Requisition Worksheet in 365 Business Central

Requisition Worksheet in 365 Business Central gives purchasing teams a practical way to review demand, calculate replenishment suggestions, and turn approved recommendations into purchase or transfer orders. Instead of checking every item manually, a buyer can use one worksheet to evaluate what is needed, review the proposed quantities and dates, and carry out the appropriate action messages.

Business Central compares demand with available and expected supply. Based on the planning parameters assigned to items and stockkeeping units, the system can suggest new replenishment orders or changes to existing orders. For wholesale and distribution companies whose planned supply is limited to purchases and transfers, the Requisition Worksheet is the primary planning workspace.

Why Use the Requisition Worksheet in 365 Business Central?

The worksheet helps convert inventory planning data into an organized purchasing process. It can reduce repetitive review work, place planning suggestions in one location, and let the buyer verify each recommendation before an order is created. The resulting lines are proposals, not automatic commitments. Purchasing staff retain control over quantities, dates, vendors, locations, and the lines that will be processed.

How to Use the Requisition Worksheet in 365 Business Central

Step 1: Open the Requisition Worksheet

1. Select the Search icon in Business Central.
2. Enter Requisition Worksheets.
3. Select the related page from the search results.
4. If your organization uses multiple worksheet batches, choose the batch intended for the purchasing calculation.

A separate batch can help a buyer isolate a planning run from other worksheet activity. The worksheet lines remain available for review until they are deleted or processed.

Step 2: Calculate the Supply Plan

1. On the worksheet, select Process, and then select Calculate Plan.
2. Enter a Starting Date and Ending Date for the planning period.
3. Use available filters when the calculation should cover selected items, vendors, locations, or other criteria.
4. Select OK to run the calculation.

Business Central evaluates demand and supply within the selected planning horizon. The calculation can add action-message lines that propose how supply should be changed to meet demand without unnecessarily increasing inventory.

Step 3: Review Each Planning Suggestion

Do not carry out the worksheet before reviewing the proposed lines. Examine the action message, item number, location, quantity, due date, order date, vendor, replenishment system, and related order information. Confirm that the proposal agrees with purchasing constraints such as vendor minimums, order multiples, delivery schedules, warehouse capacity, and known demand changes.

Typical action messages can recommend creating a new order or changing, rescheduling, or canceling an existing replenishment order. The suggestions reflect the data available when the calculation was run. A buyer should account for operational information that has not yet been entered into Business Central.

Step 4: Adjust the Worksheet Lines

1. Change a suggested quantity or date when the recommendation needs a business adjustment.
2. Confirm the vendor and location on purchase suggestions.
3. Clear the Accept Action Message field for any line that should not be processed.
4. Delete lines that are no longer required, if permitted by your process.
5. Recheck modified lines before creating orders.

This review step is where the purchasing team applies judgment. For example, a buyer may consolidate quantities for a vendor, move an order date to match a delivery schedule, or postpone a noncritical purchase.

Step 5: Carry Out the Accepted Action Messages

1. Verify that Accept Action Message is selected only on the lines you want to process.
2. Select Process, and then select Carry Out Action Message.
3. Review the options presented for the type of supply order being created.
4. Apply filters if only part of the worksheet should be processed.
5. Select OK to create or update the applicable orders.

The process converts accepted proposals into supply documents, such as purchase orders or transfer orders, according to the replenishment method and the selected options. After processing, open the resulting documents and complete your normal review, approval, release, communication, receipt, and posting procedures.

Review the Purchase Orders Created from the Worksheet

Open the purchase order list and confirm the vendor, ship-to or location information, expected receipt dates, quantities, prices, units of measure, dimensions, and any organization-specific approval requirements. The worksheet simplifies planning, but it does not replace the final purchasing controls used by your company.

If purchase prices, discounts, freight terms, or delivery details require vendor confirmation, update the purchase document before release. Buyers should also check whether several worksheet lines were combined onto the expected purchase order.

Combine Requisition Worksheet Planning with EDI Purchasing Automation

The Requisition Worksheet in 365 Business Central becomes even more powerful when paired with EDI purchasing automation. Instead of manually emailing purchase orders or rekeying supplier orders into multiple vendor portals, buyers can generate purchase orders directly from worksheet recommendations and electronically transmit those documents to suppliers. Organizations looking to automate vendor communications can further streamline purchasing by implementing Microsoft documentation used for this guide

• Review supply planning in Business Central
• Understand Business Central planning functionality
• Use Microsoft Learn to practice item planning