Create Requisitions

Form ID: (RQ504000)

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

You use this form to create a requisition based on requests. This creation can be performed only by the owner of the request; the owner and assignment rules are defined on the Assignment and Approval Maps (EP205500) form. If your system requires approvals of requests, a request must be approved to be included in a requisition. For details about ways the request process can unfold, see Purchase Requisitions.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Creates a requisition based on the documents you have selected in the table.
Process All	Creates a requisition based on the all requests listed in the table.

Selection Area

In the Selection area, you can specify criteria for the requests to be listed in the table below.


Element	Description
Assigned To	A box and the Me check box, which you use in the following ways to select the employee whose requests you will view: 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 whose requests you will view: Select the My check box to view the requests assigned to your workgroup. The box will display the name of your workgroup. Clear the My 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 in addition to other requests.
Request Class	The request class for which you want to view requests.
Priority	The priority of the requests you want to view. Select one of the following options: All (the default value), Low, Normal, and High.
Merge Lines	A check box that you select to allow multiple requests to be merged into one requisition. Lines cannot be merged with one another if they have different line sources, inventories, units of measurement, or expense accounts.
Description	The description of the requests to be displayed. You can type a string here to search the Description value of all requests for that string.
Requested By	The requester of requests you want to view.
Department	The department of the requester whose requests you want to view.
Location	The vendor location for which requests will be shown. This box appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Vendor	The vendor that has been chosen for the requests you want to view. If a vendor is specified, the system searches for only requests with this vendor already selected. 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.

Table

In this table, you can view the list of requests and select any to be used to create the requisition. You can process all documents from the list or only those that you select by using the check boxes in the unlabeled column.

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
View Document	Navigates to the Requests (RQ301000) form, which you can use to view and edit document details.

Table 2. Table Columns
Column	Description
Included	An unlabeled check box that you select to include this request in a requisition.
Priority	The priority of the request, which can be Low, Normal, or High.
Ref. Nbr.	The reference number of the request.
Department	The department of the requester.
Requested by	The requester.
Date	The date the request was created.
Inventory ID	The unique identifier of the inventory item requested.
Subitem	The applicable subitem. 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	A brief description of the request.
UOM	The unit of measure of the requested item.
Order Qty.	The number of items that will be ordered.
Open Qty.	The number of items that have not been supplied yet.
Est. Unit Cost	The estimated cost per unit.
Est. Ext. Cost	The estimated total cost of items to be requested. This cost is calculated as the estimated unit cost multiplied by the quantity of items that are requested.
Required Date	This date specifies when the request should be met.
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.
Vendor	The unique identifier of the vendor, if one has been specified for the request.
Vendor Name	The name of the vendor, if one has been specified for the request.
Location	The location of the vendor, if one has been specified for the request. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features form.
Vendor Ref.	The reference number that is assigned to the document by the vendor (if applicable).
Vendor Description	The description of the vendor. If the requester did not know the vendor's ID or business name, he or she may have used this setting to enter any notes regarding the needed vendor.
Alternate ID	The identifier of the inventory item that the vendor uses.
Issue Status	The issue status of the item.
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.