Requisitions - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

On the Requisitions tab, you can see which requisitions are assigned to the inquiry.

P3021PrepareRFQRequisitions

When assigning additional requisitions to an inquiry, only those requisitions on which the same buyer is assigned as the buyer of the inquiry are available. Requisitions for which agreements have already been created partly or completely are not available. If the inquiry is of type Order, you can only assign requisitions of type Order.

If an ident deviation exists for the selected ident, the Ident Code box displays in red and the deviation will be shown in the Ident Deviation box.

To assign requisitions to the inquiry, open the LOV in the Engineering Requisition field.

Select the Sel check box on all the requisitions to be assigned to the inquiry, and click Add. The window closes, and the selected requisitions are added to the inquiry. If the project default ZP_COPYBID is set to Y, the suggested bidders that are assigned to the requisition are copied to the list of suppliers on the inquiry.

If the inquiry is of type Subcontract, you can only assign requisitions of type Subcontract. If you add a requisition to the inquiry, the documents, attributes, variation rates, and alternates/options assigned to this requisition are copied over to the inquiry if they are not yet attached. Price breakdown, scope of work, and SOW milestones are also copied over from the requisition if applicable. If any conflicts are detected with the data already available for the inquiry, an additional window is displayed where you have to decide how these conflicts are to be dealt with. All requisition line items that have been released to procurement and are not assigned to any inquiry so far will be assigned to the current inquiry.

The requisition name is displayed in the Engineering Requisition field. You can double-click in this field to view the attachments of the requisition on the D.90.21 Attachments screen. For more information, see Attachments.

The supplement of the requisition is shown in the Suppl field and the origin in the Origin field.

The Purchase indicator shows whether this requisition can be used for both purchasing and inquiry or only for inquiry.

The user who created the requisition is displayed in the Originator field. The buy cycle assigned to the requisition is shown in the Buy Cycle field. The material/work group assigned to the requisition is shown in the Matl/Work Group field, with its revision in the Rev field.

The TE Rqd indicator shows whether the requisition requires a technical evaluation. If a requisition requires a technical evaluation and a material/work group is assigned to this requisition, the technical evaluation checklists of this material/work group are automatically assigned to the inquiry when the requisition is linked to the inquiry. If necessary, you can add additional technical evaluation checklists or delete checklists.

If the All Req Lines check box is marked, all line items of the selected requisition are assigned to the inquiry. When you select this check box, all released line items not associated with any inquiry so far and not purchased so far will be assigned to the actual inquiry. To reset the assignment of the line items associated with the current inquiry, you must clear this check box. Alternatively, you can select and clear the Assigned check box in the next block.

In the next (Requisition Line Items) block, all line items of the requisition selected in the previous block that are released to procurement are displayed.

For requisition line items that are not assigned to an inquiry other than the selected inquiry and that were not placed on any agreement, you can select the Assigned check box to assign the line item to the current inquiry. Clearing the check box will take back this assignment.

In the case of inquiry-only requisitions for which purchase requisitions have already been created, only those line items that have not been placed on a purchase requisition are shown and available.

Such an inquiry-only requisition may be marked as assigned completely in the requisition workload on P.30.01 although no line item has been inquired, but all line items were placed on purchase requisitions. Furthermore, an inquiry-only requisition can be marked as assigned partly on P.30.01 without having any inquired line item when having at least one line item placed on a purchase requisition.

The Inquiry Number field shows the inquiry that the requisition line item is currently assigned to. Select the Assigned check box to assign the requisition line item to the selected inquiry shown on the top of the screen, or clear the check box to take back this assignment. This check box can only be changed if the inquiry has not been approved and if the line item has not been assigned to a different inquiry than the one currently selected. Requisition line items for which an agreement has already been created cannot be assigned.

If you want to assign all requisition line items of the selected requisition or take back the assignment of all line items, you can also select or clear the All Req Lines check box as described above.

Don’t be confused if the Inquiry Number field is not empty (it contains the actual inquiry number), and also the Assigned check box is not set. This can occur for inquiry supplements if you have deselected a requisition line item for the current inquiry supplement but it still remains assigned to one of the previous supplements.

The Purchased indicator is marked if the requisition line item can be found on an approved agreement.

The line item number (position) of the requisition is shown in the Pos field and the sub line item (sub position) in the Sub field. Within one position, material with the same ident but different group-by criteria is placed on different sub positions. The Pos and the Sub fields are displayed only if the project default ZR_PROCSEQ is set to N.

If ZR_PROCSEQ is set to Y, the Proc Seq will be shown instead. The order sequence number displayed in the Proc Seq field will be used for tracking of related agreement line items throughout several requisition supplements.

The Commodity Code, Size 1, Size 2, and Ident Code fields display the corresponding commodity code, sizes, and ident code of the requisition line item.

The TE Rqd indicator shows whether the requisition line item requires a technical evaluation. If a line item requires a technical evaluation, the technical evaluation checklists that have been defined for an ident on P.10.43 are automatically assigned to the inquiry when the line item is assigned to this inquiry.

The ROS Date field shows the required on site date. The ROS date is calculated for the engineering requisition and populated to all positions by the software. You can update the ROS date on the position.

The Req Delivery Date field displays the date the material must be delivered to be on site in time. If the project default ZP_X_WEEKS is set, the required delivery date is calculated as:

ROS date - ZP_X_WEEKS * 7 (days)

If this project default is not set, the required delivery date remains empty.

The total quantity to be ordered for this item by procurement is shown in the Released Quantity field.

The quantity to be quoted for this item is shown in the Quote Quantity field. By default, this quantity is the same as the increased quantity of the requisition line item. But you can overwrite this value as long as the inquiry is not approved. If the project default ZP_RDQTYCF is set to Y, positive increased quantities are reduced by the quantities that are available in the corporate or FIM warehouses. The quantity unit is displayed in the Qty Unit field.

The total BOM quantity is the real quantity calculated by the MTO, that is, the summary of the quantity of all related BOM positions. This total BOM quantity is displayed in the New List Qty field, with its quantity unit in the Qty Unit field.

The Recommend Qty field shows the disposition quantity as the result of the disposition procedure that is a part of the MTO.

The Assembly Qty field shows the quantity derived from assemblies. The total list quantity is the summary of the quantities of each BOM position stored in the trace records and the quantities of exploded assemblies. The assembly quantity is the summary of all these later quantities.

The real quantity calculated by the MTO for the previous supplement is shown in the Last List Qty field.

The total quantity the technical engineer sent to procurement with the previous supplement of the same engineering requisition is shown in the Last Released Qty field. If the current supplement is 0 (zero), the last release quantity is 0.

The tag number for the selected ident is displayed in the Tag Number field.

The Account Code field shows the account code defined on A.10.30 Account Codes and assigned to the requisition line item.

The weight for this requisition line item is shown in the Unit Weight field, with its unit in the Weight Unit field. The weight will be calculated by the MTO (together with the weight unit) if the related check box was checked before the MTO was started.

The budget value of the selected line item is displayed in the Budget field.

If summary attributes were defined for the requisition, the sum of the attribute values are displayed in the Attr Sum 1 - 3 fields.

If group by attributes were defined for the requisition, the values of these attributes are displayed in the Attr Group 1 - 5 fields.

Information about the equipment rental process is shown in the Rental Start Date, Rental End Date, Valid Period and the Interval fields.

The ident short description is derived by calling the CIP procedure m_pck_std_custom.ident_desc (ident, nls) and displayed in the Ident Short Description field. This is a non-database field.

You can click the Attachments button to view the attachments of the selected requisition line item on the D.90.21 Attachments screen. For more information, see Attachments.