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Trace: • Select Receiving Address • Purchase Order Reports • Create/Modify Requisition - REQ3100
purchasing:nextyear:maintenance:createmodifyrequisition

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purchasing:nextyear:maintenance:createmodifyrequisition [2017/04/05 18:27] – created emorenopurchasing:nextyear:maintenance:createmodifyrequisition [2021/06/22 12:54] (current) – emoreno
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 //**Purchasing > Next Year > Maintenance > Create/Modify Requisition**// //**Purchasing > Next Year > Maintenance > Create/Modify Requisition**//
  
-<WRAP round intro>This page is used to edit existing next year requisitions, create new next year requisitions, and filter existing next year requisitions by from/to date or requestor. Originators can submit next year requisitions for multiple requestors.+<WRAP round intro>This page is used to edit existing next year requisitions, create new next year requisitions, and filter existing next year requisitions by from/to date or requestor. Originators can submit next year requisitions for multiple requestors. You can only view and edit the requisitions that you created.
  
-You can only view the next year requisitions that you created. This feature ensures you only modify your own next year 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 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 current accounting period that have all general journal transactions in the current accounting period are displayed in the current and the next accounting period.
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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 to is set to Pending until it is approved (if required) and becomes a purchase order.+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> </WRAP>
  
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 ====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}}|
  
 <WRAP box>**Note**: Requisitions cannot be created if the current date is greater than the cutoff date on the Options > Purchasing Options page in District Administration. <WRAP box>**Note**: Requisitions cannot be created if the current date is greater than the cutoff date on the Options > Purchasing Options page in District Administration.
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 ^Requisition Per|{{page>general:purchasing_requisition_period}}| ^Requisition Per|{{page>general:purchasing_requisition_period}}|
 ^Shipping Addr|{{page>general:purchasing:requisition_shipping_address}}| ^Shipping Addr|{{page>general:purchasing:requisition_shipping_address}}|
-^Sort Key/Vendor Name|++|{{page>general:warehouse_restock_requisition_sort_key_vendor_name}}++| +^Sort Key/Vendor Name|{{page>general:warehouse_restock_requisition_sort_key_vendor_name}}| 
-^Vendor Nbr|++|{{page>general:warehouse_restock_requisition_sort_key_vendor_number}}++|+^Vendor Nbr|{{page>general:warehouse_restock_requisition_sort_key_vendor_number}}|
 ^Reason|{{page>general:warehouse_requisition_reason}}| ^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//.|+^Priority|Click {{:images:dropdown.gif|Drop-down Arrow}} 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}}| ^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.| ^Work Order|Type a work order number, edit the current work order number, or leave the field blank. This field is only informational.|
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 ^Requisition Total|{{page>general:warehouse_requisition_total}}| ^Requisition Total|{{page>general:warehouse_requisition_total}}|
  
-|++Refresh Totals|{{page>general:warehouse_refresh_totals}}++|+{{page>general:warehouse_refresh_totals}} 
 + 
 +{{page>general:warehouse_nextyearuniform_dist}}
  
 **In the lower grid:** **In the lower grid:**
  
-^Account Code|++|{{page>general:purchasing_requisition_account_code}}++|+^Account Code|{{page>general:purchasing_requisition_nextyearaccountcode}}|
 ^Pct|Type the percent to charge the fund.| ^Pct|Type the percent to charge the fund.|
 ^Amount|Type the amount to charge the fund.|  ^Amount|Type the amount to charge the fund.| 
  
-|++Refresh Totals|{{page>general:warehouse_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**.+{{page>general:warehouse_requisition_calculate_percent}}
  
 +{{page>general:warehouse_requisition_calculate_amount}}
  
-^Submit|{{page>general:purchasing_requisition_submit}}|+VCV Click **Save** to save the changes. 
 + 
 + 
 +{{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 the report. [[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}}|++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>5}}
purchasing/nextyear/maintenance/createmodifyrequisition.1491416842.txt.gz · Last modified: 2017/04/05 13:27 (external edit)

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