Creating Requisitions Using Requisition Templates

Users can create requisitions using an existing requisition template by performing the following steps:

Click Inventory Management à Requisitions. The Requisitions page appears.

Switch from Open Requisition to Load Template. The Template List section appears.

Search for and select to open the preferred requisition template.

Click Load as Requisition. The New Requisition page appears.

Modify the requisition details as required.

Expand the Item List to view the item details.

Modify the item details as required.

Add new items if required.

Click More Options à Attach Files to attach files.

Click Request to create the requisition.

OR

Click Print & Request to create the requisition and print the same as PDF.

The created requisition appears under the Open Requisition section of the Requisitions page.