Creating store-to-store requisition headers

Create store-to-store requisition headers to specify information related to the entire requisition.

The status of the requisition header indicates the progress of the requisition through its cycle. You may change the status of the requisition based on your status authorization and requisition approval limits. You can only delete requisitions with a status of Unfinished.

Note: Requisition approval limits can be set at the header or the line level depending on the setting of the LIMITLEV installation parameter.

The system enforces several business rules that prohibit changing the status of a requisition header from Unfinished to any status other than Cancelled before adding any lines to the requisition. Additionally, the system enables or protects certain fields based on the requisition status. The system also populates fields on the requisition header with values from the requisition lines.

The system assigns a requisition number.

To create store-to-store requisition headers:

Open the Store-to-Store Requisitions form.
Click New Record.
To Organization—Enter the organization to which to send the parts on the store-to-store requisition. The organization you enter must be a specific organization to which you belong.
Requisition—Enter a description of the requisition in the adjacent field. The system automatically enters a default requisition description based on the setting of the REQDESC installation parameter. The system assigns a requisition number after you save the record.
Status—Select the status of the requisition.
From Store—Enter the store from which to issue the materials on the requisition.
To Store—Enter the store to which to issue the materials on the requisition.
Requested By—Enter the employee requesting the items on the requisition.

Note: The system automatically populates Entered By with the login ID of the user entering the requisition. If the user assigned for Entered By has a corresponding employee record, the system will automatically populates Requested By with the employee code of the user.
Delivery Address—Enter the address to which to deliver the items.
Class—Enter the class of the requisition. The classes shown belong to the REQ entity.

Note: The system automatically populates Date Requested with the system date.
Cost Code—Enter the cost code with which to associate the cost of the requisition.
Reject Reason—Enter an explanation of the reason that the requisition is being rejected if necessary. Reject Reason is protected when the status of the requisition is Unfinished or Cancelled. However, the system enables Reject Reason and it becomes required if you change the status of the requisition to Rejected.

Note: The system automatically selects Printed when this requisition is printed.
Default Approver—Enter the name of the person who will approve the requisition.

Note: The system automatically populates Approved By with the employee code identifying the person who approves the requisition and Date Approved with the system date when the requisition Status is Approved.
The system displays the total number of the lines containing parts on the requisition in Requisition Lines and populates Total Req. Value with the total cost of the items on the requisition in the default currency of the Organization.
Click Save Record.