Requisition Process

Owned by Bryan Judson
Last updated: Jun 18, 2024 by Kim Dyer
3 min read

Purchase Orders cannot be created in RTA Classic if the Use Purchase Requisitions switch is turned on. Viewing and Editing can still be utilized in Classic.

When the Use Purchase Requisitions switch is turned on in the RTA Software using the switch found In Web under Admin > Company Info in the Custom Web Configuration section, then the requisitions process can be utilized.

The process will allow for the manual creation of a requisition or creation via parts Stock Needed Requests. The requisition can then be reviewed in order to see if a Purchase Order should be created. Once approved the requisition can be converted into a PO, following the standard PO process.

The approval limits for requisitions are set the same as PO Approvals.

Refer to Purchase Order Approvals for detailed information on setting up approval features via the Classic application.

This process allows creation and management of a purchase order draft before actually creating a purchase order without needing to reverse or change anything as pricing and quantity comes from the vendor

The Requestion Pipeline

Creating a Requisition Through a Stock Needed Request

  1. Navigate to the Stock Needed Requests page under the Master Part Search using the Stock Needed toggle at the top of the page

  2. Find and select the Stock Needed Request(s) to be turned into a Requisition

  3. Select Create Req near the top right corner

Creating Requisitions From The Requisitions Page

  1. Navigate to the Requisitions page under Parts > POs > Requisitions

  2. Click the + button near the top right corner

  3. Enter the Vendor Number/Name or select the vendor to be used with this Requisition from the drop down

  4. Click Create

  5. Enter any master notes for the PO if desired under the Info Section

  6. Add lines to the PO reflecting the various items to be ordered from the vendor

    1. Each part/item to be ordered is placed on its own line with the quantity of that part/item being requested

    2. Before approval, the process for editing is the same as if it were a PO

Refer to Purchase Order Lines for details on adding, editing, deleting, a Requisition

Requesting Approval Of A Requisition

  1. Navigate to the Requisition page under Parts > POs > Requisitions

  2. Select the Requisition to be requested for approval

  3. Select Request Approval near the top left of the page

  4. Select the the user to request approval from the drop down

Approving A Requisition

Approval Limits have to be met in order to approve the requisition. Refer to Purchase Order Approvals for detailed information on setting up approval features via the Classic application or Requesting Approval if the user does not have approval power.

  1. Navigate to the Requisition page under Parts > POs > Requisitions

  2. Select the Requisition to be approved

  3. Select Approve near the top left of the page

  4. Can also add a note in the Comments section

Creating a PO from a Requisition

  1. Navigate to the Requisition page under Parts > POs > Requisitions

  2. Select the approved Requisition to be converted into a PO

  3. Select Convert To PO near the top right of the page

  4. A Requisition can also be denied by selecting the Deny Approval selection

Cancelling Or Deleting A Requisition

  1. Navigate to the Requisition page under Parts > POs > Requisitions

  2. Select the Requisition to be cancelled or deleted

  3. Select Cancel Req or Delete Req at near the top right of the page

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