Creating Requisitions for Equipment and Supplies

This procedure outlines the process for creating a requisition for equipment or supplies by directly entering information on a requisition.

Note: There are several ways to use the Requisitions application to create requisitions. Lawson recommends you use the Requisitions User Guide for complete procedures on the setup and processing of requisitions.

To create a requisition

  1. Access Requisition (RQ10.1).
  2. Select a requester ID in the Requester field.
  3. To use the automatic numbering feature, leave the Requisition Number field blank. If you are not using the automatic numbering feature, type a requisition number.
  4. Define your requisition header information.
  5. To define default information for all requisition lines, use the Miscellaneous tab. Use the following guidelines to enter field values:
    Note: Select accounting unit and activity information for each individual line item by using the fields on the Line Detail tab. (See step 8.)
    Accounting Unit

    Type or select the applicable accounting unit to default the accounting unit onto every newly added line.

    Account

    Type or select the applicable account and subaccount to default this value onto every newly added line. These fields make up the expense account for the requisition charges.

    Activity

    Type or select an applicable activity to default this value onto every newly added line.

    When you add or change a requisition line for an activity, the Requisition system logic checks the activity budget. The system creates a budget commitment record when you release the requisition.

    Account Category

    Type or select an applicable account category to default this value onto every newly added line.

    Vendor

    Select a vendor code for the requisition. The vendor prints on the requisition when you run Print Requisitions (RQ111). The vendor can be changed when a purchase order is created. The vendor must be previously defined in Vendor (AP10.1).

    For information on vendor defaulting, visit the Knowledge Base.

  6. To define drop ship information, use the Drop Ship tab. A drop ship location is a non-standard location, such as the requester's location. The vendor ships items directly to the drop ship location, not to the company's receiving location.
  7. Define requisition line items using the Lines tab
    1. Select the Add line action.
    2. Select the item number.
    3. Type the quantity and select the unit of measure.
    Note: To view valid units of measure for the item, place the cursor in the Item field, choose the Drill Around button, and select Valid Units of Measure.
    Note: Adding requisition lines can invoke a budget edit, but you are allowed to add the lines.
  8. To define line detail for an individual line, use the appropriate form tab.
    To Use
    Select the account and activity information for a line Line Detail tab.
    Select the Create PO flag to Yes to indicate demand on a vendor Line Detail tab.
    Select a vendor and purchase from location for that vendor Purchasing tab.
    Select a major and minor purchasing class Classes/Code tab.
    Select Deliver From and Deliver To information Miscellaneous tab.

    Select Fill or Kill processing

    To override the value selected for the requesting location, you can do so for an individual line.

    		 Miscellaneous tab.
    Select a comment code for a previously defined comment Classes/Code tab.
  9. Add the requisition by selecting the Add form action.
  10. To distribute costs to multiple accounts, activities, or account categories, you can add multiple account, activities, or account category distributions to any non-stock, special, or service item but only to IS transactions for inventory items. Click the Mult button on the Line Detail tab to access Account Distribution (RQ10.2).
  11. To add additional information, you can add comments to an individual line. Click the Add comments button on the Line Detail tab to select the comment type and define where to print the comment.
  12. Release the requisition by selecting the Release form action.
    Note: Activity commitments are created at the time of release. Releasing the requisition can invoke a budget exceeded message if the requisition amount exceeds the budget.

Related Reports and Inquiries

To Use
Print a group of requisitions or an individual requisition Print Requisitions (RQ111)