{
  "schema": "mcsj-recipe-v1",
  "id": "requisition-setup-quick-review",
  "title": "Requisition Setup: Quick Review",
  "module": "Finance/AP",
  "source": "C:/Solutions/michel/knowledge/foster/mcsj_assets/tip_sheets/requisition_setup_review.json",
  "confidence": "source-compiled",
  "timing_target_seconds": 30,
  "requires_live_mapping": true,
  "short_answer": "Requisitions are purchase requests that follow local approval rules before becoming POs. Before use, confirm vendors, charge accounts, approval/security rules, quote requirements, and PO conversion.",
  "steps": [
    {
      "phase": "navigate",
      "action": "Main requisition area",
      "path": "Finance \u00bb AP \u00bb Purchase Requisition",
      "note": "Use Maintenance for full entry/quotes; Quick Entry is faster for basic entry."
    },
    {
      "phase": "operate",
      "action": "Vendors and defaults",
      "checks": [
        "Confirm the vendor is active and selectable.",
        "Review PO address and check/remittance address.",
        "Check threshold, separate-check, and do-not-mail settings if used."
      ]
    },
    {
      "phase": "operate",
      "action": "Entry and charge lines",
      "checks": [
        "Use the next system-assigned requisition number unless directed otherwise.",
        "Confirm vendor, date, description, ship-to, and buyer ID if used.",
        "Each line needs account type, charge account, year, quantity, and price."
      ]
    },
    {
      "phase": "operate",
      "action": "Approvals and quotes",
      "checks": [
        "Match approval levels to local purchasing policy.",
        "Verify approvers/security by department or account range.",
        "If quote thresholds are enabled, enter required quotes before approval."
      ]
    },
    {
      "phase": "operate",
      "action": "Test PO conversion",
      "checks": [
        "After final approval, use Create PO from Requisition.",
        "Confirm PO prefix and encumbrance date.",
        "Review the generated PO listing and confirm PO generated status."
      ]
    }
  ],
  "watch_outs": [
    "Approval levels and thresholds are site-specific; do not copy another customer's setup blindly.",
    "Requisitions affect requested balances; encumbrance happens when they become POs.",
    "If users cannot approve or create POs, check requisition security and approval setup first."
  ],
  "completion_contract": [
    "Use live chestervillagenydb only",
    "Verify record/batch ID before write",
    "Capture visible after-proof",
    "For batches, Save alone is incomplete; verify and Update/Post when applicable"
  ]
}