Show Details

Show details overview as read only  – no editing allowed.

Copy Items

Only available for RQ (not for SQ).  Copy selected items to existing requisition.

Delete

Delete requisition. Please note: Requisition and all relevant documents (attachments, history, eventually created purchase orders etc.) will be deleted completely from system and will no longer be available.

Show History

Access to the whole history of the selected purchase document including all  associated documents (for instance, if you want to see the history of a purchase order, you have access to the history of the associated requisition too).

The history is divided into several tabs for a better overview.

Show Attachments

Show available documents. No deleting possible.

Distribute

Set as Standing Order

Set the requisition to the standing order list.

Copy from standing order

Create data transfer (without attachments)

Generates an unscheduled immediate data transfer without available attachments.

Create data transfer (with attachments)

Generates an unscheduled immediate data transfer with available attachments.

Add Remark to History

Add remark manual to history of selected document.

Internal Remark -> Add Internal Remark

Quick adding of an internal remark.

Internal Remark -> Edit Internal Remark

Quick access to already added internal remark.

Undo Reject

Undo reject requisition. Requisition slides from folder “rejected” to folder “open”. If requisition was created on board, new status is “approved on board”,  otherwise new status is “open”.

Get valid TAN

Only visible, if system detects invalid TAN.

Follow up / Pin to User Activities  -> Follow up

Follow up for RQ can be given.

Follow up / Pin to User Activities  -> Clear Follow up

Follow up for RQ can be deleted.