A requisition is an internal request for items raised before a supplier is committed. It appears in the Procurement app, on the web and in the mobile app, and is numbered from document numbering (shipped series R, separator -, date DDMMYYYY, six digits). It is fulfilled in two ways that both draw on each line's pending quantity: Release Order and Selective Release Order create a purchase order for the requisition's supplier, partner account and branch, while Release Transfer and Selective Release Transfer create an outward stock transfer from From Branch to Branch. A purchase order can also pull its lines in with Add Requisition. Partner Account, Branch and Supplier Account are locked once saved. Status starts at Draft; a shipped business rule sets it to Confirmed when the requisition is saved with lines and no pending quantity. The shipped release buttons show only while Status is Draft and Total Pending Quantity is greater than zero. Step-by-step procedures are on the Requisitions page of the Procurement documentation.
Fields
| Field | Label | Type | Required | What it does |
|---|---|---|---|---|
BranchId | Branch | Lookup → Branch | The requesting branch, which receives the goods. Must be active and belong to the partner account; required when the partner account has branches. A released transfer moves stock to this branch. Locked once saved. | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | ||
Description | Description | Text | Free text describing the request. | |
Division | Division | PickList | ||
DocumentDate | Document Date | Date | The request's business date. Set to today when left empty. | |
DocumentNumber | DocumentNumber | Number | ||
ExternalId | External | ExternalId | ||
FromBranchId | From Branch | Lookup → Branch | The supplying branch for the transfer route: Release Transfer and Selective Release Transfer create an outward transfer from this branch to Branch. Limited to the partner account's branches. Leave empty for a purchase. | |
Id | Id | Guid | Yes | |
IsOrderReleased | Order Released | Boolean | Set when a purchase order is released from the requisition. It does not mean everything is released; read Total Pending Quantity or the line counters for that. | |
LastModifiedBy | Last Modified By | Lookup | Yes | Not maintained; the record's last modifier is in Modified By. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Document Number | Text, unique | The requisition's document number, generated on save from the Requisition Name Setting. The shipped format is R, a hyphen, the document date as DDMMYYYY, a hyphen and a six-digit counter. | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | Your organization raising the request. Only active partner accounts can be picked. Copied to purchase orders and transfers released from it. Locked once saved. | |
PerformReleaseOrder | Perform Release Order | Boolean | Yes | Internal flag cleared by the release. Releasing happens through the Release Order action, not by setting this field. |
PriceAsOnDate | Price As On Date | Date | The date prices are taken from for new lines. Document Date is used when it is empty. | |
PriceListId | Price List | Lookup → PriceList | The purchase price list new lines are priced from. A purchase-type price list that applies to the partner account and branch is chosen automatically on creation. Changing it later does not reprice existing lines. | |
PurchaseOrderId | Purchase Order | Lookup → PurchaseOrder | Optional header reference to a purchase order. The release actions do not fill it; each released purchase order points back at the requisition and each of its lines at the requisition line instead. | |
PurchaseOrderLineId | Purchase Order Line | Lookup → PurchaseOrderLine | Optional reference to a purchase order line. Not filled by the release actions. | |
RecordTypeId | Record Type | Guid, hidden | ||
Remarks | Remarks | Text | Free text. | |
RequestedById | Requested By | Lookup | Optional reference to who asked for the items. | |
RequiredDate | Required Date | Date | When the items are needed. Cannot be earlier than today. | |
ResourceId | Resource | Lookup → Resource | The person the request is raised for. Must be authorized for the requisition's partner account and branch. | |
Status | Status | PickList | Where the request stands: Draft (the default), Confirmed or Approved. A shipped business rule sets Confirmed when the requisition is saved with lines and no pending quantity left. Nothing in the shipped product sets Approved. Read-only on the shipped record page. The shipped release buttons show only while it is Draft. Values: Draft, Confirmed. | |
SupplierAccountId | Supplier Account | Lookup → Account | The vendor to buy from. Only active supplier accounts can be picked. Filled from the branch's default supplier when left empty. Copied to every purchase order released from the requisition. Locked once saved. | |
