Requisitions

Form ID: (RQ302000)

Note: This form is available only if the Purchase Requisitions feature is enabled on the Enable/Disable Features (CS100000) form.

You can use this form to create a requisition for requests that have already been approved and checked for compliance with the budget. Alternatively, if your company does not require that requests undergo budget compliance verification, you can start the process of requesting items by using the current form to create a requisition.

After a requisition is created, your company may require approval by a designated employee. By using this form, these employees can view, approve, and reject requisitions created by other users. You can also use the form to facilitate the bidding process for an approved requisition, as well as to create a customer quote, purchase order, or sales order.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
Approve	Approves this requisition and automatically gives it the Pending Bidding status. Depending on how the approval workflow is organized in your company, the requisition can be approved on the Approvals (EP503010) form or by using this button. This button is available only when the requisition approval process has been configured in the system—that is, when the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form, the Require Approval check box is selected on the General tab (Requisition Settings section) of the Purchase Requisitions Preferences (RQ101000) form, and an approval map has been specified for the document type (Requisition) on the Approval tab of thePurchase Requisitions Preferences form.
Cancel Request	Cancels the requisition and assigns it the Canceled status. The canceled requisition cannot be edited.
Create Quote	Creates a sales quote for the requisition if the current requisition is for a customer—that is, if a customer is specified in the Summary area. The system displays the reference number of the created quote on the Sales Orders tab of the form. A sales quote in MYOB Advanced is a sales order with the Quote automation behavior. This command is available when the system has assigned the Pending Quote status to the requisition. This occurs after the bidding process has been completed and vendor selection has occurred on the Bidding tab.
Create Orders	Creates a purchase order or multiple orders for this requisition. (Clicking this command creates multiple purchase orders if multiple vendors are selected for the requisition.) The system displays the reference number of the created purchase order on the Purchase Orders tab of the form. This command is available when the system has assigned the Open status to the requisition. This occurs after the bidding process has been completed and vendor selection has occurred on the Bidding tab. If the current requisition is for a customer and a sales quote has already been created or the Quoted check box has been selected for the requisition, this command creates a sales order. The system displays the reference number of the created sales order on the Sales Orders tab of the form.
Hold	Changes the status of the requisition to On Hold. You click this command when you want to make changes to the requisition or to pause its processing. This command is available when the requisition has the Pending Bidding, Pending Approval, or Open status.
Mark as Quoted	Changes the status of the requisition to Open and selects the Quoted check box in the Summary area. You can click this command when you don't need to create a quote for a requisition. This command is available when the requisition has the Pending Quote status.
Reassign	Opens the Reassign Approval dialog box, in which you can specify a new approver to reassign the selected record to this approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form. This command is available only when the requisition approval process has been configured in the system—that is, the following conditions are met: The Approval Workflow feature is enabled on the Enable/Disable Features form. The Require Approval check box is selected on the General tab (Requisition Settings section) of the Purchase Requisitions Preferences form. An approval map has been specified for the document type (Requisition) on the Approval tab of thePurchase Requisitions Preferences form.
Reject	Rejects the requisition. This causes the system to automatically assign it the On Hold status, and it can be edited. This button is available only when the requisition approval process has been configured in the system—that is, when the Approval Workflow feature is enabled on the Enable/Disable Features form, Require Approval check box is selected on the General tab (Requisition Settings section) of the Purchase Requisitions Preferences form, and approval map has been specified for the document type (Requisition) on the Approval tab of thePurchase Requisitions Preferences form.
Request for Proposal	Navigates to the Request for Proposal (RQ611000) report, which you can use to view, print, and send the request for proposal to the vendors specified on the Bidding tab. This command is available when the requisition has the Pending Bidding status.
Remove Hold	Changes the status of the requisition from On Hold to Pending Bidding or Open. You click this command when the requisition is ready for further processing. This command is available when the requisition has the On Hold status.
Send Request for Proposal	Generates emails based on the Request for Proposal(RQ611000) report to the vendors and the employees specified on the Bidding tab. This command is available when the requisition has the Pending Bidding status.
Validate Addresses	Validates the account addresses through integration with a specialized third-party software or service. This command appears on the More menu only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up.
View Bidding	Navigates to the Complete Bidding (RQ503000) form, so that you can proceed with the bidding process. This command is available if the requisition has the Pending Bidding or Open status.

