How to Complete a Requisition Import Sheet

Users can complete an excel spreadsheet to import requisitions into the system.

The mandatory field options must match options within the system.

1. Open the Req Import excel spreadsheet:

Note: The cells highlighted in Blue indicate that these are mandatory. The import will not be successful if these are not entered.

2. Beginning with the header, fill in the mandatory cells and any other relevant cells.

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)

3. Fill in the remainder of the excel spreadsheet to list the parts/items required on the requisition.

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.