Purchase Requisition Enhancements
- Tanpreet Singh (Unlicensed)
Enhancement 1
In this enhancement, Vienna introduces Calculate Budget process on Requisition header and the Available Budget field on Requisition Line.
Overview
A purchase requisition is a formal document to requests goods or services from different a warehouse or a department. These Requests than converted to purchase order (Goods or Services need to be procured) or inventory movement (if the requested item is available in the company storage or warehouse).
Earlier, a user could not view the available budget for a specific Requisition line based on Budget Control Functionality at the time of Requisition creation.
Enhancement
To Achieve this, we have added Calculate Budget process on Requisition header and Available Budget field on Requisition Line.
REQUISITION
Open the Requisition screen from the menu by using the search utility or Menu Path. Below is the screenshot for the reference.
User fills all the details in Requisition screen like Organization, Document Type, Date required, and Warehouse & Source Warehouse. Then move to the requisition line and enter all the details. It is compulsory to bind the dimensions on the requisition line for which budget is created.
For example, budget is defined for the Trx Organization then it is necessary to bind the Trx Organization in the Requisition line as described in the below screenshot.
After entering details in Requisition Line, user needs to run calculate budget process from Requisition header as shown in below screenshot:
After click on this button, VA System open popup as shown in the below screenshot:
User needs to click on Ok button, VA system update the budget on the requisition line in Available budget as described in below screenshot: