Requisition Query

Purchase Orders > Requisition System > Requisition Query

Requisition Query

You use this program to view detailed purchase order requisition information.

A typical use of this program would be to track the status of a requisition, typically in response to a query from an internal staff member.

Requisitions can be queried by requisition number or by requisition user code.

This program can be run at any time. There are no dependencies between this program and any other program.

If you are new to this query, then the following information will help you achieve the best results:

The information shown is always up to date (i.e. the query will reflect the latest information for requisitions that have been captured or maintained).
If you know the requisition number, then you can enter it directly and press the Tab or Enter key to view the information. Alternatively, you can query requisitions by requisition user.

If you do not know the requisition number, then you can use the browse icon to locate the requisition.
You can personalize this query in a number of ways. These include:
- setting preferences that affect what information is displayed. These settings can be retained for future use
- configuring property sheets (e.g. the section headed Requisition Header). This includes being able to sequence items by dragging them up or down, to show important items first
- configuring the Detail Lines listview. This includes being able to sequence columns by dragging them left or right, sorting columns and changing column widths
- configuring the layout of the panes on the screen, including hiding or displaying panes

Requisition Query

Field	Description
Options
Preferences	Select this to indicate the amount of information you want to display.
Sequence
By Requisition	Select this to query requisition information by entering a requisition number in the Requisition field.
By User	Select this to query requisition information by entering the requisition user who originated the requisition in the User field.
Requisition	Enter the requisition number you want to query. You can use the Browse icon to use the PO Browse on Requisition Header program to select a requisition number. If you selected the By User option from the Sequence menu, then you can only enter requisition numbers originated by the requisition user you entered in the User field.
User	Enter the requisition user for whom you want to view requisitions in the query. Only those requisitions originated by the selected requisition user can be viewed. You can use the Browse icon to use the Browse on Requisition Users program to select a requisition user. This field is only enabled when you select the option: By Userfrom the Sequence menu.

Preferences

You use the Preferences option from the Options menu to indicate selectively which requisitions you want to view based on the requisition status.

Field	Description
Detail lines selection	Select requisitions for viewing based on the status of the requisition Only those requisitions matching the status(es) you select can be queried.
Select All	Select this to display requisitions in all statuses in the query.
Deselect All	Deselect all requisition statuses. You would typically use this function if you wanted to then select only a few requisition statuses to view.
Save Preferences	Save these preferences against your operator code and use them for future runs of the program until next you change them.
Close	Save the preferences for the current run of the program only.
Close	Select this to save the preferences you selected for the current run of the program only.

Requisition Header

You select the Requisition Custom Fields option from the Field Selector to use the Custom Forms Entry program to maintain custom form information for the requisition header.

Field	Description
Requisition	This indicates the requisition number.
Requisition status	This indicates the current status of the requisition header and is updated when you maintain a requisition. See Statuses.
Originator	This indicates the requisition user code of the person who originated the requisition.
Date created	This indicates the date on which the requisition was created.
Total value	This indicates the total value of the requisition, net of discount and including taxes.
Next line number	This indicates the next line number to use if you were to add a line to the requisition.
Document format	This indicates the document format used to print the requisition. Document formats are maintained using the Purchase Order Format program.

Originator Information

This pane displays information relating to the requisition user who originated the requisition. Most of this information will have been entered using the Browse on Requisition Users program.

Field	Description
Requisition user	Name This indicates the name of the originator who originated the requisition. User e-mail address This indicates the email address of the originator of the requisition. Requisition group This indicates the requisition group to which the requisition user belongs.
Authority level	This indicates the authority level of the originator.
Options	Allowed to review s/orders This indicates whether the requisition user has access to the Back Order Review program and can create requisitions from within that program. Authorized warehouse This indicates the single warehouse for which the originator is authorized to order goods from. If this field is blank, then the originator is not restricted to a single warehouse.
Requisition maximum value	Maximum line value This indicates the maximum value that the originator can enter per requisition line. This is only displayed if you selected Line level at the Check maximum value at option (Purchase Orders Setup). Auto approve line value This indicates the maximum value for which a requisition line can be automatically approved. Maximum requisition value This indicates the maximum value that the originator can enter per requisition. This is only displayed if you selected Requisition level at the Check maximum value at option (Purchase Orders Setup).
Routing information	Next user for routing This indicates the next requisition user who is to receive this user's requisitions. If this field is blank, then it indicates that a default user to route requisitions to has not been specified. User to route to for P/order creation This indicates the requisition user to whom the requisition must be routed to create the Purchase Order.

Header Custom Form

This pane displays details of any custom form data that has been assigned to the requisition header (see Custom Forms Entry).

Field	Description
Custom Form Data Entry	Select this from the dropdown in the pane header to use the Custom Form Data Entry program to enter custom form data against the requisition header.

Detail Lines

Most of the information displayed in this listview will have been entered using the Requisition Entry and Requisition Entry Maintenance programs.