Reassign Approval Dialog Box

In this dialog box, you can specify the new approver to whom you want to reassign the selected record or records.


Element	Description
New Approver	The name of the employee to whom you want to reassign the selected record or records.
Ignore Approver's Delegations	A check box that indicates (if selected) that the system will assign the selected records to the specified new approver but not to their delegate, even if the new approver is unavailable and has a delegation set up for the current date. If the check box is cleared and if the new approver is not available and has a delegation set up for the current date, the system will reassign the selected records to the delegate if the delegate is available. If the delegate is unavailable, the system will reassign the requests to the delegate of the delegate. The system will continue the search in this way until it assigns an approver that has no active delegations set up for the current date or it detects a loop in the chain of delegations (in which case you will have to specify a different approver).
This dialog box has the following buttons.
Reassign	Closes the dialog box and reassigns the selected record or records to the specified new approver if the reassignment of approvals is allowed in the related rule of the approval map on the Approval Maps (EP205015) form.
Cancel	Closes the dialog box and cancels the reassignment of the selected record or records to a new approver.

Summary Area

In this area, you can enter summary information about a new requisition or select an existing requisition to view, modify, or act upon it.


Element	Description
Ref. Nbr.	The identifier of the requisition, which the system assigns based on the numbering sequence specified on the Purchase Requisitions Preferences form.
Status	A read-only box that shows the system-generated status of the requisition, which is one of the following options: On Hold: Allows the requisition to be edited. If you click Remove Hold on the form toolbar, the status changes to Pending Approval (if the requisition requires approval), Open (if no approvals are required and the vendor has been specified for the requisition), or Pending Bidding (if no approvals are required and no vendor has been selected for the requisition). Pending approval: Indicates that the requisition requires approval by the person assigned to approve it. The system assigns the requisition for approval according to the assignment rules defined on the Assignment and Approval Maps (EP205500) form if your system's settings specify such a map for requisitions. Open: Indicates that a vendor has been selected for the current requisition; purchase orders can be created or the customer quote has been selected for the current requisition and sales orders can be created. Closed: Reflects that the requisition was fulfilled and the requested items were received. The requisition gets this status if the order quantity is zero for all items in the requisition. Canceled: Indicates that the requisition was canceled by the user and cannot be edited. Pending Bidding: Means that the bidding process has started for the requisition and a vendor must be chosen for the requested items. You can choose a vendor by using the Complete Bidding(RQ503000) form or the Bidding tab of this form. Pending Quote: Indicates that a customer is specified for the current requisition on the Summary area, the purchase order has been already created for the requisition, and a customer quote must be created for the requisition. In MYOB Advanced, a quote is a proposal of specified prices to the specified customer. Use the Create Orders (RQ505000) form or the Sales Order tab of this form to create a customer quote. Released: Reflects that the purchase order for the requisition was created.
Date	The date when the requisition was entered. By default, the current date appears here, but it can be changed.
Approved	A check box that indicates (if selected) that the requisition has been approved, the status of the requisition is Open, the bidding process can be started, and purchase and sales orders can be created. This check box is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.
Description	A description of the requisition.
Priority	The priority of the requisition. You can select one of the following options: Low, Normal, or High. The default priority is Normal.
Creator	The creator of the requisition.
Customer	The customer that will receive the requested goods, if the requester is a customer.
Location	The location of the customer requesting goods. Select it from the list of locations. This box appears only if the Business Account Locations feature is enabled on the Enable/Disable Features form.
Quoted	A check box that indicates (if selected) that the customer agreed to the set price and the sales order can be created now. This check box appears if a customer has been specified for the current requisition in the Summary area—that is, the requisition is a customer request.
Currency	The currency of the requisition document.
Est. Ext. Cost	A read-only box showing the estimated total cost of the requested inventory items (those specified in the Details tab). The system calculates this amount as the sum of the costs of all items listed for this requisition.

Details Tab

The Details tab displays the list of inventory items for this requisition, which can include one item or multiple items. You can either add items to the requisition one by one (selecting each item by its identifier), or use the buttons on the table toolbar to easily find items that meet particular criteria. You can also find existing requests and add their items to the current requisition.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Request Details	Navigates to the Request Details dialog box, from which you can view the details of the request this requisition is based on.
Add Item	Opens the Inventory Lookup dialog box, which you can use to add inventory items to the list of requested ones. You can search for items by a string in the Inventory ID, by a string in the barcode, by warehouse, or by item class.
Add Requested Items	Opens the Select Requested Items dialog box, so you can find items from existing requests and add them to the current requisition.
Merge Lines	Merges the selected lines–that is, the lines for which you have selected the unlabeled Included check box before clicking this button. Lines cannot be merged with one another if they have different line sources, inventory IDs, units of measure, or expense accounts.
Purchase Details	Navigates to the Purchase Order Lines dialog box, so you can view the details of purchase orders.

