Create the agreement based on an engineering requisition - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Help (10.1)

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Smart Materials/Smart Reference Data Version
10.1

Why should I create an agreement based on an engineering requisition?

With this option, you can create agreements based on engineering requisitions for purchase, without going through the inquiry cycle.

  1. Select Based on engineering requisition.

  2. (Optional) Select Include inquired requisitions to query also the requisitions that have been inquired completely but not purchased completely.

  3. (Optional) Select Ignore negative quantities to query also the requisitions that contain line items with a negative quantity.

    When the agreement is created, only the lines with positive quantities are considered.

  4. Click Engineering Requisition Com_LOV_Add ICON and select a requisition from the list.

  5. Click Next.

  6. If necessary, enter or update the agreement number.

    SHARED Tip Alternatively, select a number rule and click Generate Number to create the agreement number based on the pre-defined number rule.

  7. Select the agreement type from the list.

  8. If necessary, update or enter any other value.

    SHARED Tip Alternatively, you can use another agreement as template to copy the header information from. Select Copy from existing agreement at the bottom of the screen, click Agreement Template Com_LOV_Add ICON and then select the agreement that should be used as a template.

  9. Click Create Agreement.