Options for Manually Creating a Requisition

These are optional tasks related to manually creating a requisition.

Specifying User Analysis values

If your company uses Strategic Ledger, you can specify the User Analysis (UA) values associated with the entire requisition or with an individual line.

To specify the UA values associated with the entire requisition, use the Header tab.

To specify the UA values associated with an individual line, use the Miscellaneous tab on the Lines tab.

You can specify UA values in several ways.

To Steps
Specify UA values directly in the User Analysis field Specify the values using commas to separate them. For example: value1, value2, value3, value4, and so on.
Use User Analysis Entry (SL40.5) to specify UA values Right click to define. The User Analysis Entry (SL40.5) subform opens. Select the User Analysis values you want to include.

Selecting kit accessories

If you select a kit item, you can also select kit accessories. Kit accessories are non-required kit components.

  1. After the requisition is added you select the Accessories button on the Line Detail tab to display Kit Accessories (RQ11.1).

  2. Select the appropriate kit accessories identifier.

  3. Add the kit accessories.

Checking for required approvals

You can access the level of approval required on a requisition. To check the approvals required, use the Drill Around button.

  1. Place your cursor in the Requisition Number field and select the Drill Around button.

  2. Select Requisition Header Detail.