eRequisitions Tab

Use this tab to define the behaviour of these fields in the eRequisitions module:

Auto update price for inventory item.
Availability of Security tab.
Automatic Lookups fields.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Auto update price for Inventory Item

Select this option to have the Price field displayed during entry of Requisition lines. If selected, the Prices for the stock items display based on Inventory Item Prices.

Enable Security tab

Select this option to have the Security tab displayed in eRequisitions. The Security tab contains the Assigned User and Assigned Team fields. If selected, the Default Assigned User is set to the eTimesheet User and the Default Assigned Team is set to the Default Team for the eTimesheet User. If the user has authorisation to maintain Security, then the user can maintain these fields.

Allow Purchase Order Approvals

Select this option to Approve Purchase Orders through eRequisitions. If selected, the Requisitions Awaiting Approval form gives access to Purchase Orders awaiting approval.

Allow Invoice Approvals

Select this option to Approve AP Invoices through eRequisitions. If selected, the Requisitions Awaiting Approval form gives access to AP Invoices awaiting approval.

Default Company for GL Lines

This setting is used when a new GL Line is created through eRequisitions. You can choose one of these options:

None: You can search for GL Account in all Companies.
Logged In: Company uses the GL Account selected.

You can change company.

Catalogue Code

Select this option if the Catalogue Item search list should load the relevant Catalogue Codes when eRequisitions is opened. Catalogue Code applies to all Requisition Line Types.

Asset Code

Select this option if the Code search list should load the relevant Fixed Asset Codes when eRequisitions is opened. Asset Code applies to Requisition Line Type Asset.

GL Account No

Select this option if the Account search list should load the relevant General Ledger Accounts when eRequisitions is opened. GL Account No applies to Requisition Line Type General Ledger.

Inventory Code

Select this option if the Inventory Code search list should load the relevant Inventory Codes when eRequisitions is opened. Inventory Job Code applies to Requisition Line Type Inventory.

Inventory Job Code

Select this option if the Allocated Job search list should load the relevant Job Codes when eRequisitions is opened. Inventory Job Code applies to Requisition Line Type Inventory.

JC Activity Code

Select this option if the Activity Code search list should load the relevant JC Activity Codes when eRequisitions is opened. JC Activity Code applies to Requisition Line Type Job Costing.

JC Job Code

Select this option if the Job Code search list should load the relevant JC Job Codes when eRequisitions is opened. JC Job Code applies to Requisition Line Type Job Costing.

JC Work Centre

Select this option if the Job Cost Work Centre search list needs to load the relevant JC Work Centres when eRequisitions is opened. JC Work Centre applies to Requisition Line Type Job Costing.

Non-Stock Code

Select this option if the Non-Stock code search list needs to load the relevant Non-Stock codes when eRequisitions is opened. Non-stock Code applies to Requisition Line Type Non-stock Code.

Supplier Code

Select this option if the Supplier code search list needs to load the relevant Supplier codes when eRequisitions is opened. Supplier Code applies to all Requisition Line Types.

Custom Links

You can link to another website from eRequisitions. You select the Display Custom Links option and add the web addresses you want to link to.

The link must be in this format: https://www.greentree.com

The links you enter display in eRequisitions on the Home page, under the Links heading. Select the link and the web page displays.