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
