Creating Requisitions

Requisitions can be created:

1.  From the Requisitions browse or edit window

2.  Directly from a work order

3.  Based on tasks in a work order

4.  From a work task spare Item

Note: Requisitions must be linked to an active work order.

How to... Create New Requisitions from the Requisitions Browse or Edit Windows

To create a new requisition from the Requisitions browse or edit window, you need to do the following:

1. Open the Requisitions browse window or edit window, and click the Insert new record () button on the toolbar to open the Requisition edit window.

2. On the Header tab, specify the work order the requisition applies to. The Requester and Requested On fields will be populated by default using the system date and time and On Key login credentials.

3. On the Requisition Items tab, click the Add () button and select the type of item you want to add to the requisition. Alternatively, click the Asset Spares () button to select a spare linked to the work order's asset.

   Note: You can add different item types to one requisition.

   

4. Provide the following information for each item added to the requisition:

   Stock item	Coded non-stock item	Contractor item	Direct purchase (DP) Item
   Task Code Warehouse Code Item Qty Required Conversion Rate Required On Work Order General Ledger Code Work Order Cost Centre Code Cost Element Financial Year Financial Period Note: The requisition item's cost element will default to the stock item's cost element.	Task Code Warehouse Code Item Supplier Qty Required Unit Price Conversion Rate Required On Work Order General Ledger Code Work Order Cost Centre Code Cost Element Financial Year Financial Period	Task Code Item Description Supplier Qty Required Unit Price Source Currency Code Conversion Rate Required On Work Order General Ledger Code Work Order Cost Centre Code Cost Element Financial Year Financial Period

   5. Click the Save () button on the toolbar to save the requisition.

   How to... Create a New Requisition from a Work Order

    

   To create a new requisition from a work order, you need to do the following:

    

   1. Open the work order you want to create the requisition for.

   2. Select the Requisitions tab and click the Insert new record () button on the toolbar to open the Requisition edit window.
      
      
      Note

      • The Requisitions tab is only visible if the requisitions functionality is enabled.
      • The information displayed on the Requisitions tab is read-only. You can view the list of requisitions that are already linked to the work order, but cannot make any changes to them.
      • Information displayed for the listed requisitions is based on stored information only - no fields or functions that require calculations are included.
      • To open a listed requisition, double-click the list item to open the Requisitions edit window.

   3. Follow steps 2 — 5 in the Create New Requisitions from the Requisitions browse or edit window section to complete the requisition.

   How to... Create Requisitions Based on Tasks in a Work Order

    

   To create a requisition from a work order task, you need to do the following:

   1. Open the work order you want to link the requisition to, and then open the Task Detail edit window.
      

   2. Click the Generate Requisition For All Tasks () button on the toolbar to create a single requisition for all the tasks.
      Note: Alternatively, click the Generate Requisition For Selected Tasks () button on the toolbar to create a requisition for the selected tasks only.
      
      
      

   3. Click the Generate Requisition button to create the new requisition and open the Requisition edit window.
      Note: As an alternative, you can add the new requisition items to an existing requisition. To do this, type the existing requisition's number in the text box, or locate it using the lookup window, and then click the OK button.
      
      
      

   4. Follow steps 2 — 5 in the Create New Requisitions from the Requisitions browse or edit window section to complete the requisition.

   How to... Create Requisitions From Work Task Spare Items

    

   To create a requisition from work task spares, you need to do the following:

   1. Open the work order you want to link the requisition to, and then open the Task Detail edit window.

   2. Select a task and then click the Work Task Spares tab.

   3. Select the spares you want to create the requisition for, and then click the Generate Requisition For Selected Spares () button.
      
      

   4. Click the Generate Requisition button to create the new requisition and open the Requisition edit window.
      Note: As an alternative, you can add the new requisition items to an existing requisition. To do this, type the existing requisition's number in the text box, or locate it using the lookup window, and then click the OK button.
      

   5. Follow steps 2 — 5 in the Create New Requisitions from the Requisitions browse or edit window section to complete the requisition.

   Business Rules

   • One of the following will occur when creating a requisition from a work task spare item:
   • • If the Req Total is less than the Qty Required, then the default requisition Quantity will be set to the Qty Required minus the Req Total.
     • If the Req Total is greater than the Qty Required, then the default requisition Quantity will be set to 0.
   • The Qty Approved may exceed the Qty Required. This enables users to increase the Qty Approved without needing to update the original Qty Required.

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