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Requisitions PLUS: Filling Online Requisitions

To access Purchasing Manager functions, you must have "W" access rights.

Users with other than "W" access rights will notice that the Requisitions Plus menu is "greyed" when they sign on. Thus, they are barred from the purchasing manager menu functions.

User 1: "W" rights so all functions available

User 7: "E' rights so buttons are "greyed."

Fill Open

Requisitions Button

You may elect to fill some or all of the open requisitions.

Select the grid rows you wish filled and click the "FILL SELECTED" (below)

Otherwise, select no grid rows and just click the "FILL ALL" button (below).

All grid rows will be filled.

Note: A grid row will be filled only if there are enough units on hand to completely fill the order.

This function automatically "fills" (logs out) the requisitions selected in the grid below

"REQS NOT FILLED" Listbox. If a requisition cannot be filled, it appears in the listbox (right).

You may re-edit the units in the grid by referring to the Units On Hand column (Units OH) in the listbox.

Editing/Delete a Requisition Grid Row Before Filling

Since the Open Requisitions screen contains an , you may delete or edit grid orders prior to filling them.

To Delete:

1. Select the grid row(s) you desire. Below, we have selected "409 Cleaner" (highlighted in blue)

Note: You may select several records by clicking the row selector while holding down the [Ctl] key.

2. Click "Delete Reqs" button .

Note: the "Are You Sure?" message box

(below) lets you change our mind.

Voila!

The order for ”409 Cleaner" has disappeared from the open order grid (left).

Editing a Requsitions To Allow It To Be "Filled"

Here, 50 units were ordered for Stock # TS-319 (right) but we see from the REQS NOT FILLED listbox (below, right) only 12 are on hand.

Above, we know department 3422-01's's order of 50 units is too high to be filled, since there are only 12 on hand..

1. Therefore, we must change the "Units" grid field to 12 or less to fill the order. Below, we enter 6 (half the on hand units)

2. Next, we select the TS-0319 row in the grid and click "Fill Selected."

3. This message box confirms the TS-0319 for six units order has been filled and removed from the Open Requisitions Grid.

4. Next, we click the long "View/Print" button.

This function lets us generate a report that shows what orders were filled.

Below, we choose "Today's Requisitions: FILLED Only." Option and click "View/Print" inside the PRINT options box.

We inspect our "fills" and send this report to the stockroom to pick the supplies to send them to the ordering departments.

5. Inspecting the ACTUAL LOG OUT on the Single Item Update Screen.

Fetching the filled item, we see that the requisition has been posted to the pink log out grid as a log out of 6 units.

Note: The "oQ" transaction code, indicates this log out was filled by Requisitions PLUS rather than just the "o" transaction code that comes from a log out from Single Item Update or Batch Log Out..