Requisitions/Commitments

Requisitions Module Screen

A Stock Requisition is a request for a part to be added to a job. This can be used if a part is out of stock at the time the job is created or if the process of stock allocation is to be carried out by a stock/warehouse manager and not the person creating the job. It can also be used if the stock does not need to be allocated to the job immediately. A Commitment is an item on a purchase order which will go into the warehouse which is to be added to a job at a later date. A requisition becomes a commitment when it is placed on a Purchase Order.

The Stock Requisition screen allows the allocation of requested and committed stock to jobs.

When adding a quantity of a part on the Job Parts Used screen, for which there is insufficient stock, the user will be offered to create a requisition for it. If they select yes and then save the part, a confirmation will appear.

A job card that has requisitions entered for it will have the button displayed in red. Clicking this button will bring up the requisitions screen for this job.

At the top of the screen there are some filtering options for the grid below. The buttons below allow reporting and processing of stock requisitions on display.

Type

The type of requisitions to display.

Which Parts

This filters the grid by the stock availability status of the items.

Sorting

This dropdown allows the list to be sorted by required date, customer, job number or location.

Job #

Displays items for the job number specified here only.

Customer

Displays items only for the specified customer. Click on the search button to search for the customer.

Refresh

Updates the list after changing filters or processing.

Reorder

Creates a Purchase order for any items you have specified an Apply Qty for, with the requisition option checked.

Apply Quantity

Automatically applies the maximum possible available quantity to the items displayed. These are displayed in the yellow Apply Qty column.

Example of a Picking List

Print Pick List

Prints the pickings list for the warehouse staff.

Delete

If a requisition or commitment has been created in error, or is no longer needed, it can be deleted. This button allows items to be deleted from this list.

Process

Applies the amounts specified in the yellow column to the jobs the line items are for. At this point the quantity of the item is applied to the job and is subtracted from its on hand value in the case of commitments and from its requested value in the case of requisitions.

Exit

Exits the screen.

Partial Apply

Allows creation of commitments for partial quantities of requested items.