The Change

New functionality has been developed which allows users to create requisitions using templates.

Release Date: 23-Sep-2015
 

Reason for the Change

This development was made as part of the product roadmap.
 

Customers Affected

All Inventory customers with the Stock module and Requisitioning enabled.
 

Release Notes

Creating a Template

 

• To create/edit a template for requisitions follow the path: Setup Tab > Template Admin.
• To search for existing template, select ‘Requisition’ from the Template Type drop-down list and click the green Search button.

 

• Click the ‘Add New Template’ button as shown in to Fig 2 create a new template that will be used for requisitions.

 

• Enter relevant information in the fields provided.
• Select ‘Requisition from the Template Type drop-down list.

 

• Click the green ‘Save’ button to create the template and move to the next page where items may be added to the template.

 

• Use the search filters to find the items that should be added to the template.
• Check the ‘Add’ checkbox next to each item that is to be added
• A quantity may be added which pre-populates the quantity field if a user selects this template.
• Click the green ‘Save’ button to continue.

 

• Click the ‘Where Used’ tab and click the ‘Add Template To Sites’ button to add the template to the relevant sites. 
• Select the relevant sites and save.

 

• Fig 7 shows the sites that the template that was added to. It also shows the number of items at each site.

 

Creating a Requisition Using Templates

 

• Follow the path: Stock Management Tab > Click the ‘Requisition’ link.

 

• Click the ‘New By Button’ button as shown in Fig 9.
• Complete requisition as per normal.