Additional features are available on the Internal Requisition Entry Form when Advanced Procurement is allocated to a Site.
Internal Requisitions are stored in the database in their original form (even after they are filled). They are available from the Internal Requisition Entry Form selection list and Internal Transfer New Form list until they are filled. Once filled they are not available to view. A filter option is available from the Internal Requisition form selection list that allows filled Internal Requisitions to be viewed.
Internal Requisitions can be partially filled. Multiple transfers can be associated with one requisition. If the Cost Center does not have enough stock available to fill the request, part of it can be transferred. The requisition remains available in the transfer function until it is filled.
A Required Delivery Date field is available on the header tab of the Internal Requisition form. The date defaults to today’s date and allows you to enter the date that the goods that are being requested are needed.
Internal requisitions can be associated with a requisition group. This is not a mandatory assignment, however, it can be helpful to categorize requisitions for reporting purposes. Requisitions that do not have a requisition group assigned are considered ”unassigned”.
The Scale feature allows recipes on the form to be multiplied by a specified factor. Scaling a recipe is helpful for instances when recipes for a specific number of persons need to be ordered.
The Convert feature takes recipes on a request and converts them to the raw ingredients. The requisition is then processed by the central purchasing entity and the raw ingredients are picked and transferred or ordered for the requesting Outlet.
The status of the form will be displayed in the header on the Details tab. The status lets you know if the requisition is pending, processed and/or filled or unfilled. A pending requisition is one that has not been processed. A processed requisition is one that has been considered by the automatic requisition processor. A requisition is considered unfilled if requested item quantities have not been sent. A requisition is considered filled when requested item quantities have been delivered or intentionally not sent (shipped complete).
An Internal Requisitions that is processed is not allowed to be modified. Due to the fact that some action is in motion to fill the order.
An Internal Requisition that has one or more transactions posted against cannot be modified. Transactions posted against an Internal Requisition are linked to it and can be viewed on the Requisition Status Report. Transactions include transfers, purchase orders, receivers or invoices.