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Requisition History

Access this report using Reports>Requisitions>Requisition History.

Use this report to summarize a requisition's history that was created and/or approved using Activities>Requisitions>Create/Approve Requisitions. You can easily keep track of changes made to a requisition from the time the requisition was created until it was added to a purchase order.

Use this tab to assign a report name and determine whether or not to include it on the actual report. The report name can be printed in the header or the footer of the report.

Use this tab to determine what data to include in the report and to define the report layout.

By selecting Available Items, the data is divided onto separate pages. The report starts a new page for each item, and the item is printed in the page header of the report.
By selecting Available Columns, the data that appears in the body of the report is determined.

Column	Description
Requisition Number	The number assigned to the requisition.
Title	The title or description of the requisition.
Requisition Status	The status of the requisition: Submitted Request Saved Request Modified Request Approved Request Final Approval Rejected Request Voided Request Purchase Order
User ID	The user assigned to the requisition at the time it was modified.
Vendor ID	The vendor assigned to the requisition.
Vendor Name	The name associated with the vendor ID.
Shipping Address Code	The shipping code assigned to the requisition.
Shipping Address	The address associated with the shipping code.
Billing Address Code	The billing code assigned to the requisition.
Billing Address	The address associated with the billing code.
Date Required By	The date the requested items are needed.
Date Approval Needed By	The date the requisition must be approved.
Do Not Allow Changes	A designation of Y (Yes) or N (No), depending on if changes can be made to the requisition.
Approval Code	The approval state of the requisition: Final Approved, Approved, or Rejected.
Forward To	The person that the requisition was forwarded to for approval.
Last Modified Date	The date the requisition was last changed or updated.
Notes	These are the notes, if any, that were entered for the requisition.
Category Code	The category code for each requested line item.
Item Code	The item code for each requested line item.
Item Code Status	The status of the item code, such as, Active, Inactive, or Discontinued.
Item Description	The description for each requested line item.
GL Code	The general ledger code for each requested line item.
Distribution Code	The distribution code for each requested line item.
Purchase Unit	For each requested line item or line item routed to Purchase Orders, the purchase unit of measure represents the Purchase Unit entered on the Create/Approve Requisitions form, such as case or gross.
Quantity	The quantity for each requested line item.
Unit Price	The monetary amount per unit for each requested line item.
Item Total	The total of each item that was requested (Quantity multiplied by Unit Price).
Action Type	The action associated with each line item on the requisition: Edit, Delete, or Add. For example, if a particular line item was modified, "Edit" displays on the report.
PO Number	The purchase order number for each requested line item. (After a requested item has been added to a purchase order, the system displays the purchase order number on the Activities>Requisitions>Create/Approve Requisitions>Item Detail tab.)

Use this tab to narrow down and more explicitly define the data to include in the report by selecting from the Available Filters.

Use this tab to change the font and page setup for a report.

Use this tab to secure the active report so that other users cannot save their changes to it. The user that selects the check box, and then saves the report, is the only user that can change or save it later. This check box cannot be cleared by any user other than the user that locked the report.