Use this sub module to originate procurement requisitions.
To access this sub module click on: Procurement and Assets Management -> Navigate -> Operations -> Procurement -> Requisitions -> Origination.
The following screen will open up :
All available requisitions are populated to the screen :
Click on the ADD NEW button to open the following window :
On the above screen, fill the following:
Department - click on the department look up icon to open the department look up dialog box:
From the above list, select the correct department making the requisition.
Expected Date - Pick the expected date from the calendar icon.
Reason - Provide an appropriate reason for originating the requisitions.
Item Details Pane :
Item Register - click on the item description look up icon to open the item register look up dialog box :
Select the appropriate item that is to be procured.
Data will be automatically populated to the Inventory Category, Unit of Measure & Estimated Unit Cost fields.
Quantity - enter the quantity of goods/ products you need to be acquired for the department.
Click on the add button to add the entry to the Requisition Items Pane just below :
Repeat the above procedure to capture more requisition items for the department.
To remove an erroneous entry, select the erroneous entry then click on the remove button to effect its removal.
Check the applicable charges where necessary;
Check the Is locked Flag is need be:
Click on the create button to commit the entry into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
Accept or decline accordingly whether to effect the notification.
Identify the requisition entry to be edited :.
Click on the edit icon against the requisition entry to open the following screen :
On the above screen : The Reference, Department, Branch fields cannot be modified.
Expected Date - modify the expected date by navigating through the calendar and selecting the new expected date.
Reason - modify the reason as to why the products are being requested for.
Item Details Pane :
Modification also involves addition/ removal of entries from the requisition.
Pick an item from the Item Description lookup icon, specify its Quantity and add it to the Requisition Items Pane.
Repeat the above procedure to capture more requisition entries.
Select an entry then click on the remove button to effect its removal from the entries pane.
Click on the update button to save the changes into the system.
On successful completion you will get a pop up message confirming that the operation was successful.
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