Prerequisites
The users' role must have access to the Requisition Entry feature in Inventory module by providing the level 4 Role Privilege to it in Admin – Security Settings – Role Privileges.
Step-by-step guide
The process is divided in the following steps:
- Go to Inventory > Requisitions > Requisition Entry.
- Requisitions - Requisition Entry window will open.
- Fill the General Information:
- Owner Site (Mandatory Field) will be populated automatically as per the connected site. You can change the site from the lookup window.
- Requisition No.: This number will be generated automatically.
- Entry Date: The system date will be populated automatically in this field. You can change it as per your requirement.
- Status will be populated automatically.
- Fill the Item Information:
You can provide here items either by Import Barcode or Scan Item or Select Item. The item's information gets displayed from groups to category values. If the item is selected twice, it will ask you whether you would like to increase the quantity or overwrite or skip the quantity of the item.
- Any required Remarks must be put in the Others section
- Click on the Save Button to save the Requisition Entry.