Reviewing requisitions

Use this procedure to inquire on requisitions from several points of view.

Procedure flow: Reviewing requisitions

Review requisitions

  1. Access one of these forms.
    To review requisition by Use
    Requesting Location Requisitions by Location (RQ40.1)
    "From" Location Requisition Status (RQ41.1)
    Item Requisitions by Item (RQ42.1)
    Note: To inquire on all statuses, leave the Status field blank.
  2. Select requisitions to review.
  3. Specify this information:
    Form Fields
    Requisitions by Location (RQ40.1)

    Requesting Location

    Requester
    Requisition Status (RQ41.1)

    From Company

    From Location
    Requisitions by Item (RQ42.1)

    Requesting Location

    Item

    The description of the first item on the requisition is displayed to help identify the appropriate requisition.

  4. To inquire on a specific requisition, place the cursor in the appropriate requisition line. Use the selection code value X to select the requisition. Then transfer to another inquiry or entry form.
    1. From the Window menu, select Local Form Transfer.
    2. In the Local Form Transfer dialog box, select Requisition Inquiry (RQ44.1).
  5. To inquire on the requisition line item detail, transfer to Requisition Detail Inquiry (RQ44.2).
    1. From the Window menu, select Local Form Transfer.
    2. In the Local Form Transfer dialog box, select Requisition Detail Inquiry (RQ44.2).
  6. To inquire on the requisition without transferring to another screen, use the Drill Around feature.
    1. Highlight the appropriate requisition.
    2. Select the Drill Icon.
    3. When the Drill Around window displays, select the option to view, such as Requisition Header Detail or Requisition Lines.

Related reports and inquiries

To Run
Report on a requisition's status Requisition Status Report (RQ140)
List requesting locations and their parameters Location Listing (RQ201)
Summarize requisition volume by requesting location Requisition Volume Summary Report (RQ240)
Print a report of items issued to the using departments Department Usage Report (RQ230)
Show the requesting location (departmental) demand on items over twelve periods; you can report on issue transactions to the requesting location or issue transactions to the accounting unit(s), but not both Requisition Location Usage (IC282)
Show postings to the general ledger broken down by account unit and accounts Departmental Procurement Expense Report (MM280)