Business

User Tools

Site Tools

Trace: • Requisition Status Inquiry - REQ4000

Sidebar

Table of Contents

purchasing:inquiry:requisitionstatusinquiry
Book Creator
 Add this page to your book
Book Creator
 Remove this page from your book  

 Manage book(0 page(s))
 Help

Requisition Status Inquiry - REQ4000

Purchasing > Inquiry > Requisition Status Inquiry

This page is used to view the status of each item included on a specific requisition or purchase order without a contract. The Requisition Status Inquiry page can be accessed from two menus:

  • For the current year, click Requisition Status Inquiry from the Inquiry menu.
  • For next year, click Requisition Status Inquiry from the Next Year menu.

The page consists of the following three grids:

  • The top grid displays requisitions or purchase orders.
  • The middle grid displays items included on the requisition.
  • The bottom grid displays a list of the approvers in the sequence of their approval.

Note: If Global Access is selected, the user can perform inquiries on the status of all requisition accounts.

Perform a requisition inquiry:

Retrieve a record.

Type data in any of the following fields:

Req NbrType the requisition number to be retrieved.
PO NbrType the purchase order number to be retrieved. Leading zeros are not required. However, if the purchase order number is alphanumeric, the field is not zero-filled.

The From and To Date fields default to your current fiscal year.

From DateType the beginning search date in the MMDDYYYY format.
To DateType the ending search date in the MMDDYYYY format.

Note: The Date Requested is the date considered when using the From Date and To Date parameters.

StatusClick Drop-down Arrow to select a status to be included in the search.
Vendor NumberType the vendor number.
Vendor NameType the vendor name.
Requestor NameType the requestor name.
Bid CategoryType the bid category code.

❏ Click Retrieve. Requisitions and purchase orders that you have submitted but that have not been received are displayed in the grid.

❏ In the top grid, click Spyglass Icon to inquire about the selected requisition. The requisition information from the Create/Modify Requisition page is displayed.

Field Description
StatusThe current status of the requisition is displayed.

The middle grid displays each item included in the requisition.

AccountsClick to view details of the account associated with the individual item.
ItemThe item number from the list of items on the requisition is displayed.
Item Apprvl StatThe current status of the requisition is displayed.
Item Recv StatThe current status of the requisition is displayed.
Catalog NbrThe catalog number for the item is displayed.
DescriptionThe name of the item is displayed.
Unit of IssueThe unit size for each item is displayed.
Unit PriceThe price per unit for each item is displayed.
QuantityThe quantity per line item is displayed.
Sub TotalThe subtotal per line item is displayed.
Discount %The discount percentage per item is displayed.
Discount AmtThe discount dollar amount per item is displayed.
Freight EligThe amount of eligible freight per item is displayed.
Freight %The percentage of freight per item is displayed.
Freight AmtThe total freight amount per item is displayed.
TotalThe total dollar amount per line item is displayed.
Commodity CodeThe commodity code for the line item is displayed.

The bottom grid displays the list of approvers for the requisition and the requisition originator (sequence 0).

Other functions and features:

Retrieve

The Retrieve button is also used to retrieve information from the last save. If you click Retrieve, any unsaved changes are lost.

Vendor Notes

Click to add or view vendor notes. A Vendor Notes window is displayed. If there is a paper clip next to the Vendor Notes button, a requisition vendor note exists. In the Vendor Notes window, type the note to be printed on the purchase order for the vendor to view.

Notes:

If you are using a preprinted purchase order form, the text displayed on the purchase order is limited to one line that is approximately three inches in length.

If you are not using a preprinted purchase order form, the text displayed on the purchase order is limited to three lines that are approximately three inches in length. Use the scale above the text to measure the length of the note.

Click OK to save the vendor note and close the window.
Click Cancel to close the window without saving the note.

Comments

Click to add or view requisitions comments. These comments are displayed on the District copy of the purchase order. A Requisition Comments window is displayed. If there is a paper clip icon next to the Comments button, a requisition comment exists. In the Requisition Comments window, type comments about the requisition.

Click OK to save the requisition comment and close the window.
Click Cancel to close the window without saving the comment.

PrintClick to print the requisition details. Review the report.
DocumentsView or attach supporting documentation.
purchasing/inquiry/requisitionstatusinquiry.txt · Last modified: 2018/08/28 15:13 by emoreno

Page Tools

Except where otherwise noted, content on this wiki is licensed under the following license: CC Attribution-Share Alike 4.0 International

Americans with Disabilities Act (ADA) and Web Accessibility

The Texas Computer Cooperative (TCC) is committed to making its websites accessible to all users. It is TCC policy to ensure that new and updated content complies with Web Content Accessibility Guidelines (WCAG) 2.0 Level AA. We welcome comments and suggestions to improve the accessibility of our websites. If the format of any material on our website interferes with your ability to access the information, use this form to leave a comment about the accessibility of our website.