Toolbar of Purchase Requisitions

Use the toolbar options to create, review, modify, or delete requisition records.

Contents

Field Description
Save Click this option to save your changes.
New

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.

Delete

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.

Submit Click this option to send to an approver the current purchase requisition.
Approve

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 Configuration > Purchasing & Inventory > Company Settings:

  • Approve PR/RFQ is selected for your name in the Approvers grid on the Buyer/Approver tab and

  • Require requisitions and RFQ's to be approved is selected on the General tab.

Reject

This option displays in the toolbar if, in Configuration > Purchasing & Inventory > Company Settings:

  • Approve PR/RFQ is selected for your name in the Approver grid on the Buyer/Approver tab and

  • Require requisitions and RFQ's to be approved is selected on the General tab.

Click to reject the purchase requisition that is open now.

Approval

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 Configuration > Purchasing & Inventory > Company Settings:

  • Approve PR/RFQ is selected for your name in the Approvers grid on the Buyer/Approver tab and

  • Require requisitions and RFQ's to be approved is selected on the General tab.

Close Click this option to close a purchase requisition after it is rejected or approved.
Print

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.

Help Click this option to display the Vision online help for Purchase Requisitions.