Creating requisition headers - HxGN EAM - 12.0.1 - Help - Hexagon

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HxGN EAM
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HxGN EAM Version
12.0.1

Create requisition headers to specify the supplier(s) from which to requisition parts.

To create requisition headers:

  1. Select Materials > Requisitions.

  2. Click New Record.

  3. Specify this information:

    Organization - Specify the organization for which to create the requisition. The organization you select must be a specific organization to which you belong. The system automatically populates Entered By with the User ID of the logged in user and inserts the current date in Date Requested.

    Requisition - Specify a description of the requisition in the adjacent field. The system assigns a requisition number after you save the record.

    Status - Specify the status of the requisition.

    Store - Specify the receiving store for the requisition if necessary.

    If a Default Store is associated with the logged in user, the system will automatically populate the Store. You can assign a Default Store to a Department record. The Default Store can then be associated to a User ID by assigning a user to a Department, which will then associate a Default Store with the User ID. However, if no Default Store is associated with the logged-in user, then the system does not automatically populate Store.

    Requested By - Specify the employee requesting the items on the requisition.

    Attention To - Specify the name or department that is receiving the part.

    Delivery Address - Specify the address to which to deliver the items.

    Supplier - Specify the supplier for the requisition. The system automatically populates Supplier Org.

    When you select a supplier on the requisition header, the system automatically assigns the selected supplier to each of the requisition lines, but you can modify the supplier for requisition line items as necessary.

    Class - Specify the class of the requisition. The classes shown belong to the REQ entity.

    Cost Code - Specify the cost code with which to associate the cost of the requisition.

    Work Order–Activity - Specify the work order and activity for which the items are being requisitioned.

    When you specify a work order and activity at the requisition header level, the system automatically assigns the selected work order and activity to each of the requisition lines, and you cannot modify the work order or activity for requisition line items.

    Additionally, you can only select work orders of type JOB or PPM with a status of Released or Closed for which the Date Completed on the work order is earlier than the number of days set in the REQDAYS installation parameter.

    If the selected Work Order–Activity is a multiple equipment work order, the system enables Equipment and it is required.

    Job - Enter the job for the selected work order-activity.

    Equipment - Choose one of the following options if the work order is a multiple equipment work order:

    • Specify a specific equipment to which to distribute the cost of the requisition.

    • Specify All Equipment to evenly distribute the cost of the requisition to each equipment record on the work order.

    • Specify WO Header Equipment to distribute the cost of the requisition to the equipment on the work order header only.

      Default Approver - Specify the name of the person who will approve the requisition.

  4. Click Save Record.

    • The system populates and/or updates the following fields as parts and services are added to the requisition, or when the status of the requisition is changed or approved: Part Lines, Service Lines, Requisition Lines, Total Part Value, Total Service Value, Total Req. Value, Approved By, and Date Approved.

    • If the status of the requisition is set to Rejected, Reject Reason becomes required, and you must enter a reason for why the requisition was rejected.

    • After you have added the requested parts/services to the requisition, click Generate PO to manually generate a requisition.

    • The system automatically selects Printed if you print the requisition.