Enable Requisitioning

A requisition creates a detailed purchase request based on existing catalog information. The request, once created, is sent by email to the appropriate individual(s). The individual receiving the request does not need log in credentials for the inventory manager. Requisitions provide a record of requests, order tracking, order search, and receiving functions. Requisitions also simplify the data entry process to add received items to the inventory.

The associated rites for this functionality are:

• Requisitioning Module
  • permits user to submit, view, modify and receive personal requests.
• Requisitioning Setup
  • permits user to view and modify requisition settings.
• Requisitioning Manage Requests
  • permits user to submit, view, modify and receive all requests.

Enable Requisition Requests

1. Log in with a user name and password that has been granted Site Administrator rights.
2. Click System on the home screen to open the sub-menu.
3. Click Administration.
4. Click the Site Settings tab.
5. Toggle the slider to the on position next to Enable Requisition Requests.
6. Click Save.

Requisition Setup-Optional

Using the setup option, request recipients may be pre-defined within the system. Additionally, the system can be set to auto-close fully received requests after a designated time frame.

1. Log in with a user name and password that has been granted access to Requisitioning setup.
2. Click System on the home screen to open the sub-menu.
3. Click Requisition Setup.
4. Enter First Name, Last Name and Email address for the desired recipient.
5. Click Add Email Address.
   • Repeat steps four and five to add multiple recipients.
6. To auto-close fully received requests, click the checkbox under System Settings.
7. Enter the desired time frame.
8. Click Save Changes.