To access the Requisitions document list, select Purchasing > Purchasing Documents > Requisitions.

A Requisition registers the needs of your entity's specific base unit (department or warehouse) in goods or services that should be transferred from another base unit (warehouse) to this unit, purchased, or manufactured.

The Requisitions list

The list of Requisitions includes all the Requisitions available in the system. If you don't see a specific document, rearrange the list by date or document number or use the field under the title to locate the document by entity, requester, or recipient. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.

In the Requisitions list, you can view the document statuses:

• Draft: This status indicates that the document has been created, can be further changed before posted.
• Waiting for Approval: This status is available if approval of Requisitions is configured. Document with this status has been posted and should be reviewed by an employee authorized to approve documents of this type.
• Waiting for Processing: Document with this status has been posted and approved if approval is configured.
• Partially Ordered: This status indicates that for this document some of the orders have been created.
• Ordered: All required orders have been created for this document.
• Partially Delivered: This status indicates that for this document some of the goods have been delivered.
• Delivered: All items requested in this document have been delivered.
• Denied/Canceled: This status indicates that the document either was not approved or was cancelled by any reason.
• Closed: The document has been closed.

In the column with the icon as a heading, you can view icons that designate the state of fulfillment of the listed requisitions.

• (No icon) The Requisition is not posted.
•  Fulfillment is not started, the required date is not reached.
•  Partially fulfilled,  the required date is still ahead.
•  Completely fulfilled, in time.
•  Fulfillment has not been started, although the required date has passed.
• Partially fulfilled, the required date has passed.

If you double-click  the icon against the particular requisition, the Requisition Fulfillment Analysis report opens, so that you can view the current details of this requisition fulfillment.

Note. In a column with the icon as a heading, you can view which of Requisitions (indicated by icon) have statuses that do not match the data of registers; for these documents, you need to manually correct the data. For details on statuses, refer to Requisition Statuses.

A Requisition itself can be used as a basis for the following documents:

• Purchase Order: To order purchase of the items listed in the selected Requisitions.
• Transfer Order: To order moving of the requested items from another base unit.
• Production Order: To order production of the items listed in the selected Requisitions.
• Goods Receipt Note: To register the items received to the specified warehouse if it is required for this warehouse to create financial and inventory documents  separately.
• Invoice Received: To register the requested items received to the specified warehouse.
• Employee Expense Report: To register the requested items received to the specified warehouse from the employee who purchased them.
• Inventory Transfer: To register the requested items transferred from another base unit.
• Production:  To register the items manufactured specially for the selected Requisitions.
• Inventory Reserve: To create reservation at a warehouse for the items listed in the selected Requisitions.
• Inventory Reserve (Cancellation): To cancel reservation for the items listed in the selected Requisitions.

The toolbar buttons

To manually create a new document of the Requisition type, click the Create button on the toolbar.

To edit an existing document, double-click the line with the document in the Requisitions list. You can also select the line, right-click it and select Edit or click More actions > Edit on the toolbar.

Click the Refresh Statuses button to view the current statuses of Requisitions if you suggest that other employees can be working with the related documents.

Click the Generate button to create documents based on this Requisition.

If you need to print the selected document, send it by email, or perform other operations, refer to List Toolbar.

See also