Program PODA, Detailed Requisition Approval, is used to change requisition data, such as the item purchase price, and approve requisitions.
Program PODA, Detailed Requisition Approval, is one of two programs used to review requisitions and designate them as approved for use on purchase orders. The other program is POQA, Quick Requisition Approval.
This program uses the requisition auto-close/auto-approve feature from program POPM, PO / Receiving Parameter Maintenance.
1. Enter your initials.
2. In the lower block, query the requisition line that you wish to maintain and approve. Requisition lines that have been approved can be maintained as well.
3. You can change the date required, if desired.
4. You can change the vendor code from which the material or service will be purchased, if desired.
5. You can change the quantity to order, if desired.
6. You can change the Taxable flag, if desired.
7. You can change the purchase unit of measure, if desired.
8. You can change the purchase unit of measure conversion, if desired.
* This is the factor used to convert purchase units to stock units. For example, if an item is purchased by the dozen, but stocked as single units, a conversion factor of "12" is used on the purchase order. When the units are received and moved into the stock location, the system converts the purchase order units into stock units by multiplying by 12.
9. You can change the vendor item number, if desired.
10. You can change the Notify information, if desired. The information in this field comes from the Requested By field in program PORE, Requisition Entry/Maintenance.
11. You can change the Material/Service flag, if desired.
12. You can change the work order number, if desired.
13. You can change the operation sequence number, if desired.
14. You can change the inventory destination, if desired.
* This is the destination of material on arrival. The material can be sent to Stock, Floorstock, or Work Order.
* Stock: Valid stock items are located by area and bin location. Non-stock items are recorded, but have no effect on inventory records.
* Floorstock: When floorstock is designated, the system creates two transactions. First, the item is moved into its default stock location, then it is moved back out of its default location and into floorstock.
* Work-in-Process: Purchased services are always moved to WIP. Stock and non-stock items can be moved to WIP, but only if a valid work order was assigned to the item during purchase order entry.
15. You can change the general ledger account number, if desired. The general ledger account number entered here will copy to the purchase order when the requisition line is included on a purchase order.
16. To approve the requisition line, set the Line Item Status flag to Approved.
* You can also close the requisition line in this program by setting this flag to Closed.
17. Press [Commit].