisition can be completed. The overall status of the purchase requisition is controlled
by the status of the purchase requisition lines.
Click Procurement and sourcing > Common > Purchase requisitions > Purchase requisitions
prepared by me.
1. On the Purchase requisitions prepared by me list page, select the purchase requisition that
you want to submit to workflow.

4. 2. In the workflow message bar, click Submit.
3. In the dialog box that opens, enter a comment in the Comment field, and then click Submit.
4. To recall a purchase requisition that you have submitted to workflow, in the workflow
message bar, click Actions > Recall.
5. To view the workflow history for a purchase requisition that you have submitted to
workflow, in the workflow message bar, click Actions > View history.
Create a request for quotations from a purchase requisition
You can create an RFQ from a purchase requisition only when the status of the purchase requisition
is pending approval, because the lines in the purchase requisition are updated automatically as you
accept lines from RFQ replies from vendors.
You cannot perform any actions on the purchase requisition, such as completing, rejecting, or
approving it, while the RFQ is in progress.
When you accept an RFQ reply with a type of Purchase requisition, the RFQ reply lines update
the purchase requisition lines with the following information:
 Unit price
 Discount percentage
 Discount amount
 Purchase charges
 Line charges
 Vendor
 External number
 External description
1. Click Procurement and sourcing > Common > Purchase requisitions > All purchase
requisitions.
2. In the All purchase requisitions list page, select the purchase requisition that you want to
copy to an RFQ.
3. On the Action Pane, click Create request for quotation.
4. In the Select the lines to copy to the request for quotation form, select the check boxes next
to the lines to copy to the RFQ.
5. Click OK to create an RFQ with a type of Purchase requisition. The information from the
selected purchase requisition lines is copied to the RFQ. All vendors from the purchase
requisition become vendors for the RFQ.
The status of the purchase requisition changes to Pending request for quotation. You cannot
perform any action on the purchase requisition until the RFQ process is completed.