Place a requisition on a PO

1. At the Asset Management main menu, click on the Approved Orders button. The Work With Approved Orders display screen appears.
2. Right-click on the requisition and select Add to PO. The Edit Equipment Order add screen appears.
3. Fill in the fields as required.

   Ordering Facilityis the facility placing the purchase order. It defaults to the facility on the original requisition, but can be changed. You can click on the Prompt button to select the facility from a list.

   Assigned Facilityis the facility the unit(s) will be assigned to on delivery. It defaults to the facility on the original requisition, but can be changed. You can click on the Prompt button to select the facility from a list.

   Ship To Facilityis the facility that the unit(s) will be shipped to. It defaults to the facility on the original requisition but can be changed. You can click on the Prompt button to select the facility from a list.

   Required Delivery Dateis the date the unit is required. It defaults to the date on the requisition but can be changed. You can click on the calendar button to select the date.

   Vendoris the company the unit is being purchased from. A value is required. You can click on the Prompt button to select the vendor from a list.

   Attentionis the name of the person at the vendor company that the purchase order should be directed to. It is optional.

4. Click Enter . The Equipment PO Detail change screen appears.
5. Fill in or change the fields as required.

   Makeis the manufacturer of the unit being requisitioned. You can right-click in the field and select Prompt to select the make from a list.

   Modelis the style of unit being requisitioned. You can right-click in the field and select Prompt to select the model from a list.

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

   Quantityis the number of units of the specified make, model, and year being requisitioned.

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

   Sales Personis the sales person responsible for generating the requisition. You can right-click in the field and select Prompt to select the sales person from a list.

   Customeris the customer the unit is being requisitioned for. You can right-click in the field and select Prompt to select the customer from a list.

   Poolis the equipment pool the unit will be placed in. You can right-click in the field and select Prompt to select the pool from a list.

   Attach Typeidentifies what kind of attachment is being requisitioned with the unit (e.g. reefer, roof rack). It is optional. You can right-click in the field and select Prompt to select the attachment type from a list.

6. Click Enter to create the purchase order.

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