Requisition Workload - Intergraph Smart Materials - 10.1 - Training - Hexagon

Intergraph Smart Materials Classic Lab Tutorials (10.1)

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English
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Intergraph Smart Materials
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Classic
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Smart Materials/Smart Reference Data Version
10.1

On the P.30.01 Requisition Workload screen, all requisitions are displayed that were released from engineering to procurement.

The requisitions that are displayed on P.30.01 depend on the setting of the display context. On top of the screen, the Context field is shown. You can double-click in this field to open the A.60.61 User Preferences screen, where you can view and change your preferences settings. The setting for P.30.01 can be changed in the ER Workload Display Context field.

The available options are listed below.

Option

Meaning

Own

(Default) All ERs (Engineering Requisitions) assigned to the user and not yet purchased can be seen.

All

All ERs not yet purchased is shown. You must own the ASSIGN BUYER privilege to select this value for the context.

Partially Inquired

Only ERs whose line items have not been placed completely on an inquiry appear.

Completely Inquired

All ERs whose line items have all been placed on an inquiry appear.

Partially Purchased

Only ERs whose line items have not been purchased completely appear.

Completely Purchased

All ERs whose line items have been purchased completely appear.

No Buyer Assigned

Only ERs without any buyer assigned are shown. This context can only be selected if you have the ASSIGN BUYER privilege.

Incomplete on Issued Inquiries

If at least one line item of an engineering requisition cannot be found on any inquiry (although it has been released to procurement), the corresponding ER is shown in the requisition workload; that is, those ERs for which either the Assign Partly check box is checked or for which none of the Assign Partly, Assign Comp, PO Partly, and PO Comp check boxes are checked appear.

POs Issued Incompletely

All ERs whose line items cannot all be found on a purchase order or a notice of commitment appear. In other words, those requisitions for which the PO Comp check box is not checked but either the Assign Partly check box or Assign Comp check box is checked appear.

Revised Reqs

Engineering requisitions with supplement 0 that can only be used for inquiries can be revised by an MTO job. When selecting this context, only the revised, inquiry only requisitions appear, for which inquiries that can be updated exist.

No Activities

All ERs for which no inquiry and no order have been released so far, not even partially, appear.

Full

All ERs that have been released to procurement appear. You must have the ASSIGN BUYER privilege to be allowed to select this value. In this case, the display does not depend on whether an inquiry or an order has been released or not.

In this context, 'purchased' has the following meaning: If a requisition can only be used for inquiry, it is considered as being purchased if all line items can be found on a blanket order. If a requisition can also be used for purchasing (Purchase check box checked), it is regarded as purchased if all line items have been placed on a purchase order or a notice of commitment.

SHARED Tip To restrict the displayed requisitions so that the buyer only sees those assigned to him, set the user’s display context to OWN and remove the A.60.61 User Preferences from his role. The buyer is not able to change the display option.

By default, the requisitions appear ordered by project, date of release to procurement (youngest date on top), requisition, and supplement. To change the sort order, use the Order By … button at the bottom of the screen.