Processing a Requisition

Requisition workflow:

1. Enter the requisition.

2. Approve the requisition. (If approval is required.)

3. Order the requisition.

   You can order requisitions in two ways:

   • Order in bulk:

     To order in bulk, use the Order Requisitions page.

   • Order from the requisition:

     1. Open the requisition.

     2. Click Create Purchase Order.

        
        Note: To order directly from a requisition, you need to have the Requisition Approval permission with an access level of Edit, Create, or Full.

     The Create Requisitions page opens with the originating requisition number filled in.

     In NetSuite OneWorld, the subsidiary also autofills. You can verify or select the vendor shown, as well as select a purchase contract. You can opt to change the filter and show additional requisitions to order if needed.

     Important: Class, department, location, and memo values from the requisition lines are copied to the lines on the created purchase order.

     • If all of the requisition lines are linked to a single requisition, the memo field on the requisition header as well as any attached file are copied to the created purchase order.

     • If all of the requisition lines are not linked to a single requisition, the memo field on the requisition header and any attached file are not copied to the created purchase order.