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Stock requisitions are assigned a default approval group and account number during the initial system setup process.ı All requisitions generated through ıCreate Stock Requisitionsı will be automatically placed into these defaults.ı The menu options for the person creating Stock Requisitions and submitting them for approval must include:

Step 1: Create Stock Requisitions. Click this menu option to begin the process of generating stock requisitions. The generation will be based on the settings chosen in the administration section for purchasing and requisitioning. When you click the menu option, you will be presented with the option to pick the inventory location for which you wish to generate requisitions.

If you are not using multiple inventory locations, the system will automatically generate the requisitions for your single location.

At the bottom of the creation screen is a status legend to explain the condition of parts listed in the screen above.

Step 2: Click the Stock Requisition Cart menu option. The Stock Requisition Cart appears. The items here are processed in the same way as the regular Requisition Cart items. Click the magnifying glass icon for each supplier to review the items and process them through the approval process.

NOTE: If you need to change the account number on an item, the stock cart is the only place where it can be changed. By default, the account numbers will pull from the item. Blank account numbers will be populated with the default account number entered in the administration section for purchasing and requisitioning.