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You can find this document in the Purchasing module.
Entity: Select the entity responsible for the documentOn the Main tab, enter general details about the document. The required fields are Entity, Recipient, Requested by, and Required Date.
Recipient: Choose the base unit that will receive the goods or services.
Requested by: Select the employee who requested the items.
Required Date: Set the date by which the requisition should be fulfilled.
Customer Order Field: Reference a related customer order.
Basis Field: Select a document type (Customer Order, Production Order, Project Estimate) to base the Requisition on; use Fill by Basis to auto-populate.
Project Link: If Project Costing is enabled, link to a project or move the Project field to the Inventory tab for different projects.
Project Tasks: Link the document or line items to project tasks if enabled; move the Project Task column as needed.
Complete
On the Inventory and Services tab, complete the fields for item, quantity, price, VAT, project task, and transaction content on the Inventory and Services tab as needed. Additionally, there are two new fields: Fulfillment Method and Fulfillment Source.
Fulfillment Method and Fulfillment Source:
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Choose how the request will be fulfilled:
- Purchase: Buy the requested item. If this is selected, the source will be the supplier company name
- Production: Manufacture the requested item. If this method is used, the source should be the department where the production occurs.
- Inventory Transfer: Transfer the item from another warehouse or base unit.Fulfillment Source: Indicate the source for purchasing, producing, or transferring the item.. The source will be the warehouse name.
This manual will guide you through the process of selecting the Purchase method. Manually enter the price, and enable the VAT-included option if the price already includes VAT.
Once all the details are filled, post the document. The status of the document will be changed to Waiting for Processing.
A Requisition's status shows its processing stage:
Draft: Editable before posting.
Waiting for Approval: Pending review.
Waiting for Processing: Awaiting processing.
Partially Ordered: Some orders were created.
Ordered: All orders are complete.
Partially Delivered: Some goods were delivered.
Delivered: All goods delivered.
Denied/Canceled: Not approved or canceled.
Closed: Finalized and closed.
Statuses are updated automatically when documents linked to the Requisition are created, either through the generate option or by manually selecting the Requisition.
To manually change the status or prevent automatic updates, enable the Do Not Change Status Automatically option and use the Change Status link on the Main tab.
To view the Requisition Fulfillment Analysis report, click the circle icon on the Requisition page. This report will give you a detailed overview or summary of the requisition.
Thanks for being a Firstbit Customer! #Requisition #Purchasing module #Fulfillment method