---
title: INVENTORY - Requisitions
description: Use Requisitions from Inventory to create Purchase Orders or Production Orders
---

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# INVENTORY - Requisitions

## Use Requisitions from Inventory to create Purchase Orders or Production Orders

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-03-04-08-84-PM.png?width=52&height=31&name=image-png-Aug-01-2022-03-04-08-84-PM.png)

### **Access**

- - Inventory Text Menu

                   ![InventoryTextMenuRequisitions](https://cs.geminilogic.com/hs-fs/hubfs/InventoryTextMenuRequisitions.png?width=148&height=222&name=InventoryTextMenuRequisitions.png)

- - Module List ![RequisitionsList](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionsList.png?width=661&height=170&name=RequisitionsList.png)
    - see also: 
          - [Requisitions from Purchase Orders](https://cs.geminilogic.com/en/manual/purchase-orders-requisitions?hsLang=en)
          - [Requisitions from Sales Orders](https://cs.geminilogic.com/en/manual/purchase-orders-requisitions?hsLang=en#RequisitionsFromSalesOrders)
          - [Requisitions from Production Orders](https://cs.geminilogic.com/en/manual/production-orders-requisitions?hsLang=en)
- **Create Requisition** in one of 2 ways:

1. **Requisition** from the **Inventory List**

- - select or multi-select the Inventory item(s) you wish to place a Requisition for

        ![InventoryListRequisitionSuggestedOrderQty](https://cs.geminilogic.com/hs-fs/hubfs/InventoryListRequisitionSuggestedOrderQty.png?width=641&height=223&name=InventoryListRequisitionSuggestedOrderQty.png)

\- in this example the Inventory list is Filted by **Suggested Order Qty**, which calculates Available minus On Order and takes into account Reorder Point and Minimum Order Quantity as established in the Inventory Item **Details** tab:

![InventoryDetailsTabMinOrderReorderPoint](https://cs.geminilogic.com/hs-fs/hubfs/InventoryDetailsTabMinOrderReorderPoint.png?width=688&height=423&name=InventoryDetailsTabMinOrderReorderPoint.png)

- - select all items you want to order..in this filtered list, all need to be ordered, so you could click Alt+A to select all
    - click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-03-06-47-67-PM.png) **Requisition**

**![RequisitionList](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionList.png?width=688&height=164&name=RequisitionList.png)**

- - the pop-up Requisition list will contain all items selected from the Inventory Item(s), with **Required Quantity** populated 
          - this field will populate as zero where the item doesn't need to be ordered for the following reasons: 
                  - the 'Suggested Order Qty' is zero
                  - it's already on another Requisition
    - you have the option to change any of the following fields *before they populate a new Purchase Order*: 
          - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png)** leave item in or ![CheckBoxUnchecked-1](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxUnchecked-1.png?width=16&height=16&name=CheckBoxUnchecked-1.png) uncheck it to leave it out of the Requisition once it's Saved
          - **Description**
          - **Required Qty**
          - **Drop Ship** - available to select if the Requisition source is a Sales Order and you want the Ship To address to populate the Purchase Order that will be generated from this Requisition
          - **UOM** (if multiple UOM’s are setup for item selected)
          - **Unit Cost** - loads from Inventory \> General tab \> Current Cost unless there is a cost present in Inventory \> Vendor Prices \> Cost Price
          - **Vendor No** . - loads from Inventory \> General tab \> Primary Vendor but can be changed here
          - **Required Date**  / **Reference No** of your choice
    - system-generated fields that are non-editable: 
          - **Target Type** displays whether the Requisition will go into a new **Purchase Order** (for Normal or Raw Material inventory Types) or **Production Orders** (for Manufactured inventory Types)
          - **Order No** will populate the Purchase Order that was created / updated once this Requisition is **Processed**
          - **Minimum Order** for the Vendor identified on this item, if established in Inventory
          - **Source Type** will display where the Requisition was created: **Inventory / Sales Order / Production Order**
          - **Received** will update when product is received on the Purchase Order this item was Requisitioned on
          - **Customer** / **Ship To** would load in a Requisition that was created from the Sales Order module, but Customer may be manually selected here
          - **Source No** will display either the Sales Order No or the Production Order No, depending on where this Requisition was generated from
          - **Reorder Qty** displays as well as **On Hand**, **On Order**, **Committed**,and **Backordered**
          - **Created By** displays User initials who added the item
          - **Created On** displays the date the item was added
          - **Modified By** displays the User initials who modified the line
          - **Modified On** displays the date the line was modified
    - click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-03-08-21-28-PM.png) **Save** to Process into Purchase Orders later by accessing                              ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-03-08-27-33-PM.png) **Requisitions** either through the [Main Module menu](https://cs.geminilogic.com/en/manual/inventory-requisitions#ModuleList) or [Inventory Text menu](https://cs.geminilogic.com/en/manual/inventory-requisitions#TextMenu)
    - click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-03-08-37-90-PM.png) **Process** to create the Purchase Order(s) / Production Order(s) for all items showing a **Required Qty**  
          - option  in User Settings \> Purchase Orders to **Add Requisitions to Open** (not Issued) **PO**

