How to create a new requisition on Sage 300 Purchase Orders

1. Open Purchase Orders > P/O Transactions > Requisition Entry.
2. Press Tab to accept *** NEW *** as the number in the Requisition Number field.  Purchase Orders will assign a requisition number when you post the requisition.  If you do not want Purchase Orders to assign the number automatically, you can enter the new number yourself.
3. Enter the Vendor number or select it using the Finder.
   • You can skip the vendor number and enter a vendor name—such as for a new vendor—or you can skip the vendor fields entirely.
   • You can click the New button to add a new vendor record in Accounts Payable.
4. Enter a requisition date, a date required, and an expiration date.
   • Note: If the requisition is not completed by the expiration date, it will be deleted when you run Day End Processing.
5. Choose whether this requisition is on hold.
   • Note: You cannot create purchase orders from on-hold requisitions.
6. If you are approving a requisition that was previously entered:
   • You must have requisition approval security rights.
   • You must log on with your own ID.
   • You must remove the On Hold status from the requisition, and then post it.
7. Choose the Job Related option if you use the Project and Job Costing module and this requisition is for a job.  If the purchase requisition is job-related, all items must be for particular contracts, projects, and
   categories in Project and Job Costing.  Also, you cannot add serialized items or items assigned to lots to job-related transactions.
   Instead, you must order them as non-job-related items, receive them into inventory, and then use the Material Usage screen in Project and Job Costing to move them from inventory to jobs.
8. In the Requested By field, enter the name of the person requesting the order.
   • Note: If you use Sage 300 Payroll, you can select the requester from the Finder.
9. Enter the location where you want the goods delivered, and enter a requisition description and reference.
10. Enter requisition details.  You can enter details directly in the detail entry table. (Use the tab key to move through the columns.)
    • Note:
      • Some columns may not be displayed. Purchase Orders lets you hide columns and change the column order.
      • To enter a new detail line, you may have to press Insert.
    • Alternatively, you can click Detail or press F9 to enter a detail on the Detail Items screen, which displays all the fields for one detail.  Enter the following information for each detail:
      1. If this is a job-related requisition:
         1. Double-click the Contract field and enter the contract number, or click the Contract column heading to select a contract number using the Finder.
         2. Enter the project and category to which you are allocating items.
      2. Double-click the Item Number field and enter an item number, or click the Item Number column heading to select an item number using the Finder.
      3. Enter vendor information.
         • Note: You can leave the vendor fields blank, and you can specify different vendors on
           each line. You can create more than one PO from a single requisition.
      4. Enter the location for the detail.
         • Note: The location for each detail defaults from the Location field in the header fields.
      5. Enter a Quantity Ordered.
      6. To change currency exchange rates in a multicurrency system, click Detail or press F9 to open the Detail Items screen.
11. To check the totals for the requisition, click the Totals tab.
12. Click Post to post the purchase requisition.

Note: If you do not have the security right to approve requisitions, the requisition will be on hold after you post it, and the Approval Status field will display “Entered.”