Creating Requisition Classes

To create a Requisition Class click on the Catalogue option in the Purchasing menu:

Then select the CP Requisition Classes menu option:

The Requisition Classes screen will open:

This Grid on the screen displays all the current Requisition Classes.

Click on the  button.

The Add Requisition Class form will be displayed:

Clicking on the  button will return you to the Requisition Classes screen and any changes made to the Add Requisition Class form will be lost.

Add details to the following fields on the Add Requisition Class form:

• Requisition Class Code: Add a code for the Requisition Class.
• Requisition Class Name: Add a name for the Requisition Class.
• Display Order: This field is used to display the order of Requisition Classes within the Add Requisition screen, i.e when creating a Requisition a list of Requisition Classes will be displayed:

The display order is defined by the ranking number (a number between 1 and 9999 inclusive) added to the Display Order field.  The lower the ranking number, the higher it will appear in the list of Requisition Classes displayed on the list, e.g. 1 will put it to the top of the list.

It is recommended to have gaps between the numbers used if there are a lot of Requisition Classes, e.g. 10, 20, 30 etc.

• Banner: Add a banner name for the Requisition Class - this will appear in the heading when selecting a Product Class associated with the Requisition Class in the Add Requisition screen:

• VAT Code: A VAT Code can be added at this level, if required.  This will be used when a Product is added to a Requisition and the associated Product Class and the Product itself does not contain a VAT Code.
• Non Standard Items: Select this option if Non-Standard Products are to be included in the Requisition Class, i.e. Products that are not Catalogue Products.

Adding Non-Standard Products to a Requisition is further detailed in the Non-Standard Products section.

If this option is selected, add a name for the Non-Standard items in the Name field - this will be displayed under Product Classes in the Add Requisition screen:

• Service Items: Select this option if Service items are to be included in the Requisition Class.  These items are used where there is no obvious Product Code - where the quantity in units and costs per unit can be added manually.  For example Civica may provide consultancy for a day - this could be added a Service Item with a unit of 1 and a cost for this unit.

Adding Service items to a Requisition is further detailed in the Service Items section.

If this option is selected, add a name for the Service items in the Name field - this will be displayed under Product Classes in the Add Requisition screen:

• Value Only Service Items: Select this option if Value Only Service items are to be included in the Requisition Class.  These item are the same as Service items but there is no quantity.   For example a subscription to an educational magazine could be a Value Only Service Item as no quantity is added.

Adding Value Only Service items to a Requisition is further detailed in the Value Only Service Items section.

If this option is selected, add a name for the Value Only Service items in the Name field - this will be displayed under Product Classes in the Add Requisition screen:

• Payment Request: Ignore this option as this functionality is not being used.
• Requests for Quotes: Ignore this option as this functionality is not being used.
• Check RFQ Limit: Ignore this option as this functionality is not being used.
• Is this a Punch-Out Requisition Class: Ignore this option as this functionality is not currently being used.
• Start Date & End Date: If required you can add a Start Date when the Requisition Class will be available and an End Date when it will no longer be available.  In effect this will limit when this Requisition Class is available.  Leave these fields blank if the Requisition Class is to be used continually.
• Suspend: Select this option to Suspend the Requisition Class - it will no longer be available for the user to select.

Click on the  to create the Requisition Class.  The fields on the Add Requisition form will clear allowing you to create another Requisition Class, if required.

Once a Requisition Class has been created it must be linked to the relevant Locations so users with these Locations can view the Requisition Class in the Add Requisition screen.  Linking a Locations to a Requisition Class is further detailed in the Maintaining Requisition Classes section.

Associated Product Classes can be linked to the Requisition Class if required - this may help when maintaining Products associated with a particular Requisition Class.  Linking a Product Class to a Requisition Class is further detailed in the Maintaining Requisition Classes section.