Manage requisition workload - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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Smart Materials/Smart Reference Data Version
10.2
  1. From the Home screen, select Procurement > Inquiry > Requisition Workload.

    All requisitions are displayed that are released to procurement by engineering. To take responsibility for a requisition, you would first assign a buyer.

  2. Select a requisition.

  3. Select a Buyer from the list.

    Who can assign buyers to requisitions?

    To assign buyers to engineering requisitions, you must have the ASSIGN BUYER privilege, who is usually the procurement manager.

    Only those users with the BUYER privilege can be selected as the buyer.

    If project default ZP_INH_BUY is set to Y (this is the default), requisition supplements higher than 0 (zero) are automatically assigned to the buyer who is assigned to requisition supplement 0; the procurement manager can manually change that buyer. If ZP_INH_BUY is set to N, the buyer must be assigned manually on higher requisition supplements.

    If project default ZP_SET_BUY is set to Y, changing the buyer on Requisition Workload automatically changes the buyer on the associated inquiry. If ZP_SET_BUY is set to N (default), the buyer on the inquiry will not be changed if he is changed on the Requisition Workload.

  4. If required, update the Acknowledged On date.

  5. Click Save.

  6. Continue either with Start the inquiry cycle or with Start the agreement cycle.

To understand this page, you need to know the following:

Cell

Description

Engineering Requisition

Name of the requisition

Supplement

The requisition supplement number

Purchase

Indicates whether the engineering requisition can be used for both purchasing and inquiries (Yes) or only for inquiries (No)

Origin

Indicates where the requisition has originated from

Originator

The user who created the requisition

MR Revision

Refers to the document revision of the requisition

SR Revision

Refers to the material revision of the requisition

Released to Procurement

The date on which this requisition was released to procurement

Buyer

The responsible buyer for this requisition

Acknowledged On

The date on which procurement acknowledged the requisition

Split

Indicates if this requisition has been split on several inquiries

Inquiry Status

Indicates if the requisition line items are placed on inquiries:

None - No line item

Partly - At least one, but not all line items

Complete - All line items

Agreement Status

Indicates if the requisition line items are placed on agreements:

None - No line item

Partly - At least one, but not all line items

Complete - All line items

BO/MA Status

Indicates if the requisition line items are placed on Blanket Orders or Master Agreements:

None - No line item

Partly - At least one, but not all line items

Complete - All line items

Bid Due Date

The deadline for sending the quote

Revised Bid Due Date

The revised deadline for sending the quote

TE Required

Indicates if the technical evaluation of all quote details resulting from the requisition line items is required for bidder awarding.

TE Complete

Indicates if all line items have passed the technical evaluation.

NOC

Indicates if any requisition line item can be found on a notice of commitment (NOC)

Material or Service

Materials or service that is placed on this requisition

Section

Section that can be used to restrict view on requisitions

Buy Cycle

Requisition buy cycle

Blanket Order

If a Blanket Order is assigned to the requisition, the Blanket Order number is shown

Master Agreement

If a Master Agreement is assigned to the requisition, the Master Agreement number is shown