Overview

This article describes the process of creating a Requisition in Inventory.

Creating a Requisition

Fig.1 - Requisition Link

Fig.2 - Create a Requisition Options

On the next page, select the Cost Centre and relevant Category
Enter an amount in Qty column of the items which are required. Everything else should be left blank

The system calculates a cost base on the cost of the item at the Site where the requisition is being initiated.

More detail on the information shown on this page is detailed below.

Fig.3 - New Requisition Page

Things to Note:

If a Cost Center/Category is not displayed, this may be corrected by the system administrator
The Issuing Site is also set up by the system administrator and cannot be changed. It is possible that the Site is located in a different unit to the Site making the requisition
The On Hand column is showing the stock available on the receiving Site

Button	Purpose
Save	Saves the requisition and gives it a status of ‘Draft’
Requisition Complete	Saves the requisition and gives it a status of ‘Pending'
Reset Current Page	Clears the quantity of all the items on the current page only
Reset Whole Requisition	Clears the quantity of all the items on all pages
Cancel	Does not save any changes and returns to the previous screen

Requisition Management

The Requisition Management page shows a summary of all Draft, Pending and Modified requisitions.

Requisition Status

Status	Explanation
Draft	The requisition has been saved by a user, but it is not competed. It cannot be sent to the Issuing Site
Pending	The requisition has been completed by a user, and is ready to be sent to the Issuing Site
Modified	A pending requisition that has been modified

Fig.4 - Requisition Management Page

Requisitions may also be sent, deleted or copied by selecting the red icon [] or the copy icon [] respectively

Please Note: Once deleted, a requisition cannot be recovered.

Fig.5 - Requisition Details

Users may also view the items of an individual transition by selecting Edit, as seen in Fig.5 above
To view the details of all the requisitions, select Print Preview

Sending a Requisition

Only requisitions with a status of 'Pending' or 'Modified' can be sent to the issuing Site.

Fig.6 - Effective Date

Please Note: Selecting the wrong effect date will have an adverse effect on the management figures.

Fig.7 - Send Buttons

Select Send Selected to send the requisition to the issuing Site
Alternatively the Send All button may be used if the user is certain that all pending/modified requisitions should be sent to the relevant issuing Site(s)

Also See

Inventory Restaurants: Creating a Requisition