Ordering Requisitions in Bulk
The Order Requisitions page enables you to create purchase orders for many requisitions at one time. Select line items in the list to be ordered, then verify the vendor and quantity for each line. After you submit the Order Requisitions page, purchase orders are created.
To appear on the Order Requisitions page and to be included on a purchase order, requisitions require specific information:
-
Items must include a vendor and rate.
-
Expenses must include a vendor and amount.
For more information, see Processing a Requisition.
To bulk order requisitions:
-
Go to Transactions > Purchases/Vendors > Order Requisitions.
The Order Requisitions page opens and shows a list of approved requisition lines that need to be ordered. This includes requisitions with a status of Pending Order or Partially Ordered.
-
You can limit the requisition lines that show in the list by selecting filters in the following fields:
-
Requisition # – Filter the list to show only lines from a specific requisition.
-
Subsidiary – Filter the list to show only lines from a specific subsidiary.
-
Vendor – Filter requisition lines based on vendor.
If you use NetSuite OneWorld and have defined vendor records shared with multiple secondary subsidiaries, note the following. You can associated this vendor credit with any of the subsidiaries assigned to this vendor. The items that can be credited reflect the combination of the selected vendor and subsidiary. For more information about globally shared vendor records, see Assigning Subsidiaries to a Vendor.
-
Select a vendor to show only requisition lines that specify this vendor.
-
Select -All– to show only requisition lines that identify ANY vendor.
-
-
Item – Select an item to show only requisition lines that include this item.
-
Department – Filter the list to show only lines that specify a certain department.
-
Class – Filter the list to show only lines that specify a certain class.
-
-
Check the box in the Include column next to requisition lines you want to order.
You can add multiple order lines to a purchase order regardless of the entry date or expected receipt date. This is limited only by the maximum identified in the Maximum Purchase Lines to Consolidate preference.
If you use the Multiple Currencies feature, each vendor's primary currency is used on this transaction. For more information, see Vendors and Multiple Currencies.
-
Accept the vendor indicated, or enter a new vendor. A vendor must be indicated to order a requisition line.
If you use NetSuite OneWorld and you have vendor records to which the selected subsidiary is assigned, note the following. You can add a vendor requisition line for any of those vendors.
-
If a qualified contract exists, the one with the lowest item base rate is displayed in the Purchase Contract field.
-
Accept the suggested amount to order in the Quantity column, or enter a new quantity.
The quantity, rate, and amount for each line must be equal to or greater than zero.
-
Click Submit.
If a linked purchase order line is deleted, the link to the requisition line is also deleted. That requisition line re-appears on the Order Requisitions page.