As the name suggests this sub-menu will let you create a new requisition.
Menu Path: Requisition Management >> Material Requisitions >> Create New.
MeRLIN also comes with the capability to save a requisition as a template and reuse it again if required, which is detailed in the Create New Requisition from Existing Template section of this document.
Following are the steps to create New Requisition in MeRLIN.
- To create a New requisition, click on Material Requisitions from the sub menu under Requisition Management. Click on the Create New button and choose New Requisition.
- GENERAL INFORMATION: Provide the necessary information in the General Information tab that appears.
Description of Fields
- Organization Unit: In the case of a multi-company set-up, the Organization Unit to which the Requisition belongs is selected. Only those units to which the user has been mapped in the security management will be displayed in the dropdown. Also, only those items that are mapped to this selected organizational unit will be available for selection.
- Requisition Name: Provide the Name of the Requisition
- Requisition Description: Description of the Requisition
Click on the Save and Continue button to proceed to the next tab. You can also save the details as a draft and continue later by clicking on the Save button.
3.LINE ITEMS: Add line items to the requisition under this tab.
Here is the purpose of various functionalities available in the Items tab:
- Choose the Category Area and the Category levels. One or more categories can be chosen. Click on the Apply button to display the items belonging to the chosen categories.
- By default, the item list displays all the items mapped to the already selected Organization Unit. If the category filter is applied, only those items belonging to those categories will be listed.
- Search: Provide a few characters of the item to search for the item.
- Once the items are selected, choose Proceed.
- Upload and Download Excel for uploading Catalogue and Non Catalogue items in bulk.
- Provision to Add Non-Catalogue Items to the requisition.
- Provision to Add Items to the requisition.