Purchase Order Requisition

Purchase Order Requisition is an optional step in Purchase Management.

FieldOne supports this process, usually found only in specialized "high-end" purchasing applications. If your Company feels no need for this step, you can omit it. However, if you have not used this step up to now, you may find that it provides a useful way of tracking Parts needed for large jobs, even if you do not require formal procedures.

A Purchase Order Requisition is a documented request for Parts needed for a Work Order. Some companies also require an Approval step before performing Process Parts to draw the Parts from Inventory Stock or enter the request into the Purchasing work flow. Among reasons for using Purchase Order Requisitions are the dollar value or nature and type of the Parts requested, or purchases involved with execution of a contract. The Requisition, coming from the word root meaning "to ask," serves as a record of what was requested, rather than what was actually purchased or used.

Purchase Order Requisitions can be initiated in a number of ways:

•	Data keyed directly by office staff

•	Entries from Technicians using remote laptop

On the Work Order PO Requisitions Tab you can use the Requisition Notification Sub-Tab to set up a list of everyone to notify regarding PO Requisitions on this job, including the person(s) who need to give Approval. This list will generate automatic emails when PO Requisition entries are made on this Work Order Tab.

The PO Requisition cannot go further until all Employees (if any) who are required to Approve or Decline the PO Requisition have done so.

After the request is approved, it is usually office staff who use Process Parts to determine how to fulfill the requirements. This person will be able to tell which Parts are currently in stock, as well as other Cost and Purchasing information that will help in making a purchasing decision. If needed, Process Parts can generate Purchase Quotes and Purchase Orders.

In addition, on the Work Order Details, PO Requisitions Tab you can enter Job Stages, with notes to link related PO Requisitions. Since you have the ability to define Budgets for Job Stages using the Requisition Template Sub-Tab, then while making the entries you will be able to compare how the total of the Parts requests matches the predefined budgets.

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