Requisition Workload Processes - Intergraph Smart Materials - Version 10.4 - Help - Hexagon

Intergraph Smart Materials Classic Help (10.4)

Language
English
Product
Intergraph Smart Materials
Subproduct
Classic
Search by Category
Help
Smart Materials/Smart Reference Data Version
10.4

This section describes the processes used in the requisition workload screen in Intergraph Smart Materials.

An engineering requisition (ER) represents a list of materials or services (requisition line items) usually created by the Engineering department. The ER contains all the necessary information available for engineers to allow the Purchase department to either purchase the line items contained (purchase requisition, PR) or obtain prices and delivery conditions (ER for inquiry only).

In Smart Materials, an ER can be created manually or automatically based on the BOM information, representing the actual available design status. The ER consists of the following main information objects:

ER header:

  • Requisition code (name)

  • Requisition description

  • Requisition supplement (that is, revision), first supplement is always indicated by 0 (zero)

  • Purchase indicator (purchase requisition or requisition for inquiry only)

  • Attached documents valid for the entire requisition

ER line item:

  • Pos

  • Ident Code

  • Tag No.

  • Quantity

  • Attributes

  • Attached documents on line item level

  • Delivery designation (normally distinguished by Shop/Field)

  • ROS date ( Required On Site date)

The engineering requisition is available and displayed on the P.30.01 Requisition Workload screen, but only after it is approved and released by the Engineering department. Provided that the setup of the E&PI module is done correctly, the aggregation of all purchase requisitions at the end of the engineering phase theoretically represents the full amount of requested materials and services for the entire project, including calculated surplus.

The P.30.01 Requisition Workload screen is the startup screen for the Purchasing department processing the material and service requirements for projects.

Along with the definition about the full project material amount represented by the purchase requisitions, the requisition workload screen controls and leads the purchasing users to ensure that all required material is purchased.

The following figure illustrates which processes and workflows are initiated or influenced by the Requisition Workload screen.

New requisitions

The following processes are available for a new ER for inquiry only:

  • Create blanket order

  • Create purchase requisition based on awarding

  • Create awarding for later use

The following processes are available for a new purchase requisition (PR):

  • Create PO from blanket order

  • Initiate an inquiry cycle and create PO from awarding

  • Create PO from previously approved awarding

  • Create PO directly from PR

Requisition supplements

The following processes are available for an ER supplement for inquiry only:

  • Create or update blanket order

  • Create new purchase requisition or purchase requisition supplement

  • Create new awarding for later use

The following processes are available for a PR supplement:

  • Create PO or PO supplement from blanket order

  • Initiate a new inquiry cycle and create PO from awarding

  • Create PO or PO supplement from previously approved awarding

  • Create PO or PO supplement directly from PR supplement

The listing of these different business processes shows the importance of the Requisition Workload screen. The execution of these processes takes place mostly outside of the Requisition Workload screen, and these processes are described in separate documents. The detail part of this document describes the processes in general and their relevance and their usability. The process details are described only in the referenced documents.

The goal of this document is to explain the specific tasks and best practices using the requisition workload screen.