Requisitions

The Requisitions option displays a list of your current requisitions. Requisitions can be updated, and new ones created. From here you can track the progress of your requisitions through the costing, approval and fulfilment process.

Use the icon to add a new Requisition or the icon to edit an item.

The Item Menu will display options available for this requisition.

Item Menu

Note: The options that appear on the Item Menu will vary depending on the current status of the requisition.

View

Opens a view of the requisition.

Process

Process presents a view of the position of this requisition within its approval process.

Submit

Submits a Pending requisition for processing.

Delete

Deletes the requisition. Only Pending requisitions can be deleted.

New Item

You can add additional items to a Pending requisition by selecting the New Item option. When using this option, only fields which apply to an individual item (e.g. Requisition Type, Inventory, Description) are available for entry. Fields which apply to the whole requisition (e.g. Delivery Address) will be displayed as read-only.

Cancel

This option enables you to cancel a requisition that has been submitted for processing. A requisition can be cancelled at any stage before it commences fulfilment. You will need to supply a reason for the cancellation. Once confirmed, the requisition status will be changed to Cancelled and it will not be processed any further.

History

Displays the history of the requisition.

Comments

Displays all comments that have been added to the requisition and enables you to add new comments. Comments can be added to a requisition at any stage.

Clone

Copies the requisition and opens the new requisition for edit. - The Clone option copies all fields.. please ensure you make any changes such as Date Required or Analysis.

Attachments

Enables you to view the files (e.g. images, PDF documents) attached to the requisition.