Requisition List & Enquiries

At any stage, it is possible to enquire on all purchase requisitions by selecting:

Purchase Requisitions > Requisitions > Requisitions List

When the form opens, it will display requisitions that have not been posted to Sage, but by selecting the Requisition Status at the top of the form it is also possible to show a list of posted or rejected requisitions.

Summary information is shown for each requisition; by highlighting a row, details of the requisition can be viewed by clicking the ‘Requisition Details’ button. This will show the Requisition form, as used to enter the requisition. No changes are permitted, although it is possible to print the requisition.

By selecting Requisition Status at the top of the form you can view requisitions that have not yet been posted to Sage, posted requisitions and rejected requisitions.

Email Reminders

If you are an administrator, and can see that a number of requisitions require authorisation but have not yet beenauthorised, you can email reminders to members of staff with the requisite authority. Individual requisitions can be selected (or de-selected) by selecting the row (clicking in any ‘cell’) and clicking the ‘Select/De-Select Requisition’ button. A tick will be shown in the ‘Selected’ column to indicate that a particular requisition has been selected. Alternatively, by clicking ‘Select All’ all requisitions will be selected. Once the required requisitions have been selected, click ‘Email Reminders’ to send the emails.

Goods Received Details

If Goods Received Recording is being used clicking the ‘Goods Received Details’ displays details of all goods received notes for the selected requisition, as shown below.

Select a 'Goods Received Note' in the top part of the form to show the individual order line receipts in the lower part of the form.