Use the toolbar options to create, review, modify, or delete requisition records.
Contents
Field | Description |
Save
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Click this option to save your changes.
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New
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After you click
New, select one of the following:
-
Select
New Requisition to open a new requisition record.
-
Select
Copy Current Requisition to open a copy of the current purchase requisition.
-
Select
Select Requisition to Copy to open a lookup and select a requisition record to copy.
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Delete
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Select the purchase requisition and click this option to delete it.
This step deletes the purchase requisition permanently from the current Vision database. You
cannot undo this action.
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Submit
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Click this option to send to an approver the current purchase requisition.
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Approve
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Click this option to approve the current purchase requisition. To approve more than one purchase requisition, use the
Approval option.
This option displays in the toolbar if, in
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Reject
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This option displays in the toolbar if, in
Click
to reject the purchase requisition that is open now.
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Approval
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Use this option if you want to approve multiple requisitions. Click this option to open the Select Purchase Requisitions for Approval dialog box, click the requests to approve, and then click
Select.
This option displays on the toolbar if in
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Close
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Click this option to close a purchase requisition after it is rejected or approved.
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Print
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After you click this option, select one of the following:
-
Select
Print Current Requisition to print the current purchase requisition.
-
Select
Print Active Group to print all of the purchase requisitions that are currently open.
-
Select
Select Requisition to Print to open the Requisition lookup and select a purchase requisition to print.
-
Select
Print Current RFQ to open the Request for Price Quote options dialog box and select the request for price quote records for the current requisition.
-
Select
Select Requisitions to Print RFQ to open the Request for Price Quote options dialog box and select the requisitions for which to print a request for price quote.
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Help
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Click this option to display the Vision online help for Purchase Requisitions.
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