The article will explain how to set up and work with the Requisition and Invoicing Module.

Requisitions

How to Set Up Requisition Module

Before starting the work in the Requisition Module, some steps are required to be fulfilled.

Contacts Module

Define Clients and Contact Persons in the Contacts Module:

General Codes

Go to Setup > General Codes > Requisition and Invoicing.

Define Requisition Types

Define Requisition Codes

Define Requisition Statuses

Define Candidate Statuses

How to work with the Requisition Module

The Module is available under the Modules ribbon menu:

Creating a New Requisition

Press “Add Requisition” to create one.

Fill in:

• Code - drop-down list from the defined in General Codes

• ID - is generated by the system automatically. Code and ID will become Req. No once the record is saved.

• Client - drop-down list from the Contacts

• Contact Person - drop-down list from the select Client > Contacts Persons

• Date From - default today’s date, can be modified

• Status - drop-down list from the defined in General Codes

• Pay Rate Currency and Charge Rate Currency - drop-down list of available Currency Codes

• Other fields are free input

Defining Requirements for the Requisition

Use “Add Details” or Options > “Autocreate req. items”, and “Delete Details” to add/delete the Requirements for a Requision.

You can also right-click on the Requirements field to access the same buttons:

Add details manually

If you used “Add details” to create Requisition Requirements, you will be first suggested to select the type of requisition:

And then you need to define the criteria for Requirements for each column from the drop-down lists:

Autocreate req. items

Another option is to press “Autocreate req. items” button  and to select a certain position on a definite vessel:

You will see that the needed information is filled in, and you will be able to fill in the remaining information, using the drop-downs.