Table 2. Table Columns
Column	Description
Included	An unlabeled check box you use to select the inventory item for processing.
Inventory ID	The identifier of the inventory item.
Subitem	The subitem of the item, if applicable. This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Line Source	The source of the requisition line; the system automatically fills in this column with one of the following options: Request: The line was added when the current requisition was based on a request—that is, when the Create Requisitions (RQ504000) form was used or when the Add Requested Itemscommand on this tab of the current form was used to add the line. Draft: The line was added when a user directly added the inventory item into the current requisition.
Line Type	The type of requisition line. The following options are available: Goods for IN: For goods requested for inventory Non-Stock: When requested goods are non-stock items Service: For a service
Warehouse	The warehouse where the inventory item is stored. This column appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features form.
Description	The description of the inventory item.
UOM	The unit of measure of the inventory item.
Order Qty.	The quantity of this item that is requested.
Est. Unit Cost	The estimated cost per unit.
Est. Ext. Cost	The estimated total cost of this inventory item that is requested. This amount is calculated as the unit cost multiplied by the number of items that are requested.
Account	The expense account to which the expense amount will be assigned after the request has been fulfilled.
Sub.	The expense subaccount for the specified expense account.
Alternate ID	An alternate ID of the item specified on the Cross-Reference tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. The system can insert alternate IDs of the Vendor Part Number, Global, or Barcode type in this column. If there are several alternate IDs specified for the item, the system displays an alternate ID with the highest priority. The system determines the priority of alternate IDs as follows: The first alternate ID with the Vendor Part Number type that has the same vendor as the vendor specified in the document and the same UOM as the UOM specified in the UOM column on the Details tab of the current form for this item. The first alternate ID with the Vendor Part Number type that has the same vendor as the vendor specified in the document and no UOM specified. The first alternate ID with the Global type that has the same UOM as the UOM specified in the UOM column on the Details tab of the current form for this item. The first alternate ID with the Global type that has no UOM specified. The first alternate ID with the Barcode type that has the same UOM as the UOM specified in the UOM column on the Details tab of the current form for this item. The first alternate ID with the Barcode type that has no UOM specified. For more information on using alternate IDs, see Item Cross-References.
Use Markup %	A check box that you select to indicate that a markup percentage should be used to calculate the price of the item.
Markup, %	The percent of the item's cost that will be added to get the selling price for this inventory item. Use this column if the inventory item will be resold.
Min. Receipt, %	The minimum quantity of the goods, specified as a percentage, that is required to accept the goods at a warehouse and create a purchase receipt. The value in this column cannot be less than 0 (which means that no minimum acceptable quantity for the purchase receipts is required) or greater than 100.
Max Receipt, %	The maximum quantity of the goods, specified as a percentage, that may be accepted at the warehouse. The value in this column cannot be less than 0 (which means that no maximum acceptable quantity for the purchase receipts is required) or greater than 999.99. You can specify a number greater than 100 if your company can receive more than the ordered quantity.
Complete On, %	The minimum percentage of the total purchased inventory items that must be received to complete the purchase order. This column specifies information related to the purchase order.
Receipt Action	The action to be performed on receipt of the purchased goods if the receipt quantity is greater than the Max. Receipt value or less than the Min. Receipt value. You can select one of the following options: Reject: Receipt of the purchased inventory items will be rejected. Accept but Warn: Receipt of the purchased inventory items will be accepted, but the system will generate a warning. Accept: Receipt of the purchased inventory items will be accepted.
Required Date	The date when the items are required. This date should be later than the promised date.
Promised Date	The date the request should be fulfilled. The system calculates the promised date as the date of creation of the request plus the promised lead time specified for the request class.
Canceled	A check box that (if selected) indicates that this request has been canceled.

