A Requisition records the needs of a specific base unit (department or warehouse) for goods or services that need to be transferred from another base unit, purchased, or manufactured.
To enable this feature, go to Administration > Settings: Purchasing and Warehouse > Enable Requisition.
You can find this document in the Purchasing module.
On 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.
On the Inventory and Services tab, complete the fields for item, quantity, price, VAT, project task, and transaction content as needed. Additionally, there are two new fields: Fulfillment Method and Fulfillment Source.
Fulfillment Method: Choose how the request will be fulfilled:
- Purchase: Buy the item.
- Production: Manufacture the item.
- Inventory Transfer: Transfer the item from another warehouse or base unit.
Fulfillment Source: Specify the source for purchasing, producing, or transferring the item.