Requisition Balance - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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The Requisition Balance feature allows you to combine the quantities of multiple requisition cycles. This is a way to consolidate requisition cycles to avoid or at least minimize surplus quantities. For example, in a project, material must be ordered for two site locations that are not close to each other. The best way to handle this situation is to set up two standard MTO jobs, one for each site location. In this way, the required quantities are calculated and ordered independently.

Towards the end of the project, you define a balance MTO job that will bring together the quantities of the requisitions created by the standard MTO jobs. Thus, the total required quantity of both site locations is calculated. Possible surplus quantities of one location can be used to compensate missing quantities of the other location.

In our example, there are two requisition cycles. Cycle 1 covers the material of Block A in the work breakdown structure (WBS); cycle 2 covers the material of Block B.

For each phase (status), the MTO jobs calculate the required material and create requisitions that are released to procurement to order the material. The quantities are calculated displayed on the following picture for ident code I50014648.

The requisitions created by the final MTO jobs will be approved but not released to procurement. Instead, a balance MTO type is created, and the standard MTO types used to create the requisitions of cycle 1 and 2 are assigned as child MTO types. This balance MTO job creates a requisition with the consolidated quantities of both cycles.

In our example, the final standard MTO jobs calculate a required quantity of 15 for cycle 1 and a surplus quantity of 10 for cycle 2. If you go ahead with these requisitions, you would order an additional 15 for cycle 1 and cancel a quantity of 10 for cycle 2.

With the balance requisition, you don’t have to cancel the surplus quantity for cycle 2. Instead, you just order the difference of both quantities; in our example, it’s 5 for cycle 1. The rest, 10, will be taken from the material already delivered for cycle 2.

The picture below illustrates the flow during the project estimation, design draft, and final design phases.

Towards the end of the project, you want to consolidate the material of different requisition cycles. First, create an MTO type for balance requisitions on the R.10.51 MTO Types screen. Enter the name of the new MTO type in the Type field, select Balance from the dropdown list in the MTO Option field, and assign a pre-defined requisition number rule in the Req Rule field and a pre-defined requisition description rule in the Req Desc Rule field. The Doc Type Set, Email Templ Set, Line item order, and MTO Job Type fields are optional. All the other fields are not available for balance MTO types. Now use the LOV in the Child Type field in the second block to assign the MTO types to be included in the balance requisition as child MTOs to the balance MTO type.

Before you launch the balance MTO job, the highest supplement of the requisitions created by the child MTO jobs must be approved but not released to procurement. Requisitions released to procurement cannot be included in a balance requisition.

Open the R.20.01 MTO Jobs screen and create an MTO job for the balance MTO type.

You can click the Req Candidate button in the Job Control area at the bottom of the screen to view all requisitions that will be part of the balance requisition. Window 4 opens as displayed below, showing the requisition candidates.

Close window 4, and click the Start button to launch the MTO job. When the job is completed, open the R.30.01 Maintain Requisitions screen to check the new balance requisition.

After you create the balance requisitions, the original requisitions cannot be released to procurement. The balance requisition must be released to procurement, and the outstanding materials must be ordered based on this requisition, in order to ensure that only the overall outstanding material will be ordered.