Requisition Data Entry

Access via the Purchasing Icon : Requisition Data Entry.

Requisitions are the first step in the Purchasing process.  However, you do not need to use Requisitions unless you are running a formal purchasing process.  You can start with Purchase Orders and add Line Items directly,  Requisitions can be printed and sent to a Supplier.  Purchase Orders, Receiving and Invoice Reconciliation complete the full Purchasing process.

Use Data Input Instructions with the exception that when you click on  the next sequential Requisition Number will automatically be assigned.

Closed - This Check Box will be enabled only if the Purchasing Option has not been purchased.  In that event, you should manually close the Requisition when the items have been received and the Requisition is no longer needed.  It can then be moved to the Requisition History file.

 

If the Purchasing Option has been purchased.

The Requisition will be automatically closed when it is added to a Purchase Order,

The Requisition screen uses three pages.

Billable - (Service Billing Option Only)  Check or uncheck this box to set  the default Billing Status of all Line Items added to the Purchase Order.  The Line Item's Billing Status can then be changed after the Line Item is added.  Checking or unchecking this box after Line Items have been added will reset all Line Items to the default Billing Status.

Supplier Information Group Box

Corporate PO - Enter the Corporate Purchase Order. (Reference Only).

Select the Supplier Type - Vendor or Manufacturer.

Vendor or Manufacturer ID - Enter the ID of the Vendor or Manufacturer.  A lookup is provided.

Ship To Address Group Box

The Ship To Address has automatically been set to the default Ship To Address.  Make any desired changes.

Bill To Address Group Box

The Bill To Address has automatically been set to the default Bill To Address.  Make any desired changes.

Miscellaneous

Paragraph # - (Optional) Enter the Standard Paragraph Number.  A lookup is provided.  Standard Paragraphs are contained in a Catalog.  You can insert a Standard Paragraph into the Comments Box by entering a Standard Paragraph Number.  The Standard Paragraph Number will be enclosed in square brackets.  The Catalog text referred to by the Standard Paragraph Number will be printed in the Comments Box on the Requisition

Click on the Zoom Button to edit the text in the Comments Box.  Click on the View Button to view the Catalog text.  Click on the Copy Button to copy the Catalog text into the Comments Box so that it can be edited.

A Grid containing all Line Items for this Requisition is displayed on this page.  You can:

    Insert a new Line Item

    Edit an existing Line Item

    Delete a Line Item