Requisition Splitting

When the Office receives a Requisition from the Field, they have the ability to allocate materials to be purchased from a Vendor or picked from the Warehouse based on inventory stock availability. In this article, we’ll show you how to successfully assign materials to the correct materials source. Check out the video or read below.

1. Select the materials from a requisition that you want to reallocate and select ‘Send to Warehouse’.

2. Select the matching Warehouse item description and click continue. If the material you are trying to match is available in the warehouse but not saved in Kojo, you can create a new entry that includes the warehouse item description, how much stock is available, and the UOM.

3. Next, you’ll see multiple options when deciding how much stock to assign from the requisition to the Warehouse.

Smart Allocate: Automatically assign the amount of stock that is available in the Warehouse.

Full Quantity: Transfer the full quantity of the requested stock.

Manual: You can manually change the stock levels.

(Note that if you try to assign stock for a value that’s not available in the Warehouse, you’ll receive an error message and will be required to update before moving forward.)

Once you’ve completed this step, press continue.

4. You’ll get a ‘congratulations’ message and will be able to click ‘Send to Warehouse’ to complete the workflow. And that’s it! That order is now available for the Warehouse team to pick and send to the Field.

1. Select the materials you want to route to Purchasing.

2. Next, select how many units you want to send to purchase. You will be able to see the number of materials in the Warehouse so you can accurately make changes.

Once the changes are finished, click ‘Send to Purchase’ to complete the workflow and

send those materials to be purchased. Now the Purchasing Team can view this request and work with a Vendor to get it fulfilled.