...
Recipient - The department or warehouse that will receive the requested items or services.
Requested By - The employee who created or requested the items.
Required Date - The date by which the requested items or services are needed.
Customer Order - Reference to a related customer order, if applicable.
Project - Links the Requisition to a specific project, if project-related.
Status - Shows the current stage of the document (e.g., Draft, Waiting for Processing, Waiting for Approval).
Entity - Indicates the entity responsible for the Requisition.
Basis - Refers to the source document (Customer Order, Project Estimate, or Production Order) from which data can be filled using the Fill by Basis button.
Required Period - Defines the time frame within which the requested goods or services are needed or expected to be fulfilled.
Inventory and Services Tab
This tab lists the requested items or services, including details of quantity, UOM, and fulfillment method.
Resource Type - Specifies the type of requested resources (e.g., Material, Service, Fixed Asset, Manpower, and all).
- Item - Choose the required item from the Item master.
Content - Automatically filled with the item’s description; can be modified if needed.
- Unit of Measure- Specify the Unit of Measure (UOM) for the item; supports multiple UOMs if enabled.
Quantity - Enter the number of units requested.
Number of Resources - Shows how many resources (e.g., workers, equipment, or units) are required.
Quantity (UOM) - Indicates the requested quantity of resources along with the unit of measure (e.g., hours, days, pieces).
Start Date - The date when the resource or activity is planned to start.
End Date - The date when the resource or activity is planned to finish.
Quantity (def. UOM) - Displays the quantity in the item’s default unit of measure as defined in the Item master.
Stock Balance - Shows the available stock quantity for the selected item in the system.
Remaining Budget - Indicates the remaining quantity or amount available in the project budget for this item.
Project Task - Refers to the specific project task or work package related to the requisitioned resource.
Resource - Identifies the resource type or category (e.g., Material, Equipment, Manpower). Displays “Not Applicable” if no resource type is linked.
