Requisition - Supplier Order

OBJECTIVE

The Requisition – Supplier Order function converts a requisition to a stock order from catalogue.

The status of the requisition must be Confirmed. You can create an order from multiple requisitions using the Compile Requisitions function.

 

PREREQUISITE 

• Enter a Requisition

 

PROCEDURE 

 

Steps

maestro* > Purchasing > Purchasing > Procurements > Requisition ->Supplier Order

 

Converting a requisition to an order

1. Click the Display Only Requisitions Ready to be Processed icon.
2. Select a Requisition.

If documents have been linked to the requisition, they can be accessed by clicking the Documents icon.

3. Complete or change the information in the requisition in the Details tab.
   A supplier must be entered in the Supplier Code field and a quantity must be entered in the Qty Invt. field to transfer the requisition to orders.
   This information is taken from the requisition and cannot be modified.

The fields in the Requisition -> Supplier Order option are the same as those in the Stock Order from Catalogue option. Please refer to the help document of the Stock Order from Catalogue option to know the meaning of each field.

4. Enter the required information in the Delivery tab.
5. Enter the required information in the Memo tab: used to enter a memo for the order.
6. Click on Transfer this requisition to orders.
7. Select a New Status.

You can select a status if advanced approval for orders is enabled in Configuration. A default status can be defined by clicking the Configuration icon.

8. Printing a requisition or not. The order is now available in the Stock Order from Catalogue option.

 

See also

• Stock Order from Catalogue
• Supplier Management
• Define Supplier Addresses
• Payment Terms Management
• Print Purchase Orders
• Define Sites
• Catalogue Management
• Define Specifications
• Define Abbreviations

 

Last modification: September 20, 2024