                     

2.  **Import Requisition**

- - **Access** - Tools \> Import

                   ![ToolsMenuImport](https://cs.geminilogic.com/hs-fs/hubfs/ToolsMenuImport.png?width=177&height=144&name=ToolsMenuImport.png)

- - option to open a previously saved import configuration (mapping) ![ImportOpenConfig](https://cs.geminilogic.com/hs-fs/hubfs/ImportOpenConfig.png?width=28&height=26&name=ImportOpenConfig.png) or continue as follows:

                ![RequisitionsImport](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionsImport.png?width=453&height=372&name=RequisitionsImport.png)

- - select the file **Source** location using the **Browse Files**… if this is an unsaved Import or **Browse Folders**… button if this is a previously saved Import, to load the .xlsx or .csv file
    - accept or change **Date Format**
    - select from the **Import Type** list - **Requisition**
    - map fields: 
          - select the field under **Import File Field Value** - ie: ‘Part No.’
          - select the **Spire Field Name** that is the same (ie: ‘Description’)
          - click the **Match** button
          - continue to Match all fields you want to import into Spire (matched items will transfer down to lower section, where you can then select the field and **Unmatch** if desired
          - select the **Destination** folder to save the successful imported data in
          - select the **Failure** folder to save the unsuccessfully imported data in
          - identify whether or not your spreadsheet ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Has** **Header Row** (see top)
          - click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-03-11-39-04-PM.png) **Save config** / ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-03-11-43-55-PM.png) **Save config as** to save the Source, Import Type, Field Mapping, Destination and Failure folders into the current user’s documents folder
          - click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-03-11-54-67-PM.png) Import to finish and review the newly imported records **Requisitions**

**![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-01-57-45-38-PM.png?width=38&height=21&name=image-png-Sep-05-2022-01-57-45-38-PM.png) Requisitions** for Inventory Items that are not fully Received (on the Purchase Order) or Built (on the Production Order) yet, may be accessed in the Requisitions module:

- through the Inventory text menu:

        ![InventoryTextMenuRequisitions-1](https://cs.geminilogic.com/hs-fs/hubfs/InventoryTextMenuRequisitions-1.png?width=153&height=231&name=InventoryTextMenuRequisitions-1.png)

- or through the module list:  
  ![RequisitionsModuleList-1](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionsModuleList-1.png?width=655&height=251&name=RequisitionsModuleList-1.png)
- **List Functionality** 
    - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-01-31-48-12-AM.png?width=22&height=22&name=image-png-Aug-01-2022-01-31-48-12-AM.png)Filters** 
          - click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-01-31-49-76-AM.png?width=22&height=22&name=image-png-Aug-01-2022-01-31-49-76-AM.png) **Filters**
          - choose from the **All** or **Any** drop-down menu
          - select from the list of fields to set the criteria:![RequisitionsListFilter](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionsListFilter.png?width=589&height=243&name=RequisitionsListFilter.png)
          - select from the operators ie: ‘is one of’, ‘is not one of’, etc - this operators list changes based on the field selected in the previous step
          - enter or select the criteria information (ie: 'Ordered')
          - if desired click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-01-32-02-80-AM.png?width=28&height=28&name=image-png-Aug-01-2022-01-32-02-80-AM.png) to add a line of criteria
          - to remove the criteria line, click ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-01-32-07-58-AM.png?width=28&height=28&name=image-png-Aug-01-2022-01-32-07-58-AM.png)
          - make any column adjustments (see [Column Customization](https://cs.geminilogic.com/en/manual/inventory-requisitions#ColumnCustomization))
          - select  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-01-31-49-76-AM.png?width=22&height=22&name=image-png-Aug-01-2022-01-31-49-76-AM.png) **Filters![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Oct-18-2022-09-11-39-78-PM.png?width=20&height=16&name=image-png-Oct-18-2022-09-11-39-78-PM.png)** for save options:

                             ![FiltersMenu](https://cs.geminilogic.com/hs-fs/hubfs/FiltersMenu.png?width=144&height=138&name=FiltersMenu.png)  

