Purchase Requisition

11 articles

About Purchase Requisitions

Purchase Requisitions are part of the add-on Purchasing module. PO Reqs are requests for inventory to be purchased. When purchase requisitions are approved, purchase orders are generated that will la…

Updated by Cheryl Wallace

General tab for Purchase Requisition

This is the default tab for Purchase Requisition.  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.…

Updated by Cheryl Wallace

Details tab for Purchase Requisition

The Detail s tab allows you to add, remove, close, or edit individual parts on unapproved purchase requisitions that have not yet been converted to purchase orders. Use this tab to review a purchase…

Updated by Cheryl Wallace

Approvals tab for Purchase Requisition

When an approval process has been defined for purchase requisitions, the Approvals tab is displayed if either the Ready To Approve box on the Genera l tab is checked or if the purchase requisition do…

Updated by Cheryl Wallace

Adding a Purchase Requisition

It is simpler to use Create Purchase Requisition which behaves more like an online shopping cart. Click Purchasing in the left side menu bar and click Requisitions. Click to add a new purchase requis…

Updated by Cheryl Wallace

Looking Up a Purchase Requisition

Click Purchasing in the left side menu bar, then click Requisition. Enter any known information about the purchase requisition as a pre-filter. Click in the edit tool bar. If only one requisition m…

Updated by Cheryl Wallace

Canceling a Purchase Requisition

A purchase requisition can be cancelled prior to being approved. Once approved, the purchase order(s) has already been created. If necessary, cancel the PO. Look up the purchase requisition to cancel under Purchasing > Requisition. Click Cancel. ...

Updated by Cheryl Wallace

Deleting a Purchase Requisition

A purchase requisition can be deleted only prior to being Approved. Once approved, the purchase order(s) has already been created. If necessary, cancel the PO. Look up the purchase requisition to del…

Updated by Cheryl Wallace

Approving a Purchase Requisition

If an approval process is defined and active for purchase requisitions, this step is required to generate a PO from a requisition. Otherwise, setting the requisition to Ready to Approve will automati…

Updated by Cheryl Wallace

Generating a Purchase Order from a Purchase Requisition

Look up the purchase requisition to edit as described in looking up a purchase requisition. Click the Detail​s tab and review the information to ensure the purchase requisition is complete. Click the General tab. Click Ready to Approve. ...

Updated by Cheryl Wallace

Purchase Order tab for Purchase Requisition

When a purchase requisition has been approved and one or more purchased orders are generated, a summary of these POs are listed on the Purchase Order tab. A separate purchase order is created for eac…

Updated by Cheryl Wallace