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.
A Requisition is used to request and initiate the processing of goods, services, or other resources needed by a department or project. It serves as the starting point for procurement, transfer, or production activities.
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.
From Project Management (Project Costing)
The user can create a Requisition directly from the Project Management screen as well.
The system will automatically link it to the right project and budget.
Project Costing → Project Management Documents → Requisitions
