New Requisition

Requisitions can be entered by any staff member with the required ARM permissions.

Requisitions can contain three different types of line items:

Purchase lines which will become part of a Purchase Order
Transfer lines which will become part of a Transfer Order
Expense lines which will result in an immediate Stock / Inventory Adjustment at the location specified once the Requisition has been fully approved.

You can also create a requisition from accepted quotes, on the RFQs page.
You can create a requisition from a template. See Creating a Requisition from a Template.
To copy a requisition, see Copying a Requisition.

Adding a New Requisition

To add a new Requisition or append a Requisition to an existing Purchase Order:

Select Requisition under Create a new document on the Top Menu Bar. See Creating a New Document.

The option only appears if Requisitions is included in your permissions.
See how to add a new requisition: Creating a Requisition.

You can also create a requisition from a template:

To create a requisition from a template, see Creating a Requisition from a Template.

Creating a Requisition

Permissions

You require a role with the Requisitions permission to access Requisitions maintenance. See Permissions in ARM.

Select Requisition under Create a new document on the Top Menu.

The Requisitions > Add New form displays.

If the Use Requisition Types setting is 0 - Do not use Requisition Type, then the form looks like this:

If the Use Requisition Types setting is set to either optional or required then the form includes a Requisition Type section.
Click Save to save the new Requisition. Alternatively, if you want to append to an existing Purchase Order, see Appending to an Existing Purchase Order.
Fill out the header details. See Requisition Header.

For a requisition appended to a purchase order, these details are already filled out. You may still edit the fields.
Add Document Defaults. See Adding Document Defaults.
Optionally add Delivery details. See Adding Requisition Delivery Details.
If using Requisition Types, complete the Requisition Type section. See Completing the Requisition Type Section.
Add one or more requisition lines. See Adding Requisition Line Items.

To delete requisition lines, see Deleting Requisition Line Items.
Optionally apply new defaults to selected lines. See Applying Defaults to Line Items.
Complete the requisition lines by editing them. See Editing Requisition Line Items.
Add any attachments to the header and lines. See Adding Attachments and Notes.

Your requisition is now ready to be submitted, or it can be edited or reviewed first. See Working with Requisitions.

Requisition Header

Fill out the fields for the document header section.

Header Details

Company

This read-only field displays the requester’s Default Company.

Requisition Name

Enter a name for the Requisition.

Append to existing Purchase Order

Select this check box if you want this document appended to an existing Purchase Order. See Appending to an Existing Purchase Order.

Urgent

Select this check box to mark this requisition as urgent. Urgent requisitions are shown with a red exclamation mark UrgentRequisition in the requisition search results page. If there is a scheduled job for urgent requisitions (Remind Urgent Requisition Approval), email notifications will be sent to relevant parties.

Auto Send

Select this check box to automatically send purchase orders to the vendor. There are other settings and selections to make - see note below. This check box is pre-selected if the setting Default Allow Auto Send for PO is set to On.

See how to set up the automatic email and/or automatic faxing of a purchase order (see Automatic Email of a Purchase Order and Automatic Faxing of Purchase Orders).

Pre-paid

Select this check box to indicate that the requisition lines have been pre-paid.

More

Payment Type

AP Payment Methods on the logged-on user’s User Detail page (AP Payment Methods tab) are displayed in a drop-down list. (Only AP Payment Methods where the company matches the selected Location’s company are displayed.)

This field is only visible if Pre-paid is selected.

Payment Reference: Any Payment References on the logged-on user’s User Detail page (AP Payment Methods tab) will be displayed here in a drop-down list, otherwise the field is free text.

This field is only visible if the selected Payment Type requires a reference.

Adding Document Defaults

To set default values in new line items, set and select default values in the Document Defaults section before adding the new line items.

OR
To update values in existing line items, set and select default values in the Document Defaults section, select the line items to update, then click Apply selected fields to selected Lines on the bottom left of the Document Defaults section.

To select default values in the Document Defaults section:

Click on Document Defaults section header bar, to expand the Document Defaults section.

Some of the defaults already have values.

Document Defaults

For each default setting, select a value, then select the check box alongside its label. If the check box is not selected, the default value will not be applied to the corresponding field on the new or selected lines.

Tip: Click the Toggle field selections button at the bottom of this section, to select/clear the selected fields in Document Defaults.

Default Settings

Requester: This defaults to your Link Requester. You can select any other Requester in your Requester Groups.

Location Code: This defaults to the Requester’s Default Receiving Location. You can select from any other Locations that you have access to. Note that the Requester’s Default Receiving Location might not be one you have access to, in which case you must select a different one.

Release Date: Select a Release Date.

Due Date: Select a Due Date.

Vendor: Select a Vendor.

Purchase Point

Select a Purchase Point (configured on the Supplier in Kinetic).

The Purchase Point detail is also visible on the Purchase Order report.
The Purchase Point’s contact email address is a point of reference for email notification. (The order of preference for an email address is: Purchase Point > Vendor Primary Contact > Other contacts > Vendor.)

Tax Liability: Select a Tax Liability.

Tax Category: Select a Tax Category.

Category: Select a Category.

Currency

If you have permissions you can change the default currency.

Details

Click on the edit EditBtn icon next to the currency field.

The Currency Info pop-up dialog appears.

CurrencyInforForDocumentDefaults

Here you can:

Select a different Currency from the drop-down list.
Select Lock to lock in the current exchange rate between the two currencies (as displayed in the two Rate boxes).
Select Apply.

Terms Code: Select a default Terms Code for the line items.

GL Account Code

Click the search GLAccountSearchBtn button on the GL Account Code edit box. This opens the GL Account Code Search screen. Search for and select a GL Account Code.

Use Location’s G/L Mask: Click Use Location’s G/L Mask if you want the list of GL Account Codes in the drop-down list limited to the document location’s GL Account Mask (for example, if the location’s GL Account Mask is _ _ _ _ -_ _-10, the drop-down list will only display GL Account Codes that end in 10).

OR
Edit the GL Account Code: If you have edit permissions on the three GL Account segments you may edit the GL Account Code in the edit box.

Otherwise, click the edit button on the GL Account Code edit box. This opens the GL Account Segments screen. Search for and select the segments that make up a GL Account Code.

Details

You may only select GL Account segments for which you have edit permissions. See Editable GL Segments.

GL Reference: Select a GL Reference from the drop-down list. This will be used as the default GL Reference in the line items.

UOM: Select a UOM.

Discount: Enter a Discount (%).

Ship Via: Select a Ship Via.

