Adding Requisitions
Use the Requisition Entry form to create or edit requisitions. You fill in the following information:
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The requisition number, including up to 22 characters. You can also let Purchase Orders assign the requisition number, using the prefix, length, and next number you specified for requisitions in the Options form.
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An optional vendor number. If you specify a vendor number, it becomes the default vendor number for each new detail line you add to the requisition, but you can select a different vendor number for each detail or use a blank vendor number. You can also enter new vendor numbers and add them to the Vendors form in Accounts Payable while entering requisitions in Purchase Orders.
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Requisition date.
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An optional expiration date on which the requisition will be cleared by Day End Processing, whether completed or not. (Leave the date blank if you do not want the requisition to be cleared.)
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Whether the requisition is on hold
If you use requisition approval, the requisition is automatically placed on hold unless it is posted by a user with approval security permissions. You cannot convert an on-hold requisition to a purchase order.
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Whether the requisition is job-related.
You can allocate items directly to jobs if you have Project and Job Costing, and assign them to jobs rather than receive them into inventory.
You cannot mix job-related and non-job-related items on a requisition.
Also, you cannot add serialized items or items assigned to lots to job-related transactions. Instead, you must order them as non-job-related items, receive them into inventory, and then use the Material Usage form in Project and Job Costing to move them from inventory to jobs.
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Requested by, the person or department requesting the purchase (optional).
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The approval status and the approver's name.
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Date required, the date by which you need to be able to issue the purchase order (optional).
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Inventory location (optional). This field appears only if you use Inventory Control.
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A description and reference for the requisition (optional).
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Details of the items being requisitioned, including:
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Item number and description
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Contract, project, category (for a job-related requisition)
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Vendor number and name (optional)
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Location (from Inventory Control). Note that this field is available only if you use Inventory Control.
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Drop-ship address (optional)
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Quantity ordered
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Unit of measure (from Inventory Control item record)
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Unit cost and extended cost
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Whether you want to copy costs on the requisition to the purchase order
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Weight UOM, unit weight and extended weight
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Vendor's item number (optional)
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Expected arrival date (optional)
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Order number (optional)
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Comments and instructions (optional)
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Manufacturer's item number (automatically added if you entered it in the item number field)
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Optional fields that have been assigned to requisition transaction detail lines. For example, you might want to use an optional field to enter a requester code for each detail line in the requisition.
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Optional fields that have been assigned to the requisition as a whole (on the Optional Fields tab) such as an authorization code.
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Requisition comments and totals.
You do not enter tax information on requisitions.
See also
Create a New Purchase Requisition
Approve a Purchase Requisition
Requiring Approval for Requisitions