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Creating Requisitions for Tool Resources

Requests for a warehouse tool are identified as a work order task requirement or requisition line. The cost is based on the hourly usage rate for the resource.
If necessary, the requisition or line is approved. Equipment rentals are subject to the same approval process as regular purchase orders.
Requests for a rental tool are identified as a work order task requirement or requisition line. A fulfillment method of equipment rental is selected. The cost is based on the rental rate on the supplier resource for the resource. For more information on creating a requisition for a rental tool, please see Creating Requisitions for Tool Rentals.
When you plan a tool requirement on a work order task, the system automatically creates a requisition line when the work order is marked as planned, or is approved. However, you can also create a manual requisition to request a tool from a warehouse. This topic explains how to create a manual requisition.

To Create a Requisition for a Warehouse Tool

1.
From the site window, select the Requisitions view, then the Requisitions tab, and then the Requisitions tab. By default, this tab displays all open requisitions for the site.
2.
Click New. The Requisition window appears, open to the Properties view.
3.
If necessary, you can change the requisition number in the Number box.
4.
Enter a title for the requisition in the Title box. You must enter a title to save the requisition.
5.
Enter the Date required.
6.
On the Charging tab, enter the charging information by selecting a work order, asset, or account to charge, and then browse to select the item and then click OK.
7.
To select the tool to requisition, select the Lines tab and then click Browse, and then select the tool from the list.
8.
Enter a quantity for the tool in the Number column, and click OK. The item appears in the list of items to requisition.
9.
Double-click a requisition line to edit it. The Requirement dialog appears.
10.
Enter the new Required Duration and Fulfillment method if necessary and then click OK.
11.
When you are finished, Save the requisition.
12.
If necessary, you can now send the requisition for approval.