Create a Requisition or Purchase Order From a Service Order or Work Order

If there is not enough inventory on hand and you are unable to deliver the goods requested for an event, you can create a requisition or a purchase order to request the items from the supplier. You can do this from the service order, service order item or work order item. You can also create requisitions or purchase orders for multiple items at one time.

You can only create requisitions and purchase orders from class 2, 3 and 5 items. The items must have a supplier assigned. The requisition or purchase order is created in the currency of the assigned supplier. Department is required if the PO/Requisition Department Required check box is checked on the Purchasing Configuration screen.

You can only create requisitions if the Disable Requisitions check box is unchecked on the Purchasing Configuration screen.

Create a Requisition or Purchase Order From a Service Order

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event with the the service order(s) that need the requisition or purchase order.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the order(s) that need the requisition or purchase order. Use Ctrl+Click or Shift+Click to select multiple orders.
6. Right-click and select Tools -> Create Requisition or Create Purchase Order. The Create Requisition or Create Purchase Order screen opens.
7. Enter the date you need the items into the Required Date field.
8. Expand the Service Order Items section.
9. Click into the Supplier column to select the supplier for each item. If different suppliers are selected, a requisition or purchase order is created for each supplier with the item(s) assigned to the supplier.
10. Enter the number of units to order from the supplier into the Order Units field.
11. Enter the unit cost of the item from the supplier into the Unit Cost field.
12. Click OK. If you used multiple suppliers, click OK on the warning message about creating multiple requisitions or purchase orders. The Requisitions or Purchase Orders screen opens with the newly created requisition(s) or purchase order(s).

Create a Requisition or Purchase Order From a Service Order Item

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event with the the service order item(s) that need the requisition or purchase order.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders Items tab.
5. Select the item(s) that need the requisition or purchase order. Use Ctrl+Click or Shift+Click to select multiple items.
6. Right-click and select Tools -> Create Requisition or Create Purchase Order. The Create Requisition or Create Purchase Order screen opens.
7. Enter the date you need the items into the Required Date field.
8. Expand the Service Order Items section.
9. Click into the Supplier column to select the supplier for each item. If different suppliers are selected, a requisition or purchase order is created for each supplier with the item(s) assigned to the supplier.
10. Enter the number of units to order from the supplier into the Order Units field.
11. Enter the unit cost of the item from the supplier into the Unit Cost field.
12. Click OK. If you used multiple suppliers, click OK on the warning message about creating multiple requisitions or purchase orders. The Purchase Orders screen opens with the newly created requisition(s) or purchase order(s).

Create a Requisition or Purchase Order From a Work Order Item

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event with the the work order item(s) that need the requisition or purchase order.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Work Order Items tab.
5. Select the work order item(s) that need the requisition or purchase order. Use Ctrl+Click or Shift+Click to select multiple items.
6. Right-click and select Tools -> Create Requisition or Create Purchase Order. The Create Requisition or Create Purchase Order screen opens.
7. Enter the date you need the items into the Required Date field.
8. Expand the Service Order Items section.
9. Click into the Supplier column to select the supplier for each item. If different suppliers are selected, a requisition or purchase order is created for each supplier with the item(s) assigned to the supplier.
10. Enter the number of units to order from the supplier into the Order Units field.
11. Enter the unit cost of the item from the supplier into the Unit Cost field.
12. Click OK. If you used multiple suppliers, click OK on the warning message about creating multiple requisitions or purchase orders. The Requisitions or Purchase Orders screen opens with the newly created requisition(s) or purchase order(s).