Create a requisition from scratch

1. At the Asset Management main menu, click on the Requisition button. The Work With Equipment Requisitions display screen appears.
2. Click Add . The Edit Equipment Requisition add screen appears.
3. Fill in the fields as required.

   Ordering Branchis the location that is ordering the unit. You can click on the Prompt button to select the branch from a list.

   Assigned Branchis the location that the unit will be assigned to (domicile). You can click on the Prompt button to select the branch from a list.

   PDI Branchis the location that the unit will be assigned to (domicile). You can click on the Prompt button to select the branch from a list.

   Required Delivery Dateis the date the unit is required. You can click on the calendar button to select the date.

   Customeris the customer the unit is being requisitioned for. If you have multiple company access, you can select a customer from a different company than your default. You can click on the Prompt button to select the customer from a list.

   Poolis the equipment pool the unit will be placed in. You can click on the Prompt button to select the pool from a list.

4. Click Enter . The Edit Order-Full Screen add screen appears.
5. Fill in the fields as required.

   Makeis the manufacturer of the unit(s) being requisitioned. You can click on the Prompt button to select the manufacturer from a list.

   Modelis the style of unit being requisitioned. You can click on the Prompt button to select the model from a list.

   Yearis the 4-digit year the requisitioned unit was built.

   Quantityis the number of units being requisitioned.

   Unit Priceis the price for a single unit of those being requisitioned, to 2 decimal places.

   Line Descriptionis a short description of the unit model being requisitioned. If left blank, it will be filled in by Enrich based on the model selected.

   Required Delivery Dateis the date the unit is required. It is filled in from the first screen, but can be changed. You can click on the calendar button to select the date.

   Estimated Delivery Dateis the date the unit is expected. You can click on the calendar button to select the date.

   Engine Familyidentifies what type of engine is required for the requisitioned unit(s). You can click on the Prompt button to select the engine family from a list.

   Equipment Typeis the kind of equipment unit being requisitioned. A super equipment type is not allowed. A value is required. You can click on the Prompt button to select the equipment type from a list.

   Specification Referenceidentifies a paper specification being used with the requisition. It is optional.

   Salespersonis the salesperson responsible for generating the requisition. You can click on the Prompt button to select the salesperson from a list.

   GCWis the manufacturer's gross combined weight rating -- the manufacturer's rating for the load of the tractor, trailer, and cargo. The sum of the axle loads equals the gross combination weight. This may be 50 to 150 percent beyond the gross vehicle weight rating since a truck can pull more than it can carry. It is followed by the unit of measure the weight is specified in (e.g. pounds).

   Attachment Typeidentifies the type of attachment that is being requisitioned with the unit (e.g. reefer, roof rack), if applicable. You can click on the Prompt button to select the attachment type from a list.

   Licensed GVWis the gross vehicle weight rating that is on the vehicle's license. It is followed by the unit of measure the weight is specified in (e.g. pounds).

   UOMthe fields following GCW and GVW are the units the weights are measured in. You can click on the Prompt button to select the units of measure from a list.

   Ordering Branchis the location that is ordering the unit. It is filled in from the previous screen but can be changed. You can click on the Prompt button to select the branch from a list.

   Ship To Branchis the location that the unit should be delivered to. It is filled in from the previous screen (using the PDI branch), but can be changed. You can click on the Prompt button to select the branch from a list.

   Customeris the customer the unit is being requisitioned for. It is filled in from the previous screen but can be changed. If you have multiple company access, you can select a company other than your default. You can click on the Prompt button to select the customer from a list.

   Assigned Branchis the location the unit will be assigned to (domicile). It is filled in from the previous screen, but can be changed. You can click on the Prompt button to select the branch from a list.

   PDI Performed Byidentifies whether the pre-delivery inspection is performed by the ship-to branch or the vendor. It defaults to the branch but can be changed. You can click on the Prompt button to select the location from a list.

   Poolis the equipment pool the unit will be placed in. It is filled in from the previous screen but can be changed. You can click on the Prompt button to select the pool from a list.

6. If any add-ons are required, click Add . The Add-On Details fields become available for entry.
7. Fill in the fields as required.

   Typeis the action required for the add-on. It is optional. You can right-click in the field and select Prompt to select the type from a list. Valid values are:
   - P - the user must create a purchase order to acquire the add-on;
   - W - a work request is created when the unit is received, and the work request must be placed on a work order and processed to complete the add-on.

   Descriptionis the name or a description of the add-on.

   Unit Priceis the price to attach the add-on to a single unit being requisitioned, to 2 decimal places.

8. Click Enter to save the requisition. The Edit Order-Full Screen change screen appears.

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