The requisition header information is displayed on Home>Requisitions>Maintain Requisitions> Requisition Details screen. Check and complete this header information before you continue with the requisition line items.
Following fields are displayed. For more information, please visit Hexagon doc.
Engineering Requisition
Name (code, number) of the requisition. When you click on any engineering requisitions, the Maintain Requisition screen is displayed.
Supplement
Describes the supplement of this requisition.
Requisition Type
Indicates the type of requisition:
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Order
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Subcontract.
Short Description
Language dependent short description for engineering requisitions.
Purchase
This indicates whether the line items of this engineering requisition can be used for both purchasing and inquiries or only for inquiries.
Origin
Indicates where the requisition has originated from.
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.
The MR Revision value is controlled by the following project defaults:
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ZR_PO_MR - This parameter holds the MR Revision scheme for Purchase Requisitions.
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ZR_INQ_MR - This parameter holds the MR Revision scheme for Inquiry Requisitions.
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.
The SR Revision value is controlled by the following project defaults:
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ZR_PO_SR - This parameter holds the SR Revision scheme for Purchase Requisitions.
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ZR_INQ_SR - This parameter holds the SR Revision scheme for Inquiry Requisitions.
Balance
Balance requisition created by balance MTO Job.
Agreement Type
Type of the agreement.
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The available agreement types depend on the purchase indicator of the requisition, the requisition type and the setting of project default ZP_CONSPCI.
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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'.
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If the requisition can be used for purchasing or if project default ZP_CONSPCI has been set to 'N' you have more options.
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If the requisition type is 'Order' one of the following types can be selected:
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Blanket Order
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Purchase Order
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Notice of Commitment
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Notice to Proceed
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Blanket Order Release
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Field Order
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Rental Order.
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If the requisition type is 'Subcontract', the following types are available:
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Master Agreement
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Subcontract
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Notice of Commitment
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Notice to Proceed
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Service Agreement
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Work Order.
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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.
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A notice of commitment can be converted into a purchase order.
Pricing Type
Name (code) of the pricing type.
Status
Indicated the name of the requisition status defined in Requisition Status page.Mandatory.
Release Context
Indicates the number of line items displayed on the Line Items page. Mandatory.
Release to Procurement
Indicates the date on which this requisition was released to procurement.
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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.
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An engineering requisition released once cannot be unreleased.
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. For more information, please visit Hexagon Document website
Indicates whether notes have been assigned to the engineering requisition.
TE Required
Indicates whether or not this position must be evaluated technically by an engineer.
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.
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 Type
Indicates the material or service type group which is assigned to this requisition.
Revision
Indicates the revision of the material/service type group.
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.
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.
Requisition Node Path
Path of the requisition in the requisition nodes tree.
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Mandatory column
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In case of manually created requisitions you may change this path if you are logged in in the discipline of the requisition. When moving a requisition this does not only affect the current requisition but also all of its supplements.
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Please note that you cannot select balance requisition node for manually created requisition. Balance requisition nodes are reserved for balance MTO jobs only.
MTO Type
Name (code) for the material take off type.
MTO Job
Unique job-name within this project.
Created On
Creation date of the requisition.
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 Destination
If checked, CIP function 'get_desig' has already been executed.
Handle BOM Document
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.
Button Bar
At the top of the requisition list you can find a button bar.
The functionality of these buttons is as follows:.
Translated Descriptions
Translate the descriptions to another language.
Create PO Requisition
You can click this button to create a new requisition for purchase for the selected requisition.
New Requisition
Create new manual Requisition.
New Supplement
Create new supplement for an existing requisition.
Release
Release the requisition to procurement stage.
Approve Sequence
Define approve sequence for the requisition.
Delete Requisition
Delete the selected requisition.
Just one Requisition could be selected.
Update Requisition Status
Change the selected Requisition status from ClOSED to OPEN.
Just one Requisition could be selected; Only requisitions with a status as Open can be updated.
Attachments
Attach Documents, Text and Terms, VDRs, Technical Questions and Notes to the requisition header.
Management Properties
Manage selected Requisition’s properties (Attributes).
Display Column
Manager additional columns to be displayed.