Check Requisition Header Information - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

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Smart Materials/Smart Reference Data Version
10.2

Requisitions are displayed and maintained on the R.30.01 Maintain Requisitions screen.

Window 1 shows the requisitions headers with the following fields:

Engineering Requisition – Name of the requisition.

Suppl - The requisition supplement, which is automatically generated.

Purchase - Indicates if the material may be included on a Purchase Order. If the indicator is cleared, the requisition can be used for inquiry only.

Origin - Where the requisition is originated, usually the office location (for example, site, head office, or project office).

MR Rev – A higher MR revision indicates a document change.

SR Rev – A higher SR revision indicates a material quantity change.

Status - Usually either OPEN or CLOSED (= released to procurement, requisition cannot be changed). The status can be modified using R.40.11.

Release Context - It is possible for the requisition to only show the shortage or the surplus quantities rather than all changes. This option needs to be used in conjunction with the Scope of Interest field on the R.20.01 MTO Job screen. If the MTO job only calculates shortages, then only shortages are possible here on R.30.01.

Alternatively, if the MTO job calculates all quantities (this is the normal function), the Release Context can be used to manage either case. This is, if Release Context is set to Shortage, a shortage requisition will be generated and another requisition will automatically be generated to include all the Surplus or unchanged quantities also. This means, no material was omitted.

For example, the requisition Piping-Gasket-F-0001 suppl 1 has negative and positive increased quantities.

Positive quantity changes are shown with a black background and negative are shown with a red background in the Increased Qty field.

At requisition header level, select Shortage from the Release Context list. After releasing the requisition to procurement, the new requisition supplement 2 is automatically created.

The released requisition supplement 1 with Shortage Quantities release context contains only the line items with positive Increased Qty.

The new requisition supplement 2 has the All Quantities release context assigned, and contains all line items, either with Increased Qty of 0 (zero), or with negative Increased Qty in case the quantity was reduced compared to the previous supplement.

Rel to Proc - Indicates the date when the requisition is released to procurement.

Buy Cycle - Indicates the buy cycle.

TE Rqd - Indicates if a technical evaluation is required (initially specified during the MTO Job, but may be changed here). Note that since this is specified in the E&PI module, it is normally under the control of the engineering department. This cannot be changed later and therefore ensures the PO cannot be released without technical approval.

RfA - RfA is only relevant if the Advanced Approval (ZR_ADV_APP) project default is set to Y. You must check this check box to indicate the requisition is ready for approval. If the RfA box is not selected, the Approval button is not enabled. If ZR_ADV_APP is set to N, then the Approval button is labeled with Release, and no extra approval step will be necessary to release the requisition to procurement.

Approved Date - Indicates the date when the requisition is approved.

Approved By - Indicates who approved the requisition.

Originator - Indicates the user who created the requisition.

Email Templ Set - Emails can be generated based on the requisition for any purpose required by the project. This is the email set associated with the requisition.

Matl Group - Suppliers can be categorized in the MSCM module in several ways. One category is the material groups that have been qualified to supply. This makes the process of selecting bidders more reliable and simple.

Section - Section is a way of restricting access of users to requisitions and purchase order information. An example of section can be AREA X, where only users assigned to AREA X (or not assigned to any section) can see these requisitions. This user will also see requisitions that are not assigned to any section.

Category - A means of globally categorizing requisitions (for example, bulk, tag, or service requisitions).

Account Code - Account codes may be assigned manually or automatically via the use of a CIP (needs definition by the user). The advantage of assigning requisitions to an account code is that financial reporting can be done against the subsequent purchasing of the material. The account code can also be linked in later modules of Smart Materials. Account code can also be assigned at the line item level, not only at the header level.

Original Budget - The original budget information for this material, similar to account code.

Total Budget - The total budget information for this material, similar to account code.

Currency -The default currency for the purchase order. Can be changed later.

Blanket Order - Can be assigned from an LOV based on blanket orders (BO) created in the MSCM module of Smart Materials. The BO can be assigned to the template, in which case it will automatically be populated here. If assigned, the requisition supplement can be simply added to the BO in the MSCM module.

Milestone Set - Milestone sets created in the MSCM module may be linked to a requisition in this field. In this way, the dates in the milestones can be automatically completed (for example, requisition approval date, issue date, and so forth).

MS Link - This indicates if a link between the Milestone Set and requisition exists. There is a process that must be executed in the procurement module to verify the link.

Short Desc - The requisition description.

Description - A longer description if required.

Copy Attachments From - It is possible to copy attachments from other requisitions in the same discipline by using LOV to browse for the appropriate one.