Table 3. Request Details Dialog BoxIn this dialog box, you can view the details of the request the current requisition was based on. The table on the dialog box has the columns and buttons described below.
Element	Description
Priority	The priority of the request, which can be any of the following options: Low, Normal, or High.
Ref. Nbr.	The numerical identifier of the request.
Date	The date when the request was entered into the database.
Requested By	The identifier of the requester.
Department	The department of the requester.
Inventory ID	The unique identifier of the inventory item.
UOM	The unit of measure of the inventory item.
Description	The description of the inventory item.
Qty.	The number of items that are requested.
Open Qty.	The number of items that are still to be shipped.
The table toolbar includes standard buttons and buttons specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
View Request	Opens the Requests form as a pop-up, so you can view additional details about the request.
Add Requested Items	Opens the Select Requested Items dialog box, so you can add requested items to the requisition.
The dialog box has the following button.
OK	Closes the dialog box.

Table 4. Inventory Lookup Dialog Box
The Inventory Lookup dialog box provides information on the availability of stock items at your company's warehouses; you can add the appropriate quantity of the item to the document if needed. To find an item or items, you can type a string from its inventory ID or barcode in the Inventory box.

This dialog box includes the following elements.
Element	Description
Inventory	A box you can use to search for a particular item or items by a string that is a part of the inventory IDs of the items you want to find.
Barcode	A string that represents the barcode of the items you want to find.
Only Vendor's Items	A check box that you select for the search to be performed on only items that are associated with the vendor selected in this document.
Warehouse	The warehouse where the item you want to find is stored. You can leave the box blank to view information for all warehouses. This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Item Class	The item class of the item for which you want to view the availability information.
Subitem	The subitem of the item for which you want to view the availability information. This box is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
The dialog box also has a table where the stock items matching your selection criteria are listed. The table has the following columns. The table toolbar includes only standard buttons. For the list of standard buttons, see Tables.
Included	An unlabeled check box that you can select to add the selected item to the current document.
Qty. Selected	The quantity of the item you want to add to the current document.
Inventory ID	The unique identifier of the stock item.
Subitem	The subitem code, if subitems are used in your system. This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Description	A description of the item.
Purchase Unit	The purchase unit of the item.
Qty. Available	The quantity of the inventory item currently available at the warehouse.
Qty. On Hand	The quantity of the inventory item currently on hand at the warehouse.
Qty. PO Orders	The quantity of the stock item specified on existing purchase orders.
Qty. PO Receipts	The quantity of the stock item specified on purchase receipts.
Alternate ID	The alternate identifier used for the this item-subitem pair.
Alternate Type	The type of the alternate ID; it can be Vendor Part Number, Customer Part Number, Barcode, or Global.
The dialog box has the following buttons.
Add	Adds the selected stock items (those with the Included check boxes selected) to the current document.
Add & Close	Adds the selected stock items (those with the Included check boxes selected) to the current document and closes the dialog box.
Cancel	Cancels the changes and closes the dialog box without adding any stock items to the current document.

