Create new requsition

Form for creating a new request is fully customizable to the user.

Fields are defined in the request form.

The following example shows a possible version of the input form.

 

To enter a new requisition, choose Create new requisition in the menu under Actions.

 

A requisition form opens, in which the fields marked with an asterisk are mandatory fields.

In the lower part of the form, there is a form for entering products/services on requisition, which consists the following elements:

• Product or service - select from the drop-down list the product/service that you would like to add upon requisition.
• Unit measures, Quantity - fields in which the entry of the unit of measure and quantity is mandatory.
• Name of the product or service for suppliers - field for free entry of the product / service.
• Final price.

After filling in the fields of the form for adding a product / service on request, it is necessary to click on the button Add item to add on requisition.1Additional products or services can be added upon requisition..

 

After entering the requisition, it can be forwarded2By clicking the Forward Request button, you send the requisition to the supervisor for approval., saved3By clicking on the Save request button, the requisition is saved in the system, after which the same request can be processed, forwarded or approved., approved4By clicking on the Approve Request button, the requisition is approved and sent to the procurement sector.or canceled5Clicking on the Cancel Request button cancels the requisition..

 

Depending on the action, all entered data, the name of the person who performed a particular action, the date and time of the action, the status of the requisition and the name of the person responsible for the next action (if the user has a superior) are visible.