A Requisition goes through a number of states during it's lifetime. Some of these are set by users in a specific role, and others are computed by the system. This document explains the different states.
Open
This is the initial state assumed by a requisition when it is first created. It remains in this state until the Originator either Submits to a Team Leader (TL) or Submits to the Departmental Manager (DM).
Submitted to TL
This status is the result of the Originator being required to submit to their Team Leader, to allow him to review it, prior to submitting to the Department Manager. The requirement is set in the Business Unit record by selecting the Check Box "Team Leader Required" and nominating the Team Leaders. Status updated by User
Submitted
This status is the result of either the Originator or the Team Leader submitting the Requisition to the Department Manager for Approval. Department Managers are defined in the Business Unit record as the Budget Owners. Status updated by User
DM Approved
This status is the result of the Department Manager approving the Requisition. The Department Manager may also reject the Requisition to the Open Status, which has the effect of returning it to the Originator. The action of approving the Requisition effectively moves it to the Warehouse Manager to add the item if appropriate to the Catalogue, or to allow the existing Non Catalogue description to be carried. Status updated by User
Verified
This status occurs once the Warehouse Manager has either added the items to the Catalogue, or has allowed the existing description to pass through. A Requisition in this state is displayed on the Supply Chain Manager's dashboard awaiting the allocation of a Buyer. Status updated by User
Approved
This status occurs once the Supply Chain Manager has allocated a buyer to the Requisition, and is the final check before the Requisition is used to form the Request for Quotations. The Requisition in this state is shown on the Buyers Dashboard, and remains as such until the Requisition is either Partially Fulfilled, Fulfilled or Manually Cancelled. Status updated by User
Partially Fulfilled
This status occurs when one or more items, (but not all items) have been received against the linked Purchase Order, and indicates that the Requisition has been partially fulfilled. Status updated by System
Completed
This is the final status in the life cycle of the Requisition, once everything has been delivered against a Purchase Order. This status can also be forced by entering an "Old System" PO into the appropriate field. Status updated by System
Manually Completed
This status occurs when the Supply Chain Manager forces the completion of a Requisition for whatever reason. This will usually occur when a Requisition will only ever be partially completed. Status updated by UserCancelledThis status occurs when the Supply Chain Manager decides that the Requisition will not be processed. It should only occur if a Purchase Order has not been approved for this Requisition. Status updated by User