The Requisitions process

Requisitions setup

When setting up the Requisitions application, you must consider the requesting needs for your central reporting structure. Specifically, you must determine the number of requesters, requesting locations, and the approval levels needed.

Creating Requisitions

When you create a requisition, you request items from inventory or from vendors. The Requisitions application provides different methods to create requisitions that allow you to customize the requesting process to suit your business needs.

Replenishing cart par locations

A cart par location represents a supply location, such as a supply cupboard, that stores established quantities of supplies. The Requisitions application lets you set up and replenish cart par locations manually, or by using handheld terminals.

Processing Requisitions

The approval process places monetary limits on the amount a requester can request. The Requisitions application provides options for an approver to authorize, reject, or unrelease a requisition.

Requisitions that are released create demand on stock or demand on vendors. Demand on stock is processed in the Warehouse application, which provides the ability to pick, pack, and ship the requested items. Purchase orders are created from requisitions in the Purchase Order application to fill demand on vendors. Items are received through the Purchase Order application and delivered through the Warehouse application. An overview of processing within the Purchase Order application is discussed in this user guide. Processing details are found in the Purchase Order User Guide.

The Requisitions application provides options for maintaining and tracking the status of requisitions and for processing item returns.

The Warehouse application provides options for maintaining and tracking the status of shipments.

Requisitions: Big picture

To represent the major process of the Requisitions application, this user guide is divided into four main parts.

The big picture flow shows Requisitions' four main processes, breaks the processes down into sub-processes, and serves as a reminder of where you are in the big picture.