Purchase Requisitions Form

Use the Purchase Requisitions form to create or edit a new purchase requisition, preview purchase order reports, or approve purchase requisitions.

Related Topics:

  • Display the Purchase Requisitions Form
    You display the Purchase Requisitions form in Purchasing.
  • Toolbar of Purchase Requisitions
    Use the toolbar options to create and modify purchase requisitions.
  • General Tab of Purchase Requisitions Form
    Use the General tab to enter and edit the information that identifies a purchase requisition and the line items that make up a purchase requisition.
  • Comments Tab of Purchase Requisitions
    Use the Comments tab to enter, edit, or review additional comments or requests about a purchase requisition.
  • Cost Distribution Tab of Purchase Requisitions
    Use the Cost Distribution tab to specify the project, at its lowest level of work breakdown structure, to which to charge an item's cost, tax, shipping, and other costs. Vision uses a line item's cost distribution data to calculate its committed expense. You can also use this tab to mark the item's cost as billable and view the committed expense at billing rates.
  • Shipping Tab of Purchase Requisitions
    Use the Shipping tab to enter or edit the shipping data for a purchase requisition. You also use this tab to specify the drop-ship client, client address, client contact, and client contact email address.
  • Vendors Tab of Purchase Requisitions
    Use the Vendors tab to enter one or more suggested vendors. On the Vendors tab of the Line Item detail dialog box for any of this requisition's line items, select the Need Price Quote option to add all of these vendors to the Vendor grid.
  • Progress Tab of Purchase Requisitions
    This tab is displayed when an approval workflow is used for approving a purchase requisition. Use this tab to view the approvals and history of approval assignments associated with the purchase requisition.
Parent Topic: Screens