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--- purchasing:maintenance:createmodifyrequisitions [2017/03/22 19:22] – emoreno
+++ purchasing:maintenance:createmodifyrequisitions [2017/04/05 18:17] (current) – removed emoreno
@@ Line 1: / Line 1: @@
-======Create/Modify Requisition - REQ3100======
-<div #message></div>
-//**Purchasing > Maintenance > Create/Modify Requisition**//
-<WRAP round intro>This page is used to edit existing requisitions, create new requisitions, and filter existing requisitions by from/to date or requestor. Originators can submit requisitions for multiple requestors.
-You can only view the requisitions that you created. This feature ensures that a user only modifies his own requisitions.
-  * Requisitions created by originators with no approval path are automatically approved when saved, and a purchase order is created when the requisition is submitted.
-  * Requisitions created in the current accounting period that have all general journal transactions in the current accounting period are displayed in the current and the next accounting period.
-  * Requisitions created in the next accounting period that have all general journal transactions in the next accounting period are displayed in only the next accounting period.
-  * Requisitions created in the current accounting period that have general journal transactions in the next accounting period are displayed in only the next accounting period.
-  * Requisitions created in the current accounting period that have no general journal transactions (saved requisitions) are displayed in the current and the next accounting period.
-  * Requisitions created in the next accounting period that have no general journal transactions (saved requisitions) are displayed in the next accounting period only.
-**Note**:  If another user enters an account code for which the selected requestor is not authorized to use in his user profile, the account description is changed to Account Code Not In User Profile. Users can:
-  * Change the unauthorized account code to an account code in the requestor's user profile.
-  * 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 to is set to Pending until it is approved (if required) and becomes a purchase order.
-</WRAP>
-====Create or edit a requisition:====
-^Add|++Add a requisition.|{{page>general:warehouse_add_requisition}}++|
-  OR
-^Retrieve an existing record.|++Search for a record.|{{page>general:warehouse_search_for_requisition}}++|
-<WRAP box>**Note**:  Requisitions cannot be created if the current date is greater than the cutoff date on the Requisition Options page.
-</WRAP>
-^ Field                                        ^ Description   ^  /*Table with two rows*/
-^Originator|{{page>general:warehouse_originator_name}}|
-^Requestor|{{page>general:purchasing_requestor_name}}|
-^Requisition Nbr|{{page>general:purchasing_requisition_number}}|
-^Date Request|{{page>general:warehouse_requisition_requested_date}}|
-^Date Required|{{page>general:warehouse_requisition_date_required}}|
-^Requisition Period|{{page>general:purchasing_requisition_period}}|
-^Shipping Addr|{{page>general:purchasing:requisition_shipping_address}}|
-^Sort Key/Vendor Name|++|{{page>general:warehouse_restock_requisition_sort_key_vendor_name}}++|
-^Vendor Nbr|++|{{page>general:warehouse_restock_requisition_sort_key_vendor_number}}++|
-^Reason|{{page>general:warehouse_requisition_reason}}|
-^Priority|Click {{:images:dropdown.gif|}} to select or change the requisition priority. By default, priority is set to //Regular//, but it can be changed to //Urgent//.|
-^Reference Nbr|{{page>general:warehouse_requisition_reference_number}}|
-^Work Order|Type a work order number, edit the current work order number, or leave the field blank. This field is only informational.|
-^Bid Category|{{page>general:purchasing_requisition_bidcategory}}|
-^Bid Nbr|Type a bid number, edit the current bid number, or leave the field blank if the bid process was not used. This data is printed on the purchase order.|
-^Confirm Only|Select if an order was sent via fax, e-mail, or the Internet, and this purchase order only confirms that the order was already received by the vendor.|
-^Attachments|Select if an attachment is included with the purchase order.|
-^Freight Cost|Type a cost value, edit the current cost value, or leave the field blank if there are no charges. The freight cost is distributed to all line items when the **Freight Elig** field is selected. In addition, the **Freight %** field is populated based on the amount in the **Freight Amt** field divided by the subtotal of the line item.|
-^Distr Freight Amt|Click to distribute the freight cost evenly among all detail lines of the requisition.|
-^Credit Card Code|{{page>general:purchasing_requisition_credit_card_code}}|
-**In the upper grid:**
-^Note|{{page>general:warehouse_requisition_note}}|
-^Details|{{page>general:warehouse_requisition_details}}|
-^Catalog Nbr|{{page>general:warehouse_requisition_item_number}}|
-^Description|{{page>general:warehouse_item_description_populated}}|
-^Unit of Issue|{{page>general:warehouse_unit_of_issue_display}}|
-^Quantity|{{page>general:warehouse_requisition_item_quantity}}|
-^Unit Price|{{page>general:warehouse_unit_price}}|
-^SubTotal|
-^Discount %|
-^Discount Amt|
-^Freight Elig|
-^Freight %|
-^Freight Amt|
-^Totals|
-^Status|{{page>general:purchasing_requisition_status.}}|
-^Long Description|{{page>general:purchasing_long_description_display}}|
-^Requisition Total|{{page>general:warehouse_requisition_total}}|
-|++Refresh Totals|{{page>general:warehouse_refresh_totals}}++|
-**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**.
-^Submit|{{page>general:warehouse_requisition_submit}}|
-====Other functions and features:====
-^+Add|++Add a row.|{{page>general:warehouse_plus_add}}++|
-^Retrieve|++Retrieve data.|{{page>general:retrieve}}++|
-^Vendor Notes|++Add or view a vendor note.|{{page>general:purchasing_requisition_vendor_notes}}++|
-^Comments|++Add comments to the requisition.|{{page>general:purchasing_requisition_comments}}++|
-^Uniform Acct Distr|++Distribute amounts.|{{page>general:warehouse_uniform_dist}}++|
-^Print|++Print requisition details.|{{page>general:printreport}}++|
-^Delete|++Delete the requisition.|{{page>general:warehouse_delete_requisition}}++|
-^{{:images:trash_delete.gif?15}}|++Delete a row.|{{page>general:deletearow}}++|
-^Documents|[[general:document_attachments|View or attach supporting documentation.]]|

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