Request Part in Purchase Requisition When 'Approval by Hierarchy = TRUE'

Request Part in Purchase Requisition When 'Approval by Hierarchy = TRUE'

Set 'Approval By Hierarchy = TRUE'

  1. Go to Settings > Setup > Company Options > Inventory
  2. Click on Edit at the top RHS of the screen
  3. Set 'Approval By Hierarchy = TRUE'
  4. Click on Save

Set Employee Hierarchy & Max Requisition Amount

  1. Go to Resource > Employee
  2. Go to your logged in Employee Details
  3. Click Edit on the Employee Panel Heading
  4. Enter 'Max Requisition Amount'
  5. Choose Supervisor from dropdown
  6. Click on Save
  7. Click on Back button at top RHS of the screen
  8. Click on Supervisor that was just chosen
  9. Click Edit on the Employee Panel Heading
  10. Enter 'Max Requisition Amount' & choose Supervisor from dropdown
  11. Click on Save
  12. Click on Back button at the top RHS of the screen
  13. Go to Supervisor just chosen
  14. Click Edit on the Employee Panel Heading
  15. Enter 'Max Requisition Amount' & choose a Supervisor from dropdown
  16. Click on Save

Request Part

  1. Go to Warehouse > Purchase Requisition
  2. Click on +New at the top LHS of the screen
  3. Click on Add to Cart across the Part you wish to Add to Cart
  4. Enter the Quantity
  5. Click on Add
  6. Click on the Cart icon at the top LHS of the screen
  7. Click on Checkout

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