Some of the Tabs on the Purchase Requisition window are found on other windows in WebTMA, some are limited to this window.
POs Tab
Use this window to review any Purchase Orders to which the Purchase Requisition has been converted. When a requisition has been converted to an order more than once, the first number shows in the PO # field on the Identity Tab. Look to the POs Tab for a list of all orders related to the requisition.
Approval Routing History Tab
The Approval Routing History Tab is associated with the Approval Routing module. This module is used by managers to approve transactions rather than the standard authorization process that is available with base WebTMA modules.
The read-only Approval Routing History Tab shows all authorizations for the record. When transactions require several levels of approval for more than one Route, they may be pending for a long time.
Use the Tab to see each Route and each authorizor within that Route as well as any approvals that have been granted. Expand the line to view the levels of authorizors and actions.
Distribution Tab
If some or all the items ordered apply to existing Work Orders, this read-only Tab summarizes them.
On the Identity Tab, use the Distributions process to specify the item and quantity.
Attachment Tab
The Attachment Tab includes several functions in three Sections: Contact, Note, and Task. Information recorded on the Attachment Tab applies exclusively to the record for which it is created.
When an Attachment is saved, it is linked to the current record. No Attachment data can be saved without a current record. Each Attachment Contact record is separate.
The Contact Section stores the name and other contact information (address, phone, email) for anyone you need to communicate with about the record.
The Note Section is used to add reminders or other information about the record.
The Task Section is used to record personal duties or actions for the individual user. These ‘tasks’ are not related to the Task Types established in Organization > Lookups.