FOB: Select a FOB.

Project: Select a Project originating from Kinetic.

Phase: Select a Phase belonging to the selected Project.

Cost Code: Select a Cost Code belonging to the selected Project and Phase. (This field is only available if the Global Setting Enable Cost Codes is Enabled.)

Buyer: Select a default Buyer for the line items. (This field is only available if the Global Setting Enable Buyer is set to Yes.)

To close the Document Defaults section, click on the section header bar again.

Adding Requisition Delivery Details

Click on the Delivery section header bar.

This opens the Delivery section.

View Delivery Section

The delivery details of the selected Location are populated in these fields.
Update the delivery details, if necessary.
Delivery Settings
- Contact Name
- Contact Phone
- Contact Email
- Ship Name
- Ship Address
- City
- State
- Postal Code
- Country
- User Defined Fields (UDF 1, etc.)
To close the Delivery section, click on the Delivery section header bar again.

Completing the Requisition Type Section for a Requisition

The Requisition Type is used to categorize the Requisition. Custom Data is saved to the database, where it can be used in reports or mapped to user-defined fields in Kinetic. The Requisition Type can also be selected as a field for criteria in an Advanced approval tree.

NOTES:

This section is available only if the Use Requisition Types setting has been enabled (see Global Settings).
Available Requisition Types are allocated at a User level. See Default Settings on the User Detail page.

Select a Requisition Type, or keep the default Requisition Type.
Click the Values button to open the custom form for the selected Requisition Type.
If there are no required fields to fill out, the Values button is blue.

If the required fields are filled out, the Values button is green.
Select the required values in the custom form, then click Save and Close. See Custom Form Designer.

Adding Requisition Line Items

Add one or more line items to the document.

You can also copy LineCopyIcon an existing line.

AddCatalogueIcon Catalogue - Add a catalogue item.

AddNonCatalogueIcon Non-Catalogue - Add a non-catalogue item.

AddJobMaterialIcon Job Material - Add a manufacturing job’s material item.

AddJobOperationIcon Job Operation - Add a manufacturing job’s operation item.

ImportLineIcon Import Line Items - Import line item(s).

AddPunchOutIcon PunchOut - Add items from your configured PunchOut website.

See below for more detail.

Adding Catalogue Items to a Requisition

Select Add > Catalogue at the bottom of the page.

AddCatalogueItem

The [Document Type] > [Document No.] > Add Catalogue Items page opens, showing any results from the selected filters.

AddCatalogueItemsPage

If there are no results in the > Add Catalogue Items page, click the Search button. For a faster search, you can also refine your filter conditions before clicking the Search button.

Note that search results for catalogue items are loaded automatically if the Global Setting Auto-execute Search for Catalogue Items is set to Yes.

To change the result set, select different filter conditions then click the Search button.
Filter Conditions
- Company - This defaults to the User’s default Company Code.
- Part No - Enter the Part No, if known.
- Description - Enter all or part of the Description.
- From Inventory - Yes, No, Any. Inventory catalogue items are maintained in Kinetic; non-inventory items are added in ARM.
- Active - Yes, No, Any.
- Buyer - Enter a Buyer name.
- Vendor Part Number - Enter all or part of the Vendor Part Number, if known.
To search in any of the filter fields where there is a search icon displayed you can start typing partial data and matches will be displayed in a list. Select an item from the list.

Select a Receiving Location - This defaults to the Location Code on the document default.

If there are filters set for the Receiving Location, this will limit the results. See Filter Items by Category Codes. Only items belonging to accessible Category Codes will remain in the results.

Add items from the results section.
1. Select a Quantity greater than zero for each item that you want to add.
2. Optionally update the Line Type and the Source. The Line Type defaults to the Default Line Type for the Receiving Location (see Locations).
  - Line Type: Purchase - Source is a Vendor. The Preferred Vendor for the item and (receiving) location, if available, is the default Vendor.
    
    You can also search for and select a Vendor. The search list is limited to Vendors Approved for Purchasing that are also on the Catalogue Item’s Price List as an Approved Supplier.
    
    If no Vendor is selected, then the Document Default Vendor, if defined, is added to the line.
  - Line Type: Transfer - Source is a Location.
  - Line Type: Expense - Source is a Date.
  Catalogue parts will only show the list of approved Vendors (or just display the Preferred Vendor if permissions do not permit editing at all).
3. Click Add item(s).
Click Finish when you have added all required items.

AddItemsFromCatalogue

Use the buttons on the page footer to add results from other pages.

Pageination

Each added Catalogue Item, with its selected Quantity, Vendor / Supply Loc. etc. appears on the page under the Line Items section.

NewLineItems

Adding Non-Catalogue Items to a Requisition

Add non-catalogue items when you need items that you don’t often purchase (for ad hoc, or once-off purchases) and are not in your catalogue.

ARM will not allow you to add a non-catalogue item with the same Part Number as an inventory catalogue item (an item from Kinetic). If you enter a non-catalogue item with a Part Number that matches an Internal Part Cross Reference for another Part (such as a Supplier Price Reference), ARM raises an Alert, then converts the non-catalogue item to the identified Internal Part Cross Reference.

Select Add > Non-Catalogue at the bottom of the page.

The [Document Type] > [Document No.] > New Line page opens.

Note that many of the fields on the line item already contain default values.

Default values are either:
- Document Defaults, if these were entered or selected
- System Defaults, where no Document Defaults were supplied and the System Defaults could be supplied.
For example, if a Category is selected in Document Defaults, then this is the Category Code on all new line items, otherwise ARM supplies the System Default Category Code.

Edit the fields to create a non-catalogue item.

Non-Catalogue Item Fields

Part Number

The icon NonCatalogueIcon indicates this is a non-catalogue item.

The Part Number defaults to the value set in the Company Setting for Default Non-Cat Part No. If you have the permission Can Change Non-catalogue Item Name, you can edit it.

Converting a Non-Catalogue Item to a Catalogue Item

Inventory Part Number

If you enter a Part Number belonging to an Inventory Part, select Yes to convert the line to a Catalogue Line Item.

Details

ConvertNonCatToCat252

The line item converts to a Catalogue item, with the selected Inventory Part selected as the Part Number.

SavedAsPartNumber1

Cross-referenced Part Number

If the Part Number is cross-referenced to one or more parts, a Cross-references pop-up for the Part Number displays.

Click the check Action button to select the cross-referenced part.

Details

SelectCrossReferencedPart

The line item converts to a Catalogue item, with the selected cross-referenced part as the Part Number.

