Purchase Requisitions

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PURCHASE REQUISITIONS
Menu Note the Requisition menu:

Signatures PRs use the same approval signature settings as purchase orders:

Purchase Requisition Master Before you can create PRs, you need to create a master. This is a template for selecting items to order.

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The choice of stock room or department is important. Choosing a department will eventually create direct purchase orders, expensing the received stock. In this case, the transaction code will be an Issue code. Choosing a stock room will create standard purchase orders, receiving stock into inventory. In this case, the transaction code will be need to be a Purchase code. Items can be manually added to the master or added via one or more purchase lists. When using the purchase list, the transaction code in the master must be defined first. Manual Items (or X Items) can be added where you can over type the description. As items are added, the transaction code for that item is taken from the transaction code of the master. It can be subsequently changed. Manage Purchase Requisition This screen is used to create, modify and delete PRs.

Comment and Reason Texts

Comments will be printed on the PR and subsequent POs. The Reason text is only printed on the PR.
Stock Items

All items are transferred from the PR master when the master is selected and you are creating a new PR. Items can be manually added to the PR. Leave the quantity required zero for Items not being ordered. They will not be printed on the PR nor appear in the PO. Manual Items (or X Items) can be added where you can over type the description. This description can be up to 500 characters.

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On Hand Quantities

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Click the link to show on hand values. This will show quantities on order, par stock and reorder point values.

Supplier Prices

Click the Show Supplier Prices link to display the the 3 most recent prices and their suppliers:

Tick the supplier that you wish to order from. If there are no suppliers, you can modify the first supplier and the corresponding price. You can print the PR without suppliers selected. However, you cannot complete the PR until a supplier is selected for each item being ordered.
Make Complete / Incomplete

A PR cannot be approved until it is completed. Click the Make Complete link to do this. If you need to make more changes, you can make it incomplete with the same link.

Preview Requisition

Click the Preview button to preview the requisition:

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Approve Purchase Requisitions When using Signature Levels, the approval process starts with signatures with level 1.

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The same PR will need to be approved with a signature of level 2.

The approval process until the number of signatures defined in the configuration is reached. The PR is then deemed to be approved once that happens.

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Printed Purchase Requisition

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The printed PR shows the suppliers with prices for each item. Manual items (or X items) have their descriptions printed in full.

Process Purchase Requisition

This process converts the PR into multiple POs depending on the number of suppliers selected. Click the Process button.

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Generated Purchase Orders Now that the PR is filed, you can view the PO s that were generated.

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You can drill down to the PO enquiry, which has a link back to the original PR.