Tax1 | Tax 1 | Currency | ||
Tax1Name | Tax Name 1 | Text | ||
Tax1Rate | Tax Rate 1 | Currency | ||
Tax1Type | Tax Type 1 | Text | ||
TaxGroupId | Tax Group | Lookup → TaxGroup | Header-level taxes, applied when the requisition is created. | |
TaxId | Tax | Lookup → Tax | ||
TaxSupplyType | Tax Supply Type | PickList | The tax lane. For businesses in India it is set from the supplier's tax registration and whether the place and source of supply differ. Values: Within State, Outside State, Exempt, Exports, SEZ. | |
TotalAmount | Total Amount | Calculated (calculated) | The estimated value of the request: the sum of the line amounts, where each line amount is quantity times unit cost plus the line's tax. | |
TotalLineTaxAmount | Total Line Tax Amount | Calculated (calculated) | The total tax over all lines. | |
TotalQuantityPending | Total Quantity Pending | Calculated (calculated) | Labelled Total Pending Quantity on the record page: the sum of the lines' pending quantity, which is what the release actions can still take. The shipped release buttons need it to be greater than zero. | |
UIProps | UI Props | Text | ||
UpdatedDateTime | Modified Date | DateAndTime | Yes |
Actions
| Action | Label | Type | What it does |
|---|---|---|---|
ApplyPackageConfiguration | ApplyPackageConfiguration | ServerAction (ApplyPackageConfiguration) | ApplyPackageConfiguration |
BulkDelete | Delete | Delete | Delete in Selected |
Clone | Clone | ServerAction (Clone) | Creates a copy of the requisition, including its line items, after a confirmation. |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | EDIT |
EditInLine | Edit | EditInline | Edit in line |
EditInList | Edit | EditInline | Edit |
EditListRow | Edit | Edit | edit list row |
GetConfigurableItems | GetConfigurableItems | ServerAction (GetConfigurableItems) | GetConfigurableItems |
GetPackageConfiguration | GetPackageConfiguration | ServerAction (GetPackageConfiguration) | GetPackageConfiguration |
New | New | New | New |
PerformReleaseOrder | Release Order | ServerAction | Creates one purchase order for every line that still has pending quantity, at its full pending quantity, linked to the requisition and to each requisition line. |
PerformReleaseTransfer | Release Transfer | ServerAction (PerformReleaseTransfer) | Creates an outward stock transfer from From Branch to Branch for every line that still has pending quantity. |
ProductConfigurator | Product Configurator | UIAction | Opens the package configurator to choose optional components and their quantities for a package line. Shown while Status is Draft. |
SelectiveReleaseOrder | Selective Release Order | ServerAction (SelectiveReleaseOrder) | Creates a purchase order for the lines the user ticks, each at the requested quantity entered for it, which must be greater than zero and no more than the line's pending quantity. |
SelectiveReleaseTransfer | Selective Release Transfer | ServerAction (SelectiveReleaseTransfer) | Creates an outward stock transfer for the lines the user ticks, each at the requested quantity entered for it, which must be greater than zero and no more than the line's pending quantity. |
Validations
| Validation | Applies to | Error message | Notes |
|---|---|---|---|
| Required Date Rule Validation | RequiredDate, Error | Required By Date Should not be Backdated | Prevents backdated required-by date |
| XM_ValidateOnInactiveBranch | BranchId, Error | please tag active Branch! | please tag active Branch! |
| XM_ValidateOnInactivePartnerAccount | PartnerAccountId, Error | Please tag active Partner Account! | Please tag active Partner Account! |
| XM_ValidateOnInactiveSupplierAccount | Error | please tag active supplier account! | please tag active supplier account! |
Lookup filters
| Filter | Lookup field | Notes |
|---|---|---|
| Branch For Partner Account | BranchId | |
| Only Partner Account | PartnerAccountId | |
| Only Supplier | SupplierAccountId | |
| Supplier Account From Branch | FromBranchId (inactive) | Supplier Account From Branch |
Related entities
- TaxGroup — looks up via
TaxGroupId - Account — looks up via
SupplierAccountId - PurchaseOrder — looks up via
PurchaseOrderId - Tax — looks up via
TaxId - Resource — looks up via
ResourceId - PriceList — looks up via
PriceListId - Account — looks up via
PartnerAccountId - UserAccount — looks up via
CreatedById - Branch — looks up via
BranchId - PurchaseOrderLine — looks up via
PurchaseOrderLineId - UserAccount — looks up via
ModifiedById - Branch — looks up via
FromBranchId - UserAccount — looks up via
OwnerId - TransferOutwardLine — referenced by via
RequisitionId - RequisitionLine — referenced by via
RequisitionId - PurchaseOrderRequisition — referenced by via
PurchaseRequisitionId - Transfer — referenced by via
PurchaseRequisitionId - PurchaseOrderLine — referenced by via
PurchaseRequisitionId - PurchaseOrder — referenced by via
PurchaseRequisitionId