Purchasing & Inventory - Creating a Purchase Requisition

How to Create a Purchase Requisition

There are four ways to create an Purchase Requisition:

• New in Requisition Center
• From a Template in Requisition Center
• From a Reorder Report in Requisition Center
• Uploaded from the Adaco Mobile software.

This article will concentrate on creating a new Purchase Requisition in Requisition Center.

• Go to Requisition > Requisition Center or click the Requisition Center button
• ​In the New Requisition drop-down, click Purchase Requisition, as per Fig.1

Fig.1 - New Purchase Requisition button

• When the new purchase requisition screen is displayed, enter the necessary information as per Fig.2

Fig.2 - New Purchase Requisition fields

Fields from the Requisition panel of the Purchase Requisition details screen, as per Fig.2:

Fig.3 - Adding a Comment

Once all required fields and optional fields are entered, products can then be added to the requisition.

Three buttons can be used to add products to the requisition:

Notes on Adhoc items:

• An Adhoc item is used when a product does not currently exist at the property, and will not be needed again, such as a service or specialized product
• Adhoc items cannot have categories or sub categories assigned to them, which will limit some reporting capability
• Adhoc products can be added to any purchase requisition regardless of whether the requisition originated from a template or not.
• ​Adhoc items are automatically flagged as Requires Approval and need to be final approved before being processed to a Purchase Order

​Note: If the Product line is colored Blue, it means that the product flagged as a Contracted Product, as per Fig.9. This flag is enabled in the product details screen (Property > Products).

Additional Buttons in the "Products" pane:

 
For further information on Budget functionality, refer to article Purchasing & Inventory - Budget Review Report

Once Products have been added to the requisition, additional information may be required:  

Product grid:

Fig.9 - Products' pane fields

Additional information regarding products is located at the bottom of the screen.

• Select a Product in the Products grid

Information for that particular product will display, as per Fig.10.

Fig.10 - Additional product information

• ​Once all needed information has been added to the requisition, select Save
• Select Delete to delete the requisition from the system.
• Select Close to close the requisition tab.

Buttons from the Requisition tool bar: