Prerequisites
Before proceeding, ensure you have the following:
You need admin privileges.
To Enable Requisition Type:
Go to Configurations in your system:
In the Admin section, locate General Settings on the left menu and click on "Configurations".
Click on "Company Settings".
Navigate to Requests & Quotes settings:
Locate and navigate to Request & Quote.
Enable the option for Requisition Type:
Look for the checkbox labeled "Requisition Type" and check the option to enable this feature.
Save your settings to apply the changes:
Ensure to save your changes to activate the Requisition Type functionality.
To Add a New Requisition Type:
Access Master Data within Configurations
Go back to Configurations. Under the "Master Data" column, click on Requisition Type.
Click on "Add Requisition" to create a new type
Initiate the creation of a new requisition type by selecting the appropriate command or button.
Enter the unique code and a name for the new type
Provide a distinct identifier (code) and a name for the newly created requisition type.
Save the newly created request type
Confirm your entry by clicking "Create Requisition Type"
FAQs
Can I edit a requisition type after creating it?
Yes, you can typically edit requisition types later through the same Request Type section where you created them initially.
Can I set up a workflow based on requisition type?
Yes, you can by selecting the "Requisition Type" in the Entry Condition on the approval workflow.