Requisition Search Conditions - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

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Smart Materials/Smart Reference Data Version
10.1

The default approval template for requisitions is selected based on requisition search conditions (defined in the project) that are assigned to the approval templates. For more information, see Approval Templates.

The requisition search conditions are created on the R.40.21 Requisition Search Conditions screen.

To define a requisition search condition, enter a sequence number in the Seq field, the search condition name in the Name field, and descriptions in the Short Desc and Description fields.

In the second block, define the search condition details. The requisition search conditions are created based on the columns of the requisition headers and requisition line items. The requisition search condition details are used to build a view that results in one or more requisitions in the project.

Choose Requisition Header or Requisition Line in the Column Type field, select a column from the LOV in the Column Name field, choose an operator, and enter a value in the Value field or select it from the LOV. After saving the changes, click Generate View.

If you change anything after generating the view, you must click Regenerate View to apply the changes to the view.

When you select the RfA check box on R.30.01 Maintain Requisitions and the requisition is found in any of the requisition search conditions, the corresponding approval template will be used for entering the approvers in the approval sequence. If multiple requisition search conditions are found, the lowest order sequence requisition search condition is selected for copying the approval template, based on the order sequence number defined in the Seq field on R.40.21.