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Viewing Requisition Details

Use the Account Inquiry > Req tab to view requisitions associated with the selected account.

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Viewing Requisitions

To view the requisitions:

You can change the account, if applicable. In the Account field, type the full account number to view the account totals for the Year and Period range entered.

If the full account number is not known, type a partial account number or leave the field empty. Click the Magnifying Glass icon to display the Select Account page. This page lists all accounts with an active status defined in the Chart of Accounts program – FMACT02A.FMX in Alio for the Year and Period Range entered on the Account Inquiry page. If a partial account number was entered, all accounts listed will contain that account string.

Optionally, click the Filter button to display the filter criteria boxes that correspond to each heading on the grid.

Type the filter criteria. For example, type the first three dimensions in the account number to list all accounts that start with those dimensions.

Press the Enter key to filter the grid.

Click to select an account from the list. The Account Inquiry >  Req tab displays the search results.

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Requisitions Grid

Column Heading

Description

Requisition

This column displays the unique number identifying each requisition linked to this account.

Line

This column displays a line included on a requisition.

Date

This column displays the date the requisition was entered.

Vendor

This column displays the vendor that will supply the items on this requisition.

Vendor Name

This column displays the vendor's name.

PO

This column displays the number of the purchase order created when the requisition was printed.

Amount

This column displays the amount on each line of each requisition. A total amount displays at the bottom of the column.

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Filtering the Requisitions Grid

Follow these steps to filter the Requisitions grid using the data displayed in the grid columns. Applying multiple filter criteria limits the number of transactions displayed.

  1. Click the Filter button to display the filter criteria boxes that correspond to each heading in the grid.

  2. Type the filter criteria in each applicable box; use the % sign as a wildcard character.  You can type the percent sign in the following positions: X%, %X, and %X%.

  3. Press the Enter key to apply the filter criteria and display the results.

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