All Requisitions

Provided you have a Requisitioner role, you can view a list of All Requisitions on the Requisitions page for any Owner and for any status, for your assigned location(s).

If you have the permission View All Location Requisition Details you can view the details of all requisitions within your assigned location(s). Without this permission, you can only view details of your own requisitions.

Requisitions with any of the following statuses can be viewed on the Requisitions page:

Statuses

  • Saved

  • Submitted

  • Rejected

  • Approval In Progress

  • Approved

  • Ordered

  • Received

  • Pending Review

  • Getting Revised

  • Standing Order Active

  • Standing Order Completed

  • Standing Order Cancelled

Choose Any to select for all of the above statuses.

  1. Select AllRequisitions All Requisitions on the Side Menu to open All Requisitions. See Side Menu.

    The Requisitions page opens.
    AllRequisitions1
    Req No

    The unique requisition number for this document. Click on the Req No to open the Requisition.
    Status

    The document status. This could be:

    • Saved

    • Submitted

    • Rejected

    • Approval in Progress

    • Approved

    • Ordered

    • Received

    • Pending Review

    • Pending Revision
    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.
    Vendor/Location

    The list of Vendor Codes and Supply Location Codes for the lines in this document. If the list has more than two Vendors/Supply Locations, an ellipsis (…​) button appears. Click on the ellipsis to see the full list in a pop-up box.

    Vendor Codes are in blue. Hover over a Vendor Code to view the full Vendor Name, or click on a Vendor Code to open the details in the Vendor Information pop-up screen.

    Example

    VendorInformation
    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.
    Net

    This label shows the net value (sum of all lines), excluding tax. The currency is included.
    Active Approvers

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

    The available buttons under the Actions column depend on the status of the requisition and the permissions of the logged-in user, and also whether you are an active approver. Examples are: Delete, Copy, Tempit, Approve, Reject, Adv Approve, Adv Reject. There is also a check box to select the row, before deleting one or more selected rows.

    You will only see the Approve button if you are an Active Approver. Similarly, you will only see Adv Approve and Adv Reject if you are an advance approver for the requisition.

  1. Adjust the Search conditions.

    See Details

    1. Expand the filter conditions in the top section of the page to search for a specific Requisition or to narrow your search.

      View filter conditions
      RequisitionsAllFilterConditions252

    2. Enter values in the edit boxes, or select from the search boxes. See the filter conditions, below.

      Filter conditions
      Company

      Select a Company.
      Requisition Type

      Select All, Standard, Standing Order, or Blanket Order from the drop-down list .
      Requisition Name

      Enter a name or partial name followed by the % character to list all Requisitions with a name that contains those characters.
      Requisition No

      Type in the Requisition Number if known, or do a partial search using part of the number followed by %. For example, R0001% will return all Requisitions starting with R0001.
      Status

      Select one of the following status values from the drop-down list:

      • Any

      • Saved

      • Submitted

      • Rejected

      • Approval in Progress

      • Approved

      • Ordered

      • Received

      • Pending Review

      • Pending Revision

      Further refine the list by selecting Any, Not Suspended or Suspended from the adjacent drop-down list.
      Pro-Forma Order No

      Where applicable, you can enter the number of a Pro-Forma Order linked to the requisition.
      Owner

      Type in the User Name, or partial with the % sign, of the person that created the Standing Order, and click on a name from the displayed list.
      Active Approver

      Select a user from the drop-down list. Filters for this user as an active approver for the requisition.
      Future Approver

      Select a user from the drop-down list. Filters for this user as a future approver for the requisition.
      Next Reviewer

      This field is disabled.
      Assigned Locations Only

      If this check box is selected only documents for Locations assigned to the User in their User Profile will be displayed.
      Location Code

      Select a Location Code to filter from.
      Vendor Code

      Select a Vendor Code.
      RFQ Number

      Type in the Request For Quote No if known, or do a partial search using part of the number followed by %.
      Pro-Forma Order No

      The number of the pro-forma order originating from this requisition.
      Purchase Order No

      The number of the purchase order originating from this requisition.
      Inventory Transfer No

      Type in the Transfer Order No if known, or do a partial search using part of the number followed by %.
      Category Code

      Select a Category Code and any Standing Order with a line that matches the value will be returned.
      Job

      Select a Job Code and any Standing Order with a line that matches the value will be returned.
      Project

      Select a Project Code and any Standing Order with a line that matches the value will be returned.
      Phase

      Select a Phase (dependent on the value selected in the Project field).
      Cost Code

      This is an independent field and can be selected against any Project when ARM is configured for use with Advanced Projects Management (APM).
      Part No

      Type in a Part No, or click the field search icon SearchIcon to select a Part Number from the Search Catalogue page.
      Part Description

      Type in the Part Description if known, or do a partial search using part of the description followed by %.
      Date Field

      Select one of the following date values from the drop-down list:

      • Date Created

      • Date Modified

      • Date Submitted

      • Date Approved

      Enter a date range, or just a From Date, or just a To Date.
      From PO Suggestions

      Choose Any, Yes, or No.
      Custom Form

      Select any of the Custom Forms if the ARM system is configured to use these.
      Notes/Custom Data

      You can type in a whole or partial string to search values present within:

      • Internal and External note fields

      • Line note fields

      • Custom UDF value fields

Requisitions that match the search conditions are listed in the grid.

Requisitions Page Functions

On the Requisitions page, you can:

  • View a list of all Requisitions in the system (based on your selected filter conditions).

  • For your own Requisitions, you can perform whatever functionality is available for the Status.

  • For Requisitions owned by other users, you can perform whatever functionality is available for the Status.

  • You can view the summary of all Requisitions with the Rejected status.

  • For Requisitions that you rejected, you can view the details.

See Working with Requisitions.