Create requisitions on the Requisition form to request materials or services from outside vendors. A requisition consists of a requisition header and requisition lines. You can create a requisition for stock items, direct materials, or services. Stock items are materials that are kept in store and are tracked for inventory. Direct materials are items that you requisition specifically for work orders.
The life cycle of a requisition is controlled by the requisition status. When you create a requisition, the system assigns Unfinished as the status of the requisition. After adding all of the necessary line items to the requisition, you can update requisition status as necessary based on your status change authorization privileges. Status change authorizations are set up on the Status Authorizations form.
When updating requisition status, you can also update other information on the requisition. However, the system enables and/or protects the fields available for update based on whether or not lines have been added to the requisition, as well as the status to and from which you are updating.
In addition to having the appropriate status change authorization to change the status of a requisition, a user must also be granted sufficient monetary approval limits for requisitions on the User form to approve a requisition. The LIMITLEV installation parameter determines whether the system validates requisition approval limit authorizations on the header level or at the line level, and if the total value of a requisition exceeds a user’s requisition approval at either the header or the line level, then the user cannot approve the requisition.
The system automatically sets the currency of the requisition header and lines based on the currency of the organization for which the requisition is being created. You can modify the currency of a requisition line to enable you to requisition specific materials in a different currency than the organization of the requisition header, as long as a valid exchange rate has been defined for the currency to which you are changing the requisition line.
Once the requisition has been reviewed and updated as necessary, change the status to Ready for printing and print the requisition if necessary. Then, change the status to Approved/active to make the requisition available for purchasing. After the requisition is approved, you can add it to a purchase order to be forwarded to a supplier.