invent

invent!ory ULTRA 2013 Help

Index

Requisitions PLUS: Submitting Requisitions

u Enter User # and Password.

Here we sign on as User # 13. Click “Sign On” (right)

Note: On the ULTRA MAIN MENU (below), all non-requisition functions are “greyed” out.

This is because User ID 13 has been assigned “Q” (Requisition Only) access rights.

vFrom the Req PLUS Main Menu, click “Submit Requisitions”.

w Requisitioning an Item.

Fetch an item from the blue "Supply Items We Stock section, below. For more info, see How to Fetch Items to Update

Here, we selected the Duracell item, which appears in the brown section ("You're Ordering This Item”).

Enter the desired number of Units (10).

Click the "Add to Requisition" button and the order appears below in the grid section of the requisition.

There is no limit to the number of items you may requisition from this window.

Note: Notice the dept # 02 is "greyed". “Q” rights users can't change the department # to prevent charging another dept.

In Req PLUS, the department # is tied directly to the User ID and is preassigned by the System Administrator.

Repeat step w for each supply item you wish to requisition.

You may change any grid line before submitting the requisition.

Simply highlight the grid line and clicking either Edit or Delete Req Line buttons (left).

x Submitting a Requisition

Click the SUBMIT REQUISITON button to post your requisitioned items to the database. They will be marked as “open requisitions” until the Purchasing Manager “fills” them (logs them out). See

z Scan Status of Orders

Click the Scan My Requistions button from the REQ PLUS Main Menu to see all the requisitions you have placed and view their status.

This menu option allows you to print out or view the status of all requisitions charged to your User ID #.

Notice the Duracell AA order is unfilled. You can tell this because the “Date Filled” is blank.