1.        Important notes on store requisitions and purchase order requisitions:


    • Both store and purchase order requisitions are created on the same requisition screen
    • The difference is store requisitions type is 'issue' and purchase requisitions is 'normal'
    • The Phlow app in Teams is used for approvals and can be used on teams on your phone when you are not at your laptop.
    • You can approve in Syspro as well.
    • Training link to setup Phlow - How to install Phlow and approve req(VideoIncluded1:56sec)
    • You need a requisition password to create requisitions or approve requisitions in Syspro (Ask Carmen/Joshua)
    • If you are not an approve but also want to receive notifications when a requisition is routed to you, you can also set-up Phlow.


2.        Purchase order requisitions:


    • If you always have one person that does your first approval Carmen/Joshua can set-up a default route to user.
    • We can setup a buyer for a specific user not per supplier.
    • This means that you have to route a requisition once approved to a buyer.
    • If that buyer is not the correct buyer to purchase then he can route it to the next buyer.
    • On your req screen you will be able to see to whom the req is routed and if a PO was created.
    • You can only cancel a requisition if you are the originator and holder. You must click on the last line of the req to cancel it.
    • Use NI-01 as product class



3.        Store requisitions:

       

    • On every line select 'issue' as the type
    • Add a value in the price like 1.00 
    • Requisition will not work if the price is 0.00 (we will default this at later stage)
    • We will add the stock qty on hand at a later stage not for go live
    • Please remember to add a warehouse this is the last section of the requisition - WH60


       



       

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