Applications › Procurement › Material Requisition
Overview
Use the Material Requisition list to review material requisitions and work with the purchasing actions available for them. Purchasing officers and project-related users can identify requisitions by their number, type, title, required receiving date, sales reference, or short vendor list. Use layouts to focus the list on the columns needed for your current review or export.
Workflow
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Review the material requisitions displayed in the list. Use the visible columns, including MRQ no., MRQ type, Title, Required receiving date, Sales, and Short vendor list, to identify the requisitions relevant to your work.
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Decide whether the standard column arrangement is sufficient.
- To return to the default arrangement, select Standard Layout.
- To change the columns shown in the list, select Columns Chooser and choose the columns required for the review.
Tip: Select the columns needed for the current purchasing or receiving-date review before exporting the list.
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Decide whether to save the revised list arrangement for reuse.
- To create a new layout, select Add Layout, enter a value in Layout name, and select Save.
- To revise the layout currently in use, make the required changes and select Update Current.
- To abandon a new or revised layout without saving it, select Cancel.
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Decide whether the current layout is no longer needed.
- To remove the active saved layout, select Delete Current.
- When prompted to confirm removal, select Delete.
Warning: Deleting the current layout removes that saved arrangement. Use Standard Layout when you only need to return to the default view.
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Decide which purchasing route is required for the material requisition.
- Select RFQ when you need to proceed with an RFQ (Request for Quotation).
- Select Direct P.O. when a direct order is required instead of an RFQ workflow.
- Select RFQs to work with RFQs from the list.
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When the list is ready for sharing or analysis, select Export.
Examples
A purchasing officer needs to review stock-related material requisitions required during August.
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In the Material Requisition list, review MRQ type and Required receiving date to identify the stock requisitions requiring attention.
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Select Columns Chooser and retain the columns needed for the review: MRQ no., MRQ type, Title, Required receiving date, and Short vendor list.
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Select Add Layout, enter
August Stock Requirementsin Layout name, and select Save. -
For a requisition that requires supplier pricing, select RFQ. For an item that should be ordered directly, select Direct P.O..
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Select Export to produce the reviewed list using the selected column arrangement.
Tips
Note: Use Standard Layout to quickly restore the default list arrangement after working with a saved layout.
Tip: Give saved layouts descriptive names that indicate their purpose, such as a receiving-date review, sales-related review, or vendor-list review.
Warning: Select Update Current only when you intend to replace the current saved layout with your revised column arrangement.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| The required column is not visible in the list. | The active layout does not include that column. | Select Columns Chooser and add the required column, then select Update Current or save a new layout. |
| Layout changes are lost after leaving the list. | The revised layout was not saved. | Select Add Layout and Save for a new layout, or select Update Current for the active layout. |
| The wrong column arrangement is displayed. | A saved layout is active. | Select Standard Layout to return to the default arrangement, or choose the appropriate saved layout. |
| A saved layout is no longer required. | The layout remains stored as the current layout. | Select Delete Current, then confirm with Delete. |
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