After clicking the Create REQ button from the Catalog, Order Guide, or Cart tabs, the resulting document can be found on the REQ tab.
Note: Many features require security rights. If a tab or button is not visible to you, your position does not have security access.
Add to cart
Allows you to add items to the Cart from an existing REQ.
Add to OG
Allows you to add items to an order guide from an existing REQ. Order guides are great for repeat orders. If using inventory, it is good to stage items in the Cart first before creating/adding to an inventory order guide.
Approval Details
Allows you to see the approval process flow as well as who is the current approver.
Attachment
Allows you to include an attachment with a document. If a PO is created from the REQ, the attachment will be sent to the supplier, on-line or via email. (Attachments are not sent by fax.)
Buyer Contact
Provides basic information about the buyer associated with the document such as their email address and phone number.
Create PO
Allows you to create a PO(s) from a REQ. The REQ will be split to create POs where the Supplier and Currency are unique. REQs can hold more than one Supplier. Note: When using Inventory, the Plan Purchases feature creates the POs.
Delete REQ
Allows you to delete a REQ only if the status is one of the following: New or Approval denied.
Header Update
Allows you to update many fields on the REQ Header record while the status is New.
History
Allows you to track changes made to selected fields in the document.
Notes
Allows you to create a note to travel along with the document. Notes will print in the body of the document for on-line and off-line Suppliers via fax and email. If the “Notes viewed internally only” checkbox is selected, the notes will not go to the Supplier.
Print / View / Edit
Allows you to view and print the document as well as modify the contents while it is in a New status.
Submit
Allows you to submit the REQ either to the approvals process or, if no approvals are necessary, to create a PO. Note: When using Inventory, the REQ status will be submitted to the storeroom for fulfillment.
Fulfill REQ
Plan Purchases
This button allows you to determine who the current approver is during the approval process, and which approvers have already approved the REQ and when (for display only).
For Approval on the Fly, there will be one active entry plus all the previous entries and their statuses (when it was approved and for how much).
For Standard Approvals, there can be several people in a group, waiting for one of them to approve the document, plus all the previous entries.
