Requisition

Requisition is a document that is created to request the purchase/transfer of a certain list of materials. It is an internal document and remains within the organization. A requisition can be internal or external. Internal requisitions are converted to internal purchase orders to transfer materials from a different inventory organization. External requisitions are converted to external purchase orders to procure material from an external supplier.

In inoERP, a requisition is a list of the items/product description, quantities, and dates that you want to receive in your organization to fulfill certain demands. Though Item, Supplier, Payment Terms are not mandatory to create a requisition, you need to enter this information before converting a requisition to a Purchase Order. A requisition consists of

• Header
• Line
• Detail

Header

A requisition header contains the necessary information for the items requested on the requisition. You need to enter Business Unit information to create a requisition. When converting a requisition to a Purchase Order, the system copies all the header level information to the destination document.

To view/create/update a requisition, navigate to the "requisition" search screen from your dashboard/favorite.

Enter the organization/requisition details or any other criteria in the search form and click on the search button to view an existing requisition.
Click on create a new button to create a new requisition; by manually entering all the information, Copy an existing requisition to a new requisition is always better than manually entering all the data to create a new requisition. The application lets you update all the details before confirmation; you can configure which fields are view-only after the confirmation.

If you don't enter organization/supplier details, the system will show you all the requisitions. If your organization has configured to make any field mandatory for search, then you have to enter those fields to search requisitions.
The application will fetch all the server data and take you to the search result screen. The search result screen looks a bit different on desktop and mobile devices.

To view the search result in a table format, click on the table icon available on the bottom left corner.

To open a specific requisition, click on the menu of that record, and click on view/fetch & view.

You can also click on the expand icon against any item on the search result screen to view the requisition header details such as requisition number, quantities, start date, status, etc.

The system will fetch all the data related to the selected requisition. The requisition details are shown either right to the search result screen or in a separate screen, depending on the device size.

Scroll left, right, up, down to view all the details. The requisition line and details are shown in a separate tab. The default configuration shows fields in various functional groups such as

• Finance
• Entity
• Reference
• Data
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvBuOrg	Bu Org	deferredSelect	ENTITY
10	vvBuOrgCode	Bu Org Code	deferredSelect	ENTITY
20	vvSupplierNumber	Supplier Number	deferredSelect	DATA
30	vvSupplierName	Supplier Name	deferredSelect	ENTITY
40	vvSupplierSiteNumber	Supplier Site Number	deferredSelect	DATA
50	vvSupplierSiteName	Supplier Site Name	deferredSelect	ENTITY
60	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
70	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
80	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
90	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
100	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
110	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
120	vvBillToAddressName	Bill To Address Name	deferredSelect	PLANNING
130	vvBillToAddress	Bill To Address	deferredSelect	PLANNING
140	vvBillToCountry	Bill To Country	deferredSelect	PLANNING
150	vvBillToPostalCode	Bill To Postal Code	deferredSelect	PLANNING
160	vvBillToEmail	Bill To Email	deferredSelect	PLANNING
170	vvBillToPhone	Bill To Phone	deferredSelect	PLANNING
180	vvSiteAddressId	Site Address Id	InputType.number	REFERENCE
190	vvSiteContactId	Site Contact Id	InputType.number	REFERENCE
200	vvPaymentTerm	Payment Term	deferredSelect	FINANCE
210	vvPaymentTermDescription	Payment Term Description	InputType.textField	FINANCE
220	vvHeaderAmount	Header Amount	InputType.textField	FINANCE
230	vvHeaderTaxAmount	Header Tax Amount	InputType.textField	FINANCE
240	vvHeaderDiscountAmount	Header Discount Amount	InputType.textField	FINANCE
250	porequisitionHeaderId	Po requisition Header Id	InputType.number	REFERENCE
260	srcEntityName	Src Entity Name	InputType.textField	DEFAULT
270	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
280	documentType	Document Type	InputType.select	CONTROL
290	buOrgId	Bu Org Id	deferredSelect	REFERENCE
300	docStatus	Doc Status	InputType.select	CONTROL
310	approvalStatus	Approval Status	InputType.select	CONTROL
320	docCurrency	Doc Currency	deferredSelect	FINANCE
330	docNumber	Doc Number	InputType.number	DATA
340	refPorequisitionHeaderId	Ref Po requisition Header Id	InputType.number	REFERENCE
350	supplierId	Supplier Id	deferredSelect	REFERENCE
360	supplierSiteId	Supplier Site Id	deferredSelect	REFERENCE
370	buyer	Buyer	InputType.textField	PLANNING
380	hrEmployeeId	Hr Employee Id	InputType.number	REFERENCE
390	description	Description	InputType.textField	DEFAULT
400	shipToId	Ship To Id	deferredSelect	REFERENCE
410	billToId	Bill To Id	deferredSelect	PLANNING
420	priceListHeaderId	Price List Header Id	InputType.number	REFERENCE
430	paymentTermId	Payment Term Id	deferredSelect	REFERENCE
440	exchangeRateType	Exchange Rate Type	deferredSelect	CONTROL
450	exchangeRate	Exchange Rate	InputType.textField	FINANCE
500	multiBuCb	Multi Bu Cb	InputType.switchField	PLANNING
510	revNumber	Rev Number	InputType.number	DATA
520	glAcProfileHeaderId	Gl Ac Profile Header Id	deferredSelect	REFERENCE
530	effectiveStartDate	Effective Start Date	InputType.date	DATE
540	effectiveEndDate	Effective End Date	InputType.date	DATE
550	requisitionNumber	requisition Number	InputType.textField	DATA
5460	createdBy	Created By	InputType.textField	REFERENCE
5470	creationDate	Creation Date	InputType.dateTime	REFERENCE
5480	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5490	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Lines

