How to view and create requisition types?

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The Requisition Types list lets you view all requisition types.


View the list of requisition types

To view the list of requisition types, go to Settings | Requisitions | Requisition Types or search for Requisition Types.

In the list, the following rules apply:

  • It is only available to the administrator role;

  • You can search the list using the search box.


Create a requisition type

To create a requisition type, follow these steps:

  1. Go to Settings | Requisitions | Requisition Types;

  2. In the list of requisition types, click on Create;

  3. On the creation screen, fill in the requisition type details:

    1. Requisition Type (required);

    2. Description (required);

    3. Is Default;

    4. Remarks.

  4. Click on:

    • Save and New, to save the requisition type and start a new record;

    • Save, in the arrow next to the Save and New button, to save only the requisition type.

When creating and editing requisition types, the following rules apply:

  • The first requisition type registered is set as Is Default;

  • Only one requisition type can be set as Is Default.