You create a desktop requisition to search for and order items and services from either an internal source, such as a company storeroom, or an external vendor.
About this task
This is the first step to create a desktop requisition.
Procedure
- Open the Create Requisition application to create a desktop requisition.
- Optional: Complete the following steps to provide additional information:
- Change the automatically generated requisition number.
- Provide a description of the requisition.
- Specify a template for a repeat order.
- Specify values for the date the items or services are needed, for who is requesting the items or services, and for whom the items and services are being requested.
- Change the priority value.
- Specify the shipping information for the items.
- Optional: If the items or services are being charged to a general ledger account, a work order, a location, or an asset, specify the values for this information.
- Optional: If you are using a credit card to make the purchase, provide the number of the credit card, the card type, and the expiration date.
- Click Continue to add requisition lines.