SavedAsPartNumber2

Note that you cannot edit the part number after saving the non-catalogue item.

Requester

This defaults to the Requester in Document Defaults. You can select any other Requester in your Requester Groups.

Custom Data

This field is available if Use Requisition Types is enabled. See Global Settings.

Select a User Assigned Custom Form then click the Values button.
Select the required values in the custom form, then click Save and Close. See Custom Form Designer.

Release Date

Select a Release Date, if specific line items need to be released in time for business requirements. Otherwise keep the Document Default.

Due Date

This is the date you expect the line item to be received.

If you have a Document Default Due Date, then this is selected, otherwise the System Default Due Date is selected.

If you select a different Due Date, this clears the System Default check box.

System Default for Due Date

Due Date for Requisitions

The Due Date for Requisitions is calculated as follows:

Add Lead Time to the current date. Lead Time is only defined if greater than 0 (zero).

The Lead Time, if defined, is used from (in order of precedence):

Catalogue Item Price (Supplier Price List)
Catalogue Item Location
Catalogue Item (header)
Category
Category Group
Vendor
Vendor Group.

If Lead Time is undefined in any of the above, add Due Date Days from Today from Global Settings to the current date to calculate Due Date.

Description

The description is blank for a non-catalogue item. Enter a suitable description.

Vendor

To update, select a Vendor by typing a partial name and selecting from the displayed list, which is limited to Vendors Approved for Purchasing that are also on the Catalogue Item’s Price List as an Approved Supplier.

Purchase Point

Select a Purchase Point (configured on the Supplier in Kinetic).

If you have a Document Default Purchase Point, then this is selected, otherwise the System Default Purchase Point (if available) is selected.

If you select a different Purchase Point, this clears the System Default check box.

System Default for Purchase Point

Purchase Point: The vendor’s primary purchase point.

The Purchase Point detail is also visible on the Purchase Order report.
The Purchase Point’s contact email address is a point of reference for email notification. (The order of preference for an email address is: Purchase Point > Vendor Primary Contact > Other contacts > Vendor.)

Terms

If you have a Document Default Terms Code, then this is selected, otherwise the System Default Terms Code is selected.

If you select Terms, this clears the System Default check box.

System Default for Terms

Terms

The Terms defaults to the first available from:

Supplier (Vendor), if available, otherwise
Company settings

Vendor Part Number

Enter the vendor part number or SKU (stock taking unit), if known.

Receiving Location Code

You can select a different location code from the one on the Document Defaults. The Global Setting Line Level Locations must be enabled.

Different locations will cause a Requisition to split into separate Pro-Forma Orders and thus different Purchase Orders. See Pro-Forma Order Creation Rules.

Note that the locations can be from multiple companies.

Ship Location Code

You can select shipping location that is different from the receiving location. You can also Edit to edit the Delivery Address. The Global Setting Line Level Locations must be enabled.

If you cannot edit the Delivery Address, you can View it.

The locations can be from multiple companies.

Tax Liability

If you have a Document Default Tax Liability, then this is selected, otherwise the System Default Tax Liability is selected.

If you select a Tax Liability, this clears the System Default check box.

System Default for Tax Liability

Tax Liability

The Tax Liability defaults to the first available of:

The Vendor’s Tax Liability, if available, otherwise
The Company Setting Default Tax Liability (Tax Region) Code.

Tax Category

If you have a Document Default Tax Category, then this is selected, otherwise the System Default Tax Category is selected.

If you select a Tax Category, this clears the System Default check box.

System Default for Tax Category

Tax Category

For Catalogue items, the Tax Category defaults to the first available of:

The Tax Category for the Catalogue item for the Location matching the Receiving Location Code
The Tax Category for the Catalogue item
The Tax Category for the Catalogue’s Category
The Default Product Tax Category Code defined in Company Settings.

For items not in the Catalogue, the Tax Category defaults to the Default Product Tax Category Code defined in Company Settings.

Category

If you have a Document Default Category, then this is selected, otherwise the System Default Category is selected.

Just for Blanket Orders:

If you have a Document Default Category, then this is selected
Otherwise, the same Category as used in the first line of the Blanket Order (for the second line onward).
Otherwise the System Default Category is selected.

If you select a Category, this clears the System Default check box.

System Default for Category

For Catalogue and Non-Catalogue Items: The category defaults to the first available of:

The Category for the Catalogue item (catalogue items only)
The Default Category for the Vendor
The Default Category for the Vendor Group
Default Category in Company settings
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For PunchOut Lines

The category defaults to the first available of:

The PunchOut line Category
The Category that maps to the PunchOut item’s UNSPSC code
The Category for the Catalogue item that maps to the PunchOut item
The Category for the PunchOut configuration - see Maintaining PunchOut.

The Default Category for the Vendor
The Default Category for the Vendor Group
Default Category in Company settings
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To update the Category, click the search SearchIcon button open the Category Code Search. The Category Code Search contains a list of Category Codes that belong to the Category Groups assigned to your User details.

Ship Via

If you have a Document Default Ship Via, then this is selected, otherwise the System Default Ship Via is selected.

If you select a Ship Via, this clears the System Default check box.

System Default for Ship Via

Ship Via

The Ship Via defaults to the first available from:

The selected Vendor’s Ship Via value (from the Supplier record on Kinetic).

Ship Via specifies the shipping method (for example, FedEx, or Company Truck) that the supplier uses to ship purchased materials to your shipping location.
The Company Setting for Ship Via

If PFO Combining is enabled, Requisition lines will combine based on the combinations of line Ship Via and FOB values.

FOB

If you have a Document Default FOB, then this is selected, otherwise the System Default FOB is selected.

If you select a FOB, this clears the System Default check box.

System Default for FOB

FOB

The FOB defaults to the first available from:

The selected Vendor’s FOB value (from the Supplier record on Kinetic). The FOB specifies the free on board location for the supplier. This location indicates the point at which title of the shipped goods changes from the supplier to your company.
The Company Setting for Default FOB

If PFO Combining is enabled, Requisition lines will combine based on the combinations of line Ship Via and FOB values.

Buyer

The Buyer for this item. Buyers are integrated from Kinetic and available for selection in this field when Enable Buyer Mapping in Global Settings is set to Yes.

On full approval of a Requisition, the Buyer field will be mapped to the Buyer field on the resulting Pro-Forma Order.

If the Buyer field is blank on the Pro-Forma Order, it will default to the Buyer info on the Root Node of the relevant approval tree.

Mark-up Type

This field is visible when the Enable On-charge Mark-up Global Setting is enabled.

