8.2. Requisition

The requisition represents the document used to register and manage requests for procurement so that the necessary product stock required for the organization's activities is maintained. A requisition allows you to generate purchase orders and inventory movements.

The document "Requisition" is made of two parts: master and details. The master contains information used to identify the document: Document No., Date, Vendor, Organization, Warehouse etc. The details contain a list of products which represent the request for procurement. The list contains a line for each product in the requisition. Every line contains information about the product's price and quantity.

A requisition can be obtained:

• manually - by pressing the New record button in the Requisition window;

• automatically - using the Calculating Requisition Offers process, based on product procurement data (Product window, Procurement tab);

Requisition details can be obtained automatically using the Copy Details Process in the Requisition window, based on another requisition.

From on a requisition you can generate:

• purchase orders - using the Generate Purchase Order from Requisition process;

• inventory move - using the Generate Inventory Move from Requisition process;

In order to correctly generate purchase orders or inventory moves from a requisition the product procurement policy needs to be configured (Product window, Procurement tab),

The requisition can be printed by pressing the Print button in the toolbar. The print format used is determined by the document type. The language and date format are determined by the multi-language characteristic and the business partner language. In order to view the requisition before printing, in the User Preference window the Always view before print box must be checked.