Create a requisition from a proposal

1. At the Asset Management main menu, select Acquisition | Proposals. The Work With Proposals display screen appears.
2. Right-click on the proposal and select Change. The Edit Proposal Capital Cost change screen appears.
3. Click Process . The Process Proposal screen appears.
4. Fill in the fields as required.

   Customer Unit Numberis the unit number the customer will use to identify the unit.

   Create Requisitionidentifies whether or not a requisition should be created for the unit(s).

   Display After Addidentifies whether or not you want to view the requisition immediately after it has been added.

5. Click Enter to process the proposal. Enrich will give you a requisition number.
   • The Requisition option on the Work With Proposals display screen allows you to either display the requisition (if it has not been approved) or work with the details to put them on a PO, receive the unit, record the invoice, etc.
6. If you selected Yes for display after add, the Display Order screen will appear for any required add-ons.
7. Click Exit twice to return to the Work With Proposals display screen.

Back to Equipment Acquisition