---
title: "Creating a New Purchase Requisition"
canonical: "https://kb.myframeworks.com.au/space/CO/30507166/Creating%20a%20New%20Purchase%20Requisition"
format: markdown
---
# Overview
Allows you to create a new Batch Purchase Requisition manually, including an internal branch batch requisition. Products can be added to purchase requisitions in a number of ways, manually or via a [Purchase Requisition Stock Reorder Batches via Scheduled Task](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403414).
> ℹ️ This process explains how to create manual purchase requisitions and add products manually to batches.
# Creating a manual purchase requisition batch
To create a manual purchase requisition batch, perform the following:
1. Click the **Frameworks Menu**, then navigate to **Purchase & Receipting > Transaction Processing > Purchase Requisitions **from** **within the navigation tree.
2. Click **New** to create a new purchase requisition.
3. Enter an appropriate **Description*** to explain the purchase requisition batch.
For more information about Purchase Requisition Header fields, click here.
| Field | Description |
| --- | --- |
| **Branch*** | Defaults to the current **Branch** you are assigned to. Adjust as necessary. |
| **Batch Date** | Defaults to the **date** you created the batch. Adjust as necessary. |
| **Supplier** | Defaults to a preferred Supplier or the word **Multiple** if there is more than one supplier. |
4. Click **Save**. The **requisitions maintenance** screen will automatically load with the new batch requisition header populated.
# Adding products manually to a purchase requisition batch
To add products to a purchase requisition batch form within the **requisitions maintenance screen**, perform the following:
1. Enter the *Product Id* into the **Product*** field or search for it via the **product finder** by clicking on the **Search** icon.
> ⚠️ If the System Setting - Flag **InvExBrStk **is enabled and there is excess stock available at another branch for the product, the warning icon will display next to the **Product*** field. You are able to continue.
> ⚠️
> ⚠️ - Enabling the System Setting - Flag **FWAutoBTExcess,** will automatically update the **Supplier*** to be an internal branch transfer if there is excess stock at another branch available to cover the order. If the requisition batch is for a single supplier, the product will be added to an existing batch for that supplier, or a new batch will be created.
> ⚠️
> ⚠️ When adding a product to a Batch that was created with **FWPBCycle **system setting flag enabled, you will get a warning that the product does not belong to the reorder cycle of the batch.
For more information about using Quicklists, click here.
> Macro (include)
For more information about the Product Finder, click here.
- A search criteria must be entered before pressing **Find **to display any results.
- Choose a specific branch in the **Branch** field to display the **Qty On Hand**,** Qty on C/O** and **Qty on P/O** for the branch are displayed. **All Branches** is selected then this information is not displayed.
- When searching for products from a specific supplier from within the product finder a** Supplier** must be entered for the results to display.
- While working on a purchase requisition it retains the previous search criteria entered by the user and re-displays the search criteria and results. Once the purchase requisition screen is closed the search criteria will reset.
For more information about the Product Entry header, click here.
The **Product Entry** header provides you with information from the product record in [Product Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/prostix/pages/31097655).
| Field | Description |
| --- | --- |
| **Pack** | The quantity of this product required to make up a pack. |
| **Supp.Min** | The supplier's minimum order for a product. |
| **Purch UOM** | The purchasing unit of measure |
| **Supp Nett** | The level of stock allocated to open purchase orders for the branch selected. |
| **LeadTime** | The amount of time it takes on average for the supplier to provide the product in days. |
| **Min** | The minimum level of stock required of this product to be on hand at any one time. |
| **Max** | The maximum level of stock required of this product to be on hand at any one time. |
| **O/H (Brn)** | The level of stock on hand at the current branch selected. |
| **O/H(All)** | The level of stock on hand of this product at the company level. |
| **S/Order** | Number of product stock on existing sales orders. |
| **P/Order** | Number of product stock on existing purchase order. |
- Where the product has supplier **volume discounts** defined in product maintenance, the quantity discount breaks will be populated in the product entry line when entering the product Id.
