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.
To navigate to the Requisition Headers Summary window:
In the Find Requisitions window, select Headers in the Results region and select the Find button to open the Requisition Headers Summary folder 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.
Note: You can search for line information using the Description field, which is not case sensitive.
To drill down to view requisition line information:
Select the Lines button to drill down to the Requisition Lines Summary folder window. You can also select View Lines on the Tools menu to open this window. See: Using the Requisition Lines Summary Window.
To enter a new requisition:
Select the New button to open the Requisitions window. See: Entering Requisition Headers.
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. For example, if a requisition has a status of In Process, you cannot open it from this window. See: Entering Requisition Headers.
To view requisition distributions information:
Select View Distributions on the Tools menu to open the Requisition Distributions Summary folder window. See: Using the Requisition Distributions Summary Window.
To view action history:
Select View Action History on the Tools menu to open the Action History window. See: Viewing Action History.
To view purchase orders:
Choose the Lines button to open the Requisition Lines Summary window. Then select View Purchase Orders on the Tools menu to open the purchase order.
To view sales orders:
Choose the Lines button to open the Requisition Lines Summary window. Then select View Sales Orders on the Tools menu to open the Sales Orders window.
To enter requisition control information:
Select Control on the Tools menu to open the Control Document window for the document on the current line. See: Controlling Documents.
To enter requisition preferences:
Select Preferences on the Tools menu to open the Requisition Preferences window. See: Entering Requisition Preferences.