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- make separate topics for resource management group of columns and separate Default UOM group of columns, since it is new functionality.
- fill by remaining budget button and Pick by project button.
- separate topic for pick by project budget form.
Additional information page
Print form
A Requisition document is an internal form used within an organization to formally request the purchase of goods or services. It specifies what is needed, who is requesting it, and when it is required. It ensures that every purchase is properly authorized, budgeted, and recorded before any external order is made.
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A Requisition can be created from the following locations:-
Purchasing Section
Purchasing → Purchasing documents → Requisitions
Click Create to open the Requisition (create) form.
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The Main tab contains the general information about the Requisition. Key fields include:-
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.
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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 requestedyou are requesting.
Number of Resources - Shows how many resources (e.g., workers, equipment, or units) are required.
Quantity (UOM) - Indicates the requested quantity amount 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.
Additional Information tab
The Additional Information tab allows for the entry of supplementary remarks or internal notes related to the Requisition.
Transaction Remarks - free text field for internal comments.
Terms and Conditions - dropdown field indicating the applicable set of terms for this requisition, and further appears in the print form.
Print form
The Requisition Print Form provides a summarized view of the request, including requester details, project, and required date. It lists all requested items with quantity and UOM, along with notes or exclusions.
