User's Guide
User's Guide
Select Purchase Requisition from the Purchasing menu, and the Purchase Requisition List window opens.
Click the Add button at the bottom of the window, and the Requisition Details window opens.
Complete the fields as described. Required fields are marked with a red asterisk (*).
Requested By: Select from the pull-down list. The list includes all employees with records in the Human Resources module.
Ship To: Select the location from the pull-down list. The location is printed on the PO created from the requisition, and the locations are set up in Purchasing Configuration.
Department: Defaults to the department listed for the selected employee in Manage Employees, if any. If no department is listed, enter a department name as desired.
Warehouse: Select from the list if using the Warehouse module.
Terms: Defaults to the information in Vendor Management, but may be edited. Entries in this field are not used in any calculations.
Comments: Enter text as desired. When a purchase requisition is rejected, the rejection reason is recorded in this field. When a purchase requisition is approved, the approval comments are recorded in this field.
Required Date: Enter the latest date that the goods or services may be delivered
Suggested Vendor: Select from the list of enabled vendors.
Quote No: Required if the amount of this PR will exceed the maximum threshold set in Purchasing Configuration.
PR Type: Select from Regular, Dollar, Blanket, Replenishment, and Warehouse. Click here for descriptions of the different types.
Quote Notes: Optional. Enter information about quotes or bids.
Click Save. The PR receives a number, and the Requested Items tab is displayed.
You're now ready to add items to the requisition. Click the Add button, and click here for instructions.
Go to Add Items to a Requisition
Return to My Purchase Requisitions Overview
Return to Purchase Requisitions Overview
Return to Purchasing Overview
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