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

Intergraph Smart Materials Web Help (10.1)

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The Create PO Requisition option is available for inquiry only requisitions (Purchase is set to No) for which a previous supplement has already gone through the inquiry cycle resulting in the creation of a purchase requisition.

  1. Select the Create PO Requisition option.

  2. Click Continue.

    The 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.

    Line items for which a purchase (PO) requisition has already been created for the previous inquiry only requisition, are already assigned to this PO requisition.

  3. Optionally, click Display Options and select Open line items.

    This will restrict the number of displayed line items to those for which the predecessors have not been placed on any purchase requisition so far. Select All line items from Display Options to display all line items again.

  4. Select Yes in the Inquiry column on line items to be placed on an inquiry.

    If a requisition is assigned, you must clear Engineering Requisition to be able to change Inquiry.

    Alternatively, click Select Pos w/o Req to set Inquiry to Yes for all line items which have empty Engineering Requisition.

  5. If you want to place a line item to a PO requisition, select the Engineering Requisition from the select list.

    You can only assign line items to requisitions with Inquiry set to No.

    Alternatively, select a line item that has a requisition assigned and click Assign, to assign this requisition to all line items not placed on a purchase requisition so far.

  6. Click Create PO Req/Inquiry.

    Purchase requisition supplements are created/updated and/or an inquiry is created.

    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, an inquiry is created with these line items.

    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.

SHARED Tip Click Clear All to set Inquiry to No and clear Engineering Requisition for all line items.