The Requisition Worksheet is a planning tool that consolidates purchase demand before creating POs. Set up worksheet names, configure vendors and item references, then use Calculate Plan or manual entry to populate lines.
Search for 'Requisition Worksheet Names' and create a new entry. Give it a code (e.g., 'PURCH') and description. This groups related requisition lines together.
Search for 'Requisition Worksheets' and select your worksheet name from the batch dropdown.
Use 'Calculate Plan' to automatically pull demand from sales orders and production orders. Or manually add lines for ad-hoc purchases.
Each line should have a vendor assigned. Verify item references, quantities, and unit prices. BC uses your item reference table to suggest the correct vendor and price.
Click 'Carry Out Action Messages' to convert the worksheet lines into Purchase Orders. BC groups lines by vendor automatically.
Zentriq PunchOut creates Requisition Worksheet lines directly from e-commerce cart data. Instead of manually typing items, just capture a supplier cart and the lines appear in your worksheet with vendor, item reference, and pricing pre-filled.
Related Zentriq products: Zentriq PunchOut
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