Requisition templates (Create & Use)

Many times requisitions have common/standard set of item depending on user or department, so better to use template for such kind of requisition. Then user can just create requisition by using the templates without missing any component/s.

These templates automate requisitioning of commonly ordered items like office supplies. To create a requisition for office supplies, requestors in organization simply use template and enter the quantity of each item they want to order.

The Source type determines the source of the requisitioned items. The choice you have in this field is dependent on your user profile options and the system profile options. At either level, you may be restricted to one of the following options: Inventory or Supplier.

Note that if you have both options, you can source requisition lines independently of the requisition type. You can even mix inventory and supplier sourced requisition lines in the same requisition. Purchasing creates one internal sales order for each inventory source type requisition line on this requisition. The supplier source type requisition lines go onto purchase orders, either automatically with AutoCreate Documents or manually with the Purchase Orders window.

Here we are going to see how to create template and how to use it while creating Requisition.

Purchasing Super User (R) > Setup > Purchasing > Requisition Template

Enter the line details on template, if you want to copy content from PO or requisition click on Copy (B).

To create a template, we can specify the items individually or can reference an existing requisition or purchase order. If referring an existing document, Purchasing adds all lines on the document to the template. Multiple documents can be referred to add all their lines to the same template. You can place lines from multiple documents onto the same requisition template.

Note: For supplier-sourced lines, you can enter the unit price, and this price is used in the Requisitions window. For inventory source lines, the cursor does not enter this field, and the price in the Requisitions window is the actual cost from inventory. You can enter sourcing information for the current line in the lower part of the screen.

After copying content from document you can modify those on template as well as add and remove few lines if required.

Save your work now.

After you define a template, you can reference the template in the Supplier Item Catalog. When you do so, Purchasing displays all template lines that are valid for the destination organization, and you can use any of these lines on your requisition. Go to Purchasing (R) > Supplier Item Catalog and query for the template, then go to ‘Requisition Template’ (T).

Now we will see how you can create Requisition using template.

Go to Purchasing (R) > Requisitions > Requisitions

Then enter header level information and come to line and click on ‘Catalog’ (B). Again query for the template you want to use.

Here you can add or remove line to requisition from the template. After completing click on ‘Select’ (B).

All the selected lines get copied to requisition automatically. Here also you can add more line to requisition if required.

Rest of the process of approval and creating PO remains same as any other requisition.