General tab for Requisitions
Updated
by
Cheryl Wallace
This is the default tab. It displays the identifying information and state of the requisition. Use this tab to find or create a requisition. This tab consists of the following fields,
Transaction Requisition No. | Displays the number of the selected requisition. |
Requested From | Displays the stocking location from which the item(s) are requested. |
Requested By | The personnel or the location requesting the inventory. |
Date Required | Displays the required date for the requisition. |
Reservation | If checked, the item(s) will be reserved, and they will not be available for issue. |
Reference | Any reference related to the requisition. |
Expected Return Date | The date in which the items are expected to be returned. |
Job | Displays the job associated with the requisition. |
Sub Job | Displays the sub job associated to the job listed above. |
Cost Code | Displays the cost code to which the transaction will be charged. |
Work Order No. | Displays the work order number associated to the requisition. |
Ready To Approve | Check this box if the requisition is ready to be approved. This box will be checked by default if the requisition was generated by Create Requisition. |
Approved | Displayed as checked if the requisition's defined approval process has been completed. |
Closed | This box is checked if the requisition is closed manually or if the requisition has been fully picked. |
Cancelled | Click to cancel the requisition. The requisition can no longer be cancelled once part of the requisition has been picked. |
Cancelled Date | Displays the date on which the requisition was cancelled. |
Cancelled User | Displays the name of the user who cancelled the requisition. |
Shipping Instructions | Displays any shipping instructions. |
Notes | Displays and previously added notes and this field can also be added to. |
See also:
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