Purpose
This section explains how to do a basic requisition setup when starting a new project in the Smart Materials E&PI(Req) module.
Exercise
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On the Home page, click Requisitions > Requisition Status, and then click Add Row.
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Enter the status name ‘OPEN’ in the Status cell, and the description ‘Open’ in the Short Description and ‘Open (Not Released)’ in the Description cells.
Select Yes in the Default column, and then click the Save button.
Create a second status ‘CLOSED’ in the same way but select it as the Production Status.
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In the Navigation bar, return to the Home > Requisitions, and enter the Requisition Number Rules page.
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On the Home page, click Requisitions > Requisition Number Rules, and then click Add Row.
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To create the req rule ‘PIPING’, enter ‘PIPING’ in the Req Rule field, ‘Piping’ in the Short Desc field, and ‘Number Rule for discipline Piping’ in the Description field.
In the REQ Rule Definition field, select MTO_TYPE from the list and click OK. Then enter the minus sign (-), select REQ_TEMPLATE from the list, and click OK.
In the Manual field select ‘No’, then click the Save button.
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In the Navigation bar, return to the Home > Requisitions, and enter the Requisition Description Rules screen.Click Add Row.
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To create the Requisition Description Rule ‘PIPING’, enter ‘PIPING’ in the Requisition Description Rule field, ‘Piping’ in the Short Desc field, and ‘Description rule for discipline Piping’ in the Description field.
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In the Rule Definition field, select TEMPL-NLS-DESC from the list, and click OK.
Click the Save button.