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purchasing:maintenance:createmodifyrequisition

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purchasing:maintenance:createmodifyrequisition [2018/08/27 19:16] – emorenopurchasing:maintenance:createmodifyrequisition [2024/04/17 20:38] (current) – emoreno
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   * Change the values in the Percent and Amount columns of the unauthorized account code.   * Change the values in the Percent and Amount columns of the unauthorized account code.
  
-Requisitions that are only saved are set to a //Not Submitted// status. When submitted, the requisition status is set to //Pending// until it is approved (if required) and becomes a purchase order.+Saved requisitions are set to a //Not Submitted// status. When submitted, the requisition status changes to //Pending// until it is approved (if required) and becomes a purchase order. 
 + 
 +The logged-on user can only view their own requisitions. 
 + 
 +Although completing the **Employee Nbr** field in Security Administration is optional, it is necessary for employees to access information on this page. 
 + 
 +If an originator does not have an approval path and creates a requisition, the requisition is automatically approved when saved, and a purchase order is created if they are submitted. 
 + 
 +Requisitions cannot be created if the current date is greater than the cutoff date on the Options > Purchasing Options page in District Administration.
 </WRAP> </WRAP>
 +
  
  
 ====Create or edit a requisition:==== ====Create or edit a requisition:====
  
-^Add|++Add a requisition.|{{page>general:warehouse_add_requisition}}++|+^Add|{{page>general:warehouse_add_requisition}}|
   OR    OR 
-^Retrieve an existing record.|++Search for a record.|{{page>general:warehouse_search_for_requisition}}++|+^Retrieve an existing record.|{{page>general:warehouse_search_for_requisition}}|
  
 {{page>general:create_requisition_1}} {{page>general:create_requisition_1}}
  
-**In the upper grid:**+{{page>general:create_requisition_2}}
  
-^Note|{{page>general:warehouse_requisition_note}}| 
-^Details|{{page>general:warehouse_requisition_details}}| 
-^Item|The sequential number of the row is automatically populated.| 
-^Catalog Nbr|{{page>general:purchasing_catalog_number}}|  
-^Description|{{page>general:purchasing_requisition_description}}| 
-^Unit of Issue|{{page>general:purchasing_unit_of_issue}}| 
-^Quantity|{{page>general:warehouse_requisition_item_quantity}}| 
-^Unit Price|{{page>general:purchasing_requisition_unit_price}}| 
-^SubTotal|The subtotal is populated based on the **Quantity** and **Unit Price** fields.| 
-^Discount %|Type a value for reducing the price of the item. The **Discount Amt** field is populated when another field is selected.| 
-^Discount Amt|Type a value for the amount of the discount. The **Discount %** field is recalculated when another field is selected.| 
-^Freight Elig|Select if the requisition item is eligible for transportation charges. If not selected, the **Freight %** and **Freight Amt** fields are disabled.| 
-^Freight %|Type the percentage value of the item's purchase price for the item's transportation charges. The **Freight Amt** field is calculated and the **Freight Cost** field is adjusted when another field is selected.| 
-^Freight Amt|Type a value for the amount of charges. The **Freight %** and **Freight Cost** fields are adjusted when another field is selected.| 
-^Totals|The total line item value is displayed. The discount and freight amounts are included in the calculation.| 
-^Status|{{page>general:purchasing_requisition_status.}}| 
-^Long Description|{{page>general:purchasing_long_description_display}}|  
  
-^Requisition Total|{{page>general:warehouse_requisition_total}}|+{{page>general:create_requisition_3}}
  
-|++Refresh Totals|{{page>general:warehouse_refresh_totals}}++| +<WRAP box>**Note**:  If the next year requisition was created with a new account that exists in the Account Codes table but is not displayed in the drop-down list, you must save the requisition, close and reopen the Purchasing application, and then retrieve the saved requisition. The new account number should be displayed in the drop-down list. 
- +</WRAP>
-**In the lower grid:** +
- +
-^Account Code|++|{{page>general:purchasing_requisition_account_code}}++| +
-^Pct|Type the percent to charge the fund.| +
-^Amount|Type the amount to charge the fund.| +
  
-|++Refresh Totals|{{page>general:warehouse_refresh_totals}}++| 
-|++Calculate Percent|{{page>general:warehouse_requisition_calculate_percent}}++| 
-|++Calculate Amount|{{page>general:warehouse_requisition_calculate_amount}}++| 
  
-Click **Save**.+VCV Click **Save**.
  
  
-^Submit|{{page>general:purchasing_requisition_submit}}|+{{page>general:purchasing_requisition_submit}}
  
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^+Add|++Add a row.|{{page>general:warehouse_plus_add}}++| +^+Add|{{page>general:warehouse_plus_add}}| 
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++| +^Retrieve|{{page>general:retrieve}}| 
-^Vendor Notes|++Add or view a vendor note.|{{page>general:purchasing_requisition_vendor_notes}}++| +^Vendor Notes|{{page>general:purchasing_requisition_vendor_notes}}| 
-^Comments|++Add comments to the requisition.|{{page>general:purchasing_requisition_comments}}++| +^Comments|{{page>general:purchasing_requisition_comments}}| 
-^Uniform Acct Distr|++Distribute amounts.|{{page>general:warehouse_uniform_dist}}++| +^Print|Click to print requisition details. [[general:printreport|Review the report.]]| 
-^Print|++Print requisition details.|{{page>general:printreport}}++| +^Delete|{{page>general:purchasing_delete_requisition}}| 
-^Delete|++Delete the requisition.|{{page>general:purchasing_delete_requisition}}++| +^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}|
-^{{:images:trash_delete.gif?15|Trashcan Icon}}|++Delete a row.|{{page>general:deletearow}}++|+
 ^Documents|[[general:document_attachments|View or attach supporting documentation.]]| ^Documents|[[general:document_attachments|View or attach supporting documentation.]]|
  
 {{indexmenu_n>10}} {{indexmenu_n>10}}
  
purchasing/maintenance/createmodifyrequisition.1535397386.txt.gz · Last modified: 2018/08/27 14:16 (external edit)

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