Select either Unit Price or Percent.

If there is a configured Default Mark Up in Kinetic, then the default on-charge data is displayed here (based on the Project/Phase/Cost Code and Part selections). You can enter values if necessary.

Unit Price Mark-Up: This field appears if Unit Price is selected for Mark-up Type.
Mark-up %: This field appears if Percent is selected for Mark-up Type.

UOM

If you have a Document Default UOM, then this is selected, otherwise the System Default UOM is selected.

If you select a UOM, this clears the System Default check box.

System Default for UOM

UOM

This defaults to the catalogue item’s (part) UOM. The available UOM’s in the drop-down list are those that belong to the same UOM group.

When a Vendor is selected and there is a Price for this Vendor, then the UOM for the Vendor Price for this Catalogue Item overrides the Catalogue Item’s UOM.

When a line is added from Job Material, the UOM defaults from the Job Material UOM, overriding the Part UOM.

For non-catalogue requisition line items and AP Invoice Misc lines, the UOM defaults to the company’s Default UOM defined in Company Settings.

Quantity

Enter the item quantity for this line.

Unit Cost

Enter a Unit Cost for the line.

Discount (%)

If the Global Setting Enable Purchase Discount is set to Yes, Discount % is displayed.

If there is a Price record for the Catalogue Item for the selected Vendor, then the Discount value is for the Unit Price.

Enter a Discount % for the Unit Cost (permission Edit Purchase Discount Info is required).

Final Unit Cost: This read-only field displays the discounted unit cost.

Extended Cost

This read-only field displays the Unit Cost (or Final Unit Cost if Discounts are enabled) multiplied by the Quantity.

Currency Info

If you have permissions you can change the currency on the line.

Details

Click on the edit EditBtn icon next to the currency field.

The Currency Info pop-up dialog appears.

CurrencyInfo

Here you can:

Select a different Currency from the drop-down list.
Select Lock to lock in the current exchange rate between the two currencies (as displayed in the two Rate boxes).
Select Apply to apply the new currency to just this line, or select Apply to all lines with the same vendor.

GL Account Code

If you have a Document Default GL Account Code, then this is selected, otherwise the System Default GL Account Code is selected.

System Default for GL Account Code:

GL Account Code: See GL Account Mask Sequence for an explanation on how the GL Account Code is derived as a system default.

To show the GL Sequencing Steps:

Click on the wand WandBtn button above the GL Account Code search box.

This opens the GL Sequences information panel.

GLSequencesPanel1

Example 1: Attribute # 1 has a valid and complete result, which is colored in green.

GLSequencePanel252a

Example 2: Each result shown here is colored in amber, incomplete but valid. GL Masks that don’t match previous results are displayed in gray.

Attribute

The attribute name from the GL Account Mask Sequence, with the first in the sequence at the top of the list (for example, CATEGORY).

Value

The value of that attribute on the requisition line (for example, HDW).

GL Mask

The GL mask associated with the value of the attribute. e.g., "__-00-20".

If the GL mask does not match the previous result, it is colored in gray and is not used.

Result

The resultant GL Account code when this attribute value’s mask is applied to the cumulative GL Account. The result is color-coded as follows:

Amber: The GL Account mask is incomplete, but valid.
Red: The GL Account mask is complete, but invalid.
Green: The GL Account mask is complete and valid. (This is the value that ARM defaults into the GL Account field.)

GL Sequences displays how the default GL Account Code is derived, according to the GL Account Mask Sequence.

Based on the information displayed, it is possible to see where there are GL Account segments for relevant attribute values that are missing from the Chart of Accounts.

See example where GL Account segments are missing:

Each result shown here is colored in amber: the GL Account mask is incomplete but valid. GL Masks that don’t match previous results are displayed in gray.

To search for a new GL Account Code:

Click the search GLAccountSearchBtn button on the edit box. This opens the GL Account Code Search screen. Search for and select a new GL Account Code.

All GL Account Codes that match the User’s Assigned GL Accounts (for the Company) are available for selection. See Maintaining Users - Assigned GL Accounts Tab.

For Inventory items, the GL Account Code defaults to the GL Account Code for the Catalogue Item Location, unless the Company Setting Use ARM’s GL defaulting logic on inventory items is enabled, in which case the GL Account Code is created as it is for non-inventory items.

To edit the GL Account Code:

Edit the GL Account Code in the edit box. This is only possible if you have edit permissions on the three GL Account segments.

OR
Click the edit button on the GL Account Code edit box. This opens the GL Account Segments screen. Search for and select the segments that make up a GL Account Code.

Details

NOTE: You may only select GL Account segments for which you have edit permissions. See Editable GL Segments.

In this example, a user may only select the Chart and Department segments.

Details

HS Commodity Code

Overwrite the HS Commodity Code, if necessary. This field is required if the Company General Setting for HS Commodity Code Required setting is Yes.

Note

Any note added here will be integrated into Kinetic on the Purchase Order > Line > Comments.

Purchase for Project

Select this check box to enter Project and Phase values.

Project and Phase

These values are sourced from Kinetic. Select a project and phase.

Project: The Requisition will be against this project’s budget.
Phase: The Requisition will be against this project phase’s budget.

Note: Catalogue, Local Catalogue and Non-Catalogue items support this option.

Purchase for Job

Purchase for an item a job (details are sourced from Kinetic). You can select a job, assembly and material/operation.

Job Details

Job: Select a Job.
Assembly: Select an Assembly for the Job.
Material or Operation: The item can be from job operations, existing material, or new material:

Existing Material

Select existing material for this job.

New Material

Create a New Material request for this job. If a job already has material requests from this or other documents, you can view these.

View Example

Click on the message There are currently [x] New Material requests submitted.

ClickOnMaterialRequestLink2

The Submitted New Material Requests page displays.

SubmittedNewMaterialRequests3

If the details have a gold RequestedInThisDocument star, then the material was raised for this document.

New Job Material Request

Click Raise New Request.

This opens the New Job Material Request pop-up.
Update the Unit Cost, Quantity, UOM.
Clear the Fixed Quantity check box if necessary.
Click OK.

Operation

Select a job operation.

Link Sales Order

Select Link Sales Order to link the document to a Sales Order.

Details

The fields Order Number, Order Line and Release Number appear.

Click the Select button to select an Order Number, Line Number and Release Number.

Inspection Required

If either the Vendor or the Category has Inspection Required selected, then Inspection Required is selected on a document line item and cannot be edited. If neither the Vendor nor the Category has Inspection Required selected, you may select/de-select the check box. Read more about Part Inspection.

