Creating a Requisition

Location: Requisitions > Create Requisition

Basic Data Tab

Company	Select a Company for creating the requisition
Organization unit	Select the organization unit. This field shows by default the logged on user’s unit.
Person	This field shows by default the user logged onto the application. If the Create Requisition for Another User function is enabled in your user profile, you can select another user for the requisition person.
Supplier	Select the Supplier whose products you want to requisition. You do not have to select a Supplier if you do not know where the products will be ordered from when creating the requisition. The Supplier can be added after the approval workflow before placing an order.
Subject	Enter a brief reason for the requisition.
Description	Enter a more detailed reason for the requisition.
Order Number	This field shows the next available order number. The numbering is set on the Requisition Settings screen. The order number is used later to identify the order when matching the purchase invoice with the order.
Order Value	This field shows the total amount of the order rows in the requisition currency.
Currency	Select the currency used for the requisition. The selected currency will be used in all the order rows of the transaction.

The Save button will save the requisition.

The Save, approve button will approve the requisition during saving.

Note: You can use the function if the Requisitions, Approval when Saving function is enabled in your user profile, and if you have the access rights to the last normal workflow step of requisition processing. This function deletes all but the last normal processing step, and marks the user who saves the requisition also as the user who approved the last normal processing step

The option Use the data as default values for the next transaction copies the details and order rows of the selected requisition to the new requisition.

Note: You can also use a requisition currently processed by the Process Requisitions function as the basis of a new requisition. The status and process step of the transaction are irrelevant. Select Use the Data as the Default Values for the Next Transaction and click New. The data of the selected transaction will be updated on the new transaction input screen, and you can continue creating the new requisition based on the data of the old transaction.

The Save as incomplete option will leave the requisition status Incomplete and you can continue saving the transaction later. If you want to leave the requisition as incomplete, select Save as incomplete and click Save. You can select an incomplete transaction with the Process Requisitions function, where you can open it using the Incomplete function of the Status menu.

Transaction Image

The application automatically creates a PDF image of the requisition. The image can be sent to the supplier as an attachment in an e-mail order. Saving the transaction will update the requisition image to match the transaction data.

The language of the image is primarily determined by the Supplier Settings chosen for the requisition. If no supplier has been selected for the requisition or if Language has been set to <Default> in the selected supplier's settings, the language used in the transaction image will be determined by the Order Language setting on the Requisition Settings screen.
The visual logo can be specified under the company data in the organization structure, on the Requisitions tab.
The title of the image is Requisition until an order is made based on the requisition. After this, the image title changes to Order.