Create a Requisition to Purchase or Transfer

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Step One

Go to “Purchasing Management” and select “Supplier Management”.
Select a supplier from the list and click on “Inventory”.

Step Two

Go to “Purchasing Management” and select “Supplier Management”.
Select a supplier from the list and click on “Inventory”.

Step Three

Click on “Requisitions”:

Step Four

Requisitions screen will display any requisition in a purchase order and any pending requisition.
It is possible to filter requisitions by type, status, warehouse and date required.

Step Five

Click the “+” button to add a new requisition.

Step Six

Enter the required fields.
If the requisition is for a custom part, not stocked in the system, select “Custom” and enter a Stock Code and Description.
Enter the required quantity in the stock unit of measure. Required quantity will be set as the minimum order quantity as a default.
Select if it is a requisition for purchase or transfer and select the warehouse.

Step Seven

Click on save to finish.