Requisition line settings

Planon REM4SAP : Planon REM4SAP : Implementation : Settings Space and Workplace services management : Requisition line settings

Requisition lines can be manually entered, either via Planon Procenter or via Mobile Field services.

Actions

Requisition lines can only be created/applied in (Planned) orders, before the orders have reached the Technically completed status. The following actions must be available on the layouts:

Field	Description
Send to financial collection	When the requisition lines are in the specified status, the action will become available and can be applied for one single requisition line, to create a new financial collection.
Status > Accepted	The financial collection checks if requisition lines are in the system status Accepted, to be able to send them to financial collection. After this status, the requisition line becomes read-only. When the financial collection is sent to SAP, the status will change from Accepted to Completed.
Status > Canceled	The requisition line can be canceled after they have been sent to the financial collection, however that doesn’t change the already send financial collection and financial collection line. When the requisition line should be send again with new information, the line should be re-entered and changed to Accepted.

The following fields are relevant for the financial collection:

Field	Description
Description	Free to change or use description.
Quantity	Free to fill in quantity, must be positive.
Product unit	Free to pick unit, must be mapped in the External mapping.
Price excl. VAT	Free to choose price for one item, could be inherited from the Item-picklist. Convert in the right currency when the original currency of the amount is different from the company code currency.
Total costs excl. VAT	Result of the Quantity x Price. Should not be zero or negative. Is not sent to Financial collection.
Standard cost category	Selected mapped Cost category in the External mapping to SAP’s Product Type which should be either Material or Services.
Standard cost type	Selected mapped Cost type to be collected in Financial collection line, but not send to SAP
Requested delivery date	Required to be send to SAP when Product Type is Material
Item group	Selected mapped Item group in the External mapping to SAP’s Material Group
Purchase organization	Selected mapped Purchase organization in the External mapping to SAP’s Purchase organization
Distribution point	Automatically retrieved after the status of the Requisition is changed to ‘Accepted’. Can only be found in case one Distribution point is configured for one Company (collected via the Property/Floor/Space) and the selected Property on Order level. When manually selected, the Requisition line would be navigated to Stock requests.
Financial collection status	Automatically updated status when a Requisition line is changed to the system status ‘Accepted’ and updated when Financial collection is triggered. Changes from New to Processed. In the Status ‘New’ the Batch job will update the Requisiton line into the Financial collection.
SharedID	This technical field should be changed to ‘In selection’ to be able to jump from the Financial collection to the Requisition line.

The following fields are relevant for the financial collection:

Generic

The Purchase collection can be automated using an available batch job. For more information, see Batch processing. Subsequently, a batch job definition can be scheduled via an action definition (Alerts).

Job definition	Description
CollectRequisitionFinancials	Batch job definition to ‘Start’ collect financials from requisition line into financial collection