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Projects:Requisitions/Development Status



To fulfill the specifications of the project there has been detected three main developments that are going to be done each one on its own development iteration. These are the refactoring of the Requisitions window, the creation of a manual window to create a purchase order from the selected requisition lines and to create a process to create purchase orders automatically from a Requisition. There is a 5th iteration to ensure that the MRP Module continues working as expected.

The development is being done in the requisitions branch created for this project. The new developments will not be merged to the subversion trunk till QA Team test them.

Iteration 1: Refactoring of Requisitions window

This iteration consists on moving the existing Requisition window from the MRP Management module to Procurement Management and creating the necessary new fields. There will also be necessary to modify and create other Application Dictionary elements such as callouts. The window is splitted in two different windows with the same fields but different access levels. In Requisition window the user can enter new requisitions and complete them, the window is filtered so only are viewed own requisitions. The Manage Requisitions is mean for the Purchase Manager, in this window are viewed all the requisitions (by default only completed requisitions) and it is possible to create purchase orders from the requisition.

Both windows have three tabs (header, lines and order line) that correspond with the M_Requisition, M_RequisitionLine and M_RequisitionOrder tables.

Requisition window

Header tab

The header tab groups the different products that are required at a time by an user.

It is possible to print the requisition using the print icon on the toolbar.

ColumnName Description Status O. R.
DocumentNo Numerical identifier of the requisition, is automatically generated Ready
Description Description of the requisition Ready *
C_BPartner_ID Preferred vendor for the requisition Ready *
M_PriceList_ID Preferred price list for the requisition Ready *
C_Currency_ID Currency of the selected price list, is updated by a callout when a price list is selected Ready * *
CreatePO Button for the Create purchase order process Ready (new) *

Note: O. stands for Optional, R. stands for Read only

Lines tab

The lines tab are the requisitions. In this tab is set the requested product with the quantity and due date.

ColumnName Description Status O. R.
M_Product_ID Requested Product Ready
NeedByDate Date when is needed the product Ready
Qty Requested quantity Ready
C_UOM_ID Unit of measure of the product. Filled by a callout Ready *
OrderQty Requested quantity in the order unit of measure Ready (new) *
M_Product_UOM_ID Order unit of measure of the request Ready (new) *
M_AttributeSetInstance_ID Requested attributes of the product Ready (new) *
C_BPartner_ID Preferred vendor for the requisition line Ready (new) *
Description Description field for interesting facts about the requisition line Ready (new) *
PriceStd Price standard at which the purchase order is done. Filled automatically when the product is chosen Ready *
PriceLimit Highest price at which the purchase order is done. Filled automatically when the product is chosen Ready *
PriceList Catalog price of the product. Filled automatically when the product is chosen Ready *
LineNetAmt Amount of the requisition line. Automatically calculated when PriceStd and Qty are filled Ready * *
ReqStatus Status of the requisition, possible values are Open (default), Closed, Planed and Discarded. Ready (new)
OrderedQty Quantity that has been ordered. It is updated by a trigger in M_RequisitionOrder table. Ready (new) *
InternalNotes Internal notes about the requisition line. Ready (new) *
SupplierNotes Notes for the supplier. Ready (new) *
C_Order_ID Deprecated

Note: O. stands for Optional, R. stands for Read only

Order Lines tab

The order lines tab are the created purchase order lines to satisfy the requisitions. In this tab is also included the quantity that has been satisfied.

ColumnName Description Status O. R.
C_OrderLine_ID Purchase Order line associated to the Requisition. Ready (new)
Qty Quantity of the Order Line that is associated with the requisition. Ready (new)

Note: O. stands for Optional, R. stands for Read only



This callout updates the PriceStd, PriceLimit, PriceList, C_UOM_ID and M_AttributeSetInstance_ID It also populates the Product UOM combo when the selected product has any. It also updates the prices when the price list changes.


This callout updates the LineNetAmt when Qty or PriceStd are changed.


This callout updates Qty when the OrderQuantity or Product_UOM are changed.


This callout updates the quantity with the total quantity of the Purchase Order line. If the quantity of the requisition line that is pending to order is smaller than the quantity of the order line the quantity that is set by the callout is just the pending quantity.



