How to create a new requisition
Objectives
• Understand how to create a new requisition
Overview
Requisitions (similar to Purchase orders) allow entry of items ordered based on Barn, Vendor and items ordered and pricing. Receipts of actual quantities will update inventory balances.
Understand how to create a Requisition
From the Requisition List page select create a new requisition button (Plus sign).
This screen will appear.
Fields in Red are mandatory
1. Select the Barn
2. Select the Vendor
3. Enter the Order Date
4. Select the Item
• If the item selected already has open Requisitions a popup window will show them. This is just informational.
5. Vendor item, Container, Container UOM, Package UOM, Units per Package and Last Price should populate if Vendor Item Record exists. Otherwise enter it.
• Vendor item No - If left blank will use the Land Magic number.
• Container (usually how it is stored- Bags, Jugs, etc)
• Container UOM - Should equal the Stocking Unit of measure
• Package UOM - Should equal the Stocking Unit of measure
• Units per package - Enter 1 unless you are tracking at the true units level.
6. This Price - current price for this line item.
7. Enter Order Quantity
8. Click the Plus Sign to add record to requisition
9. Continue with steps 4 - 8 for addition items.
Article ID: 1082
Created On: Aug 4, 2015 at 11:08 AM
Last Updated On: Sep 4, 2015 at 10:54 AM
Online URL: http://kb.landmagic.com/article.php?id=1082