Creating a Requisition (RQS) For Purchasing Items for Inventory
Process
To create a Requisition (RQS) for Purchasing Items for Inventory, you will want to follow the steps below:
1. Enter RQS in the Jump to field and then select Go.
2. Generate your Transaction from the Transaction Catalog.
Enter the Department value you need associated with the RQS in the Dept field.
Enter the Unit you want associated with your RQS in the Unit field (optional, only if required by your Department).
Select Create.
Select the Auto Numbering checkbox.
Select Continue.
3. Complete the General Information tab in the Header section.
Enter free text information in the Transaction Name and Transaction Description fields.
Select an entry in the Warehouse field by selecting the Picklist icon located on the right side of the field.
Warehouse search tip: Enter asterisks (*) before and after keywords in the provided fields to obtain more results.
Note: In order for other elements of an Inventory RQS to populate correctly, you must first choose a Warehouse in the Header before proceeding with other parts of the RQS transaction.
4. Complete the Contact information in the Header section.
Enter the CORE User Id of the user requesting party in the Requestor ID field.
Select Save to populate all other fields in this section.
Update the information in the Requesting Dept field if necessary.
5. Select the Picklist icon to search for a Shipping Location
Enter search criteria and click the Search button
Highlight the entry and click the Ok button
Use the Picklist to select a Shipping Method (optional)
Use the Picklist to select Free on Board (optional)
Enter a Delivery Date using the Calendar icon (optional)
Select a Delivery Type using the drop-down (optional)
Enter Shipping Additional Information and/or Billing Additional Information (optional).
Select the Picklist icon to search for a Billing Location
Enter search criteria and click the Search button
Highlight the entry and click the Ok button
Shipping/Billing Location search tip: Enter an asterisk (*) before and after keywords or characters entered in the provided freeform text search fields to yield more results.
6. Complete the Extended Description information in the Header (optional).
Enter freeform text and any pertinent information into the Extended Description field (up to 1500 characters).
7. Populate the Commodity section
Click on the Commodity Tab
Click the + to insert a new line
Enter the following information under the General Information sub-section:
Commodity
Commodity Line Description
Stock Item Suffix (If Applicable)
Line Type
Quantity
Unit Price
Enter the following information on the Shipping/Billing Tab:
Using the 3 dot menu > Related Actions > Use Ship/Bill from Header
8. Populate the Accounting Section
Click on the Accounting Tab
Click the + to insert a new line
Enter the Line Amount
Click the caret to expand the line
Enter the following information in the General Information sub-section
Event Type
Line Description (Optional)
Enter the following information in the COA sub-section:
Fund
Department
Unit
Appr Unit
Click the Validate button to populate the Object (this can be updated if necessary)
9.Validate and Submit the Transaction
On the upper right-hand corner, Click the Validate Button
Correct any errors that are displayed at the top of the page
Once the Transaction validates successfully click the Submit Button
10. Check the quantity of the Stock Item
In the Global search with Page Code selected enter INVNQ and select Inventory Inquiry
11. Search for the stock item to be purchased
On the INVNQ page, enter the following information in the Filters Section:
Warehouse
Stock Item
Stock Item Suffix
Click Apply
Click on the grid 3-dot menu of the Stock Item then click on View
Scroll down to the Quantities Section
Make note of the Currently Requested quantity for the chosen Stock Item
12. Confirm the RQS is the one just created
Click on the link under Currently Requested
Open the RQS by clicking on the Transaction ID