You can add multiple lines to each requisition header. Each requisition line contains an item, UOM, product description, quantity, requesting inventory organization, line number, unit price, etc.

Navigate to the lines tab to view/add/update lines.
Click on the add new entity to add a new line. If a line already exists, click on copy entity to copy all the details. You can enable/disable fields allowed to be copied in the menu configuration.

Line Number: Line number is a mandatory field. Enter a numeric value for the line

Line Quantity: Line quantity is a mandatory field. Enter a numeric value for the line quantity. When the document is converted to a different document, the system will copy the line quantity to the purchase order.

The entity group shows information related to requesting inventory organization. Though the details are not required to create a requisition, you need to enter the info to convert the requisition to another document where it is mandatory.

The reference groups show various ids for reference only. You don't need to enter any information in this section. When you save a requisition for the first time, the system will auto-populate the newly created header id and line ids.

Enter the line type in the control section. The information flows to downstream documents such as requisition and Purchase orders.

In the finance section, enter the unit price. The system calculates the line price by multiplying the unit price with quantity. The header price is the sum of all the line prices. You don't need to enter any price at the requisition header.

Scroll left, right, up, and down view all other fields.

Enter all the other fields and click on the save button to save the requisition. The app will post all the data to the server and will show the messages returned from the server.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvOrg	Org	deferredSelect	ENTITY
10	vvOrgCode	Org Code	deferredSelect	ENTITY
20	vvItemNumber	Item Number	deferredSelect	DEFAULT
30	vvUomCode	Uom Code	deferredSelect	DEFAULT
40	vvUomDescription	Uom Description	deferredSelect	DEFAULT
50	vvTaxCalculationMethod	Tax Calculation Method	deferredSelect	FINANCE
60	vvTaxPercentage	Tax Percentage	deferredSelect	FINANCE
70	vvTaxTaxAmount	Tax Tax Amount	InputType.textField	FINANCE
80	vvDiscountedLinePrice	Discounted Line Price	InputType.textField	FINANCE
90	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
100	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
110	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
120	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
130	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
140	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
150	vvDiscountName	Discount Name	deferredSelect	FINANCE
160	vvDiscountPercentage	Discount Percentage	deferredSelect	FINANCE
170	vvDiscountAmount	Discount Amount	InputType.textField	FINANCE
180	porequisitionLineId	Po requisition Line Id	InputType.number	REFERENCE
190	srcEntityName	Src Entity Name	InputType.textField	DEFAULT
200	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
210	porequisitionHeaderId	Po requisition Header Id	InputType.number	REFERENCE
220	lineNumber	Line Number	InputType.number	DATA
230	recevingOrgId	Receving Org Id	deferredSelect	REFERENCE
240	invItemMasterId	Inv Item Master Id	deferredSelect	REFERENCE
250	revisionName	Revision Name	InputType.textField	DEFAULT
260	lineType	Line Type	InputType.select	CONTROL
270	productDescription	Product Description	InputType.textField	DEFAULT
280	uomCode	Uom Code	deferredSelect	DEFAULT
290	lineQuantity	Line Quantity	InputType.textField	DATA
300	priceListHeaderId	Price List Header Id	InputType.number	REFERENCE
310	priceDate	Price Date	InputType.date	DATE
320	unitPrice	Unit Price	InputType.textField	FINANCE
330	linePrice	Line Price	InputType.textField	FINANCE
340	taxCode	Tax Code	deferredSelect	FINANCE
350	taxAmount	Tax Amount	InputType.textField	FINANCE
360	exchangeRate	Exchange Rate	InputType.textField	FINANCE
370	referenceDocType	Reference Doc Type	InputType.textField	CONTROL
380	referenceDocNumber	Reference Doc Number	InputType.number	DATA
390	lineDescription	Line Description	InputType.textField	DEFAULT
400	lineDiscountAmount	Line Discount Amount	InputType.textField	FINANCE
410	docStatus	Doc Status	InputType.select	CONTROL
420	approvalStatus	Approval Status	InputType.select	CONTROL
430	shipToId	Ship To Id	deferredSelect	REFERENCE
480	revEnabledCb	Rev Enabled Cb	InputType.switchField	DEFAULT
490	revNumber	Rev Number	InputType.number	DATA
500	discountCode	Discount Code	deferredSelect	FINANCE
510	discountCondition	Discount Condition	InputType.textField	FINANCE
5440	createdBy	Created By	InputType.textField	REFERENCE
5450	creationDate	Creation Date	InputType.dateTime	REFERENCE
5460	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5470	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Details

You can add multiple details to each requisition line. Each requisition detail contains quantity, need by date, promise date, etc.

