The Maintain Requisition page is used to edit the engineering requisition created by the MTO as well as to create new engineering requisitions manually and to edit both kinds. It is also used to handle the revision of the data due to changes in BOM as well as to issue requisitions to procurement.
To understand this page, you need to know the following:
Maintain Requisitions |
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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.
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Editable |
Release to Procurement |
Indicates the date on which this requisition was released to procurement.
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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 |
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. |
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This button allows you to configure Properties and add CIPs to an engineering requisition. |
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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. |
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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. |
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Balance |
Balance requisition created by balance MTO Job. |
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Agreement Type |
Type of the agreement.
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Pricing Type |
Name (code) of the pricing type. |
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Release Context |
Indicates the release context that is applied on the requisition line items when releasing a requisition for purchase to procurement. |
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Released By |
The user who released the requisition to procurement. Once released, an engineering requisition cannot be unreleased by the user. |
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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. |
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Notes |
Indicates whether notes have been assigned to the engineering requisition. |
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Approved By |
Indicates the user who approved this engineering requisition. |
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Originator |
Indicates the originator of this requisition. |
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Template Set |
Name (code) of the email template set. |
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Material or Service |
Indicates the material or service which is assigned to this requisition. |
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Revision |
Indicates the revision of the material/service |
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Section |
Name (code) of the section. |
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Category |
Indicates the name (code) of the requisition category defined in the Requisition Categories page. |
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Account Code |
Indicates the name (code) of the account code defined in the Accounts Code page. |
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Original Budget |
Indicates the original budget (this must not reflect the sum of the line item budgets). |
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Total Budget |
Indicates the sum of the line item budget values below this engineering requisition. |
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Currency |
Indicates the currency of the budget. |
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Blanket Order |
Indicates the number of the blanket order which is assigned to this requisition. |
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Master Agreement |
Name (code, number) of the master agreement assigned to the requisition. |
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Inquiry Requisition |
Name (code, number) of the linked inquiry requisition. |
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Milestone Set |
Indicates the name (code) of the milestone set. |
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Milestone Link |
Indicates whether a milestone requisition link exists or not. |
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MS Supp |
Indicates whether a milestone supplement exists or not. |
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Expediting Level |
Name (code) of the level of expediting. |
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Inspection Level |
Name (code) of the level of inspection. |
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Criticality Level |
Name (code) of the level of criticality. |
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Description |
Language dependent description for engineering requisitions. |
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General CIP |
If checked, CIP function 'general_cip' has already been executed. |
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Get Accounting |
If checked, CIP function 'calc_account' has already been executed. |
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Get Budget |
If checked, CIP function 'get_budget' has already been executed. |
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Get Designation |
If checked, CIP function 'get_desig' has already been executed. |
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Handle BOM Documents |
Indicator whether CIP m_pck_req_custom.handle_bom_doc has been executed. |
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Get Procure Channel |
If checked, CIP function 'fast_progress' has already been executed. |
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Get ROS Date |
If checked, CIP function 'calc_ros_date' has already been executed. |
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Get Weight |
If checked, CIP function 'calc_weight' has already been executed. |
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Release |
Indicates if the requisition is to be released to procurement. |
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