Processing Requisitions
Use Purchase Orders' Requisition Entry form to enter requisitions for purchases you plan to make and for which you need approval before you can issue purchase orders. Requisitions are optional in Purchase Orders. You can enter purchase orders with or without requisition numbers.
Use requisitions to:
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Keep current records of present and expected purchasing needs by entering and updating requisitions as you run low or out of stock in inventory items and supplies.
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Specify the vendor for the items you need to purchase, either by selecting a single vendor number for an entire requisition or by assigning a vendor number to each detail line.
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Create purchase orders from requisitions, either by selecting details and vendors from requisitions when adding a single purchase order, or by automatically creating a series of purchase orders from existing requisitions.
When you enter a requisition, you specify the date on which you need to issue the purchase order. You can also specify an expiration date that lets you delete an unused requisition automatically during Day End Processing, so that you do not have to keep track of and manually clear unwanted requisitions.
When you specify a requisition number on a purchase order, the requisition details that specify the vendor number are automatically included (as are details with no vendor number if you choose to include them). You can change the displayed information and insert and delete detail lines to create exactly the purchase order you need.
Job-related requisitions. If the requisition is for a contract that you manage using Sage ERP Accpac Project and Job Costing, you must also specify a contract and a project for each requisition detail, and, depending on the project type, specify the project category, cost class and resource for the job.
You can print requisitions from Purchase Orders and design the requisition forms you want to use.
See also