Creating a Requisition

Updated by Cheryl Wallace

  1. Click Transactions in the left side menu bar, then click Create Requisition.
  2. Enter the identifying information for the requisition.
    1. Complete the required fields: the Requested From stocking location, the Requested By entity, and the Date Required.
    To quickly requisition inventory for a work order where the task has required tools and materials, select the Requested From then enter the Work Order No and click . If the work order has already been assigned and the Requested By is not entered on the requisition, this information will be carried over from the work order's Assigned To.
    1. Enter any additional information for this requisition including whether this is a Reservation and the accompanying Expected Return Date, Reference, Shipping Instructions, and Notes. Depending on the settings for the stocking location, other fields might be available.
  3. Click the Catalog tab.
  4. Use the Parts Catalog to select the part number to add to the requisition. For each Part Number, type the Quantity required. They will be added to the grid in the Selected Items tab.
  5. Repeat the previous step for each part number to be requested.
  6. Click the Selected Items tab to review the details of each part being requested, making any required changes. For a physical copy of the requisition, check Print after saving?.
  7. Click to submit the requisition.  A confirmation message shows the requisition number generated.

See also:

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