Skip to main content
Skip table of contents

Requisition from a Work Order

Overview

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

Updating Purchasing Type

  • 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.

image-20240919-193137.png

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

image-20240919-192901.png

Insert Requisition

On the Work Order, click Insert Requisition.

image-20240919-193100.png

image-20240919-193036.png
  • Requisition Lines will be created for component Work Lines where Purchasing Type = Special Order.

  • 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.

image-20240919-193200.png

Creating Orders

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.

image-20240919-193237.png

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.