Select Apply to save changes, or OK to save and return to the document.

Adding Job Material Item to a Requisition

Select Add > Job Material under Line Items on the Requisitions > [Requisition No.] page.

The Add Items from Job Material pop-up screen opens.
Select a Quantity greater than zero for each item that you want to add.
Click Finish.

Adding Job Operation Item to a Requisition

Select Add > Job Operation at the bottom of the page.

The Add Items from Job Operation pop-up screen opens.
Select a Quantity greater than zero for each item that you want to add.
Click Finish.

Importing Line Items to a Requisition

Select Import Line Item(s) under Line Items on the Requisitions > [Requisition No.] page.

The [Document No.] > Requisition Line Import page opens.
Click Browse, then select and Open a file to import.
Click Import on the page footer menu.

The file is imported, and the lines are added. Any validation errors appear beneath the file name.

To create a file to import, you can download the Standard Requisition Line Template form and update this. If there are any custom templates to download, you can choose one of these instead.

Each imported line can include a Note, as well as the Release Date and Due Date for that line.

Adding PunchOut Items to a Requisition

Select a PunchOut for a vendor from the + PunchOut menu at the bottom of the page.

PunchOuts for some of the vendors are configured and maintained by an Administrator. See Maintaining PunchOut.
Click OK on the Processing PunchOut dialog box.

The selected vendor’s PunchOut web page is displayed.
Select items from the displayed catalog, then finalize the order according to the site’s instructions (for example, add to shopping cart).

When the order has been finalized on the PunchOut site, the site closes.

Items from the PunchOut site are added to the document’s line items.

Deleting Requisition Line Items

To delete items from a document:

Select the check box to the right of one or more items to delete.
Select Delete Selected Items button on the Line Items footer.

Completing the Requisition Type Section

NOTES:

This section is available only if the Use Requisition Types setting has been enabled (see Global Settings).
Available Requisition Types are allocated at a User level. See Default Settings on the User Detail page.

Select a Requisition Type, or keep the default Requisition Type.
Click the Values button to open the custom form for the selected Requisition Type.
If there are no required fields to fill out, the Values button is blue.

If the required fields are filled out, the Values button is green.
Select the required values in the custom form, then click Save and Close. See Custom Form Designer.

Applying Defaults to Requisition Line Items

Before applying defaults, select one or more lines to include in the update, by selecting the check box at the end of the line, under the Options column.
Open the Document Defaults section.
Optionally update default values.
To apply the selected values, click the Apply selected fields to Lines button.
Close the Document Defaults section.

Editing Requisition Line Items

Permissions

Currency

The Edit Requisition Currency Info permission allows you to edit the currency code and exchange rate on a requisition line.

Due Date

The Edit Requisition Due Date permission allows you to edit the due date on a requisition line that is not in approvals.

UOM

The Edit Own Requisition Catalogue Item UOM permission allows you to edit the UOM of a catalogue item in a requisition.
Edit Requisition Catalogue Item UOM On Approval - The user can edit UOM of a catalogue item in a requisition during the approval process.
Edit Requisition Non-Catalogue Item UOM On Approval - The user can edit the UOM of a non-catalogue item in a requisition during the approval process.

See Permissions in ARM.

Click the edit icon EditIcon to edit a line item.

Note that many of the fields on the line item already contain default values.

Default values are either:

Document Defaults, if these were entered or selected
System Defaults, where no Document Defaults were supplied and the System Defaults could be supplied.

For example, if a Category is selected in Document Defaults, then this is the Category Code on all new line items, otherwise ARM supplies the System Default Category Code.

Example

Line Item Fields

Part Number

The icon next to the Part Number indicates what sort of item it is:

	Non-catalogue item
	Catalogue item
	Inventory item (a non-local Catalogue item)

You cannot edit a part number.

Part Revision

Select a Part Revision, if available, or type in a Part Revision.

The Part Revision is only available for inventory FromInventoryIcon items.

Requester

Select a Requester for the line item. You can select any other Requester from your Requester Groups.

Custom Data

This field is available if Use Requisition Types is enabled. See Global Settings.

Select a User Assigned Custom Form then click the Values button.
Select the required values in the custom form, then click Save and Close. See Custom Form Designer.

Release Date

Select a Release Date, if specific line items need to be released in time for business requirements. Otherwise keep the Document Default.

Due Date

This is the date you expect the line item to be received.

If you have a Document Default Due Date, then this is selected, otherwise the System Default Due Date is selected.

If you select a different Due Date, this clears the System Default check box.

System Default for Due Date

Due Date for Requisitions

The Due Date for Requisitions is calculated as follows:

Add Lead Time to the current date. Lead Time is only defined if greater than 0 (zero).

The Lead Time, if defined, is used from (in order of precedence):

Catalogue Item Price (Supplier Price List)
Catalogue Item Location
Catalogue Item (header)
Category
Category Group
Vendor
Vendor Group.

If Lead Time is undefined in any of the above, add Due Date Days from Today from Global Settings to the current date to calculate Due Date.

Description

You can optionally update the item description.

Vendor

If the selected Vendor’s currency is different from the line currency, the following message appears: Do you want to change the currency to the Vendor’s currency? If you select Yes, the line item’s currency is updated.

Vendor (One Time)

If you select a One Time Vendor, the label changes to Vendor (One Time). See more about One Time Vendor.

Click Edit OTV address… above the text box.
Enter the OTV Name and Address fields.
To add bank or remittance details, select the Create Bank/Remit To check box, then enter the banking details.
Click Done editing.

Purchase Point

Select a Purchase Point (configured on the Supplier in Kinetic).

If you have a Document Default Purchase Point, then this is selected, otherwise the System Default Purchase Point (if available) is selected.

If you select a different Purchase Point, this clears the System Default check box.

System Default for Purchase Point

Purchase Point: The vendor’s primary purchase point.

The Purchase Point detail is also visible on the Purchase Order report.
The Purchase Point’s contact email address is a point of reference for email notification. (The order of preference for an email address is: Purchase Point > Vendor Primary Contact > Other contacts > Vendor.)

Terms

If you have a Document Default Terms Code, then this is selected, otherwise the System Default Terms Code is selected.

If you select Terms, this clears the System Default check box.

System Default for Terms

Terms

The Terms defaults to the first available from:

Supplier (Vendor), if available, otherwise
Company settings

Vendor Part Number

Enter the vendor part number or SKU (stock taking unit), if known.

