Setting up the Requisitions application

If you use the Inventory Control application to issue items, then you must define at least one requesting location in the Requisitions application. Use this procedure to define information in the Requisitions application.

Access these forms to define the information listed.
Form Setup
Requesting Locations (RQ01.1) A requesting location can create Issue, Direct Transfer, or Intransit Transfer transaction types from the inventory location.
Company (IC01.1)

On the tab on Company (IC01.1), you can determine the type of approval required for requisition headers.

  • Header using approval codes

  • Header using ProcessFlow

  • Line using ProcessFlow

  • No approvals required
Requesters (RQ04.1)

A requester initiates demand for materials, supplies, and so on.

On the Requisition tab on Company (IC01.1), you can determine which tasks you will set for all users. You can also set a field that restricts the catalog search to specific criteria:

  • List only contract items (Yes, No, or Default to company level)

  • List only internal items (Yes, No, Items Setup in IC12, or Default to Company Level)

On the Main tab on Requesters (RQ04.1), you can determine the type of approval required for requisition headers.

  • Header using approval codes

  • Header using ProcessFlow

  • Line using ProcessFlow

  • No approvals required

If a company does not allow a task globally, then access is still granted to the requester on RQ04.
Approval Codes (RQ02.1)

Approval codes are defined for a requester using Approval Codes (RQ02.1). For each level of approval, you can determine these parameters:

  • Authorization lower limit. If the requisition's total value is equal to or greater than this amount, the manager assigned at this level must approve the requisition before the buyer reviews it.

  • Name of the person who must approve the requisition at this limit amount (for example, a supervisor or manager).

  • Authorization ID of the person who approves the requisition at this limit amount. The authorization ID has a similar functionality as a password, enabling the person to review requisitions.

Note: The use of approval codes requires approval of the requisition using Approval Review (RQ12.1) or the Approvals task.

See Approving requisitions.

See the information about how to set up the Requisitions application in the Requisitions User Guide.