Create a Requisition

Requisitions are internal documents from which purchase orders are created. To create a new requisition, follow these steps.

1. From the Purchasing menu, go to Requisitions > New.
2. In the Description field, type in a description of this requisition.

3. In the Segment list, select the segment that this requisition should be a part of.

4. In the Account list, select the account to associate with this requisition.  This is the account that will be charged for the goods or services being requisitioned.

5. In the Warehouse drop-down menu, select the location to which the goods should be sent.

6. Fill in any of the other, optional fields that might be necessary for this requisition (Date Needed, Requested By, and the Notes field).

7. When you are finished filling in all of the required fields and any necessary optional field, click Save to add this requisition to TMS.

The screen changes to the Requisition Edit screen.  Additional tabs (List and Items) are available to you.  We explain the additional tabs in the Requisition Edit topic.