In Sage 300 ERP (formerly named as Sage ACCPAC ERP), there is a report where we can see the details of the purchase requisition. By using this report we can also get the summary level information for the purchase requisition.
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To process the requisition report, navigate to “Purchase Orders> P/O Analytical Reports > Transaction List”.
Below is the screenshot for the PO transaction list. By selecting ‘’requisitions’’ from print field, we can get the report for the PO requisition.
The “Report type” field mainly deals with the detailed level or summary level aspects of PO requisition report.
For the better understanding, let’s consider a scenario where you require an item & if you want to go through all the requisitions raised in past for that item; at that time you can print requisition transaction list report. Requisition report either gives you detailed information or it can give summary level information too. For an item, you can select item number for sorting the requisition.
For the detailed level requisition report we get all the details relevant the item, as shown in the following screenshot.
For the summary level requisition report we get the document level data and this will not include the item details, as shown in the following screenshot.
‘’Include’’ field is used to select the additional information you want to include in the requisition report such as the entries from the “Requisition Information” option for the transaction type, transaction details, addresses, requisition numbers (for purchase orders) .You can also choose ‘’Requisition details’’ (for Requisition-related transactions)
‘’Status’’ field is used ,when printing the Requisition List, select the statuses to include (Entered, Purchase Order Printed, Never Received, Partially Received, Completed, On Hold). Also select to sort the report by vendor number or transaction number.
This report can be useful in multiple ways to provide the requisitions for the relevant items. Hope this blog provides insight on how P/O Requisition transaction report can used for multipurpose.
Also read:
1.Requisition Approvals in Sage 300 ERP
2.Reporting in Apparel (GreyMatrix) Solution for Sage 300 ERP
3.Sage 300 ERP for Ready Mix Concrete Industry
4.Maintain Reorder and Minimum Order Levels in Sage
5.How to create PO from I/C