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Coworking:Manage Requisitions

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Contents

Introduction

Manage Requisition window is intended to be used by the procurement team as it provides an overall picture of the items needed.
At the end of the day the procurement team is the one to decide what to do with the requisitions created by other members of the organization or business unit.


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Procurement management team can perform several actions regarding requisitions.
This window allows them to manage requisitions regardless their current status, therefore they can change or close a requisition and create purchase orders for those demands.

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A requisition with status "Completed" can always be changed, if required.
As always the way to do that is to get it first reactivated and then changed and booked.

It is also possible to close a requisition in case there is not need of the item/s it includes anymore, by using the menu button "Close" and then select the action "Close".
Requisition lines status will then be changed to "Cancelled".

Finally, it is also possible to create purchase orders for those requisitions in status "Complete", by using the menu button "Create Purchase Order".

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This time, a new window is shown for you to fill in some data by taking into account that:

Openbravo informs about the purchase order/s number/s created after pressing OK button in the "Create Purchase Order" window.
This action links the requisition and the purchase order, and besides a purchase order line is created for each requisition line:

Any purchase order created from a Requisition:

Lines

Procurement team can perform a set of actions regarding requisitions lines. It is possible for them to either create lines or product demands or to cancel them.

Matched PO Lines

This tab allows the procurement management team to either review the purchase order line automatically linked to a requisition line or to manually link an existing purchase order line to the corresponding requisition line.




Full list of Manage Requisitions window fields and their descriptions is available in the Manage Requisitions Screen Reference.

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