Receiving Location Code

You can select a different location code from the one on the Document Defaults. The Global Setting Line Level Locations must be enabled.

Different locations will cause a Requisition to split into separate Pro-Forma Orders and thus different Purchase Orders. See Pro-Forma Order Creation Rules.

Note that the locations can be from multiple companies.

Ship Location Code

You can select shipping location that is different from the receiving location. You can also Edit to edit the Delivery Address. The Global Setting Line Level Locations must be enabled.

If you cannot edit the Delivery Address, you can View it.

The locations can be from multiple companies.

Tax Liability

If you have a Document Default Tax Liability, then this is selected, otherwise the System Default Tax Liability is selected.

If you select a Tax Liability, this clears the System Default check box.

System Default for Tax Liability

Tax Liability

The Tax Liability defaults to the first available of:

The Vendor’s Tax Liability, if available, otherwise
The Company Setting Default Tax Liability (Tax Region) Code.

Tax Category

If you have a Document Default Tax Category, then this is selected, otherwise the System Default Tax Category is selected.

If you select a Tax Category, this clears the System Default check box.

System Default for Tax Category

Tax Category

For Catalogue items, the Tax Category defaults to the first available of:

The Tax Category for the Catalogue item for the Location matching the Receiving Location Code
The Tax Category for the Catalogue item
The Tax Category for the Catalogue’s Category
The Default Product Tax Category Code defined in Company Settings.

For items not in the Catalogue, the Tax Category defaults to the Default Product Tax Category Code defined in Company Settings.

Category

If you have a Document Default Category, then this is selected, otherwise the System Default Category is selected.

Just for Blanket Orders:

If you have a Document Default Category, then this is selected
Otherwise, the same Category as used in the first line of the Blanket Order (for the second line onward).
Otherwise the System Default Category is selected.

If you select a Category, this clears the System Default check box.

System Default for Category

For Catalogue and Non-Catalogue Items: The category defaults to the first available of:

The Category for the Catalogue item (catalogue items only)
The Default Category for the Vendor
The Default Category for the Vendor Group
Default Category in Company settings
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For PunchOut Lines

The category defaults to the first available of:

The PunchOut line Category
The Category that maps to the PunchOut item’s UNSPSC code
The Category for the Catalogue item that maps to the PunchOut item
The Category for the PunchOut configuration - see Maintaining PunchOut.

The Default Category for the Vendor
The Default Category for the Vendor Group
Default Category in Company settings
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Ship Via

If you have a Document Default Ship Via, then this is selected, otherwise the System Default Ship Via is selected.

If you select a Ship Via, this clears the System Default check box.

System Default for Ship Via

Ship Via

The Ship Via defaults to the first available from:

The selected Vendor’s Ship Via value (from the Supplier record on Kinetic).

Ship Via specifies the shipping method (for example, FedEx, or Company Truck) that the supplier uses to ship purchased materials to your shipping location.
The Company Setting for Ship Via

If PFO Combining is enabled, Requisition lines will combine based on the combinations of line Ship Via and FOB values.

FOB

If you have a Document Default FOB, then this is selected, otherwise the System Default FOB is selected.

If you select a FOB, this clears the System Default check box.

System Default for FOB

FOB

The FOB defaults to the first available from:

The selected Vendor’s FOB value (from the Supplier record on Kinetic). The FOB specifies the free on board location for the supplier. This location indicates the point at which title of the shipped goods changes from the supplier to your company.
The Company Setting for Default FOB

If PFO Combining is enabled, Requisition lines will combine based on the combinations of line Ship Via and FOB values.

Buyer

The Buyer for this item. Buyers are integrated from Kinetic and available for selection in this field when Enable Buyer Mapping in Global Settings is set to Yes.

On full approval of a Requisition, the Buyer field will be mapped to the Buyer field on the resulting Pro-Forma Order.

If the Buyer field is blank on the Pro-Forma Order, it will default to the Buyer info on the Root Node of the relevant approval tree.

Mark-up Type

This field is visible when the Enable On-charge Mark-up Global Setting is enabled.

Select either Unit Price or Percent.

If there is a configured Default Mark Up in Kinetic, then the default on-charge data is displayed here (based on the Project/Phase/Cost Code and Part selections). You can enter values if necessary.

Unit Price Mark-Up: This field appears if Unit Price is selected for Mark-up Type.
Mark-up %: This field appears if Percent is selected for Mark-up Type.

UOM

If you have a Document Default UOM, then this is selected, otherwise the System Default UOM is selected.

If you select a UOM, this clears the System Default check box.

System Default for UOM

UOM

This defaults to the catalogue item’s (part) UOM. The available UOM’s in the drop-down list are those that belong to the same UOM group.

When a Vendor is selected and there is a Price for this Vendor, then the UOM for the Vendor Price for this Catalogue Item overrides the Catalogue Item’s UOM.

When a line is added from Job Material, the UOM defaults from the Job Material UOM, overriding the Part UOM.

For non-catalogue requisition line items and AP Invoice Misc lines, the UOM defaults to the company’s Default UOM defined in Company Settings.

Quantity

Enter the item quantity for this line.

Unit Cost

Update the Unit Cost.

For Catalogue Items:

The Unit Cost defaults to the Catalogue Item’s current Price, for the selected Vendor, if this is available.
To update the Unit Cost, either enter a value, or click Price to update to the Vendor’s price.
Updating the Unit Cost for a Catalogue Item requires the permission Edit Own Requisition Catalogue Item Price .

Discount (%)

If the Global Setting Enable Purchase Discount is set to Yes, Discount % is displayed.

If there is a Price record for the Catalogue Item for the selected Vendor, then the Discount value is for the Unit Price.

Enter a Discount % for the Unit Cost (permission Edit Purchase Discount Info is required).

Final Unit Cost: This read-only field displays the discounted unit cost.

Extended Cost

This read-only field displays the Unit Cost (or Final Unit Cost if Discounts are enabled) multiplied by the Quantity.

Currency Info

If you have permissions you can change the currency on the line.

Details

Click on the edit EditBtn icon next to the currency field.

The Currency Info pop-up dialog appears.

CurrencyInfo

Here you can:

Select a different Currency from the drop-down list.
Select Lock to lock in the current exchange rate between the two currencies (as displayed in the two Rate boxes).
Select Apply to apply the new currency to just this line, or select Apply to all lines with the same vendor.

GL Account Code

If you have a Document Default GL Account Code, then this is selected, otherwise the System Default GL Account Code is selected.

