Quick Entry

The Quick Entry option enables the user to create a requisition. When the option is selected, the Requisition Type will be requested automatically (although this can later be changed if required). Once saved, the requisition will appear in the Requisitions list as a Pending requisition from where it can be amended and submitted for approval.

Basic Section

requisition_entry_basic

Requisition Type

Use the icon to choose the type of requisition. The type of requisition chosen will determine rules such as the default amount and whether supplier and / or inventory information needs to be provided.

Inventory

Use the icon to choose the inventory item that is being requisitioned (if known).

Note: If your organisation is not using inventory then this field will not appear.

Supplier

Use the icon to choose the supplier for the requisition (if known).

Note: If your organisation is not using suppliers then this field will not appear.

Description

Enter a description of the requisition.

What For

Specify what the requisition is for. You may input any value or use the icon to choose from a list of recently entered values.

Deliver To

Use the icon to choose an address that the requisition should be delivered to (if known). You can use the "+" icon to create a new address.

Required Date

The date that the requisition is required for (if applicable).

Quantity

The quantity of the item. If the amount is specified as a Unit Price, then the value of the requisition item will be calculated as the Quantity multiplied by the Amount.

Amount

The amount of the requisition item. This may be specified as a Unit Price or a Total Price and can either Include Tax or Exclude Tax. If required, use the icon to change these options:

Total Price – The amount entered is the total price.
Unit Price – The amount entered is the unit price. The total price is calculated as Amount multiplied by Quantity.
Price Includes Tax – The amount entered is the Gross amount and includes tax. The Net (tax exclusive) amount and Tax are calculated.
Price Excludes Tax – The amount entered is the Net amount and excludes tax. The Gross (tax inclusive) and Tax are calculated.

Gross/Net/Tax

The gross (tax inclusive), net (tax exclusive) and tax amounts. These are calculated figures.

List Price

This displays the price held against the Inventory Item or Inventory Item / Supplier if these values have been specified. By selecting the up-arrow you can copy this pricing information into the 'Amount' of the Requisition Item.

requisition_entry_basic_listprice

Reference

A reference for the Requisition Item. Typically this will be a job number or order number.

Attachments

Supporting documents (e.g. images or PDF invoices) attached to the Requisition Item.

Tax Section

requisition_entry_tax

Tax Amount

The amount of tax. This figure is calculated and normally should not need to be changed. However, on some occasions the calculated figure may not agree exactly with the figure printed on a supplier’s quotation or purchase order due to differences in rounding calculations. In this case it is possible to override the calculated value by clicking the closed padlock icon, which will enable you to over-type the value. The closed padlock will change to an open padlock, indicating that the expense is using a manually entered tax amount. If you wish to reinstate the calculated amount, then click the open padlock icon to return it to a closed padlock.

Tax Rate

Use the icon to choose the tax rate.

Analysis Section

requisition_entry_analysis

Tag

Use the icon to choose multiple tags to associate with this requisition. If Tags are not in use by your organisation, then this field will not appear.

Dimension 1 (e.g. ‘Customer’)

Use the icon to select the 1st dimension for this requisition.

Dimension 2 (e.g. 'Project')

Use the icon to select the 2nd dimension for this requisition. If Dimension 2 is not in use by your organisation, then this field will not appear.

Dimension 3 (e.g. ‘Phase’)

Use the icon to select the 3rd dimension for this requisition. If Dimension 3 is not in use by your organisation, then this field will not appear.

Dimension 4 (e.g. ‘Task’)

Enter a value for the 4th Dimension for this requisition. Alternatively, use the icon to select from a list of previously entered values. If Dimension 4 is not in use by your organisation, then this field will not appear.

Dimension 5 (e.g. ‘Description’)

Enter a value for the 5th Dimension for this expense entry. Alternatively, use the icon to select from a list of previously entered values. If Dimension 5 is not in use by your organisation, then this field will not appear.

Notes Section

requisition_entry_notes

The notes section may be used to enter any free-format notes regarding the requisition.