- You are also provided with the **Year To Date Sales History** for this product under the product entry line.
2. If you add a tally parent product in the **Product** Field, then click the **Tally** icon, the **Tally Maintanence** window opens.
1. Click the** Add** button to add its child product by providing its **Quantity** and **Length**.
2. Click **Save** to commit your changes. The child products added in the **Tally Maintenance** window will be added in the requisition instead of the tally parent product.
3. The **Supplier* **field is automatically populated with the preferred supplier as defined in [Product Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/prostix/pages/31097655).
For more information on how to find an alternate supplier, click here.
To find an alternate supplier or an internal branch for a product, click on the **Search** icon to source the product from.
- The sort order is based on the best rebated cost
- The cost variance % ( a cost variance of 0 indicates the preferred supplier)
- Pack quantity, minimum quantity required and lead time are provided
- The stock on hand and excess stock quantities at the branches is displayed
- You are also able to search for additional suppliers via the **Search Suppliers** button
4. Tab to the **Quantity* **field and add the appropriate quantity.
> ⚠️ - This error icon will display in Frameworks if the entered quantity does not meet the supplier's minimum order quantity or the entered quantity of nn is not a multiple of the pack quantity of nn. Adjustments are required to the quantity to continue.
> ⚠️ - If **Can Break Packs **is disabled in [Product Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378114), if the quantity is NOT a multiple of the inner pack quantity, you will receive a warning icon.
5. Click the **Check** icon to add the product to the batch.
6. Repeat steps 1 - 4 above to add all products to the batch.
7. Click **Save** to save the batch.
![image]()
# Adding products via the rapid entry button
You can also add products to a purchase requisition via the **Rapid Entry** option. To do this perform the following:
1. From the **Purchase Requisition** maintenance screen click the **Actions** button and select the option **Rapid Edit** from the drop-down.
2. Click **Add** to start adding products to the requisition. The user will be prompted for the **Product number** and **Quantity.**
> ℹ️ There is no search function within rapid entry so you need to know the product code.
3. Once the **Product No. **has** **been entered use the **Tab** key to move through the fields. Additional information about the each products stock levels will be shown, such as, Min/Mix stock levels, current branch stock levels (O/H(Brn)) and all branches stock levels (O/H(All))
> ℹ️ If the product is a tally product it will be added with a 0 qty by default. Users can enter in the tally as Qty/length (30/1.4) and leave the qty as 0 or click the **Tally** icon to enter the required tally qty and length values after pressing save.
4. Once all product lines have been entered click **Save.**
# Adding Products via the Product Dashboard
Users can also add products to purchase requisitions via the **Product Dashboard**.
> ✅ Refer to [Product Details](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28379198) within the [Product Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28379182) documentation for further information.
# Additional Information
> ✅ Refer to [Purchase Requisition Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384600) for information on how to edit product requisitions and refer to [Purchase Requisition Stock Reorder Batches via Scheduled Task](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403414) to automatically add to product requisitions.
> ✅
> ✅ Refer to [Excess Stock Auto Branch Transfer - Setup and Configuration](https://sterlandsupport.atlassian.net/wiki/spaces/AG/pages/12451970) for additional information.
Related System Settings - Flags
Click on a link under System Setting - Flags for more information
| System Setting - Flag | Flag Purpose |
| --- | --- |
| **WHouseSupDef** | Use Warehouse Supplier as Default |
| **FWAutoBTExcess** | Enable automatically choose Branch Transfer when there is available excess stock |
| **FWPurchaseType** | Use Order Type for Purchase Orders and Requisitions |
| **FWPBCycle** | Purchase Requisition batches created by Reorder Cycle Code |
| **FWPBSinSup** | Use a single supplier for Purchase Order batches (If **FWPBCycle **is enabled then this **FWPBSinSup **has no impact on reorder batches) |
| **InvGrpROrd** | Define Central ReOrder values at Group Level |
| **InvExBrStk** | Check for excess branch stock when purchasing |
> ✅ Refer to [Purchasing and Receipting Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/AG/pages/12452392) for more information.