Requisition Standard Form

To help users get started with the Purchasing module in TMS OnLine/OnSite, without first building a form to use with the module, Four Rivers provides a standard form for each module within the Purchasing module (Purchase Orders, Blanket Orders, Requisitions).

In this topic, we will discuss the fields you will find on the standard form for the Requisitions module -- the Requisition (TMS Enterprise) form. This topic is broken down by fields for New, Edit, and Query mode, and then by form tab.

Fields in New Mode

Main Tab

Field	Definition	Setup location
Description	The Description is a short explanation for the purchase order.  For example, PO for roller bearings.	N/A
Segment	This is the Segment of your database where you want the purchase order to be available.	Setup > Segment Setup
Account	This is the default Account for the warehouse where the materials are shipped. The Account can be changed on individual line items.	Setup > General > Codes
Status	The five purchase order Status codes are predefined in TMS.  They are:   PENDG - Pending. The default status of all new purchase orders. ISSUE - Issued. The purchase order has been issued to the vendor. CANCL - Canceled. CMPLT - Complete. The materials have been received. CLOSE - Closed. This is usually assigned after payment has been made.  Closed purchase orders can't be edited. Any authorized person can make changes to a purchase order until the Status has been changed to ISSUE.  Afterward, changes can be made only with a change order.	Setup > Purchasing > Codes
Sub Status	You must define at least one Sub Status code for each Status code to track the progress of a purchase order through the approval cycle.	Setup > Purchasing > Codes
Warehouse	This is the warehouse that the materials should be shipped to.	Setup > Materials > Warehouses
Date Needed	This date indicates when the requisition needs to be completed.	N/A
Requested By	Use this field to identify who requested the requisition, by manually entering the name or by selecting a resource from the drop-down menu.	Module > Resources > New
Notes	Use this field to record any additional information relevant to the requisition.	N/A

Fields in Edit Mode

In addition to the fields listed above, these fields appear on these tabs, in Edit mode.

Main Tab

Field	Definition	Setup location
Requisition Number	This number is automatically assigned to a new requisition by TMS.	N/A
Approved By	Use this field to identify who approved the requisition, by manually entering the name or by selecting a resource from the drop-down menu.	Module > Resources > New
Date Originated	This is the date the requisition was created.	N/A
Date Updated	This is the date of the last status change.	N/A

Items Tab

Requisition Line Items - This grid is where current line items are listed and where new line items can be added.

Query Mode

Main Tab

The Requisition Query screen is very similar to the Requisition Edit screen, with two exceptions. The Items tab is not available in Requisition Query screen. The following field is only available in Requisition Query:

Field	Definition	Setup location
WO Number	This field allows you to query on the number of the work order associated with this requisition.	N/A

For all other fields, consult the definitions above.