REQUISITIONS

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To Create a Requisition

1. Click Requisitions on the navigation bar

2. Click the Add Requisition button and the Create Requisition Order page is displayed:

   • Search for items by SKU, by Description or Barcode

   • Add items to the Requisition cart

   • Remove items from the Requisition cart

     

3. Once completed, click the Requisition button and the Edit Requisition page is displayed:

   • Select Requisition Date
   • Enter a Reference Number
   • Select a Cost Centre
   • Add a note (if required)
   • Enter Requisition Quantities
   • Update button to save
   • Close button to cancel the Requisition
   • Authorize Requisitions (based on permissions)
   • Deauthorize Requisitions (based on permissions)
   • Process button to process the Requisition (based on permissions)
   • Actions button to Create new items on the fly (if required)
   • Actions button to Create new cost centers on the fly (if required)
   • Actions button to Add items to the Requisition (if required)
   • Actions button to Re-add missing item locations to the Requisition (if required)
   • Actions button to Remove items from the Requisition (if required)
   • Actions button to Copy Items to Requisition List (if required)
   • Actions button to Duplicate Requisition (if required)
   • Actions button to Export Requisition as PDF (if required)
   • Actions button to Revert Requisition (if required)
   • Requisition List button to return to Requisition main page

Note: The Process button for Requisitions would only be displayed when the Requisition has been authorized and all items on the Requisition has enough stock on hand in selected location.

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To Create an Internal Transfer

1. Click Requisitions on the navigation bar

2. Click the Add Requisition button and the Create Requisition Order page is displayed:

   • Search for items by SKU, by Description or Barcode

   • Add items to the Requisition cart

   • Remove items from the Requisition cart

     

3. Once completed, click the Internal Transfer button and the Edit Internal Transfer page is displayed:

   • Select Internal Transfer Date
   • Enter a Reference Number
   • Select a Cost Centre
   • Add a note (if needed)
   • Enter Internal Transfer Quantities
   • Update button to save
   • Close button to cancel the Internal Transfer
   • Authorize Internal Transfer (based on permissions)
   • De-authorize Internal Transfer (based on permissions)
   • Process button to process the Internal Transfer (based on permissions)
   • Actions button to Create new items on the fly (if required)
   • Actions button to Create new cost centers on the fly (if required)
   • Actions button to Add items to the Internal Transfer (if required)
   • Actions button to Re-add missing item locations to the Internal Transfer (if required)
   • Actions button to Remove items from the Internal Transfer (if required)
   • Actions button to Copy Items to Internal Transfer List (if required)
   • Actions button to Duplication Internal Transfer (if required)
   • Actions button to Export Internal Transfer as PDF (if required)
   • Actions button to Revert Internal Transfer (if required)
   • Requisition List button to return to Requisition main page

Note: The Process button for Internal Transfers would only be displayed when the Internal Transfer has been authorized and all items on the Internal transfer has enough stock on hand in selected cost centers.

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To Create a Transfer Out

1. Click Requisitions on the navigation bar

2. Click the Add Requisition button and the Create Requisition Order page is displayed:

   • Search for items by SKU, by Description or Barcode
   • Add items to the Requisition cart
   • Remove items from the Requisition cart

3. Once completed, click the Transfer button and the Edit Transfer Out page is displayed

   • Select Transfer Date
   • Select Destination
   • Upload document
   • Add note
   • Change unit prices
   • Enter quantities
   • Click Update to update the Transfer’s saved data
   • Click Proceed to process the Transfer Out
   • Click Cancel to cancel the Transfer Out
   • Transfer Out List button to return to Transfers Out main page

Note: Transfers Out can also be created under Transactions

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To Create a Move

1. Click Requisitions on the navigation bar

2. Click the Add Requisition button and the Create Requisition Order page is displayed:

   • Search for items by SKU, by Description or Barcode

   • Search for items by Category

   • Add items to the Requisition cart

   • Remove items from the Requisition cart

     

3. Once completed, click the Move button and the Edit Moves page is displayed:

   • Select Date Target

   • Enter Reference Number (if required)

   • Hide Empty button to show Locations/Cost Centers with zero stock

   • Location selector to select which Locations/Cost Centers to display

   • Enter Move quantities

   • Select Destination (where stock is being moved to)

   • Move button to process the move

   • Requisition List button to return to Requisition main page

     

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To Search and View Requisitions

1. Click Requisitions on the navigation bar.

2. The Requisitions main page is displayed:

   • Search by Item SKU

   • Search by Item Description

   • Search by Barcode

   • Select Date Range

   • Search by Status

   • Search by Requisition Order Code

   • Search by Cost Centre

   • Search by Created By

   • Display only Cost Centre to Cost Centre Requisitions (Internal Transfers)

   • Display only Requisitions requiring my authorization

   • Apply Filters button to search for items

   • Reset Filter button to remove all filters

   • Actions button to bulk Authorize selected Requisitions

   • Actions button to bulk Print selected Requisitions

   • Actions button to clear selected Requisitions

     

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