Table 5. Select Requested Items Dialog BoxThis dialog box, which you use to add requested inventory items to the current requisition, includes a selection area with the following elements.
Element	Description
Assigned To	A box and the Me check box, which you use in the following ways to view the employee the requests are assigned to: Select the Me check box to view the requests assigned to you for approval. The box will display your user name. Clear the Me check box and select another user to view the requests assigned to the user. Leave the elements blank to view the requests of all users of the selected workgroup (if one is specified) or all workgroups visible to you (if no workgroup is specified).
Workgroup	A box and the My check box, which you use in the following ways to select the workgroup the requests are assigned to: Select the My check box to view the requests assigned to your workgroup. The box will display the workgroup name. Clear the Me check box and select another workgroup to view the requests assigned to employees in the workgroup. Leave the elements blank to view the requests assigned to your workgroup and workgroups lower in the hierarchy.
Display Escalated	A check box that you select to display escalated requests will be displayed. Requests are escalated according to assignment rules specified in the assignment map on the Purchase Requisitions Preferences (RQ101000) form.
Merge Lines	A check box that you select if the selected line should be merged with the line of the Details tab on the Requisitions form. Lines cannot be merged with each other if they have different line sources, inventories, units of measurement, or expense accounts.
Inventory ID	The inventory item for which you want to view requests, which you can select from the list. If you specify an item, the system will bring up all requests involving this item (and matching other criteria).
Subitem	The subitem of the stock item. This box is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Request Class	The request class for which you want to display requests, which you can select from the list.
Priority	The priority of the request. Select one of the following options: All, Low, Normal, or High.
Requested By	The identifier of the person who created the requests you want to view.
Department	The department of the requester for which you want to view requests.
Vendor	The unique identifier of the vendor for which you want to view requests. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Description	The description of the vendor. You can type a search string here that might be part of the description.
The dialog box includes a table where the requests meeting the selection criteria are listed. The table includes the following columns.
Included	A check box that you select to include the requested item among those added to the requisition.
Priority	The priority of the request. There are three options: Low, Normal, and High.
Request Class	The request class to which the request belongs.
Ref. Nbr.	The reference number of the request.
Requested by	The unique identifier of the person who created the request.
Inventory ID	The alphanumerical identifier of the inventory item.
Subitem	The subitem of the inventory (stock) item . This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Description	The description of the inventory item.
UOM	The unit of measure of the inventory item.
Select Qty.	The quantity of the item you want to add to the current document.
Open Qty.	The number of inventory items that are still not shipped.
Requisition Qty.	The number of inventory items that have been already requested through the requisition.
Vendor	The unique identifier of the vendor.
Location	The location of the vendor. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Vendor Name	The business name of the vendor.
Vendor Ref.	The reference number that the vendor has assigned to the document.
Vendor Description	A description of the vendor. If the requester did not know the vendor ID and business name, this element might contain any notes regarding the needed vendor.
Alternate ID	The identifier of the inventory item that is used by the vendor.
Required Date	The date that specifies when the item is requested.
Promised Date	The date the request should be fulfilled according to the request class. The system calculates the promised date as the date of creation of the request plus the promised lead time specified for the request class.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar. The dialog box has the following buttons.
Save	Adds the requested items you have selected by using the Included check boxes to the current requisition, and closes the dialog box.
Cancel	Cancels changes and closes the dialog box without adding any selected requests to the current requisition.

Table 6. Purchase Order Lines Dialog BoxIn this dialog box, you can view a table with the details of all purchase orders that were created for this requisition.
Column	Description
Type	The type of the purchase order: Blanket, Standard, or Normal.
Date	The date when the purchase order was created.
Order Nbr.	The unique identifier of the purchase order.
Vendor ID	The unique identifier of the vendor.
Location	The applicable location of the vendor. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Status	The status of the purchase order document, which is one of the following options: Open: The quantity of purchase receipts performed for this purchase order is less than the quantity of goods required to complete the purchase order, or that the purchase order was not closed manually. Pending Approval: Approval by the person assigned to approve the purchase order is required. Pending Printing: The document must be printed but that this operation has not yet been performed. Pending Email: The document must be emailed but that this operation has not yet been performed. Closed: All the ordered goods were received or that the purchase order was closed manually before the whole quantity of purchased goods was received. Canceled: The purchase order was canceled by the user. Canceled orders cannot be edited, and purchase receipts cannot be performed on these orders.
Line Type	The type of the requisition line, which can be Goods for IN, Non-Stock, or Service.
Inventory ID	The alphanumerical identifier of the inventory item.
Subitem	The subitem of the inventory item, if applicable. This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
UOM	The unit of measure of the inventory item.
Order Qty.	The number of items that are requested.
The table toolbar includes standard buttons and buttons specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
View Order	Navigates to the Purchase Orders (PO301000) form.
The dialog box has the following button.
OK	Closes the dialog box.

Shipping Tab

This tab holds details about shipping and the destinations at which the requested items should be delivered.

