Requisition Types
- Admin->Setup->Requisition Type
-
Multiple requisition types can be created. The requisition type determine the behaviour of the requisition (including workflows)
New Requisition Type Display name of the requisition Travel Requisition If travel details needs to be captured against this requisition Memo Type This transaction will be processed by the memo module Block if no Budget Requisition will not be allowed when no budget is available Delete This requisition type is deleted Visible smart view Display on the home screen Allow Manual Supplier RFQ Selection No longer in use, replaced by sourcing type RFQ Allowed Manual Capture Is the users allowed to capture quotes. If no, then all quotes are captured by the suppliers on the vendor portal RFQ Hide Quotes Until Exp Quotes will not be visible to users until the RFQ closes Require Order Number Users are required to capture a order number when creating a requisition. Normally used for capturing invoices Creator Approval When Exceeding Estimate When the quotes exceed the original estimate the creator needs to approve RFQ Attempts How many automated RFQ attempts will be made before allowing the user the select the vendors to ask to quote Min RFQ Required Minimum number of quotes before an award can be made RFQ Default Selection Number of suppliers to invite to quote Informal Tender Lower Limit Tender Lower Limit. Informal Tender Upper Limit Tender Upper limit. Transactions between these values will have to applied to an already completed tender Quote Lower Limit The upper limit of the normal RFQ process Quote Upper Limit Any requisition below this value will not be accepted. typically these low value transactions will be processed via petty cash Tender Lower Limit Any transaction above this value must be done via a tender, which will result in a contract. Requisitions can then be done against the contract Show Reference Number on Requisition Lines Show reference number of requisition lines Allow Creators To Source Can the creator of the requisition source suppliers Sourcing Method The method the system will use to source or award to a supplier
- Automatic RFQ. The system will select the suppliers based on commodity links
- Manual Vendor Selection. Quotes will be handled offline and the user will be able to award to any active suppliers in the system
- Manual RFQ. The user will select which suppliers to request quotes from. Normal RFQ and response logic still applies
Min Required Attachment The minimum number of attachments required per requisition Allow Backdating Can the transaction be back dated Enable Supplier Review Enable supplier review, used by performance management Allow Document Date Change Can the user change the document date Allow Document Past Date Can the user select past dates MinQuotes for LowValue Quotes For low value transactions less than the normal three quotes can be accepted MinQuotes for LowValue Value Force Comments User will be forced to enter a comment for the requisition - Date Created
- 2020/04/19 06:08:27
- ID
- 36