Concept: Requisitions Worklet
The
Requisitions
worklet provides a single location where you can: - Create and submit requisitions.
- Check the status of recent open and completed requisitions.
- Review downstream transactions such as items received or invoiced.
You can configure the
Requisitions
worklet to display on your users'
Home page.Requisitions Work Area
The worklet links to the
Requisitions
work area. The
Requisitions
work area includes: - Open and completed requisitions.
- Cards that you can use to create and view requisition details.
Requisitions List
The list in the
Requisitions
worklet enables you to view your
open and completed requisitions. The Open
tab displays up to
100 open requisitions in these statuses: Business Process Status | Description |
|---|---|
Draft
| You can edit or delete the requisition. |
Pending Approval
| You can edit the requisition in this status. |
Approved
| You can't edit the requisition in this status. |
The
Open
tab also displays statuses for the items within the
requisition based on the purchase order timeline:
Purchase Order Status | Description |
|---|---|
Awaiting Order
| The buyer hasn't sourced the item yet. |
Ordered
| The supplier has submitted a purchase order number for the
item. |
Received
| The buyer has received a purchase order for the item. |
Invoicing
| The buyer has paid the supplier for the item. |
The
Completed
tab displays up to 100 completed requisitions.
You can review the status and purchase order history of each completed
requisition.The worklet also supports custom validations. Users can correct custom validations at
checkout. If users need more information to correct errors during checkout, they can
click
Edit Requisition
on the work area for open orders and
return to checkout later.