Requisitions

An ARM requisition consists of one or more lines, with each line having a line type of:

  • Purchase or

  • Transfer or

  • Expense

See how to add a requisition: New Requisition.

Purchase Lines

A Purchase line is used to purchase a catalogue or non-catalogue item from a vendor.

You can add more than one purchase line to a requisition, each with its own vendor. If the Line Level Location setting is enabled, you can also assign a different receiving location per line. See Line Level Locations in ARM’s Global Setting Maintenance (Global Settings).

Example
PurchaseLine

Transfer Lines

A Transfer line is used to transfer a catalogue item from one location to another.

You can add more than one transfer line to a requisition, each with its own supply location.

If the Line Level Location setting is enabled, you can also assign a different receiving location per line.

Example
TransferLines

Expense Lines

An Expense line contains a catalogue item that is already at the Location but is allocated to the Receiving Location where it is now considered as spent or used for GL accounting purposes, resulting in an Inventory/Stock Adjustment in Kinetic. Each expense line has the same Location Code.

You can add more than one expense line to a requisition.

Once a requisition with an expense line has been approved, a Transfer Order is created in ARM but there is no corresponding Transfer created in Kinetic. The items are 'expensed' out from stock by the ARM Integration Manager. The On Hand quantity (stock) will be reduced at the selected location.

Example
ExpenseLines

Earliest Apply Date

If the Earliest Apply Date in Kinetic is set to a specific date, then no expense lines integrated from ARM can be expensed before that date. The Expense Date set in the expense line must comply with the Kinetic setting.

In Kinetic, the Earliest Apply Date is set here: Financial Management > General Ledger > General Operations > Earliest Apply Date > Per Module/Transaction Type.