Searching for a Requisition

If you know what the Requisition status is, you can open the relevant page and search from there.

  • Saved (for Requisitions with a status of Saved)

  • Submitted (for Requisitions with a status of Submitted, Approval in Progress, or Approved)

  • Approval (for Requisitions with a status of Submitted or Approval in Progress)

For other statuses, or if you are unsure of the status, open All Requisitions and conduct a search from there.

Searching All Requisitions

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

    The Requisitions page opens.
    AllRequisitions1

  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.

Searching for Saved Requisitions

  1. Select SavedRequisitions Saved on the Side Menu. See Side Menu.

    The Requisitions > Saved page opens.
    SavedRequisitions2

  2. 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
      RequisitionsSavedFilterConditions252

    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

      The Status is locked to Saved.

      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.

Searching for Submitted Requisitions

  1. Select Submitted Submitted on the Side Menu. See Side Menu.

    The Requisitions > Submitted page opens:
    SubmittedRequisitions2

  2. 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
      RequisitionsSubmittedFilterConditions252

    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

      • Submitted

      • Approval in Progress

      • Approved

      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.

Searching for Approval Requisitions

  1. Select Approval Approval on the Side Menu (see Side Menu) OR

    Select Requisitions requiring your approval on your Dashboard (see Pending Items).

    The Requisitions > Approval page opens:
    ApprovalRequisitions2
    If the Requisition moves on in the Workflow, then it will be removed from your list. This could occur for a number of reasons, for example if someone Approves/Rejects in Advance, or if another Approver has the authority to approve/reject at this level.
    If you have the 'Quick Approve' permission, you can approve from the Search Results, without first looking at the detail.

    • Click Approve to approve a requisition from the Summary page.

    RequisitionsApproval1

  2. 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
      RequisitionsApprovalFilterConditions252

    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

      • Submitted

      • Approval in Progress

      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.