3. Add Items
- Chris Johnstone
There are two ways to add items to the requisition, via the New Item button or the Upload CSV button.
Clicking on the New Item button will present a detailed form for you to fill out. The only required fields are Description and Quantity. If you do not know the rest of the details at the time of adding you are still able to click the Done button to save the row.
If you know the Stockcode in your Exo System for the item you wish to purchase you can search for it in the drop-down list. You will need to type 2 characters before results are shown. You can search on Stockcode or Description
Once you have selected a Stockcode, you can click the AutoFill button to fill in some of the rest of the details.
This will fill in the Description, Supplier (Main supplier), Latest Cost and Cost Type and Cost Group if you have the Job Costing module.
Once finished, click the Done button to save the row.
If you have the GL Budgets feature enabled, a comment will be added with the current budget details based off the Stock Item's Purchase GL Code and the Branch selected in the header of the Requisition.
You can repeat this process for all items needed on the requisition.
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.