Requisitions Tab - SCM Module Control

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Use the Requisitions tab to:

• Set default values.
• Enable/disable features, for example the use of approvals.
• Select the reports to use with hotprint.
• Modify Entry Display (update fields to be invisible or read-only).

Consolidate Requisitions on Purchase Order

Select to consolidate Requisitions on the Purchase Order. If selected, the Requisitions are consolidated if these Header fields match:

• Supplier
• Branch
• Currency Rate
• Delivery name
• Delivery addr1
• Delivery addr2
• Delivery addr3
• Delivery Post Code

Consolidate lines on Purchase Order

Select to consolidate the Requisition Line items on the Purchase Order. If selected, the line items are consolidated if these fields match:

• Line type
• Company/Purchase reference
• Tax type
• Account/code
• Subcode/location/activity
• Unit of measure
• Supplier of source line
• Currency code of the requisition
• Unit price
• Disc %
• Tax Code
• Tax %
• Job code
• JC Activity Code
• JC Work Centre
• JC Tran type
• Selling rate (Available the Job Cost module control setting Allowed to change sell rate on PO/AP is selected)
• Trees assigned flag
• Transaction Tree values

Manual Allocation of Purchase Order Numbers

Select to enter Purchase Order Numbers when generating Purchase Orders for Requisitions. If selected, the Purchase Order column in the table on the Generate Purchase Orders form, Purchase Order tab, allows access for the entry of the Purchase Order number.

Update document narration with originating Transaction Ref

Select to have the Narration field on the Requisitions Entry form updated with a reference to the Transaction from which the Requisition is created. If selected, the Requisition's Narration is automatically updated to reflect the originating transaction's reference, for example: Job Quote.

Create separate Requisition per Estimate

This field determines if the Generate separate Requisition per Estimate field on the SCM > View > JC Estimates form, defaults to selected or not-selected. Select this field if you want the default on the View JC Estimates form to be selected. Users can deselect this field on the View JC Estimates form.

Include Requisition Reference in generated document narration

Select to have the Narration field of the Transaction generated from the Requisition updated with a reference to the originating Requisition. If selected, the transactions generated from a Requisition have a reference to the originating Requisition in their Narration field.

Automatically cancel balance of Requisition Line

This options enables you to generate a Purchase order for part of a Requisition. Here's an example of how the purchase order will behave:

• Requisition item quantity = 5
• Submit Requisition
• Generate PO for quantity = 3
• Refresh PO
• A Quantity of 2 will still be available to be purchased against the same Requisition If you use Inventory Sourcing, you must source the remaining number of items before you can generate a purchase order for them.

Use Inventory Sourcing

Select this option to use the Inventory Sourcing module. You must be licensed for Catalogues and Sourcing to use this feature.

Respect Inventory EOQ's

This option is only enabled if the Use Inventory Sourcing option is selected. Select this option if you want Inventory Sourcing to take the Economic Ordering Quantity of the Inventory item into account when suggesting the number of items to be purchased.

Enable JC Estimate Locking

Select this option if you want users to be able to lock JC Estimates. If selected, the SCM User Privileges > JC Estimate tab has two options available: Lock JC Estimate and Unlock JC Estimate and the Locked option displays on the JC Estimate form.

Reinstate REQ Line when PO Item changed or Deleted

This option applies to Purchase Orders that were generated from a Requisition.

Select this option to re-source or cancel a Requisition Line if the Purchase Order item is changed or deleted. If selected, the Requisition line is reinstated when the Purchase Order item is modified or removed.

Requisition Hotprint

Select the report you want to use when printing from the Requisition Entry form. This field lists all the report writer reports with Module Membership SCMRE.

Job Transfer Hotprint

Select the report you want to use when printing. This field lists all Report Writer reports with Module Membership IN.

Use Approval Method

This option determines if Approvals are enabled for Requisitions. These options can be selected:

• None: Select this option if you do not want to use Approvals for Requisitions.
• Single Level: Select this option if a Requisition must be approved by a single person only. Single Level approval do not use the Approval and Alerts module. Approvers and Approval Limits are set through User Preferences.
• Multi Level: Select this option if you are licensed for the Approval and Alerts module. This option allows you to use multi-level sequential or non-sequential approval.

