Creating a PO Requisition through a Cross Reference

You can use the Source button on many forms (including Customer Order Lines, Customer Order Blanket Releases, Estimated Materials, Estimate Project Resources, Job Materials, Project Resources, and Transfer Order Lines) to create a purchase order requisition through a cross reference. To do this, perform these steps:

  1. Add a new record on the appropriate lines form (such as Customer Order Lines).
  2. Select or enter a line item.
  3. Specify Requisition in the Source (also sometimes known as Ref or Ref Type) field. If this item's record on the Items form has the Stocked check box cleared and the Source field set to Purchased, Requisition is automatically selected here.
  4. If you want to cross-reference the demand order to an existing PO requisition, enter the requisition number in the unlabeled field next to the Source field and enter the requisition line number in the second unlabeled field.
  5. Save the record.
  6. Click the Source button to create the requisition. The message, "Cross-reference will be performed from the [demand type] to PO Requisition" displays.
  7. Click OK. The new requisition number and line display in the unlabeled Source fields.
  8. If needed, click the Source button a second time to open the new line in the Purchase Order Requisition Lines form. You can modify the requisition as needed.
Related topics
Creating and Approving a Purchase Order Requisition