In this topic you will learn how to Print a Requisition.
NOTE: Requisitions must be requested and printed ONE AT A TIME. Users must wait for the first requisition to print before submitting a request to print and printing another requisition.
NOTE: The requisition must be saved in order to Budget Check.
NOTE: The View Printable Version button may not be used for printing purposes once the Requisition Status = Closed. The user must print the Requisition by following the steps beginning with Step 8 of this exercise once the Requisition Status = Closed.
The requisitions displays.
You can designate the number of copies you wish to print and then click OK.
For training purposes only, click the Cancel button.
This completes the demonstration of View Printable Version.
The second method, Print a Requisition using the Process Scheduler, will be demonstrated now.
Navigate to Purchasing, Requisitions, Reports, Print Requisition, or
From displayed breadcrumbs select Requisitions, Reports, Print Requisition.
See the Create/Find a Run Control ID topic for instructions on how to create a valid run control id.
Requisition ID
You may enter your requisition id directly into the Requisition ID field. It is highly recommended that you note the requisition id when attempting to print the requisition and enter it in this page. If you do not know the requisition id, you may search for it as shown in the following steps.
Process Scheduler
The Process Scheduler defines the Run Location and Output Destination of the Print Request.
Click the BRF Requisition Print link.
The requisition will open and display in a new window.
You can designate the number of copies you wish to print and then click OK.
For training purposes only, click the Cancel button.
There are two methods available for printing a requisition: View Printable Version and Accessing the Process Monitor. Both methods will be demonstrated here. The View Printable Version method will be demonstrated first.
The parameters you enter on the Print Requisition page will be saved to the specified run control id. When running the report in the future, the user will only change the Requisition ID; all other fields will remain as defaulted.
NOTE: Do not enter From Date, Through Date or Requester. If this information is entered incorrectly, it may prevent the requisition from printing. Since requisitions must be requested and printed ONE AT A TIME, entering the requisition id will be sufficient to identify the requisition.
NOTE: The Type field should default as Web and the Format field should default as PDF. If the Type and Format fields do not properly default, you will need to correct them.
If the Run Status is not Success and the Distribution Status is not Posted, click the Refresh button until both statuses are achieved.
The report is complete and ready for viewing when Requisition Print SQR under the Description column turns into a blue hyperlink and the Status = Posted.
If the Status was not Posted, you would click the Refresh button until the Status = Posted and the BRF Requisition Print in the Description column became a blue link.
The Budget Status must be Valid in order for the requisition to be sourced as a P.O.
Click the Budget Check button.
NOTE: The system will automatically send you to the Process Monitor panel.
Click the Refresh button until the Run Status = Success and the Distribution Status = Posted to complete the process.
NOTE: DO NOT repeatedly click the Refresh button as this uses system resources. Please allow 15 seconds between clicks.
Click the Go back to Requisitions link to return to the Requisition header page.
In this example, the Budget Status is Valid, so the requisition can now be sourced to a PO.
This completes Budget Check a Requisition.
This completes Print a Requisition.
See the Create/Find a Run Control ID topic for instructions on how to create a valid run control id.