System Default for GL Account Code:

GL Account Code: See GL Account Mask Sequence for an explanation on how the GL Account Code is derived as a system default.

To show the GL Sequencing Steps:

Click on the wand WandBtn button above the GL Account Code search box.

This opens the GL Sequences information panel.

GLSequencesPanel1

Example 1: Attribute # 1 has a valid and complete result, which is colored in green.

GLSequencePanel252a

Example 2: Each result shown here is colored in amber, incomplete but valid. GL Masks that don’t match previous results are displayed in gray.

Attribute

The attribute name from the GL Account Mask Sequence, with the first in the sequence at the top of the list (for example, CATEGORY).

Value

The value of that attribute on the requisition line (for example, HDW).

GL Mask

The GL mask associated with the value of the attribute. e.g., "__-00-20".

If the GL mask does not match the previous result, it is colored in gray and is not used.

Result

The resultant GL Account code when this attribute value’s mask is applied to the cumulative GL Account. The result is color-coded as follows:

Amber: The GL Account mask is incomplete, but valid.
Red: The GL Account mask is complete, but invalid.
Green: The GL Account mask is complete and valid. (This is the value that ARM defaults into the GL Account field.)

GL Sequences displays how the default GL Account Code is derived, according to the GL Account Mask Sequence.

Based on the information displayed, it is possible to see where there are GL Account segments for relevant attribute values that are missing from the Chart of Accounts.

See example where GL Account segments are missing:

Each result shown here is colored in amber: the GL Account mask is incomplete but valid. GL Masks that don’t match previous results are displayed in gray.

To search for a new GL Account Code:

Click the search GLAccountSearchBtn button on the edit box. This opens the GL Account Code Search screen. Search for and select a new GL Account Code.

All GL Account Codes that match the User’s Assigned GL Accounts (for the Company) are available for selection. See Maintaining Users - Assigned GL Accounts Tab.

To edit the GL Account Code:

Edit the GL Account Code in the edit box. This is only possible if you have edit permissions on the three GL Account segments.

OR
Click the edit button on the GL Account Code edit box. This opens the GL Account Segments screen. Search for and select the segments that make up a GL Account Code.

Details

NOTE: You may only select GL Account segments for which you have edit permissions. See Editable GL Segments.

In this example, a user may only select the Chart and Department segments.

Details

Dynamic Reference Segment/s (Client Specific Values)

If the Chart of Account structure in Kinetic includes the setup of multiple dynamic segments, these are integrated into ARM and can be selected within Requisition lines.

Example of reference segments:

Reference: Customer: Select a Customer reference from the drop-down list.
Reference: Employee: Select an Employee reference from the drop-down list.
Reference: Vehicles: Select a Vehicle reference from the drop-down list.

You may only select dynamic references for which you have edit permissions. See Editable GL Segments.

In this example, a user may not edit the segment.

UserMayNotEditSegment

HS Commodity Code

Overwrite the HS Commodity Code, if necessary. This field is required if the Company General Setting for HS Commodity Code Required setting is Yes.

Note

Any note added here will be integrated into Kinetic on the Purchase Order > Line > Comments.

Purchase for Project

Select this check box to enter Project and Phase values.

Project and Phase

These values are sourced from Kinetic. Select a project and phase.

Project: The Requisition will be against this project’s budget.
Phase: The Requisition will be against this project phase’s budget.

Note: Catalogue, Local Catalogue and Non-Catalogue items support this option.

Purchase for Job

Purchase for an item a job (details are sourced from Kinetic). You can select a job, assembly and material/operation.

Job Details

Job: Select a Job.
Assembly: Select an Assembly for the Job.
Material or Operation: The item can be from job operations, existing material, or new material:

Existing Material

Select existing material for this job.

New Material

Create a New Material request for this job. If a job already has material requests from this or other documents, you can view these.

View Example

Click on the message There are currently [x] New Material requests submitted.

ClickOnMaterialRequestLink2

The Submitted New Material Requests page displays.

SubmittedNewMaterialRequests3

If the details have a gold RequestedInThisDocument star, then the material was raised for this document.

New Job Material Request

Click Raise New Request.

This opens the New Job Material Request pop-up.
Update the Unit Cost, Quantity, UOM.
Clear the Fixed Quantity check box if necessary.
Click OK.

Operation

Select a job operation.

Link Sales Order

Select Link Sales Order to link the document to a Sales Order.

Details

The fields Order Number, Order Line and Release Number appear.

Click the Select button to select an Order Number, Line Number and Release Number.

Inspection Required

Click Save & Close on the Footer Menu.

OR

Save

Click this button to apply the changes and keep the form open.

Refresh (button)

Click this button to refresh unsaved data.

Adding Attachments and Notes

You can add attachments and notes to the Requisition header and also to the individual Requisition lines.

Adding Attachments to a Document Header

You can add an attachment to a Requisition header at any point, regardless of the Requisition status.

If the Requisition has not been submitted already, the attachment will be added to the documents created from this Requisition, otherwise not.

You may not select the Can be transmitted check box for a Requisition that has already been submitted.

To view, delete, or add an attachment:

Click Attachments on the Menu Bar.

This opens the [Document Type] > [Document No.] > Attachments page.
Click Browse… then browse and select a file to attach. Select Open.
Enter a Description (optional). This replaces the file name in the Attached file list.
Select Upload to upload the attachment.

The attachment is listed under the Attached file list.
Continue to add attachments, as required.
For files that are in the Attached file list, you can:
- Click the Delete button to delete an attachment. (Permissions are required.)
- Select the Can be transmitted check box to ensure that the attached document is included in transmissions (for example, attached to emails).
- Click the Download button to download a copy of the attachment.
When you have finished working with attachments, exit the Attachments page.

The number of attachments is indicated next to the Attachments button on the Menu Bar.

Adding Attachments to a Document Line

Adding an attachment to a document line follows the same process as adding an attachment to a document header.

Click on the document line to open it, then add an attachment as you would for the document header.

Adding Notes

You can add Internal or External Notes to a document header.

To add notes to a document line, see Editing Requisition Line Items and Adding Non-catalogue Items to a Requisition. PunchOuts can be configured to import a note to a line item.

For requisitions

Internal and External Notes can be viewed on the page for all subsequent documents: the Pro-Forma Order and Purchase Order. An External Note is also displayed on the Purchase Order PDF document.

You can include an External Note in the email notification for requisition approvers. It must first be added as a tag to the To_Requisition_Approvers email template. See E-mail Template Maintenance.

