Structure for document description as you did before for Invoice.

Purpose of use. Need to explain , that doc is main option to request and initiate processing of any resource types for project.

This document is the start point and can be used as a basis for future Purchase order, Subcontractor agreement, and Resource Planning transactions.

How to creare

• From Purchasing section
• From project management bbbbbbbhin project costing.

Main tab

Inventory and services tab

• 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.

This document serves as the primary option to request and initiate the processing of any type of project resource. It acts as the starting point and forms the basis for subsequent transactions such as Purchase Orders, Subcontractor Agreements, and Resource Planning.

How to create 

A Requisition can be created from the following locations:

• Purchasing Section

Purchasing → Purchasing documents → Requisitions

Click Create to open the Requisition (create) form.

• Project Costing section

The user can create a Requisition directly from the Project Costing screen as well. 

Project Costing → Project Management Documents → Requisitions

Main Tab

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.

Inventory and Services Tab

This tab lists the requested items or services, including details of quantity, UOM, and fulfillment method.