Set PO Contract to

These options determine who the Delivery Contact Details default to when a Purchase Order is created from Requisitions:

• Generator: The contact details default to the user generating the Purchase Order.
• Requisitioner: The contact details default to the user that created the Requisition.

Use Transit Location for Transfers

Select this option to select a Transit Location for Transfers. If selected, a Location dropdown displays. Select the Transit Location from the list.

This transit location can operate:

1. If only the one location is setup then all multi-stage transfers is transferred in and out of that one location.
2. Optionally underneath this location the user can setup sub-locations representing where the inventory is being transferred from. These locations will have the same code as the warehouse they represent.
3. Optionally underneath the location in (2), you can setup sub-locations representing where the inventory is being transferred to. These locations will have the same code as the warehouse they represent.

The lowest Location level must be a stocking location.

Greentree generates an appropriate error, if transfers are created and a valid location cannot be found to transfer into.

Explode Kitsets

This setting determines the behaviour of a Kitset when a Requisition is created through Loading JC Estimates. If you select this option, then the individual kitset items display. If you don't select this option, then the kitset remains intact on the Requisition.

Show Lines only on Requisition Enquiry

Select this option to default the 'Show Lines Only' option on the Requisition Enquiry form to selected. The 'Show Lines only' option on the Requisition Enquiry form determines if only Requisition lines display as enquiry results. If not selected on the Requisition Enquiry form, then the Requisition Header displays with the ability to view the line items.

Default Requisition Lead Time (days)

Enter the number of days to use as the average turn around for Requisitions. Use this field to calculate the Expected Date on the Requisitions Entry form. Expected Date = Requisition Date + Default Requisition Lead Time.

Default Line Type

This field determines the default Line Item on the Requisitions Entry form, Line Item tab. The field contains line items available for requisition entry:

• General Ledger
• Asset
• Inventory Item
• Non Stock Code
• Job

Default Requisition Type

Select the Requisition Type that you want to default on a new Requisition. The selected default Requisition Type prefills the Requisition Type field on the main form of Requisition Entry.

Default Delivery Address

Select the Default Delivery Address to be used on Requisition Entry. The selected default Delivery Address prefills the Delivery Details Option on the Delivery Details tab of the Requisition Entry form.

Hold Quoted Price by default

This field determines if the Quoted Price option on the Requisition Entry form, Line items tab, defaults to selected. Select this field to have Quoted Price on the Requisition Entry form default to selected. Users have the option to deselect the Quoted Price option.

Show Requisition header as default

Select to have the Requisition Entry form, Main tab displayed while entering requisition items through the table. If not selected, Greentree auto displays the Line Items tab on the Requisition Entry form, while entries are performed in the table.

Limit Stock By Supplier

Select this option to have the list of Stock items limited to the items for a specific Supplier. If selected, the list of Inventory Items displayed on the Line items tab of the Requisition Entry form, is limited to the Supplier selected on the Line items tab of the Requisition Entry form.

If you do not select a Supplier on the Main tab of the Requisitions Entry form, but select the Inventory Item on the Line items tab, then this setting limits the list of Suppliers on the Line items tab to the Suppliers for the item.

Entry Display Table

These table settings determine the look and feel of Requisitions. Select or deselect these options:

• Property: Field on the Requisitions Entry form.
• Invisible on Sheet: Select if you do not want to have this field displayed in the data entry field (fields above the table).
• Read Only on Sheet: Select if this field should be display only on the form (fields above the line items table). If selected, users can't enter data in this field.
• Invisible on Table: Select if you do not want this field to be displayed in the Line items table.
• Read Only on Table: Select if you want this field to be display only in the Line items table. If selected, users can't enter data into this field on the table.

These settings can be automatically updated to all SCM users by selecting the Update changes to the User option.

Update Changes to the User

Select to have User Preferences automatically updated for each SCM User. If selected, the Entry Display settings are automatically updated for each SCM user to reflect the Entry Display settings in Module Control.

Hide Requisition Totals

Select to hide the Totals fields on the Requisition Entry form. If selected, these fields are not displayed on the Requisition Entry form:

• Total Discount
• Total Net
• Total Tax
• Total Note: This setting can also be set per User in User Preferences.

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