Table 7. Ship To SectionIn this section, you specify the address to which the items included in this purchase requisition should be shipped. The system copies these settings to a purchase order created based on this purchase requisition, but the default settings of the purchase order can be overridden.
Element	Description
Shipping Destination Type	The type of the destination where the items added to the document must be shipped, which can be any of the following: Branch: The goods must be shipped to the main address of the branch of your organization, which is selected in the Ship To box, as defined on the Branches (CS102000) form. Customer: The items must be shipped directly to a particular customer, which you select in the Ship To box. You may also need to select the customer location in the Shipping Location box of this section. Vendor: The items must be shipped to a particular vendor, which you select in the Ship To box. You may also need to select the vendor location in the Shipping Location box of this section. Warehouse: The items must be shipped to a particular warehouse of your company that has an address that is different from the delivery address of the branch. If you select this option, you must select the specific warehouse in the Warehouse box of this section.
Ship To	The particular destination of the selected type. The value of this box depends on the value specified in the Shipping Destination Type box as follows: For Branch, the box displays the branch that is selected in the Company and Branch Selection menu in the Info area. Attention: You cannot select another branch in this box. If you have access to multiple branches, you can select the required branch in the Company and Branch Selection menu. For Customer, you can select a customer from the list. For Vendor, you can select a vendor from the list. The box is displayed only if Branch, Customer, or Vendor is selected in the Shipping Destination Type box. The list of values may be limited based on roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. You can select a customer or vendor whose visibility is not restricted, that is, the following settings are specified on the Customers (AR303000) or Vendors (AP303000) form: The Restrict Visibility To box is empty for the customer or vendor—that is, the customer's or vendor's visibility is not restricted. A branch, company, or company group is specified in the Restrict Visibility To box for the customer or vendor, and your user account is assigned to the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the branch, or the Company Details tab of the Companies (CS101500) form for the company or a company within the company group.
Shipping Location	The location of the particular destination to which the items are to be shipped. The value of this box depends on the value specified in the Shipping Destination Type box as follows: For Branch, the shipping location is the delivery address specified on the Delivery Settings tab of the Branches (CS102000) form. For Customer, you can select the location from the list if multiple locations are defined for the customer on the Locations tab of the Customers (AR303000) form. For Vendor, you can select the location from the list if multiple locations are defined for the vendor on the Locations tab of the Vendors (AP303000) form. This box is displayed only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form and the Branch, Customer, or Vendor is selected in the Shipping Destination Type box.
Warehouse	The warehouse of your company that will receive and store the items from the vendor. The box is displayed only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form and if Warehouse is selected in the Shipping Destination Type box of this section.

Table 8. Ship-To Contact Section
Element	Description
Override	A check box that you select to not use the default contact information and to specify different settings in the following elements.
Company Name	The business name of the selected destination.
Attention	The attention line as it is used in your company's business letters, which is used to direct the letter to the proper person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Phone 1	The main phone number of the contact person on shipment matters.
Email	The email address of the contact person on shipment matters.

Table 9. Ship-To Address Section
Element	Description
Override	A check box that you select to override the default address information and specify different settings in the following elements.
Validated	A check box that indicates (if selected) that the vendor address has been validated through integration with a specialized third-party software or service. This element appears only if the Address Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Address Lookup	A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.
Address Line 1	The first line of the selected destination's address.
Address Line 2	The second line of the selected destination's address.
City	The city of the selected destination's office.
Country	The country of the selected destination's office.
State	The state of the selected destination's office.
Postal Code	The postal code of the selected destination's office.

Table 10. Ship Via Section
Element	Description
FOB Point	The destination at which the vendor delivers the goods to be loaded to the transportation provided by the carrier. You can select one of the following options: Destination: To assign the final destination as the FOB point. Port: To assign the port as the FOB point. Shipping Point: To assign the shipping point as the FOB point.
Ship Via	The service or carrier selected to ship the goods, which you can select from the list.

Address Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:

If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.

You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the *Address Lookup Integration* feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integration with Web Map Services.
Element	Description
Enter a Location	A box for searching for the company's address. You can find the address by doing the following: Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code. Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form. The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area	The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used. In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select	Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel	Closes the dialog box and cancels the selection of the company address.

Bidding Tab

On this tab, you can specify the vendors that take part in the bidding process, send requests for proposals to these vendors, view the responses, and choose the vendor. You can select only one vendor to fulfill the requisition on this tab; use the Complete Bidding (RQ503000) form to select multiple vendors to fulfill the requisition.

This tab consists of the following parts:

An unlabeled area where you can manually select the vendor or where the vendor is selected automatically (based on the suggested price) once you click Choose Vendor on this tab.
The Bidding Vendors table, where you list all the vendors taking part in the bidding process (if multiple vendors are providing bids).

Table 11. Chosen Vendor Section
Element	Description
Vendor	The vendor by its ID, which is filled in after you have selected the vendor to fulfill the requisition. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Location	The location of the vendor as specified in the Bidding Vendors section. This box appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Vendor Ref.	The reference number that is assigned to the document by the vendor, if applicable. You can type the number.

