Hi,
The requisition entry screen gets most of its fields from the Item Quantities window and the Item/Vendor window. I’ll list them below.
I hope this helps!
Kind regards,
Leslie
Requisition #: Generated automatically from the ‘next number’ on the POP setup window. You can change before you tab off the Req # field.
Description: You enter
Comment ID: You enter
Ship To Address: You enter – This is a Company address, not a site address.
Item Number: You have to select this, either your item # or the Vendor item # will display depending on your POP setup
U of M: Comes from the default purchasing UofM
Quantity Ordered: You have to enter this
Unit Cost: Comes from the last invoice cost from the vendor
Description: Comes from the Item Maintenance window or Vendor Item, depends on how you set it in POP setup
Site ID: You have to enter this BUT you can use the Modifier and set the property to ‘Save on Restart’ and the inventory site will stay
Vendor ID: Is the Primary Vendor for the selected site. It is set on the Item Quantities Maintenance window. If you don’t have a Primary Vendor, it will be blank
Account Number: Comes from the Inventory Account assigned to the Item. As soon as you select the item, the account will populate
Currency: Comes from the Vendor Maintenance card
Shipping Method:
Delivery It defaults to the Shipping Method from the Vendors primary address ID. If that’s a Pickup, you’ll need to change it to a Delivery Type shipping method. When you do that, The Shipping Address will change to the address attached to the site it will be delivered to. It will not change the Shipping Method, you do that.
Pickup It defaults to the Shipping Method from the Vendors primary address ID. If it defaults to a Pickup Type then the shipping address will be the address on the vendors designated ‘Purchase’ address ID. If you want it to be a Delivery, simply change the shipping method to a delivery type. It will change the Ship to address to the address of the site it will be delivered to.
Ship To Address :
Delivery For Delivery Shipping Type, this is the address for the Purchasing company’s site ID. The Ship To Address ID and the Site ID will be the same
Pickup For Pickup Shipping Type, this is the primary address on the vendor maintenance card. If you want it to turn into a Pickup, you need to change the shipping method.
Comment ID: You enter this
Required Date: You enter this
Requested By: This is the user ID who created the Requisition
All Others: The remaining fields rely on you to enter values. Status defaults to New.
