Adaco: Creating an Outlet Requisition – Fourth & HotSchedules Customer Success Portal

There are four ways to create an Outlet Requisition:

New from scratch 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 Outlet Requisition in Requisition Center.

Go to Requisition Center > New Requisition > Outlet Requisition, as per Fig.1

Fig.1 - Selecting a new Outlet Requisition

Enter the necessary information in the new Outlet Requisition tab. Mandatory fields are marked with asterisks, as seen in Fig.2

Fig.2 - New Outlet Requisition fields

The table below contains descriptions of all fields in the Requisition Details section (as seen in Fig.2).

Field	Description
Requisition Number	Sequentially assigned number by system when the requisition is created.
Supplying Property	Select the Supplying Property if the requisition is being used as an Inter-Property Outlet Requisition. Note: This field is only active when enabled in Property > Administration > Property Preferences > Requisition > Allow Inter Property Outlet Requisitions
Ordering Outlet	[Mandatory Field] In the Ordering Outlet drop-down, select the Outlet in Adaco that is requesting the items (products/recipes) in the requisition.
Supplying Outlet	[Mandatory Field] In the Supplying Outlet drop-down, select the Outlet that is supplying the items (products/recipes) in the requisition to the ordering outlet.
Need By	[Mandatory Field] In the Need By calendar pop-up, select the date that the items (products/recipes) are required by.
Requisition Description	A text-entered field that is displayed in the Requisition Center under the column named Description The content of this field is also displayed in various reports, including the Outlet Requisition Receipt report and the Outlet Requisition Pick List report
Comments	A text-entered field that is displayed in the Process Outlet Requisition screen The content of this field is also displayed in various reports, including the Outlet Requisition Receipt report and the Outlet Requisition Pick List report
Total Cost	Displays the total cost of the requisition.
Sort Order	This allows defining the sort order for the items in the outlet requisition. Three options are available: Location (Based on Supplying Outlet) Category(Based on Supplying Outlet) Requisition sort order (The order in which the items are added to the requisition.) The option defaults to the type of the supplying outlet (for example, Location/Category) and can be changed at any time for an outlet requisition.
Created By	Displays the name of the creator of the requisition.
Posted	A flag designating if the requisition was posted or not.
Posted By	Displays the name of the user who posted the requisition
Posted On	Displays the date and time the requisition was posted.
Add Comment	To add a comment that will display in the Outlet Requisition only, and not on any report generated or printed media, click Add Comment, as per Fig.3.

Fig.3 - Adding a Comment

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

Click Add Item to add a line item to the requisition
In the Item field, enter a Product Number, or in the Item Description field, type in a short description and select the product needed, as per Fig.4

Fig.4 - Selecting an item from the Item Description search drop-down

Use Item Search to manually search for an item
In the Item Search window, enter criteria as needed in the corresponding fields (Product Number, Product Description, etc...) and click Search. Products or Recipes can be searched for in this screen, as per Fig.5

Note: Multiple products can be selected on any Windows screen, via the CTRL and ALT keys, as per Fig.5.

Once all items have been selected, click OK

Fig.5 - Making multiple selections in the Item Search screen

In the Req.Qty fields, type the quantity needed by the Ordering Outlet, as per Fig.6
Add Comments and Ordering/Supplier Account details

Fig.6 - Requested Quantity fields

The table below contains descriptions of all columns/fields in the Items panel of the Outlet Requisition details screen (as seen in Fig.6).

Field	Description
Item	The number of the corresponding Product or Recipe from Adaco.
Bin Number	If a Product or Recipe has a Bin Number assigned to it from the Product Details screen (Property > Products), it is displayed here.
Item Description	Description of the Product, or the name of the Recipe.
Pack Unit	The Inventory Unit of the product/recipe.
Requesting Unit	The unit being requested by the requisition creator. For example, if a "bag" is a pack unit and it weighs 10 kg, a user can define whether bags or kilograms are requested. Note: This parameter is available for selection only if the product's purchase unit is different from its inventory unit.
Req. Qty	The Requested Quantity is the number being requested by the ordering outlet.
Price	The cost to the Ordering Outlet from the Supplying Outlet.
Available	The number of items that is available for requisitioning from Supplying Outlet. Calculation: AVAILABLE = ON HAND - ON ORDER.
On Hand	The actual stock of the requisitioned item in the supplying outlet.
On Order	The quantity of the item on other Outlet Requisitions that has not been posted yet.
Product Runs	Displays retail attributes, if any, of the corresponding product.
Comments	In the Comments field, type a free-form comment for the corresponding product or recipe, which displays in the Pick List report.
Purchase Quantity Unit	Displays the purchase quantity unit for the corresponding product or recipe.
Purchase Info	Displays the purchase information specified on the Product Details screen (Property > Products).
Inventory Info	Displays the information from the Inventory Desc field specified on the Product Details screen (Property > Products).
Ordering Account Number	When Outlet Accounts are enabled this field reflects the GL account associated to the product in the Ordering Outlet
Supplying Account Number	When Outlet Accounts are enabled this field reflects the GL account associated to the product in the Supplying Outlet

Once all information is added and completed in the Requisition, click Save

After the Outlet Requisition is created, the requisition can then have the Pick List report generated, Released, or Returned, depending on the current needs as per the Outlet Requisition Buttons table below.

Button	Description/Function
	Send the Outlet Requisition to the Supplying Outlet for posting.
	Generates a report to display the products requested which can be printed for manual entries for issued quantity and signatures.
	Used if the Outlet Requisition needs to be sent back to its creator. Once back with the creator, it will need to be released again in order to be posted.
	Used to route the outlet requisition. The Approval option is available only if the "Approval Needed for the Outlet Requisitions" option is selected at Property > Administration > Property Preferences > Requisition as per Fig.7. Fig.7 - Outlet Requisition Approval flag Note: If this option is not selected then the Release button appears on the toolbar and the requisition can be released without approval.

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