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general:create_requisition_2

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Add line items to the requisition:

ItemThe sequential number of the row is automatically populated.
Catalog Nbr

Type an item catalog number. This field can be a maximum of 15 characters.

Description

Type a short description (e.g., computer, pens, books, etc.) of the item being ordered. This field is required and can be a maximum of 30 characters.

Unit of Issue

Click Drop-down Arrow to select a basic unit (e.g., EA (each), CA (case)) on which the price is based.

Quantity

Type the quantity in units of issue for the requested item.

Unit Price

Type the price per unit of issue for the requested item.

SubTotalThe subtotal is populated based on the Quantity and Unit Price fields.
Discount %If there is a discount on the line item, type the value (percent) to be reduced from the item price. The Discount Amt field is populated when another field is selected.
Discount AmtType a value of discount amount. The Discount % field is recalculated when another field is selected.
Freight EligSelect if the requisition item is eligible for transportation charges and you want to include the freight cost in the requisition total. 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 AmtType a value for the amount of charges. The Freight % and Freight Cost fields are adjusted when another field is selected.
TotalsThe total line item value is displayed. The discount and freight amounts are included in the calculation.
Status

By default, this field set to Y - Approved. Click Drop-down Arrow to select a different requisition item status.

Notes:

If Y - Approved is selected, a unit price other than $0 is required.

If F - Free is selected for goods or services being requisitioned without charge, the account code must be blank.

Long Description

Type a detailed item description (e.g., training dates, etc.)

general/create_requisition_2.1535399362.txt.gz · Last modified: 2018/08/27 14:49 (external edit)