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Step 2: Add Header Details & Supplier

With the blank requisition open, fill in the main details at the top of the document.

Steps:

  1. Select Type: Click Type and choose the appropriate requisition type from the drop-down (e.g., "Standard Requisition").
  2. Enter Document Number: Fill in the Document Number.
    • Note: If this field is greyed out, your organisation uses automatic numbering. If entering manually, follow your company's numbering convention.
  3. Check Dates & Currency: Verify or select the correct Date Issued and Currency.
  4. Add Other Header Fields: Complete any other required fields in the header section (these vary by configuration).
  5. Select Supplier:
    • In the Company section, click Match with this supplier.
    • Search for and select the intended supplier from the drop-down list.
  6. Add Delivery Address: If required, add or select a Delivery Address.

What Happens Next?

The header information is now complete. The next step is to add the specific items or services being requested.

Next Step: Add Line Items & Coding

Related How-To Guides:

title: Step 2 - Add Header & Supplier description: Fill in the essential header information for the requisition, including dates, currency, and supplier details. slug: /product-guide/purchasing-officer/create-requisition/step-2-add-header-supplier sidebar_label: 2. Add Header & Supplier​

Step 2: Add Header Details & Supplier

With the blank requisition open, fill in the main details at the top of the document.

Steps:

  1. Select Type: Click Type and choose the appropriate requisition type from the drop-down (e.g., "Standard Requisition").
  2. Enter Document Number: Fill in the Document Number.
    • Note: If this field is greyed out, your organisation uses automatic numbering. If entering manually, follow your company's numbering convention.
  3. Check Dates & Currency: Verify or select the correct Date Issued and Currency.
  4. Add Other Header Fields: Complete any other required fields in the header section (these vary by configuration).
  5. Select Supplier:
    • In the Company section, click Match with this supplier.
    • Search for and select the intended supplier from the drop-down list.
  6. Add Delivery Address: If required, add or select a Delivery Address.

What Happens Next?

The header information is now complete. The next step is to add the specific items or services being requested.

Next Step: Add Line Items & Coding

Related How-To Guides: