Maintain Requisitions - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Cell

Description

Action

Engineering Requisitions

Name of the requisition. When you click on any engineering requisitions, the Maintain Requisition page is displayed.

Hyperlink

Supplement

Describes the supplement of this requisition.

Read Only

Requisition Type

Type of requisition – Order or Subcontract

Read Only

Short Description

Language dependent short description for engineering requisitions

Editable

Purchase

Indicative of whether the line items of this engineering requisition can be used for both purchasing and inquiries or only for inquiries.

Editable

Origin

Indicates where the requisition has originated from

Read Only

TE Required

Indicative of whether the requisition must be evaluated technically or not.

Editable

MTO Type

Name of the material take off type

Read Only

Requisition Node Path

Path of the requisition in the requisition nodes tree.

Read Only

MTO Job

Unique job-name within this project

Read Only

Created on

Creation date of the requisition

Read Only

Ready for Approval

All engineering requisitions that can be approved are displayed

Editable

Approved Date

Indicates the date on which the engineering requisition has been approved.

Read Only

Status

Indicates the status of the requisition.

• All status that are not set to production are available.

• The status of a requisition is set automatically to the production status when released to procurement.

• When inserting a new record the status is automatically set to the default status as defined on the Requisition Status page.

Editable

Release to Procurement

Indicates the date on which this requisition was released to procurement.

• This cell is empty as long as the engineering requisition is not released to procurement. It is not enterable and the value will be entered by the procedure which releases the engineering requisitions.

• An engineering requisition released once cannot be unreleased.

Read Only

Create PO Req

This button is used to create a new purchase order for the selected engineering requisition.

Button

New Requisition

This button is used to create a new engineering requisition.

Button

New Supplement

This button is used to create a new supplement for the selected engineering requisition containing all line items, attachments and properties of the old supplement. Even the BOM trace is copied.

Button

Approval Sequence

This button is used to set up a sequence of users that have to approve the engineering requisition. This feature is an alternative option to the single-step approval that is done by pressing button 'Approve/Release'.

Button

Approve/Release

Depending on the value of project default ZR_ADV_APP and the status of a requisition the label of this button changes to 'Approve' or 'Release'. This is used to approve a requisition or to release a requisition to procurement.

Button

Delete Requisition

This button is used to delete an engineering requisition.

Button

Update Requisition Status

This button is used to update the status of the engineering requisition.

Button

Attachments (see Attachments )

This button is used to attach documents, texts and terms, VDRs, technical questions and notes to any engineering requisition.

Button

Manage Properties

This button allows you to insert/update/delete properties or properties from sets as well as values for these properties at the engineering requisition or line Items levels.

Display Columns

This button allows you to configure Properties and add CIPs to an engineering requisition.

MR Revision

Refers to the document revision (if one document has changed/updated or is missing, or a SR revision was done). This revision starts with 0 (zero) in case of being a requisition for purchase and starts with 'A' in case of being a requisition for inquiry only.

SR Revision

Refers to the material revision (if one line item exists (in an unapproved supplement), which has an increased quantity <> 0 or an attached VDR has changed/updated or is missing). This revision starts with 0 (zero) in case of being a requisition for purchase and starts with 'A' in case of being a requisition for inquiry only.

Balance

Balance requisition created by balance MTO Job.

Agreement Type

Type of the agreement.

• The available agreement types depend on the purchase indicator of the requisition, the requisition type and the setting of project default ZP_CONSPCI.

• If the requisition can only be used for inquiries and ZP_CONSPCI has been set to 'Y' (default) only agreement type 'Blanket Order' is available for requisition type 'Order' and only agreement type 'Master Agreement' for requisition type 'Subcontract'.

• If the requisition can be used for purchasing or if project default ZP_CONSPCI has been set to 'N' you have more options.

• If the requisition type is 'Order' one of the following types can be selected:

  • Blanket Order

  • Purchase Order

  • Notice of Commitment

  • Notice to Proceed

  • Blanket Order Release

  • Field Order

  • Rental Order

• If the requisition type is 'Subcontract' the following types are available:

  • Master Agreement

  • Subcontract

  • Notice of Commitment

  • Notice to Proceed

  • Service Agreement

  • Work Order

• A blanket order corresponds to a master agreement. When a blanket order is assigned to a requisition a purchase order (= blanket order release) based on this blanket order can be created; when a master agreement is assigned to a requisition a work order based on this master agreement can be created.

• A notice of commitment can be converted into a purchase order.

Pricing Type

Name (code) of the pricing type.

Release Context

Indicates the release context that is applied on the requisition line items when releasing a requisition for purchase to procurement.

Released By

The user who released the requisition to procurement.

Once released, an engineering requisition cannot be unreleased by the user.

Buy Cycle

Name of the requisition buy cycle. It is recommended to use an increasing numeric sequence for this name. The name must be numeric. These are maintained on the Requisition Buy Cycles page.

Notes

Indicates whether notes have been assigned to the engineering requisition.

Approved By

Indicates the user who approved this engineering requisition.

Originator

Indicates the originator of this requisition.

Template Set

Name (code) of the email template set.

Material or Service

Indicates the material or service which is assigned to this requisition.

Revision

Indicates the revision of the material/service

Section

Name (code) of the section.

Category

Indicates the name (code) of the requisition category defined in the Requisition Categories page.

Account Code

Indicates the name (code) of the account code defined in the Accounts Code page.

Original Budget

Indicates the original budget (this must not reflect the sum of the line item budgets).

Total Budget

Indicates the sum of the line item budget values below this engineering requisition.

Currency

Indicates the currency of the budget.

Blanket Order

Indicates the number of the blanket order which is assigned to this requisition.

Master Agreement

Name (code, number) of the master agreement assigned to the requisition.

Inquiry Requisition

Name (code, number) of the linked inquiry requisition.

Milestone Set

Indicates the name (code) of the milestone set.

Milestone Link

Indicates whether a milestone requisition link exists or not.

MS Supp

Indicates whether a milestone supplement exists or not.

Expediting Level

Name (code) of the level of expediting.

Inspection Level

Name (code) of the level of inspection.

Criticality Level

Name (code) of the level of criticality.

Description

Language dependent description for engineering requisitions.

General CIP

If checked, CIP function 'general_cip' has already been executed.

Get Accounting

If checked, CIP function 'calc_account' has already been executed.

Get Budget

If checked, CIP function 'get_budget' has already been executed.

Get Designation

If checked, CIP function 'get_desig' has already been executed.

Handle BOM Documents

Indicator whether CIP m_pck_req_custom.handle_bom_doc has been executed.

Get Procure Channel

If checked, CIP function 'fast_progress' has already been executed.

Get ROS Date

If checked, CIP function 'calc_ros_date' has already been executed.

Get Weight

If checked, CIP function 'calc_weight' has already been executed.

Release

Indicates if the requisition is to be released to procurement.