Depending upon your configuration, the details of a line are shown either on a separate tab or in the links section of lines.

Click on the Details button below a line to view/update/create details. By default, when saving any line system adds detail with all the line quantities on single delivery date. You can add multiple details and change the date/quantity as per your actual requirement.

Click on the expandable button to view the fields of a detail line.

To create a new detail, click on Add New Line button. You can also copy an existing detail line to a new one by clicking on the Copy Line button.

In the data section, enter the detail line number. The system always creates the first line as line number 1, but you can change it. While adding a new detail line, enter a detail line number as its mandatory field. Enter the shipment/detail quantity in the quantity field.

You can enter a buyer's name in the planning section for reference/reporting purposes.

Enter need by date on the date section. The need-by date is the date of expected shipment delivery.

All Fields

Name	Sequence	Label	InputType	Field Group
10	vvDocNumber	Doc Number	InputType.number	DATA
10	vvLineNumber	Line Number	InputType.number	DATA
20	recevingOrgId	Receving Org Id	deferredSelect	REFERENCE
30	invItemMasterId	Inv Item Master Id	deferredSelect	REFERENCE
40	revisionName	Revision Name	InputType.textField	DEFAULT
50	productDescription	Product Description	InputType.textField	DEFAULT
60	lineQuantity	Line Quantity	InputType.textField	DATA
70	vvItemNumber	Item Number	deferredSelect	DEFAULT
80	vvItemDescription	Item Description	deferredSelect	DEFAULT
90	vvSupplierNumber	Supplier Number	deferredSelect	DATA
100	vvSupplierName	Supplier Name	deferredSelect	ENTITY
110	vvSupplierSiteNumber	Supplier Site Number	deferredSelect	DATA
120	vvSupplierSiteName	Supplier Site Name	deferredSelect	ENTITY
130	vvSupplierId	Supplier Id	deferredSelect	REFERENCE
140	vvSupplierSiteId	Supplier Site Id	deferredSelect	REFERENCE
150	vvBuyer	Buyer	InputType.textField	PLANNING
160	vvHrEmployeeId	Hr Employee Id	InputType.number	REFERENCE
170	vvPoDescription	Po Description	InputType.textField	DEFAULT
180	vvShipToAddressName	Ship To Address Name	deferredSelect	ENTITY
190	vvShipToAddress	Ship To Address	deferredSelect	ENTITY
200	vvShipToCountry	Ship To Country	deferredSelect	ENTITY
210	vvShipToPostalCode	Ship To Postal Code	deferredSelect	ENTITY
220	vvShipToEmail	Ship To Email	deferredSelect	ENTITY
230	vvShipToPhone	Ship To Phone	deferredSelect	ENTITY
240	porequisitionDetailId	Po requisition Detail Id	InputType.number	REFERENCE
250	srcEntityName	Src Entity Name	InputType.textField	DEFAULT
260	srcEntityId	Src Entity Id	InputType.textField	REFERENCE
270	porequisitionLineId	Po requisition Line Id	InputType.number	REFERENCE
280	shipmentNumber	Shipment Number	InputType.number	DATA
290	needByDate	Need By Date	InputType.dateTime	DATE
300	shipToLocationId	Ship To Location Id	InputType.number	REFERENCE
310	uomCode	Uom Code	deferredSelect	DEFAULT
320	quantity	Quantity	InputType.textField	DATA
330	receiptRouting	Receipt Routing	InputType.select	DEFAULT
340	promiseDate	Promise Date	InputType.date	DATE
350	status	Status	InputType.textField	CONTROL
5360	createdBy	Created By	InputType.textField	REFERENCE
5370	creationDate	Creation Date	InputType.dateTime	REFERENCE
5380	lastUpdatedBy	Last Updated By	InputType.textField	REFERENCE
5390	lastUpdateDate	Last Update Date	InputType.dateTime	REFERENCE

Actions

Actions allow you to change the status of the requisition. The system creates requisitions in draft status. When you are ready to publish the requisition and send it to the supplier, change the status to Confirmed. You can cancel a requisition by clicking on the Cancel button. Similarly, you can close any requisition by clicking on the Close button.

Confirmed requisitions can be converted to other documents, and the corresponding buttons are available in the actions section.