Purchase requisitions are transactions used for making requests to the purchase department regarding any requirement for products. To configure this screen please refer to Biztransaction type.

Fields & its description:

•  No. & Ref No.

The number refers to the document number for this particular transaction. This is generated based on your general transaction settings. If this transaction has a reference number, enter this in respective the field.

• Date & Ref date

This is the date when the transaction is created and the reference date shows the date of reference for this purchase requisition.

There is a Load button that helps you call on another document. Select the document and click on Load Doc. This will generate content from that document. If you need to change the items then specify that item by using the

Item Wise field. So you are able to load items from another document and make changes.

You can also generate items from a particular BOM by clicking on the BOM button.

In BOM loading, specify either BOM or Nesting Plan and generate items from them. If you choose BOM, enter the name of the item and version so that materials will be loaded in the table.

• Store

Select the store where the item(s) is required.

• Department

Specify the department from which the purchase requisition is made.

There are several functional buttons at the end of the screen along with special transaction buttons like Where Used which will display all the transactions where your document has been referred. E.g. If this transaction has been loaded from say Inspection screen, clicking on Where Used will list all those entries. Please note this is transaction type specific.

Save drafts of your transaction with Get Draft and Save Draft buttons. There may be instances where you need to save a draft of your transaction and this can also be used as a template to enter similar transactions. Click on Save draft to save that particular transaction entry. In the future, if you need to use that specific format or draft of that transaction, click on Get Draft.