Column	Description
Line	This indicates the requisition line number. When you highlight a line number, additional information relating to that line is displayed in the Requisition Line information pane.
Originator	This indicates the requisition user code of the person who originated the requisition.
Stock code	This indicates the stock code on the requisition line.
Long description	This field indicates the default stock code description, if a valid stock code was entered. For non-stocked items, the description is entered manually.
Order quantity	This indicates the order quantity for the line.
Uom	This indicates the unit of measure for the order quantity.
Due date	This indicates the date on which the items are required.
Holder	This indicates the requisition user who is currently holding the requisition line.
Supplier	This indicates the supplier entered against the requisition line.
Price	This indicates the unit price of the item.
Price uom	This indicates the unit of measure for the price.
Customer	This indicates the customer for whom the requisition line was originated.
Customer purchase order	This indicates the customer's purchase order number.
Catalogue	This indicates the supplier's catalogue number or stock code reference.
Tax code	This indicates the tax code applicable to the requisition line.
Buyer	This indicates the buyer responsible for purchasing the goods on the purchase order created from the requisition.
Product class	This indicates the product class relevant to the item.
Inspection	This indicates whether the item must be receipted into inspection when it arrives.
Warehouse	This indicates the warehouse for which the item is being requisitioned.
Capex	This indicates the capex number relevant to the item.
Job	This indicates the job number if the requisition line relates to a Work in Progress job.
Sub contract op	This indicates the sub-contract operation for the item. This only applies if the requisition line is for a non-stocked item and the item relates to a Work in Progress job.
Ledger code	This indicates the General Ledger code for a non-stocked item.
Discount	This indicates the discount method applicable to the requisition line.
Discount code	This indicates the discount code applicable to the requisition line.
Requisition	This indicates the requisition number to which the requisition line belongs.
Status	This indicates the status of the requisition. See also Statuses.
Reason	This indicates the reason entered against the requisition line.
Purchase order	This indicates the purchase order number created for the requisition line.
P/order line	This indicates the purchase order line on the purchase order created for the requisition line.
Asset capex	This indicates the capex item to which the capex requisition line is linked. This is only displayed if the purchase order requisition was raised from the Asset Capex Items program for a capex requisition line.
Asset capex line	This indicates the capex requisition line number for which the purchase order requisition was raised.
Description	This displays the description for the stock item being requisitioned.
Status date	Indicates the date on which the status was changed, together with the status to which it was changed.
Sales order	This indicates the sales order linked to the requisition, where applicable. Note that only one sales order can be stored against the requisition. Note that only one sales order can be stored against a requisition. This means that if you create a requisition from a sales order, then that sales order number is stored against the requisition. However, if that requisition is a Transfer requisition, then an SCT sales order number is created and then the SCT sales order number is saved against the requisition.

Requisition Line Information

The information displayed in this pane relates to the currently highlighted requisition line in the Detail Lines listview.

Column	Description
Stock code	This indicates the item for which the requisition was raised.
Requisition type	This indicates whether the line is a normal or a stores requisition type. A normal requisition is one from which a purchase order will be created. A store requisition can be an Issue or a Transfer, for which no purchase order is raised. The items are transferred directly from one of your warehouses.
Stores warehouse	The stores warehouse applies to Issue and Transfer type requisitions only. For Issues, this is the warehouse into which the item must be issued. For Transfers, this is the source warehouse from which the item will be transferred.
Include item in MRP	Indicates whether the line item is included in the Material Requirements Planning calculation.
Routing	You use this option to view routing information for the currently highlighted requisition line (see Requisition Routing Details).
Notepad	Select this to display notes added to the requisition line using the Notes - Notepad option in the Requisition Entry Maintenance program and to add rich format text to the currently highlighted requisition line (see Admin Notepad Editor (Rich Text)).
Originator	This displays information about the operator who created the requisition:
Capex	Authorizing user This indicates the operator who authorized the requisition.
Purchase order comments	This field uses the Admin Notepad Editor (Monospaced Text) program to display notes currently attached to the purchase order created from the requisition.
Requisition notes	This field uses the Admin Notepad Editor (Monospaced Text) program to display notes currently attached to the requisition line.
Asset capex details	This information is only displayed if the purchase order requisition was raised from the Asset Capex Items program for a capex requisition line. Asset capex This indicates the capex item to which the capex requisition line is linked. Asset capex line This indicates the capex requisition line number for which the purchase order requisition was raised.
Multimedia	Edit Multimedia Select this to use the Multimedia program to maintain multimedia objects for the requisition. Play Multimedia Select this to view any multimedia objects defined against the requisition.

Detail Line Custom Form

This pane displays details of any custom form data that has been assigned to the requisition detail line (see Custom Forms Entry).

Field	Description
Custom Form Data Entry	Select this from the dropdown in the pane header to use the Custom Form Data Entry program to enter custom form data against the requisition detail line.

Notes and warnings

Restrictions and limits

You can only view requisition detail lines for the warehouses to which you have been granted access (Operators - Security tab - Warehouses).

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

Open the program for which you want to insert application help into a customized pane.

This functionality is only available for a program that has panes.
Right-click any form field.

You can also click the triangle menu icon that appears in the title area of a pane.
Select Insert Application Help from the context-sensitive menu.

The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

Select the Close icon in the right-hand corner of the application help pane.
Confirm that you want to delete the pane.