Creating a requisition from a procurement template

A procurement template is similar to a previously defined shopping list from which you can select items. You can use a procurement template to quickly create a new requisition. This procedure outlines the process to create a requisition by copying all items from an existing procurement template.

Create a requisition from a procurement template

Access Requisition (RQ10.1).
Select a requester in the Requester field.

Locate the appropriate procurement template using the Template form tab.

In the Procurement Template field, 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.
Company and Requesting Location templates	Templates defined for the company and requesting location.

Select the appropriate template using the template name and description.

Select the Add form action.

The Select and Copy (RQ10.3) form displays.
Select Yes in the Select All Items field to copy all the items from the template onto the requisition.
If the selected template does not contain item quantities, then perform these steps.
1. Select the Add line action.
2. Specify a quantity.
Add the requisition.
Select the Change form action after you have specified all changes.
Close RQ10.3 and return to RQ10.1. Inquire on the new requisition.
Release the requisition by selecting the Release form action.