Using the Requisition Headers Summary Window
Use the Requisition Headers Summary folder window to:
- View requisition header information.
- Drill down to view requisition line and distribution information.
- Access the Requisitions window for entry of new documents.
- Access the Requisitions, Requisition Preferences, and Control Document windows for maintenance of existing information.
- View information in the Action History window.
- View purchase order and sales order information, if the requisition has been placed on a purchase or sales order.
To navigate to the Requisition Headers Summary window:
The following information is displayed: requisition Number, Preparer, Status, Description, Total amount, Currency, Creation Date, Type, Cancelled status, Finally Closed status, and Reserved status.
To drill down to view requisition line information:
To enter a new requisition:
To open the Requisitions window for the current line:
- Select the Open button to open the Requisitions window and query the requisition on the current line. Your options in this window depend on the status of the requisition and your approval and security options. See: Entering Requisition Headers.
To view requisition distributions information:
To view action history:
- Select View Action History on the Special menu to open the Action History window. See: Viewing Action History.
To view purchase orders:
- Select View Purchase Orders on the Special menu to open the Find Purchase Orders window. See: Finding Purchase Orders.
To view sales orders:
- Select View Sales Orders on the Special menu to open the Sales Orders window.
To enter requisition control information:
- Select Control on the Special menu to open the Control Document window for the document on the current line. See: Controlling Documents.
To enter requisition preferences:
See Also
Customizing the Presentation of Data in a Folder
Finding Purchase Orders
