Generate a Requisition from a Contract or Purchase Order

Contents

Requisitions are based on a contract or purchase order. Contract Management uses lump sum and unit price line items from the Contract or Purchase Order to automatically create the requisition schedule of values.

To generate a requisition from a contract or purchase order:

1. In the Project View, expand a project, expand the Contract Information and click Purchase Orders or one of the Contracts modules.
2. Open the contract or purchase order from which you want to generate a requisition (a requisition must not already exist for the contract or purchase order).
3. From the Select an action drop-down list, choose Generate Requisition to open the Generate Requisition wizard.

   Notes:

   • If there is an invoice against the contract or purchase order, the Generate Requisition option is not available in the Select an action list.
   • If a requisition already exists for the contract or purchase order, you cannot generate another one.
4. In the Period To field, enter the period ending date for the requisition.
5. Click Yes or No to choose whether to link the new requisition to the same issues as the contract or purchase order.
6. Click Yes or No to choose whether to link the new requisition to the same attachments as the contract or purchase order.
7. Click Finish to generate the requisition.

   Notes:

   • Contract Management automatically links the material code with the correct line item on the Requisition Document Window, Schedule of Values tab.
   • Generating automatically copies the Schedule of Values and costing to the requisition.
   • If there are taxes, an additional row is added containing the total tax for all line items.