This trigger updates the OrderedQty column of the correspondent M_RequisitionLine when a record is Inserted, Updated or Created on M_RequisitionOrder table.

Iteration 2: Requisition status implementation

In this iteration is going to be properly implemented the different statuses of requisitions and requisition lines. For that purpose there will be created new procedures and triggers.



Trigger to block the requisitions depending on their status.

Req Status Action Permission
Closed Any Blocked
Draft Any Allowed
Completed INSERT DELETE Blocked
Completed UPDATE Some columns blocked (1)

(1) Blocked columns: DocumentNo, C_BPartner_ID, M_PriceList_ID, C_Currency_ID, AD_User_ID


Trigger to block the requisition lines depending on the status of the requisition and the requisition line. It is only possible to insert new lines when the requisition is in draft status.

Req Status Req Line Status Action Permission
Closed Any Any Blocked
Draft Open (orderedqty=0) Any Allowed
Draft Open (orderedqty<>0) UPDATE Some columns blocked (1)
Draft Open (orderedqty<>0) DELETE Blocked
Draft NOT open any Blocked
Completed Any DELETE Blocked
Completed Open UPDATE Some columns blocked (1)
Completed NOT Open UPDATE Blocked
Any Planned Any Blocked

(1) Blocked columns: M_Requisition_ID, M_Product_ID, Qty, PriceStd, PriceLimit, PriceList, LineNetAmt, C_BPartner_ID, C_UOM_ID, M_Product_UOM_ID, QtyOrder, M_AttributeSetInstance_ID, NeedByDate


Extended to only enable modifications when the requisition is Completed and the Requisition line open.



This procedure changes the status of the requisitionline.

The planned status is managed by the MRP Module.

An open requisition is closed or canceled depending on the ordered qty. When the requisition has some purchase orders assigned it is closed.

The process checks if exists requisition lines in open status, when none exists the requisition is closed.

The procedure can be called from the application or from other procedures (a M_RequisitionLine_Status0 is also created).


This procedure manages all the status changes of the requisitions.

When the requisition is being closed the procedure calls the M_RequisitionLine_Status to close/cancel all open requisition lines.

In the following chart is shown how can change the status the requisitions and requisition lines.


Iteration 3: Create Purchase Orders from Requisition manual window

In this iteration is created a new manual window. This window will show the open requisition lines, with the possibility to filter them. The user then has to select the requisition lines that are desired to be included in the Purchase Order and has the possibility to change the quantity to order and the price. Pressing the Create PO button a popup is opened where the necessary parameters to create the Purchase Order are set, then pressing the OK button one purchase order is generated. When a line is selected it is locked by the user that is logged.

The window has 4 main areas:

  1. Filter area: Several filters to search completed requisitions.
  2. Searched lines: Relation of searched requisition lines that fulfills the filters.
  3. Selected lines: Relation of selected requisition lines.
  4. Process area: Button to open the popup that creates the Purchase Order.

The popup has the necessary parameters to create the purchase order. Some of them are automatically filled depending on the selected requisition lines.

Requisition to Order form

Filter area

There are several available filters:

  1. Product: Filters by the product of the requisition line.
  2. Need by date: It is possible to filter by need by date using a date range.
  3. Requester: Filters by the requester of the requisition line.
  4. Vendor: Filters by the preferred vendor of the requisition line (it is prioritized the vendor that is set in the requisition line, if this is null it is used the vendor of the requisition).
  5. Lines without Vendor: When is checked there are also included requisition lines that doesn't have an associated vendor when the window is being filtered by vendor.
  6. Organization: Filters by the selected organization and all the child organizations.

Searched requisition lines

In this section there is a table with all the requisition lines that fulfills the filters. For each requisition line is shown:

  1. Need by date
  2. Product
  3. Quantity
  4. Requester
  5. Vendor - PriceList
  6. Price

The result is ordered by need by date, product and attribute. The desired lines have to be added to the selected lines using the add button. It is possible to select all the lines using the check in the header of the table.

Selected requisition lines

This area shows all the lines locked by the user. The requisition lines are grouped by vendor and price list.

