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Balaji VMS Operational User Guide

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Requisition Management

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Requisition Management

  •  There is an independent module for Requisition.
  •   Once we click on the Requisition module, an dashboard will be displayed.

  •  The default requisition filters are displayed at the top of the screen.
  • Draft: 

​This stage represents requisitions that have just been created and no further actions have been taken yet. It is essentially the starting point of the requisition process.

  • To be Approved: 

​Once a requisition is submitted, it enters this stage, indicating that approval is still pending. The "Item Owner" needs to review and approve the requisition before it can proceed further.

  • Pending for RFQ: 

​At this stage, the requisition has been approved, but a Request for Quotation (RFQ) has not yet been generated. It signifies that the next step is to create and send an RFQ.

  • RFQ: 

​This status shows requisitions for which the RFQ has already been generated and confirmed. 

  • Refused/Rejected: 

​This stage lists requisitions that have been either refused or rejected, meaning they did not meet the necessary criteria for approval and will not proceed further in the process.

  •  Moving forward, we can see the list of requisitions.

  • Date: 

​This field displays the date on which the requisition was created. It helps track when the request was initiated.

  • Plant: 

​This indicates the specific branch or location for which the requisition has been created. It identifies where the material is required.

  • Material: 

​This refers to the item or material for which the requisition is being made.

  • Lifting Start Date & Lifting End Date: 

​These fields represent the date range during which the requested material is required. It shows when the material is needed. 

  • Demand: 

This field shows the total quantity of the material that is being requested.

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