This article covers how to set up Requisitioning Instruments.
Once you have completed Ordering Instruments for your transaction, you are now able to set up requisitions accordingly in Unity.
To do this:
- Locate the instrument that you would like to requisition.
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Click the burger menu and select Requisition Selected Instrument.
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Based on the instrument that has been registered, Unity will provide you with your options. In this example, it's a Charge, and that is already pre-highlighted. Click Select to be brought to the Requisition Editor.
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You will see that all of the details in that Registered Instrument have now been pulled into the editor itself.
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From here, you can set a status for this requisition, depending on the instrument that you are dealing with and select Ok.
This charge is now showing "Accept Undertaking" -
Head into the Requisition tab; it has already been included in this area, and the status has been brought forward.
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Because this Undertaking was accepted, it will also display under the Undertakings Received tab.
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Set a follow-up date and track this outstanding undertaking. Save, and the follow-up date will now be visible in Events and Day-at-a-Glance and searchable on the Matters Anchor page.