Creating a requisition

You can add one or more line items to the requisition at the time you create it, or you can use the Requisition InfoViewer to add line items after the requisition is saved.

  1. Select Inventory > Materials Management > Create Requisition.
  2. Specify this information:
    Requester
    Specify the employee ID of the person requesting the items.
    Requesting Stock Area
    Specify the identification code for the stock area where the requested items will be stored. The requesting stock area is optional unless you're creating a transfer request.
    Delivery Instructions
    Specify any special directions or information required for the delivery of the items.
    Contact
    Specify the contact information for the person receiving the delivery. The delivery contact is added to each line item added to the requisition. You can change the delivery contact for individual line items, if necessary.
  3. Add line items to the requisition for the specific parts and services being requested. You can add an issue request, transfer request, or purchase request line item. You can also add line items to the requisition after it is created using the Requisition InfoViewer.
  4. Specify any other information required for the requisition, such as the number of the work order or group project for which the parts are required.
  5. Click Save.
    The requisition and its line items will have the status of In Progress. You can click the Requisition # link to view and edit the requisition in the Requisition InfoViewer.