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Settings

Setting Options for Requisitions

In requisition management settings, you can select the following options:
•
Requisition numbers – Select the format to use for numbering. You can also view the next number to be used.
•
Prompting for the Date Required – The date required on a requisition can be set to never or always prompt.
This topic explains how to set these options.

To Set Options for Requisitions

1.
From the Site window, select the Administration menu and then Requisition Management Settings. The Requisition Management Settings dialog appears.
Tip: You can also access requisition settings from the Site window by selecting the Requisitions view, Settings tab.
2.
Select the Requisitions tab.
3.
Select the format to use for numbering requisitions:
Setting Name
Description
Format to use
The format to use for the document numbers. The format determines the number of digits in the document number and whether or not the number should be padded with zeros. Document numbers must be unique for objects within each site. The maximum number of digits in a document number is eight.
For example, a format that says “%.6u” would generate six-digit numbers padded with zeros: 001234.
•
% indicates the start of the number definition.
•
.6 indicates that the numbers should have six digits. Numbers with less than six digits will be padded with zeros.
•
u indicates that the number is an unsigned integer (that is, it cannot be a negative number).
You can also add a site-specific prefix or suffix to ensure that document numbers are unique across the whole enterprise. Enter a prefix before the % sign. Enter a suffix at the end of the format. For example, you could add the letter “R” as a prefix to refer to the site that owns the object, such as R-001234.
In this example, you would enter a format that says: R-%.6u, where R- is the prefix.
4.
Select the policy for prompting the date required on requisitions:
Setting Name
Description
Date required
The system can prompt a date by which items on a requisition are required. Select the appropriate option for your site:
•
Never prompt the date required on a requisition: The Date required box is blank by default when a requisition is created.
•
Always prompt the date required on a requisition: The system fills in a date required by counting from today’s date the entered number of days into the future. If you enter “0”, the system will enter today’s date.
 
5.
When you are finished, click OK.