For each vendor and price list there is a table where is shown the product, the attribute, the need by date, the requested quantity, the matched quantity and the price list. For each requisition line it is necessary to set the quantity to order and optionally the price.

Create PO

In the last area there is the Create PO button that opens the popup that creates the Purchase Order.

Create Purchase Order popup

In the top of the popup there is a description of the necessary data to correctly create the purchase order. The popup will not open if no requisition line is selected in the locked area.

The parameters that have to be set are:

  1. Order date, defaulted to today.
  2. Vendor
  3. Price list
  4. Organization
  5. Warehouse

When the popup is loaded depending on the selected requisition lines it might be filled the vendor, the price list and the organization. The result of this process is shown in an info message. Those fields are filled when there all the requisition lines have the same vendor, price list and/or organization. To set the vendor and price list is used the value set in the requisition line and if this value is null is used the value of the requisition. Null values are not considered to set the vendor or price list when the popup is loaded. e.g. if 3 lines are selected and two of them haven't a preferred vendor and the 3rd has vendor A the field will be filled with vendor A. If lines of different vendors, price lists of organizations are selected a message will appear when the popup is opened and the fields (Vendor, Organization, Price list) will not be filled.

Create purchase order process

When is pressed to OK button in the popup to create the purchase order is checked that it is possible to get a price for each selected requisition line. To set the price actual of each order line is used the price of the selected price list, if the product is not included in the price list is used the price actual set in the Requisition To Order form. For the rest of the different prices (price list and price limit) are used the prices defined in the selected price list, if the product is not in the selected price list are used the prices defined in the requisition line and if those are not defined it is used the price actual.

Several requisition lines can be grouped in a unique order line when they have the same product, attribute, price and description (set as supplier notes in the requisition line).

The created purchase order is also completed and the message of the completion process is shown in the popup window including the Document number of the new purchase order. When the complete process of the Purchase Order fails the order stays in draft status and the message is shown so it is possible to fix it. If the Purchase Order is created properly the order lines are matched with the correspondent requisition lines and these are unlocked. The process button will do some checks before creating the purchase order:

Iteration 4: Create Purchase Order process

This process is launched from the Requisition Header and creates and processes Purchase Orders according to the Product requested. It takes into account the possible preferred vendors and prices when they are not defined.

When the button is pressed it is opened a pop-up with several parameters:

At the beginning of the process is checked that all the requisition line has a vendor available. The vendor used for the PO is the selected one in the pop-up. If no vendor has been selected it is searched in the requisition line, the requisition header and finally the default vendor of the product. When it is not possible to get a vendor for a requisition line is thrown an error message with the line number and the product.

The requisitions lines are processed one by one ordered by vendor and price list, as is necessary to create a new header when one of these values change. The price list used is the price list selected in the pop-up. If it hasn't been selected one it is searched in the requisition line, the requisition header and finally the default purchase price list of the correspondent vendor. If it is not possible to get a price list for a requisition line an error message is thrown.

For each combination of vendor and price list is created a purchase order header. There are used the date, organization and warehouse set in the pop-up window. To get the rest of the mandatory fields of the header are used the correspondent default values. And is created a purchase order line for each requisition line.

To get the necessary prices for the purchase order lines are used the values set in the requisition line and the correspondent price list version according to the date set in the pop-up. For the price actual is prioritized the price set in the requisition line, if this is blank it is used the price defined in the price list version. For the price list is used the price list of the price list version, if this is null is used the price list defined in the requisition line and finally the price actual of the requisition line. For the price standard and the price limit are used the prices of the price list version, and if those are null is used the price actual of the requisition line.

The quantity ordered is the requested quantity minus the previously ordered quantity. So when the purchase order is created the requisition line will be completely ordered. After the order line it is also inserted a record in the requisition order tab to relate the newly created order line and the correspondent requisition line. This insert has a trigger that also updates the ordered quantity of the requisition line. At the end the requisition line is closed, and when the requisition does not have any requisition line opened it is also closed.

All the created purchase orders are processed and the output message shows all the document numbers of those purchase orders.

Iteration 5: Fixes on MRP Module

In this iteration there will be made the necessary changes to the MRP Module detected during the development of the project.

List of changes:

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