Creating a Requisition on TH6 Mobile

Updated by Cheryl Wallace

  1. Tap Transactions, then tap Requisitions.
  2. Tap ​​ to start a new requisition. The stocking location that the inventory is Requested From will contain the currently selected stocking location and the Required Date will contain today's date.
  3. Enter the general information for the requisition.
    1. Enter or scan the Request By entity that is requesting the item(s). Use to search if the ID is not known.
    2. Change the Required Date if necessary.
    3. Optionally indicate if it is a Reservation.
    4. Enter a Reference if required.
    5. If applicable, enter a Work Order if enabled for this stocking location.
    6. Enter cost coding details of Job, Sub Job, and Cost Code related to the request if enabled for this stocking location.
  4. Tap Cart at the bottom of the screen.
  5. Add the details for each part being requisitioned.
    1. Type or scan the Part No or search by tapping .
    2. Enter the Quantity to request.
    The bottom row for the part number displays the current quantity on hand at the requested from stocking location. This does not prevent requisitioning more than they currently have on hand.
  6. Tap Notes, to add any Shipping Instructions or any additional notes regarding the requisition. Tap to return to the Cart.
  7. Tap from the Cart tab to save or process the requisition.
The requisition must be approved in order for it to be picked and issued.
To delete an item in the list, tap and hold the item and swipe to the left. Tap to remove the item. To delete the entire list, tap on the top right of the screen.

See also:

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