- - - - **Save as default**- this filter will load when viewing Inventory

- - - - **Remove default** to remove the previously set default Filter
                  - **Save filter** if you are making changes to a previously saved Filter
                  - **Save filter as**… will allow you to name the Filter with the following settings: 
                            - give this filter a name

                                             ![RequisitionsListFilterSaveAs](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionsListFilterSaveAs.png?width=193&height=147&name=RequisitionsListFilterSaveAs.png)

- - - - - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **User** if this filter will be used by you only

- - - - - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **Company** if it is to be accessed by all users accessing this Company
                            - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Show in module list**:                                                   ![RequisitionsFilterSavedModuleList](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionsFilterSavedModuleList.png?width=490&height=226&name=RequisitionsFilterSavedModuleList.png)
                            - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Save column state** if you have removed or added columns, or have sorted the list by one of the columns

- - - - - click **OK**
          - the new Filter is also accessible in the Filter menu:

                          ![RequisitionsFilterSavedFilterMenu](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionsFilterSavedFilterMenu.png?width=262&height=137&name=RequisitionsFilterSavedFilterMenu.png)

- - - - - click on the **Filters** button to release the current filter to see entire list or start a new filter
    - **Icon Menu Customization** 
          - drag the Icon Group to where you want it
          - hover over the Icon Group handle ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Oct-18-2022-09-16-18-50-PM.png?width=6&height=36&name=image-png-Oct-18-2022-09-16-18-50-PM.png) until you see ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Oct-18-2022-09-15-54-71-PM.png?width=45&height=41&name=image-png-Oct-18-2022-09-15-54-71-PM.png)
          - right-click on any column heading to identify which columns you wish to see
    - **Column Customization** 
          - drag and drop columns for desired positioning
          - right-click on any column heading to identify which columns you wish to see

                          ![RequisitionsListColumnList](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionsListColumnList.png?width=139&height=299&name=RequisitionsListColumnList.png)

- - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-01-37-29-11-AM.png?width=32&height=18&name=image-png-Aug-01-2022-01-37-29-11-AM.png) **Column Sort / Search** - click on any column heading to sort the list by that column

- - - further narrow your search by just typing (see the green letters typed here) and the list will highlight the closest match, in currently sorted column

![RequisitionsListColumnSort](https://cs.geminilogic.com/hs-fs/hubfs/RequisitionsListColumnSort.png?width=541&height=207&name=RequisitionsListColumnSort.png)

- - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-01-36-06-97-AM.png?width=105&height=28&name=image-png-Aug-01-2022-01-36-06-97-AM.png) - type any character(s) into the field and the list will narrow to only records containing the character(s) typed, somewhere in the details
    - ![ExportIcon](https://cs.geminilogic.com/hs-fs/hubfs/ExportIcon.png?width=25&height=25&name=ExportIcon.png) **Export** Requisitions List, Sorts and Filters in tact
    - ![Delete](https://cs.geminilogic.com/hs-fs/hubfs/Delete.png?width=15&height=15&name=Delete.png) **Delete** to remove the Requisition(s) selected
    - ![image-png-Sep-05-2022-03-04-53-85-AM](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-03-04-53-85-AM.png?width=34&height=18&name=image-png-Sep-05-2022-03-04-53-85-AM.png)  **Print** the Requisition List
    - ![FiltersIcon](https://cs.geminilogic.com/hs-fs/hubfs/FiltersIcon.png?width=15&height=15&name=FiltersIcon.png) **Hide Processed** to only view Requisitions that have not been ordered yet
    - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-01-58-08-09-PM.png?width=35&height=21&name=image-png-Sep-05-2022-01-58-08-09-PM.png) Process to create a new Production Order for the Item(s) selected
    - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-01-58-13-91-PM.png?width=23&height=22&name=image-png-Sep-05-2022-01-58-13-91-PM.png) View Source to open the Sales Order or Production Order that the selected Item was requisitioned from
    - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-01-58-18-58-PM.png?width=19&height=22&name=image-png-Sep-05-2022-01-58-18-58-PM.png) View Target to open the Purchase or Production Order created for the selected Item
    - ![OpenInventoryIcon](https://cs.geminilogic.com/hs-fs/hubfs/OpenInventoryIcon.png?width=23&height=25&name=OpenInventoryIcon.png) Open Inventory Item to view / edit

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-21-2022-05-06-47-1470-PM.png?width=433&height=215&name=image-png-Dec-21-2022-05-06-47-1470-PM.png)

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