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Maintain header data of a Requisition

In the "Header data" tab, fill in all required fields. Mandatory fields are marked with an asterisk (*). Then save your entries with the floppy button.

Processor of a Requisition

The creator of a Requisition, a Request, or an Order can select the processor for this transaction. The selected user is thus granted access rights to this transaction. Depending on the role and authorization, the transaction can be edited by this assigned user. The processor can be changed at any time. This may be necessary if the processing of the transaction is to be continued by another user or if other users are to work with the transaction in addition to the creator. The creator of the Request always retains access rights to the transaction and depending on his role and permissions, still has change or reading rights for it. The newly selected processor receives an automatic system message by e-mail with the information that he has been assigned to this transaction as such.

Alternatively, with the button  "previous processor", within the window "Processor selection", a user (e.g., an internal or external planner) can assign the Requisition back to the previous processor after completion of his task area.

 

Processor selection / assign back to previous processor

General data

Display of the most important header data on a Requisition.

 

Field / Button

Description

Requisition no.

Unique number according to defined number range, is automatically assigned by the system

Description

Name of the Requisition

Short description

Field for description

Requisition type

→ e.g., maintenance, renewal,

→ configurable in the master data!

Cause of the measure

→ e.g., development, sewer construction measure, road construction measure. This is configurable in the master data!

Start

Start of service execution

End date

End of service

Purchase Requisition

Here is where a purchase requisition can be assigned to the Requisition.

→ See page Assigning a SAP purchase requisition to the Requisition transaction

Status

Status of Requisition (e.g., in preparation)

Approver

FUTURA user, who should check the service entries, if the Requisition is ordered. The user is then included as an Approver in the Order.

Processor

FUTURA user to whom the Requisition has been assigned for processing

Default setting = user who created the Requisition

Purchaser

FUTURA user, who as a buyer should process/order the Request

Created by

FUTURA user who created the Requisition

Created on

Date, time of creation of the Requisition

Delivery address

The delivery address is used as the default for the order(s), but can be adjusted during the order generation process.

 

Generate PDF Report

In the "Requisitions” process, you can generate a PDF document with your entered data, including the items list, in order to be able to share it outside of FUTURA, for example. You can generate this with the PDF button above the tabs.

 

image-20240319-153513.png

PDF from the requisition

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