In this Topic Hide
How do I approve requisitions?
How do I view requisition detail?
Which requisitions are waiting for my approval?
Can I modify a requisition before I approve it?
How do I assign a requisition to a job?
How do I assign a requisition to an approval process?
How do I change the requisition details?
How do I delete a requisition?
How do I display a budget warning on requisition detail?
How do I create a PO from a requisition without a vendor?
Can I create a single PO for multiple requisitions?
How do I create a PO from a requisition?
How do I create a single PO from multiple requisitions?
How do I enter a blanket PO?
How do I enter a PO?
How do I enter PO detail using Split mode?
How do I delete a purchase order?
How do I print purchase orders?
Troubleshooting
Can I update inventory immediately to Materials Management?
How do I change the status to back order when the received quantity is zero?
How do I prevent receiving inventory twice?
Purchase Order and Requisition Refresher Training (2h32m)
Section |
Task |
Time marker |
Approval process |
|
0h0m29s |
|
Set up approval process |
13m37s |
|
Requisition Inquiry |
1h06m37, 1h41m23s |
Organization settings |
|
1m29s |
|
Interfaces |
3m6s |
|
Purchase Orders |
5m54s |
|
Passwords |
11m6s |
Enter requisitions |
|
42m49s |
|
Requisition numbers |
43m31s |
|
Requested by |
44m20s |
|
Requisition details |
47m48s |
|
Budget warning |
57m36s |
|
Editing a saved requisition |
58m29s, 1h0m30s |
|
Saving requisition |
59m01s |
|
Deleting requisitions |
59m54s |
|
Requisition Inquiry |
1h06m37s |
|
Create a requisition that is not tied to a vendor |
1h35m46s |
User rights |
|
1h1m04s |
Create a PO from a requisition |
|
1h16m23s |
|
Regular vs. Blanket PO |
1h18m20s |
|
Print PO during entry |
1h19m57s |
Enter purchase orders |
|
1h31m24s |
Close open purchase orders |
|
2h22m06s |
Reporting |
|
1h42m50s |
|
Requisition Status Report |
1h42m51s |
|
Requisitions (printed) |
1h43m42s |
|
Purchase Order Audit Trail Report |
1h47m08s |
Enter invoices |
|
1h48m37s |
|
Tie invoice to a purchase order |
2h1m34s |
|
Manage stop fields |
2h08m55s |
Update the General Ledger |
|
2h15m34s |
Troubleshooting |
|
|
|
Why do old GL periods show up? |
1h4421s |
|
View open purchase orders |
2h22m06s |
Published 17Oct2018