Requisition Maintenance

Program/Screen: POREQT/POREQTC2

Description:

Use this screen to review and work with a list of existing requisitions.  You can also create a new requisition from this screen.

 

Click a link to advance to that section of the topic.

 

• Navigation

• Options

• Fields

• Function Keys

• Related Programs

• Special Topics

 

Navigation

If your system is set to require a user name and password for certain programs, you must enter that information to access this screen.  If you are not required to enter a user name and password, you are taken directly to this screen from the menu.  Use the various fields at the top of the screen, along with the filters above the columns to focus the list on only those requisitions you want to review and work with.

 

Enter one of multiple option numbers to work with the existing requisitions.  Press F6 to add a new requisition.

 

Unique Requisition Screens

Requisition Maintenance

Requisition Entry

 

Additional Program Screens

PO Header Information

 

Options

Option	Description
2	Change.  Enter 2 in the Option field to advance to the Requisition Entry screen in CHANGE mode.
3	Filled (not from PO).  Enter 3 in the Option field to indicate that the requisition has been filled, but not through a purchase order.  This closes the requisition.
4	Delete.  Enter 4 in the Option field to delete the requisition.  Press Enter twice to confirm the deletion.
5	Display.  Enter 5 in the Option field to advance to a view-only version of the Requisition Entry screen.
6	Print.  Enter 6 in the Option field to print the requisition.
7	Authorize.  Enter 7 in the Option field to authorize the requisition so it can be turned into a purchase order.  See the PO Buyer Authorization guide for more information.
8	Display Purchase Order.  Enter 8 in the Option field to advance to a view-only version of the PO Header Information screen and review the purchase order that was created from the requisition.

 

Fields

Filters

 

Status

Enter the status code for the type of requisitions you want to review.  Leave the field blank to review all requisitions.  Valid codes are:

• O=Open.  Requisition is waiting to be authorized or put on a purchase order.

• C=Closed.  Requisition is closed.  A requisition can be closed manually using Option 3 on this screen.  It closes automatically when the item on the requisition is received.

• P=Purchase Order.  The requisition item has been added to a purchase order.

• A=Authority.  The requisition must be authorized by someone with the appropriate authorization level before it can be added to a purchase order.

 

Item Types

Enter one or more type codes for the item requisitions you want to review.  Leave the fields blank to review requisitions regardless of item type.  Valid codes are:

• P - Parts

• M - Merchandise

• E - Equipment

• * - Non-stock items

 

From/To Date

Enter a range of dates in which you want to review requisitions.

 

Project

If applicable, enter the number of the project for which you want to review requisitions.

 

Purchase Order Number

If applicable, enter the number of the purchase order for which you want to review requisitions.

 

Equipment

If applicable, enter the number of the equipment for which you want to review requisitions.

 

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Requisitions List

 

Requisition Number

Displays the number assigned to the requisition.

 

Quantity

Displays the quantity that was requisitioned for the item.

 

Location

Displays the location where the requisition was entered.

 

Requisition Date

Displays the date the requisition was entered.

 

Vendor

Displays the number of the vendor entered on the requisition.

 

Employee

Displays the name of the user who entered the requisition.

 

Contract

If applicable, this field displays the contract associated with the requisition.

 

Type

Displays the code that represents the type of requisition.  These are user-defined codes set up using miscellaneous reason code type RT.

 

Item Number

Displays the number of the item that was requisitioned.

 

Status

Displays the current status of the requisition.  Valid statuses are:

• A - Authorized

• C - Closed

• D - Deleted

• O - Open

 

Approval Level

Displays the code that represents the approval level needed for the requisition.  Valid codes are:

• C - Corporate

• D - District

• L - Location

• R - Region

 

Due Date

Displays the date that the items on the requisition are needed.

 

Maintained By

Displays the name of the user who last maintained the requisition.

 

Function Keys

Function Key	Description
F1	Help.  Place your cursor in a field and press F1 to access online help for that field.  Place your cursor outside of any field, and press F1 to access online help at the program level.
F3	Exit.  Exit the page or program.
F4	Search.  Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.
F5	Refresh.  Refresh the screen and remove entered data.
F6	Add New Requisition.  Advance to the Requisition Entry screen.
F7	Toggle Locations.  Toggle the list of requisitions from all locations to your screen location, or to the region in which your screen locations falls or the district in which your screen location falls.
F8	Toggle Delimiter Bar.  Not used.
F11	Detail.  Display or hide a second line of detail for each requisition.
F12	Cancel/Previous.  Exit the program or move back a screen.
F17 (Shift + F5)	Top/Bottom.  Press F18 to advance directly to the bottom of the requisition list.  Press F17 to return directly to the top of the list.
F18 (Shift + F6)
F24 (Shift + F12)	More.  Display more available function keys for the program.

 

Related Programs

Create/Maintain/Inquire/One Step PO

Auto Create PO

 

Special Topics

PO Buyer Authorization quick guide

 

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