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How do I raise a purchase requisition?

On Purchase Requisition, fill the date, the reason if you use one, and a line per thing needed with its quantity, site and account. Save. The requisition is then quoted or turned into orders.

Screen
Purchase Requisition (Purchasing › Purchase)
Who
The department that needs the goods
Takes effect
On save
Needs first
Items or procurement categories, sites

Steps​

  1. Open Purchase Requisition, New.
  2. Fill Requisition Date and Posting Date. Pick Purchase Reason, Project and Purchase Organization now: they are locked after Create. Press Create.
  3. Add a line per need. Purchase ITM for an item, Purchase No, Unit, Quantity, Site, Warehouse, Account, Required Date.
    • With a Project, fill Category on each line.
    • To copy lines from a project estimate, an item requirement or a plan order, use the buttons on the lines.
  4. If you already know the vendor, fill Vendor and Price on the line.
  5. Save. It refuses an empty requisition, a line with no quantity, account or site, and a Required Date before the Posting Date.

Check it worked​

  • The requisition shows on the Purchase Requisition list, and on Purchase Requisition Process Line Status with nothing ordered yet.

If something looks wrong​

  • "Purchase Requisition Lines - Line ID: 0001 - Account cannot be empty". Pick an account on the line.
  • "Purchase Organization Cannot be Empty". The company requires it on requisitions.