Here we look at creating a requisition using the new order form.
Fields with an asterisk beside their name indicate that the field is mandatory and you must fill the field. For example Vendor Name in the Vendor Details section is required for every order.
If you have been given authority to add information using free-text you may be able to add details into the order directly by typing it. Usually this is restricted to the adding of line items but this will depend on your user setup. If you do not have this ability you will need to select from the list of options already in the system. Anywhere you see the small button , indicates that you can select from a pre-existing list of options. If you click on the button, a popup window should appear providing you with a list to select from and a search field to narrow the results in the list. Selecting one of the options in the list closes the popup window and populates the new order form with the details of your selection.
To those who have the right to approve the order, budget expenditure is displayed, for user and department.
After creating and saving an order, or accessing an order that we have right to approve the PO Approver list will be shown like on the image below.
So when we click the [Check Budgets] button, it will show us a popup that displays mentioned expenditure information, like seen in the image below.