Table 12. Bidding Vendors Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Vendor Info	Navigates to the Vendor Address dialog box, so that you can view and edit vendor information.
Vendor Response	Navigates to the Bidding Responses (RQ303000) form, so that you can view and enter information about the vendor response.
Choose Vendor	Chooses the selected vendor for all the requisition items.
Send Request	Sends a request for proposal by email to the vendor you have selected by clicking the corresponding line.

Table 13. Bidding Vendors Table Columns
Element	Description
Vendor ID	The vendor, by its ID, which you select from the vendor list. The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true: The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted. A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Vendor Name	The name of the vendor.
Location	The location of the vendor. This box will be filled in automatically if the vendor has only one location; otherwise, select a vendor location from the list. This box appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Location Name	The name of the vendor location.
Currency	The ID of the currency that is used in operations with the vendor.
Shipping Terms	The shipping terms of the vendor.
FOB Point	The destination at which the vendor delivers the goods to be loaded to the transportation provided by the carrier. You can select one of the following options: Destination: The FOB point is the destination. Port: The FOB point is the port. Shipping Point: The FOB point is the shipping point.
Lead Time (days)	The number of days a requester should wait for a request to be fulfilled.
Ship Via	The carrier; select it from the list of carriers.
Expiration Date	The deadline for delivery. This date should not be later than the promised date.
Promised Date	The date when the requisition must be fulfilled. The system calculates the promised date as the date of creation of the request plus the promised lead time specified for the request class.
Request Sent	A check box that indicates (if selected) that the request for proposal was sent to the vendor.

Table 14. Vendor Address Dialog BoxUse this dialog box to view and edit the vendor information. The dialog box includes the following elements.
Element	Description
Override	A check box that you select to override the default contact information for the vendor and specify settings in the following elements.
Business Name	The business name of the vendor.
Attention	The person or the department to contact on matters related to the purchase order.
Phone 1	The phone of the vendor.
Email	The email address of the vendor.
Override	A check box that you select to override the vendor default address information and specify different settings in the following elements.
Address Line 1	The first line of the office address of the vendor.
Address Line 2	The second line of the vendor office address.
City	The city where the vendor office is located.
Country	The country where the vendor office is located.
State	The state where the vendor office is located.
Postal Code	The postal code of the vendor office.
The dialog box has the following button.
OK	Closes the dialog box.

Vendor Info Tab

This tab holds detailed information about the vendor supplying the requested goods.

Table 15. Vendor Contact Section
Element	Description
Override	A check box that you select to override the default contact information for the vendor and specify different settings in the following settings.
Business Name	The business name of the vendor.
Attention	The person or the department to contact on matters related to the purchase order.
Phone 1	The phone of the vendor.
Email	The email address of the vendor.

Table 16. Vendor Address Section
Element	Description
Override	A check box that you select to override the default address information of the vendor and specify different settings in the following settings.
Validated	A check box that indicates (if selected) that the vendor address has been validated through integration with a specialized third-party software or service.
Address Lookup	A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.
Address Line 1	The first line of the office address of the vendor.
Address Line 2	The second line of the office address of the vendor.
City	The city where the vendor office is located.
Country	The country where the vendor office is located.
State	The state where the vendor office is located.
Postal Code	The postal code of the vendor office.

Table 17. Info Section
Element	Description
Terms	The specific credit terms for the vendor.
PO Type	The type of the purchase order. You can select one of the following options: Normal: The purchase order is for products and services purchased on credit or paid in cash. This type is used by default. Blanket: The purchase order reserves a certain quantity of goods purchased from the vendor for future purchasing. Blanket orders may be used to purchase goods that are hard to get from vendors or that have high volume discounts. Standard: The purchase order can be issued repeatedly for a certain inventory quantity within a definite period of time. Drop-Ship: The drop-ship order. You can select this order type only for requisitions created for customers. For orders of this type, the items will be shipped from the vendor directly to the customer. This option is available only if the Drop Shipments feature is enabled on the Enable/Disable Features (CS100000) form.
Splittable	A check box that indicates (if selected) that more than one vendor can be selected for the requisition.

Approvals Tab

The Approvals tab contains information, filled in automatically by the system, about the approval of the requisition. The approver and the approver's workgroup are assigned to the request through the assignment map specified on the Purchase Requisitions Preferences (RQ101000) form.

This tab is available only if the Approval Workflow feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.


