Creating a requisition by selecting lines from a procurement template

You can select lines from a procurement template to quickly create a new requisition. This procedure outlines the process to create a requisition by selecting some items from a procurement template.

Create a requisition by selecting lines from a procurement template

  1. Access Requisition (RQ10.1).
  2. Select the requester in the Requester field.
  3. Locate the appropriate procurement template using the Template form tab.
    1. Select the type of template you want to use.
      Template ID Description
      Company Templates Templates defined for the requester's company.
      Requester Templates Templates defined for the selected requester.
      Templates for a Company and Requesting Location Templates defined for the company and requesting location.
    2. Select the appropriate template using the template name and description.
  4. Select the Add form action.

    The Select and Copy (RQ10.3) form displays.

  5. Select No in the Select All Items field to select some items from the procurement template.
  6. Select items from the template.
    1. Select the Add line action on the appropriate line. Lines on which you do not select the Add line action are not copied to the requisition.
    2. Specify the quantity or make other line detail changes.
  7. Add the requisition.
  8. Close the Select and Copy (RQ10.3) form. Return to RQ10.1 and inquire on the new requisition.
  9. Release the requisition by selecting the Release form action.
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