Creating Requisition Templates

Users can create requisition templates by performing the following steps:

Click Inventory Management à Requisitions. The Requisitions page appears.

Click New Template. The New Template page appears.

Refer to the following table and fill in the fields:

Field	Description
Request Location	The location making the request. This must be a transfer-out location. Select the desired location from the drop-down list.
Supply Location	The location of the supplier applicable for requisitions. Select the desired location from the drop-down list.
Faculty	The name of the faculty. If this field is populated, the Customer field becomes inactive.
Customer	Select a customer from the drop-down list of active customers as defined in Masters à Customers. This field is enabled only when the location selected in the Request Location field is applicable for transfer-out.
Faculty Class	The name of the created class.
Select Day Segment	The name of the segment.
Priority	Select the type of priority from the drop-down list. Available options include the following: Low - indicates that the priority is low Normal - indicates that the priority is normal Emergency - indicates that the priority is high
Reference	Optional text field.
Description	Enter a name in this field. This allows users to search for the preferred requisition template in the Search box on the landing page of Requisitions in the Load Template mode.
Remarks	Optional text field.

Click Items List. The New Template page appears with the following sections:

Details
Item List

Select the category from the following drop-down list:

Inventory - a single item that belongs to the inventory
Packages - a logical grouping of inventory items
Class - a broader classification of the inventory item
Type - the type of inventory item

Perform a keyword search in the Search box.

Users can enter the name/number/barcode/description in the Search box if the selected item belongs to an inventory.

Users can enter the package name in case of package.

Users can also scan the item directly instead of entering the name/number/barcode/description in the Search box.

Select the desired items by choosing the respective checkboxes.

When users try adding an item classified as Finished Goods, the Add FG Product pop-up page appears prompting the user to confirm the addition by clicking the Add button.

Click Select. The items appear under the Item List section with the following details:

Field	Description
Item Name	The name of the item.
Unit	The purchase unit of measure.
Pack Size	The number of base units in the purchasing unit of measure.
Quantity	The quantity or number of units ordered.
Estimated Amount	The total estimated cost of the inventory item.
Remarks	Remarks, if any.

Click on the item.

Select the unit from the drop-down list in the Unit field.

Enter the desired quantity in the Quantity field. The total estimated cost is auto populated in the Estimated Amount field based on the entered quantity.

Enter remarks if any in the Remarks field.

Click on the next item and enter the unit, quantity, and remarks.

Perform the same for other items, if any.

Click Create to create and save the template with a unique requisition template number.

Click Create & Print to save the requisition template and print the same.

The created requisition template appears under the Load Templates section of the Requisitions page.