Column	Description
Assignee ID	The identifier of the employee who is assigned to approve the document.
Assigned To	The name of the employee who is assigned to approve the document.
Workgroup	The workgroup of the employee assigned to approve the document.
Approved By (ID)	The identifier of the employee who actually approved the document.
Approved By	The name of the employee who actually approved the document.
Approval Date	The date of the approval.
Status	The status of the document, which can be Pending Approval, Approved, or Rejected, depending on the approval action performed.
Reason	The reason the document has been approved or rejected (if applicable).

Other Tab

The Other tab contains information related to the employee responsible for the requisition.


Element	Description
Workgroup	A read-only setting that shows the workgroup responsible for the current requisition.
Owner	A read-only setting that shows the owner of the requisition.

Purchase Orders Tab

You ue the Purchase Orders tab if the requested items are out of stock and you need to buy them from vendors. On this tab, you can create the purchase orders from the current requisition and navigate to the Purchase Orders (PO301000) form (by clicking the View Order action on the table toolbar) to modify the selected purchase order.

Table 18. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
View Order	Navigates to the Purchase Orders form, so that you can view and edit the document.
Create Orders	Creates the purchase order(s) for the current requisition and also sales orders for if the Drop-Ship order type was selected on the Vendor Info tab. A new order will be added to the list of orders on the Purchase Orders tab.

Table 19. Table Columns
Column	Description
Type	The type of the purchase order, which is specified in the Vendor Info tab; can be one of the following types: Normal, Blanket, Standard, or Drop-Ship.
Order Nbr.	The unique identifier of the purchase order. The system automatically assigns this identifier.
Status	The status of the purchase order. This column is filled automatically. The following options are available: On Hold: The document is a draft and can be edited manually. Open: The quantity of purchase receipts performed for this order is less than the quantity of goods required to complete the purchase order, or that the purchase order was not closed manually. Pending Approval: Approval by the person assigned to approve the purchase order is required. Pending Printing: The document must be printed but that printing has not yet occurred. Pending Email: The document must be emailed but has not yet been. Closed: All the ordered goods were received or that the purchase order was closed manually before the whole quantity of purchased goods was received. Canceled: The purchase order was canceled by the user. Canceled orders cannot be edited, and purchase receipts cannot be preformed on these orders.
Date	The date when the purchase order document was created.
Vendor	The vendor, by its ID, from which the inventory will be purchased.
Location	The location from which the inventory will be received. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Vendor Ref.	The reference number that is assigned to the document by vendor.
Currency	The currency the purchase order will be paid in.
Line Total	The total sum of extended amount entries for all lines in the current purchase order. This value is calculated by the system and cannot be manually changed.
Tax Total	The total tax sum for all lines added to the current purchase order. This value is calculated by the system and cannot be manually changed.
Order Total	The total sum for the purchase order, which is the sum of the Line Total and Tax Total values. The value is calculated by the system and cannot be manually changed.
Owner	The owner of the purchase order. The owner is automatically the same as the owner of the requisition. This column is filled in by the system.

Sales Orders Tab

On this tab, you can create the quote as the price offer based on the requisition. If the customer accepts the quote, the sales order can be created. Also, you can view the sales order of the SO type generated for the drop-ship purchase order. To learn more about sales order types, see Sales Order Types: General Information.

Table 20. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
View Order	Navigates to the Sales Orders (SO301000) form, so that you can view and edit the document.
Create Quote	Creates a sales order with the predefined sales order type Quote for the current requisition. A new quote will be added to the list of orders on the Sales Orders tab.

Table 21. Table Columns
Column	Description
Order Type	The type of the sales order, which is one of the order types defined on the Order Types (SO201000) form.
Order Nbr.	The unique identifier of the sales order, which the system automatically assigns.
Date	The date when the order was created.
Status	The status of the order. The system fills in this setting, which can be one of the following options: On Hold, Credit Hold, Open, Back Order, Shipping, Canceled, Invoiced, or Completed.
Customer	The customer, by its ID, to which the inventory will be sold.
Location	The customer location from which the goods have been ordered. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Currency	The currency of the order.
Line Total	The sum of extended prices for all lines in the current requisition. This value is calculated by the system and cannot be manually changed.
Tax Total	The total tax sum for all lines added to the current order. This value is also calculated by the system and cannot be manually changed.
Order Total	The total sum for the current order. This value is the sum of the Line Total and Tax Total values. The value is calculated by the system and cannot be manually changed.