Create stores requisitions by deferred heat number - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Web Help (10.1)

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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.1
  1. On the Home page, click Site> Stores Requisitions.

  2. Click Create SRR and select the SRR Type from the drop-down list.

  3. For creation of SRR by Deferred Heat Number select By Deferred Heat Number and click Create.

  4. In the SRR Details tab, do the following:

    1. The SRR Number, Created on and Created By are auto populated.

    2. Select the Received By from the select list.

    3. Optionally, you can enter the values for Issued By, Work Order, Work Item, Required Delivery Date, Delivery Date, Delivery Location, and Company.

    Company Name is auto populated.

    1. Optionally, you can also add descriptions in the Short Description and the Description cells.

    2. Click Save.

    3. Check the box for Ready for Approval if the SR is ready for approval

    • On clicking the Ready for Approval, all the existing users will be deleted.

    • If this checkbox is checked, the filled in Approval Template is copied to the Approval Sequence if the project default ZC_SRRAPPR is set.

    • If no Approval Template is filled in, the current logged on user is copied to the Approval Sequence.

    • A Status E-Mail is sent out to the SR Originator (Created by) when the SRR is approved by each person in the approval sequence.

    1. Press Approval Sequence to show the approval sequence the SRR.

      SHARED Tip To use an existing template for the approval sequence, click Use Template, select a template from the Approval Templates list, and then click Save.

    2. Click Save.

    3. Press the Post button after material is selected, to update the filed posted date in SRR header.

      1. No inventory changes are made.

      2. If ZC_SRRAPPR is set, the Post button is only active if all assigned users in approval sequence have checked the approved indicator.

      3. If ZC_SRRAPPR is not set and no user is assigned in the approval sequence, the Post button is active.

    4. Press the Unpost button to unpost the SRR.

      1. This button is only activated after an SRR has been successfully posted. No inventory updates are made.

      2. This button is not available after creation of a MIR.

    5. Press the Create MIR button to create the MIR from SRR.

      This button is active only if:

      • SRR is posted

      • Ihe ident code is available for all idents,

      • No MIR exists for this SRR.

  5. In the Stores Requisitions tab, do the following:

    1. Click Add Row.

    2. Select the Pre Pick Ident Code(s) from the list in the Inventories Receipts window and click Fill in.

    3. Optionally, enter a value for the SR Quantity and edit/add the Agreement Number from the select list. .

    • The default SR Quantity is set to 0.

    • The SR Quantity should be less than the On-Hand Quantity.

    1. Click Save.