Users can complete an excel spreadsheet to import requisitions into the system.
The mandatory field options must match options within the system.
Note: The cells highlighted in Blue indicate that these are mandatory. The import will not be successful if these are not entered.
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Client | Enter the name of the client for the job you are working on (if applicable) |
Job No | Enter the Job Number |
Asset No | Enter the Asset Number (if applicable) |
Campaign No | Enter the Campaign Number (if applicable) |
Department | Enter the relevant Department |
Requested By | Enter the ‘Requested By User’ name as it exists in the system |
Date of Request | Enter the relevant date |
Stock Office | Enter the relevant Stock Office |
Stock Location | Enter the relevant Stock Location |
Required By Date | Enter the relevant date |
Delivery To | Enter the relevant address |
Justification | Enter relevant justification information |
Special Instructions | Enter the relevant special instructions (if applicable) |
Note: (Pink = System Generated, Blue = Mandatory):
Field | Description |
---|---|
Item No | Column to show numeric order on the sheet |
Qty | Enter the qty required |
Code/Part No. | Enter the part number for the part/asset required |
Supplier | Enter the name of the supplier of the part/asset |
Detailed Description | Enter a detailed description of the part/asset |
UOM | Enter the unit of measure of the part/asset, each/10 pack etc. |
Unit Cost | Enter the unit cost of the part/asset |
Hire (Yes/No) | Select Yes if the part/asset is hired, leave as No if not a hire |
On Hire Date | Enter the on hire date (if applicable) |
Off Hire Date | Enter the off hire date (if applicable) |
Duration (Days) | Enter the duration of days (if applicable) |
Priority | Enter the priority level for the part/asset |
Special Instructions | Enter any special instructions (if applicable) |
Phase | Enter the relevant phase (if applicable) |
QA Inspection Required | Select the relevant option (Yes/No) |
Stores Inspection | Select the relevant option (Yes/No) |
Requisitioner Inspection | Select the relevant option (Yes/No) |
Third Party Inspection | Select the relevant option (Yes/No) |
Purchase Type | Enter the relevant purchase type (if applicable) |
Certification Required | Select the relevant option (Yes/No) |
Cost Finance Code | Enter the relevant finance code (if applicable) |
Cost Centre | Enter the relevant cost centre (if applicable) |
Req | This cell will automatically update when Import Function is run in the system |
Req Item | This cell will automatically update when Import Function is run in the system |
Imported | This cell will automatically update when Import Function is run in the system |
Import Issues | This cell will automatically update when Import Function is run in the system |
4: Save the excel file to be used in the Import Function in the system, see How to Import a Requisition.