General tab for Purchase Requisition

Updated by Cheryl Wallace

This is the default tab.  It displays the identifying information and state of the purchase requisition.  Use this tab to find or create a purchase requisition or mark it as ready to approve.

This tab consists of the following fields:

Purchase Requisition No

Purchase requisition numbers are automatically generated when new records are saved according to the document number parameters definition for the specified Requested From location.

Requested From

The stocking location the inventory is requested from.

Requested By

The entity name for the personnel or non-stocking location requesting the inventory.

Required Date

The date by which the inventory is required.

Job

Select a job against which to charge the eventual purchase order if required for the selected stocking location.

Sub Job

Select a sub job against which to charge the purcahse if the selected job has sub jobs.

Reference

Any reference provided about the requisition.

Notes

Any comments related to the requisition.  These notes will be carried over to the purchase order when the purchase requisition is approved and saved.  

Ready To Approve

Check this box if requisition is complete and ready to convert to a purchase order.  If approvals are required, these will need to be completed before the purchase order is generated.  Otherwise, the purchase order will be generated and the requisitions marked as Closed when the record is saved after applying this flag.

Approved

Displays as checked if a purchase order has been generated, regardless of whether an approval process is in use.

Closed

Displays as checked if a purchase order has been generated. Check this box to close a requisition without generating a PO.

Cancelled

Click to cancel the purchase requisition.  A purchase order can't be generated once a purchase requisition has been cancelled.  The purchase requisition can no longer be cancelled once it has been approved.

Cancelled Date

Displays the date on which the purchase requisition was cancelled.

Cancelled User

Displays the name of the user who cancelled the purchase requisition.

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