Create PO Requisition - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

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Smart Materials/Smart Reference Data Version
10.1

The Create PO Req option is available for inquiry only requisitions for which a predecessor (previous supplement) has already gone through the inquiry cycle resulting in the creation of a purchase requisition.

When you select this option, the P.30.05 Requisition Assignment screen opens, where you can either convert the selected requisition into purchase requisition supplements or create an inquiry for line items that have not been inquired so far.

Depending on whether the purchase requisition supplements are approved or not, the supplements are either adjusted or new supplements are created. Only line items for which a purchase requisition has already been created for the previous (inquiry only) requisition supplement can be assigned to a purchase requisition. Therefore, the corresponding requisition is already shown when calling this screen. For line items that cannot be found on a purchase requisition, you have the choice to either assign them to one of the purchase requisitions associated with the previous inquiry only supplement or to create an inquiry for them.

Select the Open line items of the radio group on the top right-hand side to restrict the number of displayed line items to those for which the predecessors have not been placed on any purchase requisition so far.

Select the Inquiry indicator of all line items that are to be placed on an inquiry. This check box is only available for line items for which the predecessor has not been placed on any purchase requisition so far.

You can either create an inquiry for such a line item or assign it to another purchase requisition that already exists. You cannot create an inquiry AND place it on a purchase requisition at the same time.

You can click the Select All w/o Req button to select the Inquiry check box for all displayed line items for which the Engineering Requisition field is empty.

Click the Clear All button to cancel the selection and to clear all Inquiry check boxes.

To assign the engineering requisition assigned to the selected line item to all line items with an empty Engineering Requisition field and cleared Inquiry check box, click the Assign to Selection button.

To actually create or modify the purchase requisition supplements and/or create an inquiry, you must click the Create PO Req/Inquiry button.

If the last supplement of a purchase requisition has already been approved, another supplement is created before applying the changes of the individual line items to the purchase requisition supplement.

If line items have been marked for the creation of an inquiry, the same rules are applied as when creating an inquiry using the Create Inquiry button on P.30.01.

If project default ZP_KEEPPOS is set to Y, the PO requisition position numbers are created sequentially only taking into account the value of project default ZR_RLIINC. If ZP_KEEPPOS is set to Y, the requisition position numbers of the inquiry only requisition are copied over regardless of whether this results in gaps or not.

When the PO requisition is created or updated, you’ll see the message below.

Click OK, and the message shown below will appear.

Click Yes to open the P.30.11 Inquiries screen where the new inquiry/supplement is displayed. The P.30.11 screen is described in Maintain Inquiries.