Requisitions - Screen Overview
Requisition Processing
Screen Code: rqlrqmi2
A requisition refers to the process of formally requesting a service or item, typically using a purchase requisition form or another standardized document. The requisition process is a standardized way of keeping track of and accounting for all requisitions made within a business.
Navigation Tip: Requisitions & POs >> Department Processing >> Requisitions.
Clicking on + helps you to create a new requisition.
*Note: You can search by requisition fiscal year, status, requisition number, department, or requesting location.
It has the following parameters:
Field
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Description
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Filter/Search
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Order
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Sort Order
- FY/Dept Name/Status/Req #
- FY/Dept Name/Req #
- FY/Status/Dept Name/Req #
- FY/PO Number
- FY/PO Number Descending
- FY/Req #
- FY/Buyer/Status/Dept Name/Req #
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By using the sort order filter option, the user would be able to view the listing on screen as per the sort order defined.
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Jump To
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Fiscal year Fiscal year
|
Search by Fiscal Year
|
Department Name
|
Department which requested this requisition (e.g Finance)
|
Filter by Department name
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Status
|
Requisition Status
|
Filer by requisition status.
|
Requisition number
|
A four-digit system-generated requisition number
|
NA
|
Fiscal year
|
The fiscal year of the requisition
|
NA
|
Status
|
Requisition status.
|
NA
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Requisition number
|
System allocated requisition number
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NA
|
Requisition date
|
Requisition created date
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NA
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Needed by
|
Requisition needs to be fulfilled by the date.
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NA
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User
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User ID who submitted this requisition.
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NA
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PO Number
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This is the Purchase Order number which will only reflect once it's created otherwise it will reflect as “0”.
|
NA
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Current Approval
|
Current approver name. The requisition is awaiting approval from this User ID.
|
NA
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G.L.
|
GL Account associated with this requisition.
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NA
|
*Note: Click any requisition from the list to view the requisition master.
Right-Click Actions:
Action
|
Description
|
Update
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To update the existing requisition.
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Inquire
|
To edit and update the existing requisition.
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Details
|
To view details of the requisition.
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Responses
|
Requisition Status
|
Copy Requisition
|
A four-digit system-generated requisition number.
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Buyer Notes
|
Notes from the buyer.
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Comments
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Comments from the buyer.
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Status and Approval History
|
Status and approval history of the item.
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Documents
|
Documents attached to a specific requisition.
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Complete Requisition
|
To change the status to complete requisition.
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View PO
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To view the purchase order of the requisition.
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Receipts/ Returns
|
Receipt/return details of the item.
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Version 1