Requisition in Purchase
The Requisition module in the Purchase section is used as a formal request or "demand" for necessary stock items. It allows you to analyze current stock levels and pending orders to determine exactly what needs to be purchased to meet demand.To access this, navigate to Purchases > Click the Requisition tab.
Top Filters
These filters allow you to narrow down the requisition list to specific criteria:
- Supplier: Filter the demand based on the primary vendor assigned to items.
- Location: Select a specific warehouse or storage point to see its unique demand. (Note: If a location is selected in this top filter, it is non-changeable in the form below).
- Category: Filter items by their inventory category (e.g., Raw Materials or Finished Goods).
- Search: Quickly find a specific item by name or code.
Requisition Table Fields
The table provides a real-time snapshot of your stock requirements:
- Selection Checkbox: Click the first checkbox in the header to select or deselect all items in the list simultaneously. Alternatively, check the checkbox for individual items to make selections.
- Items: Displays the item name and code (e.g., "1234 1234" or "Alpha99 alpha numeric").
- QOH (Quantity On Hand): The actual physical stock currently available in the selected location.
- Purchase Order: The total quantity of this item that has already been ordered but not yet received.
- Reorder Level: The minimum stock threshold. When stock falls below this, a new demand is triggered.
- New Demand: The system-calculated quantity needed to bring stock back to optimal levels.
- New Quantity: The amount you intend to purchase. it is changeable.
- Estimate Price: The expected unit price, usually pulled from the item's last purchase cost. it is changeable.
- Total: The calculated cost for the new quantity (New Quantity × Estimate Price).
Requisition Actions
Once you have selected the necessary items and confirmed the quantities, you can process them through a popup menu:
- Generate PO: This allows the user to create a formal Purchase Order for the selected items to be sent to the supplier.
- Generate PI: This allows the user to create a direct Purchase Invoice if the items and billing are being handled immediately.
- Location (Popup): Specify the delivery warehouse for the generated documents. it is changeable (unless fixed by the top filter).
- Supplier (Popup): Confirm the vendor who will receive the order or invoice.
- Cancel: Discards the selection and returns to the requisition list.