Requisitions process flow
Requisitions has four main processes: setup, creating requisitions, replenishing cart and par locations, and processing requisitions.
| Process | Description |
|---|---|
| Setup | When setting up Requisitions, Inventory Control
requires information about your central reporting structure.
Specifically, you must determine the number of requesters, requesting
locations, and the approval levels that are needed. See the Supply Management Setup and Administration Guide. |
| Creating requisitions | The approval process places monetary limits on the
amount a requester can request. Approvers can authorize, reject, or
unrelease a requisition in Requisitions. Requisitions that are released create demand on stock or demand on vendors. Demand on stock is processed in Warehouse, which provides the ability to pick, pack, and ship the requested items. Purchase orders are created from requisitions in Purchasing to fill demand on vendors. Items are received through Purchasing and delivered through Warehouse. An overview of processing within Purchasing is discussed in this guide. Processing details are found in the Purchasing User Guide. Maintaining and tracking the status of requisitions and for processing item returns are provided in Requisitions. Maintaining and tracking the status of shipments are provided in Warehouse. |
| Replenishing cart and par locations | Cart and par locations have unique qualities similar to requisition templates. Established quantities of supplies in predefined arrangements are stored in a cart or par location. Cart and par locations are generally referred to as par locations. Cart and par location processing simplifies transaction processing for frequent turnover areas in health care companies. |
| Processing requisitions | When a requisition is created, items are requested from inventory or from vendors. Requisitions can be customized to suit your business needs. |