More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list on the right to display a brief list of the top records matching that criteria. The choices are listed in the table that follows.
- From the list, you can click any purchase order name to go directly to its detail.
- Click New to create a new requisition.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
A requisition is a request for something to be procured. You can create requisitions and convert them to purchase orders. You can also create a requisition from a production order.
Requisition Lines
There are several types of requisition lines that you can add to a requisition depending on the reason for which it is being requested:
| Requisition Line Type | Description |
|---|---|
| Capital Equipment | Enables you to raise a requisition to purchase capital equipment for use in your organization. The incoming items go through a receiving process, but it does not become part of inventory. |
| Category | Use this record type to request goods or services based on categories. You can request goods or services based on a category such as software or office supplies rather than requesting a specific item or service. |
| Contractor | Enables you to raise a requisition to purchase a contract for something that is not received. |
| Description | Enables you to raise a requisition to purchase an item based on a description of it. |
| Item | Enables you to raise a requisition to purchase a known item or service. Use this option when there is an item master for the item to be purchased. |
| Service | Enables you to raise a requisition to purchase an off site service. For instance, use this option if an item is to be sent to the manufacturer for an upgrade to be carried out. |
| Supplier Catalogue | Use this record type to request items from a known supplier catalogue. |
Indirect Procurement Based on Categories
Indirect Procurement Based on Categories enables you to make indirect purchases based on predefined categories. Your administrator can define these categories for you by marking product groups as categories. For more information, see Marking Product Groups as Categories for Indirect Procurement. This makes the product groups display as categories that you can select when creating requisition lines of type Category. In order to create category requisition lines, you must use the Category record type. For more information on how to create requisition lines, see Creating a Requisition