You would choose to create requisitions from the inventory item list when quantity available is below the item reorder point value, or if items are backordered on sales orders and the entry staff are typically not responsible for making requisitions. To assist in deciding which items should be purchased or produced, the “Suggested Order Qty” column on the inventory list is calculated from the Reorder Point minimum level and quantities on hand, committed, on sales backorder or on issued purchase orders. When this calculation is greater than zero, and if the item has a minimum order quantity defined for purchase or production and greater than this calculation, this minimum order quantity will replace the calculation for the Suggested Order Quantity. Only items with Suggested Order quantities greater than zero would typically be considered for a requisition, though you are not prevented from choosing any item.

In the example above, a filter has been created that lists all items with a Suggested Order Qty greater than zero, displaying only those items you would typically choose to requisition. Filters also allow saving the column layout, so you can easily see how the suggested order qty was calculated by showing all of the fields used in the calculation as columns.

Whether or not you use filters to restrict the item list, highlight any or all of the items you wish to purchase or produce and click the Requisition button in the toolbar to load those items into a Requisition work screen.

From here, you can select just those items you want to requisition, and change quantities, costs or vendors for any item. Save all selections to the Requisitions list where the Required Qty is greater than zero. Or if you have user security rights, Process the items immediately into new Purchase or Production Orders, where each manufactured item becomes a new Production Order, and all other items are added to new Purchase Orders for each identified vendor.

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