Requisitions

Requisitions are purchasing or transfer requests made to a supplier requesting for inventory items. Requisitions increase the quantity on requisition (QOR) until the requisitioned inventory is transferred, or the requisition is cancelled.

Users must be notified with a warning message when attempting to post a requisition beyond the cut-off day and time. Any requisition posted beyond the cut-off day and time is flagged as a Rush order.

When posting transfers and transfer-out from open requisitions, inventory items must be depleted from their respective bins considering the priority.

Refer to the Setup à Hierarchy à Locations section in this guide for more information on configuring Delivery Rules.

Requisition Templates act like a master copy from which additional requisitions are copied with the same values as the template, or master copy. Requisition templates list items with their units, pack sizes and quantities, and are used for creating recurring requisitions.

Users can perform the following actions using Requisition templates:

• Save new requisition templates and manage these templates

• Post new requisition using the requisition templates

• Save posted requisition into templates

The transaction unit is the default unit for requisitions.

The modes available include the following:

• Open Requisition - requisitions that are pending to be posted

• All Transaction - requisitions that are posted

• Load Template - requisition templates that are saved

The Requisitions page displays the following details:

• Approved - the number of requisitions approved

• Pending Submission - the number of requisitions pending for submission

• Partial - the number of partially posted requisitions

• Cancelled - the number of requisitions cancelled

• Finalized - the number of requisitions finalized

• Pending Approval - the number of requisitions pending for approval

• On Hold - the number of requisitions on hold

• Denied - the number of requisitions denied

A list of requisitions with the following details are displayed under Open Requisition and All Transaction:

Field	Description
Requisition#	The system generated requisition number.
Dropship Status	Indicates that the requisitioned items must be sent directly to the location on the requisition.
Requisition Status	Indicates the status of the requisition/transaction.
Request Location	The location where the items are requested.
Supply Location	The location of the supplier.
Delivery Date	The date of delivery.
Priority	Indicates the necessity of the requisition. The available options include: Low Normal Emergency
Entered On	The date the requisition was entered.
Estimated Total	The total estimated cost of the inventory item.
Approval Status	The approval status of the requisition.
Last Edited By	The user who last modified the requisition.
Remarks	Remarks, if any.
Customer Location	The location of the customer where the items are sent.

A list of templates with the following details are displayed under Load Template:

Field	Description
Template Number	The system generated template number.
Dropship Status	Indicates that the requisitioned items must be sent directly to the location on the requisition.
Requisition Status	Indicates the status of the requisition template.
Supply Location	The location of the supplier.
Request Location	The location where the items are requested.
Customer	The name of the customer.
Reference	References, if any.
Remarks	Remarks, if any.
Entered On	The date the requisition was entered.
Actions	Allows users to perform the following actions for the corresponding requestion template: Edit Delete

Users can perform the following tasks under Requisitions:

• Creating requisitions

• Filtering open requisitions

• Viewing requisitions

• Duplicating requisitions

• Printing requisitions

• Viewing attachments

• Cancelling requisitions

• Create requisition template using requisitions

• Filtering transactions

• Viewing transactions

• Creating requisition templates

• Filtering requisition templates

• Viewing requisition templates

• Modifying requisition templates

• Duplicating requisition templates

• Printing requisition templates

• Deleting requisition templates

• Create requisitions using requisition templates