Find a Requisition

The Find Requisition functionality allows you to search for a Requisition that you have raised.

Click on the CP Requisitions option on the Purchasing menu:

Then select the CP Find Requisition option:

The Find Requisition form will open:

This form allows you to search for a Requisition.

The drop-down options to the right of some of the  fields on the form provides you with further options for the search.  These are:

• Begins: The search should only include items that begin with the criteria added to the field.
• Contains: The search should only include items that contain the criteria added to the field.
• Ends: The search should only include items that ends with the criteria added to the field.
• Matches: The search should only contain items that match the criteria added to the field.

Add the relevant search criteria to the fields on the form as required.

Clicking on the  button will remove any search criteria added, the fields will revert to their default values allowing you to add fresh search criteria.

Click on the  button and a Grid will be displayed at the bottom of the form with the Requisitions that meet the search criteria - clicking on this button without adding any further search criteria will result in all Requisitions being displayed in the Grid:

New search criteria can be added and re-clicking on the  button will refresh the lines in the Grid with Requisitions that meet the new search criteria.

Clicking on the  button will clear the fields on the form and also now remove the Grid.

Links are available in the following columns in the Grid:

These are:

• Number: Click on the link within the Number column will open the Requisition Line Detail screen, which is further detailed in the Requisition Line Detail section.
• Product: Clicking on the link in the Product column will open the relevant Line Entry from, which will be dependant on the type of Product added to the Requisition, as follows:

• Catalogue Products:  The Standard Line - Direct Purchase form will be displayed, populated with details of the Product, which can be amended as required and added to a new Requisition.  This form is further detailed in the Standard Line - Direct Purchase section.
• Non-Standard Products: The Non-Standard Line - Direct Purchase form will be displayed populated with details of the Product selected, which can be amended as required and added to a new Requisition.  This form is further detailed in the Non-Standard Line - Direct Purchase section.

• Service Item: The Service Line Entry form will be displayed populated with the details of the Product selected, which can be amended as required and added to a new Requisition.  This form is further detailed in the Service Items section.
• Value Only Service Item: The Value Only Service Item Line Entry form will be displayed populated with the details of the Product selected, which can be amended as required and added to a new Requisition.  This form is further detailed in the Value Only Service Items section.
• With: The link in the With column will either be the name of the User that the Requisition is with or a '****'.

Clicking on the name of the User will open the Action History screen providing details of the history of the Requisition:

Clicking on the '****' will open the Approval Status screen providing details of approval status of the Requisition, which is further detailed in the Approval Status section.

• Action: This column has different icons dependant on which actions are available on the Requisition.  These are:
• Copy:- this icon will allow you to create a copy of the Requisition.  Click on this icon and a message will be displayed asking you to confirm that a copy is required.  Selecting OK to this message will open the Requisition Review screen, which will include a copy of all the lines of the selected Requisition.  This screen is further detailed in the Requisition Review section.
• : This will recall the Requisition back from the Manager that is to approve the Requisition.  The Requisition will change from awaiting approval to saved - a message will be displayed asking for confirmation that the item is to be recalled.
• : Clicking on this button will open the Requisition Review screen, where you can select to edit the selected item.  This screen is further detailed in the Requisition Review section.