Search Existing Requisitions

You may want to search existing requisitions and requisition templates in order to locate an item to add to your current requisition. You can do this in the Existing Requisitions dialog box, available from multiple Desktop Requisitions applications.

To search existing requisitions:

  1. In the appropriate Desktop Requisitions application, at the Add Requisition Lines step, click Add Line Item at the bottom of the Requisition Line Items table window.

  2. From the Add Line Item drop-down menu, select Existing Requisitions.
    The Existing Requisitions dialog box opens. By default, the items list shows items on your requisitions and templates (with your user name in the Requested By field).

  3. If you want to, you can enter additional information in the Search fields to focus your search.
    If you specified additional search criteria, click Find. If you left your name in the Requested By field, the items list shows items on your existing requisitions that match the other search criteria.

  4. In the Previously Requisitioned Items table window, view or scroll in the item list to locate the item you want.
    Click on the Item field for items that you want to see details for.
    After viewing the item details, click OK.

  5. In the Previously Requisitioned Items table window, specify a Quantity and a Required Date.

  6. Click Add to Requisition.

Tip: If the list of items on your requisitions is long, use the search fields to narrow the list. You can enter all or part of a requisition number, the vendor, the status of the requisition, etc. Use the Date From  and Date To fields to search for requisitions in a date range. Click Find to refresh the search results list.

You can also search for requisitions entered by others. Change the Requested By field to another user's name. Click Find to refresh the search results.

You can click Reset to restore the list of items to the default list of items on requisitions requested by you.

Example:

You need to order a roller bearing that you remember you ordered several months ago for a similar work order.

  1. Follow the instructions above to open the Existing Requisitions dialog box.
    The list of search results is long. You have ordered lots of items since last ordering the roller bearing, and don't want to scroll through the list of search results.
    You know you always order bearings from the same vendor—for example, Smith's Bearings.

  2. Click Select Value next to the Vendor field to display the Select Value dialog box.

  3. Click on Smith Bearing Co.
    The system refreshes the Existing Requisitions dialog box, with Smith Bearing Co. in the Vendor field.

  4. Click Find.
    The system displays requisition line items that were ordered from Smith Bearing Co.

  5. In the row for the correct roller bearing, enter a Quantity you need, and a Required Date, if desired.

  6. Click Add to Requisition.