Creating desktop requisitions

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

  1. Open the Create Requisition application to create a desktop requisition.
  2. Optional: Complete the following steps to provide additional information:
    1. Change the automatically generated requisition number.
    2. Provide a description of the requisition.
    3. Specify a template for a repeat order.
    4. 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.
    5. Change the priority value.
  3. Specify the shipping information for the items.
  4. 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.
  5. 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.
  6. Click Continue to add requisition lines.


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