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Once you have added everything you need, you can select your manager from the Send Requisition To field and click the Send Notification button. This will save the Requisition and send a notification to the selected person.
CSV Upload
Clicking on the Upload CSV button will show the Download Template and Choose File buttons.
Clicking the Download Template button will download a blank .csv file with the column headers prefilled. Edit this file and add rows for the items you want to upload.
The columns are
| Column | Description | DataType | Required |
|---|---|---|---|
| CostGroup | ID of the cost group | Integer | No |
| CostType | ID of the cost type | Integer | No |
| CrAccno | Account Number of the Creditor Account in Exo | Integer | No |
| Description | Text description of items required | Text | Yes |
| Jobno | Job Number of the job for the purchase | Integer | No |
| Narrative | Narrative attached to the item | Text | No |
| Quantity | Quantity of the items required | Decimal | Yes |
| Stockcode | Stockcode of the item in Exo required | Text | No |
| Suppliercode | Suppliers Stockcode | Text | No |
| Unitprice | Unit Price of the line item | Decimal | Yes |
Once you have filled in the .csv file and saved it to you disk, you can then click the Choose File button on the requisition and find the file you just saved. Once clicking OK, the file will be uploaded and processed.
Lines will be added to the requisition for all lines found with a quantity greater than zero and correct STOCKCODE where provided.