Requisition from a Work Order

The Insert Requisition button from a Work Order process allows you to create special purchase orders or work orders for components.

GoldFinch automatically defaults the Replenishment System and Purchasing Type when creating a Work Order based on the Item setup
If there is not enough component inventory, you can update the Purchasing Type to Special Order to create a:
- Special Purchase Order if Replenishment System = Purchase Order
- Special Work Order if Replenishment System = Work Order.

Update the fieldset below if you do not see Purchasing Type and Replenishment System on the Work Order Edit page.

On the Work Order, click Insert Requisition.

Requisition Lines will be created for component Work Lines where Purchasing Type = Special Order.
- For Outside Service Work Lines, read Standard Co-Packing Management for more information.
Requisition Lines will have a quantity equal to the Remaining Quantity of Work Lines.
Review and update the default information:
- The Vendor is taken from the Item's Preferred Vendor.
- The Order Date is today’s date.
- The Due Date is the Ending Date of the Work Line.

Click Create Orders. GoldFinch will create:

One Purchase Order per Vendor and per Order Date if Replenishment System = Purchase
One Work Order per line if Replenishment System = Work Order.