Requisition Templates - Intergraph Smart Materials - Version 10.2 - Help - Hexagon

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With requisition templates, you specify the scope of material that is allocated to the engineering requisition by the MTO job. Besides the material selection, which is the most important function of the template, requisition templates are used to define basic information that is valid for all engineering requisitions derived from these templates. Attributes can be assigned to the template and are copied to all derived engineering requisitions by the MTO job.

Requisition templates are always assigned to a requisition node. You can define requisition templates on the R.10.41 Nodes and Templates screen. Double-click the node in the tree view on the Requisition Nodes field on the left to open Window 2.

Enter the template name in the Name (Code) field and the descriptions in the Short Desc and Description fields.

By clearing the Enabled indicator, you can disable a rule so that it is not included in the MTO job process. This might be necessary for testing purposes or when the use of the template is not needed anymore due to project changes.

Select a predefined requisition number rule from the LOV in the REQ Rule field, and a predefined requisition description rule from the LOV in the REQ Desc Rule field. For more information, see Requisition Number Rules and Requisition Description Rules.

With the value entered in the Exe Seq field you define the processing order of the templates within a node. When running an MTO job, the template with the lowest number is processed first, and so on. This is important if material can be allocated to more than one of the assigned templates, for whatever reason. This feature works in the same way as the node execution sequence to ensure that material is not duplicated on different requisitions.

With the assigned Where condition, you define how the MTO job finds the material for each requisition. With a Where condition, a SQL statement is created, which is used by the MTO job to filter the material corresponding to the requisition template requirements. For more information see Where Conditions. To assign a Where condition, either use the LOV on the Where Condition field to select one, or double-click in the field to open the A.60.06 screen, which displays all existing Where conditions for R.10.41. You can either select one of the existing Where conditions or create a new one.

Select a predefined disposition rule from the LOV in the Dispo Rule field. For more information, see Disposition Rules.

Select a predefined document type set from the LOV in the Doc Type Set field. For more information, see Document Type Sets.

In the Email Templ Set field, you can assign an email template set, defined on the A.10.53 Email Template Sets screen. For more information about email templates, refer to Email Templates and Email Template Sets.

You can set up Smart Materials to generate an email when a requisition Smart Materials Email Setup.

If the POS Man indicator is selected, the calculated quantities on the generated requisition can be changed manually. If you clear this check box, the only way to change the requisition quantities is to run another MTO job.

If the Manual to MTO line indicator is selected, the MTO job attempts to integrate manual line items into MTO line items. As a prerequisite, the manual line item data must already exist on the BOM and the BOM setup must cover these BOM positions. If the check box is not selected, the manual line item is available on the next requisition. If the project default ZR_MAN_MTO is set to ‘Y’, the check box is automatically checked when defining a new requisition template.

Select a predefined section from the LOV in the Section field. For more information, see Sections. With sections you can define the departments or offices in charge of the requisitions.

Select a predefined category from the LOV in the Category field. For more information, see Requisition Categories. Requisitions can be categorized for reporting purposes; for example, categories could be bulk material or equipment.

Account codes are usually applied to materials. The account code can be entered manually into the field, using the LOV in the Account Code field. Or, the code can be automatically included by the use of a CIP function. A CIP is generally used when another system stores both the account code and the requisition code. During the MTO job, the CIP references this other system and retrieve the appropriate value.

Select a predefined milestone set from the LOV in the Milestone Set field. Milestone sets are defined on the P.10.62 Milestone Sets screen. The Procurement (MSCM) module of Smart Materials can monitor progress through the use of milestone sets applied to requisitions. Typically, this updates the predicted and actual dates of key events affecting a requisition as defined by the project. By entering the name of the milestone set, a link is formed between the requisition and milestone set.

After a blanket order (BO) has been created on the P.50.01 Agreements screen, the BO number can be selected from the LOV in the Blanket Order field to be assigned to the requisition. When this is done, the requisition is linked to the BO and automatically assigned to the BO when the requisition is released to Procurement.

You can assign an attribute set to the requisition using the LOV in the Attribute Set field. All attribute sets defined on the A.50.04 Attribute Sets screen are available. The assignment of the attribute set facilitates the entry of information on the requisition header level.

The next fields represent the MR/SR revision schemes for purchase order requisitions (PO MR Scheme, PO SR Scheme) and for inquiry requisitions (INQ MR Scheme, INQ SR Scheme). Per default, these fields are populated by the values assigned to the project defaults ZR_PO_MR and ZR_INQ_MR, respectively. These fields are not updatable if any requisition exists based on this requisition template.

The Balance Requisition indicator shows whether the selected node is used to create balance requisitions.

You can use the Order Criteria button to define order criteria. The available columns are displayed in the picture below.

If you define an order criterion that includes the tag number, the requisition line item (position) is incremented for each different tag number if the ident is the same (standard with tags).

Click the Sum Attrs button to enter additional summary fields, and click the Group By button to enter group-by criteria. Both buttons are not available when the Balance Requisition indicator is checked.

The Doc Type Set, Email Templ Set, Section, Category, Account Code, Milestone Set, Blanket Order, Attribute Set, and PO/Inq MR/SR Scheme fields are optional and do not need to be used.