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Contents |
2 Not Using PO Groups
Menu Path: Financial Mngmnt / PUrchasing / ReQuisition
From the Requisition Entry screen, click the Add button. The Generate PO/Req # screen opens.
Audit Issue: Gaps in PO #s may be an audit issue. If possible, Void or reuse a number rather than deleting. Inventory uses PO #s.
From the Fiscal Year list, highlight the Fiscal Year to which you want to add the requisition.
NOTE: The next PO Number is assigned on this screen. You may override it by clicking in the Override box and then updating the PO Number field. Duplicate purchase order numbers are not permitted within the same fiscal year. If the Fiscal Year is included in the PO number, be careful when overriding. The PO Number field is a 10-digit field.
Click the OK button. The Requisition Master Information screen opens.
Using PO Groups
Menu Path: Financial Mngmnt / PUrchasing / ReQuisition
From the Requisition Entry screen, click the Add button. The Generate P.O./Req # screen opens.
From the P.O. Groups list, highlight the Group to which you want to add the requisition. Only the PO Groups you are assigned to display.
Audit Issue: Gaps in PO #s may be an audit issue. If possible, Void or reuse a number rather than deleting. Inventory uses PO #s
From the Fiscal Year list, highlight the Fiscal Year to which you want to add the requisition. The Group selected can have multiple years associated with it.
NOTE: The next PO Number is assigned on this screen. You may override it by clicking in the Override box and then updating the PO Number field. Duplicate purchase order numbers are not permitted within the same fiscal year. When PO Groups are being used, the first three digits indicate the PO Group number. If the Fiscal Year is included in the PO number, be careful when overriding. The PO Number field is a 10-digit field.
4. Click the OK button. The Requisition Master Information screen opens.
Version 01.04.07.0 &endash; 010232 PL 051904