Create/Edit Requisitions Window

Use this window to create or update purchase order requests using the following tools:

·       Base new requests on previously created header profiles that automatically complete general information to quickly create a new request. You can also update an existing profile or create a new profile that can be used again.

·       Select disbursement rules and assign approval tracks. Approval tracks list reviewers that need to sequentially approve a requisition before it can become a purchase order and disbursement rules determine how a purchase order or invoice created from the request is handled.

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A rule might state that the PO cannot exceed the value of the requisition that created it.  

·       Establish purchasing preferences such as the dates the item(s) need to be ordered and delivered, where item(s) should be delivered, and assign a purchasing agent.

·       Select the  vendor to fill the request, view their website (if existing), select their address and view directions to the selected address.

If you are configured to associate specific vendors with selected inventory, the Inventory Code options available are from the Inventory Master table where ID number represents vendor's ID Number on the header of the requisition or purchase order. If you are not configured to associate specific vendors with selected inventory, the Vendor ID Number is automatically 999999999.

·       If the request is a work order, select where the work being requested is to be done.

·       Base new requests on previously created line item profiles that automatically complete line item details such as account number and project. You can also update an existing profile or create a new profile that can be used again.

·       Complete line item details to determine how many items are being ordered and the cost, catalog number and/or part, if known. You can also split a line item into other line items allocated to different GL accounts and depending upon your configurations, you may be able to search for vendors with lower costs or select from existing inventory codes.

·       Quickly identify if items in the request are over or within budget and view detailed budget information to determine how over or under the items are in relation to the budget.

·       Update and resubmit a returned request.

Operate in Foreign Currency

Columns

Currency Indicator Message*

Assign Profiles, Rules and Approval Tracks

Requisition Profile

·       Status on Track

·       Currency Code *

·       Total

 

Set Purchasing Preferences

Suggest a Vendor

Designate as a Work Order

Default Line Items With

Line Item Grid

Arkansas State Reporting**

* These columns are available only when your system is configured to Operate in Foreign Currency.

** These columns will only be visible for customers with C3 Arkansas State Reporting licensing.

 

How To

Create a New Requisition

Create a New Order Profile

Resubmit a Requisition

Update an Existing Order Profile

Delete an Existing Order Profile

Paste Line Items into the Request from Excel

Related Topics

Common Functionality for Data Entry Windows

Common Functionality for Grid Windows

Working with Excel