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.

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.
  1. Tap Requisition from the menu.
  2. On the Material panel, select a Storeroom from the drop-down list. This changes the list of materials. Materials can only be selected from one storeroom at a time.

  1. Select materials from the list. See Search Materials for more information on using the search tabs to find materials.

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 Requisition and Requisition Item panels 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 and Requisition Item panels, see Requisition Transaction Fields.

You can filter the material in the list by tapping Filter records and entering the first few letters or numbers of the material name, bin location, or part number.

You can modify the Pending Requisition panel in one of the following ways:

  • Tap Column menu to modify the columns shown, such as if a column is included, or to change the order of the columns. Alternatively, reorder the columns by dragging and dropping them. Any changes made to the column settings are remembered.
  • Tap Rows to adjust the number of rows shown in the panel. The number set in this panel will persist on all other transaction pages for the corresponding pending material panel.
  1. To remove one of the materials from the list, select the material and tap Delete selected records.
  2. To add an attachment, tap Add and browse to the desired file.

  1. Tap Create Requisition to commit the requisitions listed. By tapping Create Requisition, the Requisition Id and Requisition By fields will populate.
  1. Tap Sign or Close on the Requisition Complete panel .

To add an attachment to a requisition, see Add an Attachment for more information.

To add a signature to a requisition, see Capture a Signature on an Existing Requisition for more information.

To edit a requisition, see Modify a Requisition Transaction for more information.

To receive a requisition, see Receive a Requisition Transaction for more information.

To remove a requisition after it has been created, see Remove a Requisition Transaction for more information.