User Tools

Site Tools


purchasing:maintenance:createmodifyrequisition

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
purchasing:maintenance:createmodifyrequisition [2019/07/03 15:22] emorenopurchasing:maintenance:createmodifyrequisition [2024/04/17 20:38] (current) emoreno
Line 18: Line 18:
   * 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. 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. 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.
Line 31: Line 33:
 ====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:** 
- 
-Click the **Accounts** link to select a line item. The line item is highlighted for edit and you can view or add accounts for the selected line item in the **Accounts** section at the bottom of the page.   
- 
-^Note|{{page>general:warehouse_requisition_note}}| 
  
 {{page>general:create_requisition_2}} {{page>general:create_requisition_2}}
Line 51: Line 47:
 </WRAP> </WRAP>
  
-^Uniform Acct Distr|{{page>general:warehouse_uniform_dist}}| 
  
-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}}| 
-^Print|++Print requisition details.|{{page>general:printreport}}+++^Print|Click to print requisition details. [[general:printreport|Review the report.]]
-^Delete|++Delete the requisition.|{{page>general:purchasing_delete_requisition}}+++^Delete|{{page>general:purchasing_delete_requisition}}| 
-^{{:images:trash_delete.gif?15|Trashcan Icon}}|++Delete a row.|{{page>general:deletearow}}++|+^{{:images:trash_delete.gif|Trashcan Icon}}|{{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.1562167325.txt.gz · Last modified: 2019/07/03 10:22 (external edit)