For AP invoices

Internal and External Notes can be added and viewed on the AP Invoice page in ARM. Internal Notes can also be viewed on the AP Invoice in Kinetic.

Permissions

The following permissions apply:

Can Delete Own Internal Notes: The user when assigned this permission can delete his/her own internal notes.
Can Delete Any Internal Notes: The user when assigned this permission can delete any internal notes.

To add a note:

Click Notes on the Menu Bar.

This opens the [Document Type] > [Document No.] > Notes page.
To enter an Internal Note, type in the Internal Note(s) edit box then click Add, or press Enter.
For the External Note, enter text in the External Note edit box.
Continue to add notes, as required.
- To delete an Internal Note(s), click the Delete Action button for the row.
  
  Refer to Permissions on deleting internal notes.
- You can delete or update an External Note by typing in the edit box, if this can still be edited.
  
  Your notes appear under Internal Note(s) and/or External Note.
Internal Notes are ordered with the most recent appearing at the top of the list. The note header contains the user name and date/time stamp for the note.
When you have finished working with notes, click Apply, then exit the Notes page.

The total number of notes is indicated next to the Notes button on the Menu Bar.

Appending to an Existing Purchase Order

Permissions

You require the permission Can Append to Open Purchase Orders to append to open purchase orders.

To append a requisition to an existing purchase order:

See Initiating the Append Order from the Requisitions Page.
Continue to add the requisition as normal. See Creating a Requisition.

On the purchase order, the PO Status changes to Append Order in Progress. Read more about appending purchase orders in Append Order.

Creating a Requisition from a Template

Templates are intended for creating Requisitions and AP Invoices.

This section describes how to create a requisition from a template.

Permissions

You require a role with the Search All Template permission to search Templates for all Locations.
If you have the permission View Global Templates you will be able to view a Global Template, provided its location is one that you can access, and then use it to create a requisition with any Location Code from any of the locations you can access.

See Permissions in ARM.

Note: If a template contains catalogue items that are not available in the target location, these items will not be added to the requisition.

Select Templates Templates from the Side Menu to open the Templates page. See Side Menu.

The Templates page opens.

Template No

The unique number for this Template.

Template Name

A name to describe the Template.

Receive Location(s)

The receiving location on the document header. If there is more than one Location, you can click on the ellipsis (…) button to view all Locations in a pop-up box.

Owner

The document owner. This is the User who created the document.

Owner Names are in blue. Hover over an Owner Name to view the full Name, or click on an Owner Name to open the details in the User Information pop-up screen.

Example

UserInformation

Created Date

The date the document was created.

Global

Indicates whether this is a global Template.

Active Approvers

The Approver(s) at the current step in the approval workflow. An Active Approver can approve or reject a requisition.

Actions

Template actions:

Available options under the Actions column depend on your User permissions.

Delete

Click Delete to delete the template on this row. On the confirmation dialog pop-up, click Yes to confirm. (Requires Permission: Can delete all templates.)

Copy

Click Copy to copy the template on this row. Select from the Copy Options, then click Save & Close. (Requires Permission: Can Copy Req and Template.)

See Copy Options

Header Only: Only copy the header information, such as dates and payment type.
Include Attachments: Include any attachments in the copy.
Include Notes: Include any notes in the copy.
Include Custom Data: Include any custom data in the copy. This option is only available if the Use Requisition Types Global Setting is set to Yes.
Include Recurring Setting: Include the Recurrence Settings (Recurrence Pattern and Range Of Recurrence) in the copy.
Copy Tax Data: For each line, copy the Tax Liability and Tax Category.
Fast Copy: Copy all details of each line. Without this option selected, the default values (not the edited values) for each line are used.
Copy Line Date Fields: For each line, copy the dates.
Requester: This is the default Requester on the new document. Either keep the Requester (which is the Requester linked to you, the logged-in user), or select a different Requester, from the list of Requesters that you can request for.

Req

Click Req to copy the template on this row to a new Requisition. (Requires Permission: Can Convert to FastReq.)

See Copy Options

Header Only: Only copy the header information, such as dates and payment type.
Include Attachments: Include any attachments in the copy.
Include Notes: Include any notes in the copy.
Include Custom Data: Include any custom data in the copy. This option is only available if the Use Requisition Types Global Setting is set to Yes.
Copy Tax Data: For each line, copy the Tax Liability and Tax Category.
Fast Copy: Copy all details of each line. Without this option selected, the default values (not the edited values) for each line are used.
Copy Line Date Fields: For each line, copy the dates.
Requester: This is the default Requester on the new document. Either keep the Requester (which is the Requester linked to you, the logged-in user), or select a different Requester, from the list of Requesters that you can request for.

Inv

Click Inv to create an AP Invoice from this template. (Requires Permission: Create AP Invoices.)

See Details

Select a Vendor from the Vendor look-up.
Type in the Invoice Number.
Select the Terms Code from the drop-down list.
Update the Currency, if required.
Click OK.

A new AP Invoice is created.

Select check box

Select the check box next to more than one template, then click Delete Selected Items on the menu bar, to delete the selected templates. (Requires Permission: Can delete all templates.)

To create a requisition from a template in the grid results:
1. Click the Req button on the same row.
  
  OR
2. Click on the Template No.
  
  The Templates page opens for the template number.
  1. View the template details to confirm this is the one to use.
  2. Click on the Requisition button on the Menu Bar.
  The Template to Requisition Options pop-up dialog displays.
Details
Select the Template to Requisition Options.

Template to Requisition Options:

Header Only

Only copy the header information, such as dates and payment type.

Include Attachments

Include any attachments in the copy.

Include Notes

Include any notes in the copy.

Include Custom Data

Include any custom data in the copy. This option is only available if the Use Requisition Types Global Setting is set to Yes.

Copy Tax Data

For each line, copy the Tax Liability and Tax Category.

Fast Copy

Copy all details of each line. Without this option selected, the default values (not the edited values) for each line are used.

Copy Line Date Fields

For each line, copy the dates.

Target Location

This is the location on the new document. If you are copying from a Global template, you can select a Target Location from your list of assigned locations.

Requester

This is the default Requester on the new document. Either keep the Requester (which is the Requester linked to you, the logged-in user), or select a different Requester, from the list of Requesters that you can request for.

Click Save & Close.

A new requisition is created from the template, using the selected options, and appears in the Requisitions > Saved > [requisition number] page.

If the Setting Copy Requisition & Template Quantities Global Setting is set to Yes, then the template line quantities are copied to the new requisition. If it is No, the quantity on each line of the new requisition is 0.

You can edit the new requisition, if necessary.