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Click the Planning task on the dashboard, or select Planning from the Tasks list.
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Click Add Planning Item
to create a new planning item, and select Requisition from the Planning Item Type list.
Alternatively, after selecting the Group by - Type option, click Add Planning Item
in the Requisitions grid.
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Type or select a requisition number from the list in the Engineering Requisition box.
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If you create a requisition planning in all-project mode, select a project from the Projects drop-down list.
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Click Milestone Set
and select a milestone set.
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If necessary, click Origin
and select an origin.
The setting of project default ZX_ORIGIN is used as the default value for the origin.
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Select a from the Scope list.
The Scope option determines the scope of planning covered by this planned requisition. You can use the scope to limit the planning and, subsequently, the tracking of milestones to focus on either the inquiry-only requisition or the requisition for purchase.
If you set the scope to Inquiry-only, the software tries to link the planned requisition with a matching inquiry-only engineering requisition. Even if requisitions for purchase originate from that inquiry-only requisition at a later point in time, these requisitions for purchase will not link with the Inquiry-only scoped planned requisition. This setting enables dedicated planning of the inquiry cycle. Consequently, an Inquiry-only scoped planned requisition will never be linked with an agreement.
If you set the scope to Purchase-only, the software tries to link the planned requisition with a matching engineering requisition for purchase. An inquiry-only engineering requisition from which the matching requisition for purchase might have originated from is ignored. Instead, subsequent agreements based on the linked requisition for purchase are also linked with this Purchase-only scoped planned requisition. This setting enables dedicated planning of the agreement cycle.
The default scope value is Unrestricted, which does not impose any restriction on planning and tracking. When a planned requisition is created with Unrestricted scope, the attempt to link the planned requisition with a matching engineering requisition favors an inquiry-only engineering requisition over a purchase requisition (if both are available and match in terms of requisition number and origin). Any purchase requisition that has originated from the original inquiry-only requisition is also linked with this planned requisition, so that the detail milestones provide a comprehensive overview of all the objects that are related to the original inquiry-only engineering requisition.
You can create planned requisitions of different scopes but with the same requisition
number and origin at the same time.
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Select Order or Subcontract from the Requisition Type list.
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(Optional) Click ROS Date
and select the required on site date.
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(Optional) Type the client requisition number in the Client Requisition Number box.
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(Optional) Click Account Code
and select an account code.
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(Optional) Type the client agreement number in the corresponding box.
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(Optional) Click Planning Group
and select a planning group.
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(Optional) Type the budget values in the Labor Budget 1 and Labor Budget 2 boxes.
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(Optional) Type a comment on the planning item in the Comments box.
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Type requisition descriptions in the Short Description and Description boxes.
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Click Agreement Type
and select an .
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Click Pricing Type
and select a pricing type.
Pricing types are used for subcontracting. Possible types could be lump sum price, measured quantity, fixed unit price, time & material, cost reimbursable.
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Type the available budget in the Agreement Budget box.
This value refers to the project cost budget for material, subcontracts, or services made a part of the agreement later on.
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Click Currency
and select a currency.
The currency assigned to project default ZX_CURCY is used as the default value and appears in this box.
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Click Goods/Service Type
and select a goods or service type.
Goods and services types are used for subcontracting. Possible types could be professional services, construction subcontracts, material and equipment, equipment rental/lease, consumables/site operations.
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Click Scheduled Award Date
and select the date for which awarding is scheduled.
The Scheduled Award Date, Scheduled Mobilize Date, and Scheduled Completion Date fields are only available for requisition type Subcontract.
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Click Scheduled Mobilize Date
and select the date for which mobilization is scheduled.
The mobilization date must be later than the awarding date.
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Click Scheduled Completion Date
and select the date for which completion is scheduled.
The completion date must be later than the mobilization date.
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Click Save.