Create a Requisition

Requisition allows you to keep a record of material being ordered, predetermined suppliers, unit of measure, and order quantities as well as streamline the receiving process. Requisitions will keep track of supplier purchases, quantities ordered, cost of material, backorders, and types of requisitions.

Use the Requisition tab to create a requisition.

PREREQUISITES:

  • Storerooms must be added under Config > Storeroom Materials. See Add or Edit a Storeroom for more information.
  • Material must be added under Config > Material and initialized with an audit transaction. See Perform an Audit for more information.

TIP: For a quick start guide on this subject, see Create a Requisition.

  1. Click Requisition on the Storeroom toolbar.

  1. Select a Storeroom from the drop-down list. This changes the list of materials. You may only select materials from one storeroom at a time.
  2. Select materials from the list. See Material Panel for information on using the search tabs to find materials.

TIP: To select multiple materials use <Shift + click> or <Ctrl + click>.

NOTE: By selecting a material, the Supplier, Order Quantity, Quantity in Package, and Package Cost fields will automatically populate.

  1. Enter the information in the panel below the material list to requisition the material.

TIP: If the desired supplier doesn't appear in the Supplier drop-down list, see Add a Supplier to Material for information.

For an explanation of the fields found on the Requisition panel, see Requisition Transaction Fields.

  1. Click Add/Update Item to the materials to the requisition list below.

You can adjust the Unit Cost before committing the material, if desired.

  1. If you would like to add other materials to this requisition, click Clear Item to clear the fields and add another material to the list. To clear the entire requisition, click Clear Requisition.
  2. To remove one of the materials from the list, select the material and click Remove.

NOTE: There must be at least two materials added to the list in order to activate Remove Items.

  1. Click Commit to commit the requisitions listed. By clicking Commit, the Requisition Id and Requisition By fields will now populate.

You can edit a requisition once it's been committed. For more information see Modify a Requisition Transaction.

To receive a requisition, see Receive a Requisition Transaction.

To delete a requisition after it has been committed, see Delete a Requisition Transaction.

 

Last updated 1/3/2020.

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