General tab for Requisitions
Updated
by
Cheryl Wallace
The General tab is the default tab for Requisitions. It displays the identifying information and state of the requisition (pick ticket). Use this tab to find or create a requisition.
This tab includes 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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