Requisition Types

The Requisition Types option is used to define the different types of requisition that users can create.

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

The Item Menu will allow you to delete an entry in the list unless this item is used in other data.

Each Requisition Type can have various rules and options associated with it. Reports can be filtered and grouped by Expense Type.

Examples of Requisition Types are Office Equipment, Accommodation Bookings, Customer Parts.

Basic Section

Name

A short name that uniquely identified the Requisition Type.

Description

A longer description of the Requisition Type.

Currency

Set to the home currency of your business. Read-only.

Tax Rate

The default value-added tax rate that is used when entering this type of requisition. See Tax Rates.

Supplier Required

Select “Yes” if a supplier must be specified for this type of requisition. See Suppliers.

Inventory Required

Select “Yes” if an inventory item must be specified for this type of requisition. See Inventory.

Quantity Section

Quantity State

Select from the following values:

Editable – the Quantity can be input by the user.

Readonly – the Quantity is displayed but cannot be input by the user.

Hidden – The Quantity is not displayed.

Quantity Label

The name that is used for the Quantity field when entering this type of requisition. The default value is “Quantity”.

Quantity Unit

The unit description for the Quantity, e.g. “Nights”, “Miles”, “Litres”. This value is optional and if not specified a unit description will not be shown.

Quantity Entry

Specifies if the amount entered for an requisition of this type is a Unit Price or a Total Price. Select from the following values:

Price Entered is the Unit Price - The amount (price) is multiplied by the Quantity to give the total amount.

Price Entered is the Total Price - The amount (price) is the total amount.

This is a default value and the behaviour may be changed by the user if the Amount State is Editable.

Default Quantity

A default quantity for this type of requisition.

Amount Section

Amount State

Select from the following values:

Editable – the Amount can be input by the user.

Readonly – the Amount is displayed but cannot be input by the user.

Hidden – The Amount is not displayed.

Example: For requisition types with a fixed rate (e.g. consultancy) you may wish to set this to ‘Readonly’ or ‘Hidden’.

Amount Entry

Specifies how value-added tax is calculated. Select from the following values:

Price Entered Includes Tax – The amount that the user enters is inclusive of value-added tax.

Price Entered Excludes Tax – The amount that the user enters is exclusive of value-added tax.

This is a default value and the behaviour may be changed by the user if the Amount State is Editable.

Default Amount

A default amount (price) for this type of requisition. Example: for consultancy you may wish to set this to your standard consultancy cost rate per hour or day.

Analysis Details Section

See Company for futher details of dimension configuration.

Dimensions 1-3 Required

Select "Yes" if dimensions 1-3 must be specified for this type of requisition. See Dimensions.

[Dimension4] Required

Select "Yes" if dimension 4 must be specified for this type of requisition. Dimension 4 is a free format field.

[Dimension5] Required

Select "Yes" if dimension 5 must be specified for this type of requisition. Dimension 5 is a free format field.