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The Requisition Processing service tool allows you to review the available Requisitions, match the requested items to item master records, the requested quantities of the items to quantities available in warehouses, generate Transfer, or Purchase, or Production Orders.

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The Requisition Processing service tool

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  • The Requisitions pane with a list of Requisitions, fields for filtering the Requisitions by status, requester, recipient, and entity. Using the toolbar buttons, you can select Requisitions and generate orders of specific types for them.
  • The Inventory and Services pane with a toolbar. You can view the items, requested in the Requisitions selected in the Requisitions pane. Using the toolbar buttons, you can select specific items (from those listed in the selected requisitions) for processing.
  • The Warehouses informational pane shows the available quantities of the item highlighted in the Inventory and Services pane.

The Requisitions pane

The Requisitions Requisitions pane includes a number of filter fields, a list of Requisitions, and a toolbar.

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This pane Includes a toolbar and a table with the list of items requested in the Requisitions (upper) pane).

Note. If you select the Show Items Only for the Selected Requisitions option at the bottom of the form, the list of items in this pane will include only the items from the Requisitions selected in the upper pane. If this option is not selected, the list includes items from all the listed Requisitions.

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The Fulfillment Method column shows the method of fulfillment selected for the requested item. You can change the fulfillment method if needed.

Use the Fulfillment Source column to specify the source for the requested item corresponding to the selected fulfillment method.

In the Price column, you can specify the price of the item (in the accounting currency) in the requested source.  If price lists are available for the selected supplier, the price will appear automatically being converted into accounting currency.  

The Price Includes VAT column indicates whether the item price includes VAT according to the VAT settings of the fulfillment source.

The VAT % column shows the percent of tax rate applicable to the item amount.

The Amount Excl. VAT column shows the item amount excluding VAT.

The VAT Amount column shows the tax amount calculated according to the settings.

The Total column shows the item total amount calculated according to the settings.

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Make sure that fulfillment sources are specified according to the chosen fulfillment source and availability data where applicable, also prices and VAT percents.

The Inventory and Services pane toolbar

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In case you decide to use multiple fulfillment methods or fulfillment sources for any item or transfer this item's specific quantities from several multiple warehouses, you can click the Split Line button the corresponding number of times.

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