Inventory Requisition
Complete Non-Stock Inventory Requisitions Added to Work Orders - Inventory Requisitions
This article goes over how to approve inventory requisitions and receive items. This process is intended to be used by warehouse managers or warehouse inventory users. Keep in mind that the workflows below are standard NEXGEN workflows and may not ...
View Purchase Requisition Details from List View
Go to Warehouse > Purchase Requisition Click on any existing Purchase Requisition from the List View
Viewing Reports from Purchase Requisition
Go to Warehouse > Purchase Requisition Click Reports icon at the top LHS of the screen Click on the Report name from the Reports popup windown Note: If not Purchase Requisition Reports have been added as favorites, make sure to add reports to ...
View Requisitions Against My Warehouse
If you have parts tagged to your employee, then you can follow these steps to view any Requisitions against your Warehouse Go to Warehouse > Purchase Requisition Click on My Warehouses
View My Orders
Go to Warehouse > Purchase Requisition Click on My Orders to see all the orders you have submitted (By default, it will show all 'Requested' and 'Awaiting Approval' Purchase Requisitions)
View My Approvals
Go to Warehouse > Purchase Requisition Click on My Approvals (a list of Purchase Requisitions waiting on the signed in Employee will display here)
Update Work Order Actual When Issue Purchase Requisition
Login as Warehouse Manager to Pick the Requested Quantity Go to Warehouse > Purchase Requisition Click on Purchase Requisition from the list Enter Issue Quantity Click on Issue Login to Admin and go to Maintenance > Work Order Click on Work Order ...
Sort Purchase Requisition Records
Go to Warehouse > Purchase Requisition On the List View Toolbar, select a sort option from the dropdown list (Date Needed, Date Requested, Number, Employee, Priority, Status) Click on A-Z or Z-A sort icon to Sort Purchase Requisitions in Ascending / ...
Show All Purchase Requisitions
Go to Warehouse > Purchase Requisition In LHS, Set Show All = TRUE
Search for a Purchase Requisition
Go to Warehouse > Purchase Inventory On the LHS of the screen, select Search method (Employee Name, Part Name, Department, Date Requested, Number, Part Number, Date Needed) Type your search in text box Click the Magnifying Glass icon, or hit Enter ...
Request Part in Purchase Requisition When 'Approval by Hierarchy = TRUE'
Set 'Approval By Hierarchy = TRUE' Go to Settings > Setup > Company Options > Inventory Click on Edit at the top RHS of the screen Set 'Approval By Hierarchy = TRUE' Click on Save Set Employee Hierarchy & Max Requisition Amount Go to Resource > ...
Request Part in Purchase Requisition
Go to Warehouse > Warehouse Inventory Click on any Existing Part from the List View with Instock > 0 Under Warehouse Zone, click on the dropdown across the warehouse Click on Add to Cart Enter the Quantity Click on Add Click on the Cart icon at the ...
Reject Purchase Requisition
Set 'Approval By Hierarchy = TRUE' Go to Settings > Setup > Company Options > Inventory Click on Edit at the top RHS of the screen Set 'Approval By Hierarchy = TRUE' Click on Save Set Employee Hierarchy & Max Requisition Amount Go to Resource > ...
Pick Requested Units in Purchase Requisition
Go to Warehouse > Purchase Requisition Click on any Existing Purchase Requisition from the list with status as Requested and Requester as logged in employee Log in as Warehouse Manager Go to Warehouse > Purchase Requisition Click on any existing ...
Issue Parts Through Purchase Requisition
Go to Warehouse > Purchase Requisition Click on any Existing Purchase Requisition from list with status as Ready Enter Issue Quantity Click on Issue Go to Warehouse > Warehouse Inventory Check the part details
Issue Part from Other Location Through Purchase Requisition
Go to Warehouse > Purchase Requistion Click on any Existing Purchase Requisition from the list Under Purchase Requisition Details panel, click on dropdown across Part Select Other Location Enter Issue Quantity Click on Save
Delete Part Attached to Work Order
Go to Warehouse > Receiving Search Purchase Requisition Enter the Quantity to be returned Click on Accept Returns Go to Maintenance > Work Order Click on Work Order from list associated to above Purchase Requisition Under Parts Panel, click on ...
Approve Purchase Requisition
Set 'Approval By Hierarchy = TRUE' Go to Settings > Setup > Company Options > Inventory Click on Edit at the top RHS of the screen Set 'Approval By Hierarchy = TRUE' Click on Save Set Employee Hierarchy & Max Requisition Amount Go to Resource > ...
Add New Purchase Requisition (Controlled Inventory = TRUE)
Set 'Controlled Inventory = TRUE' Go to Settings > Setup > Company Options > Inventory Click on Edit at the top RHS of the screen Set 'Controlled Inventory = TRUE' Click on Save Add New Purchase Requisition Go to Maintenance > Work Order Click on any ...
Add New Purchase Requisition
Go to Warehouse > Purchase Requisition Click on New Select Add to Cart Add Quantity to Request Click on Add Click on the Cart Basket on top LHS Click on Checkout