How_do_I_save_a_requisition_as_a_PDF_

How do I save a requisition as a PDF?

Use the options on the Preview screen to save a requisition as a PDF. Use this format to email a requisition to a recipient or save a requisition as an electronic document.

Saving a requisition as a PDF

1. Open Connect Accounts Payable > Reports > Requisitions.

2. Select a report title.

3. Set up the report options as usual.

4. Click Preview (CTRL+Q).

5. Use the toolbar at the bottom of the Preview screen to click Save.

 

Report preview

 

The Save As form displays.

 

6. Use the field titled File Name to enter the PDF file name.

 

File name field on the Save As form

 

The Save As Type should be Adobe PDF.


7. Set up the form options.


8. Click Save.

Connect saves the requisition as a PDF in the selected directory.

 

 

    • Related Articles

    • How do I enter a PO?

      Use Enter Purchase Orders to record a purchase order that does not have a requisition. A purchase order is a document that lists item type, quantity, and price for products, services, or both products and services. Watch a video Learn about changes ...
    • How do I edit requisitions?

      You can use Setup New Requisitions in Edit mode or you can use Modify Existing Requisitions. Before you get started You will need the requisition input date and GL period. You can use Redisplay (CTRL+R) or Vendor Inquiry to look up the requisition ...
    • How do I enter requisitions?

      Set up a requisition to request goods and services from a vendor. Entering requisitions 1. Open Connect Accounts Payable > Purchases and Requisitions > Enter Requisitions. Connect uses the next available requisition number and current date. 2. Enter ...
    • How do I redisplay requisitions?

      You can review the requisitions that you have created during a prior session. The transactions grid at the bottom of the Enter Requisitions view will show the requisitions that have been created during the current session, which may not be enough ...
    • How do I approve requisitions?

      Use Approve/Cancel Purchase Orders to review requisitions waiting for your approval. Approving a requisition will change the requisition status to "approved", send the requisition to the next step in the approval process (if there is one), and remove ...