Purchase Requisitions

Purchase Requisitions is the global location where posted requisitions from all suites and modules are displayed for the purchasing department to review and create purchase orders. All requisitions are approved and posted by the source cost center.

 

  1. In General>Purchases>Requisitions, select the required requisition
  2. Right-click and select 'Create Purchase Order'

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  3. Date represents the purchase order date. The date will default to the Requisition Transaction Date, but can be modified as required.
  4. Select the Vendor No from the list of available vendors. The Vendor No will be filtered to display only the vendors that have a vendor sku defined for the product on the requisition.
  5. Vendor Name will be derived based on the selected Vendor No.
  6. Price Mode will default based on the mode defined on the selected vendor, however can be modified as required.
  7. Market No is only required to be selected if the Price Mode is set to Market Price.
  8. Select the Vendor SKU No using the drop-down. The list of available sku's will be filtered based on the requisition product and the selected vendor.
  9. Vendor SKU Name will default based on the selected Vendor SKU No.
  10. Currency No defaults from the selected Vendor SKU with an option to modify as required.
  11. Currency Name will be derived based on the selected Currency No.
  12. Unit Description No is derived from the selected vendor sku and indicates the type of unit that is being purchased.
  13. Unit Description Name provides a more complete description of the Unit Description No.
  14. Inventory Units represents the number of inventory units in one vendor unit. For example, if the vendor unit is purchased in boxes of 25, there will be 25 inventory units recorded to inventory for each vendor unit received.
  15. Inventory Quantity will default to the remaining requisition quantity. The quantity can be modified as required, however cannot exceed the Inventory Quantity Approved - Inventory Quantity Already Ordered.
  16. Inventory Quantity Approved is the total quantity requisitioned for purchase.
  17. Inventory Quantity Already Ordered is the quantity that has been ordered from vendors.
  18. Vendor Units is calculated based on the Inventory Quantity / Inventory Units.
  19. Vendor Units Approved is calculated based on the Inventory Quantity Approved / Inventory Units.
  20. Vendor Units Already Ordered is calculated based on the Inventory Quantity Already Ordered / Inventory Units.
  21. Header Cost Center No will default from the requisition cost center. If using Purchase Order>Approval Definition, the approval can be based on a different cost center, such as the purchasing department cost center. The Header Cost Center No can be modified for the approval process if the cost center is required for purchase order approval. This only affects the approval of the purchase order and does not affect the receiving location for the purchase order.
  22. Header Cost Center Name will be derived based on the selected Header Cost Center No.
  23. Click OK to create the purchase order.
  24. Purchase order can now be modified for additional details such as pricing and receive dates as outlined in Create a Basic Purchase Order.