Release, Enter and Change Requisitions

Use Requisition Maintenance (IRM) to release, enter, change, close and assign unassigned requisitions. See Background and Road Map for more information.

Accept the displayed action branch (your login branch) or select a different branch in your inventory group and click OK.

Note
If you accessed this program from Vendor Contract Maintenance (VCM), look ahead to step 3.

The program lists open requisitions for this branch:

Field Name	Displays
Req number	The number assigned to the selected requisition
Type	The requisition type: MFG: Manufacturing P/O: Purchase TRN: Transfer Unasgn: Unassigned
Item number	The number of the item requested on this requisition
M/L	Matl: Material Lbr: Labor
Wanted	The date you need the requested item
Qty requested	The quantity needed
Vendor no	The number of the vendor that supplies the item
Dem type	The demand order type for this requisition: MFG: Manufacturing order PLN: Planned order S/O: Sales order TRN: Transfer
Dem order no	The number of the sales or manufacturing order that generated a demand for this requisition
Dem ln	The line number on the demand order
Buyer	The code that identifies the buyer for this item
Req br	The branch that entered this requisition
Requested by	The person who is requesting the item
Program	The program used to create the requisition
Mfg br	The manufacturing branch associated with the action branch

Choose the appropriate options:

To	Do This
Add a requisition	Click Add.
Copy a requisition	Highlight the line and click Copy. See Copy.
Change, release or close a requisition	Highlight the line and click Select or double click the line.
Print the requisition listing	Click Print. See Print.
Release requisitions	Click Release. See Release Requisitions.
Close requisitions	Click Close req. See Close Requisitions.
Specify a different branch	Click OK. See step 1.
Exit the program	Click Exit.

Enter or change data in these fields:

Field Name

Type / Max Length

Action / Description

Action branch

Display

The branch you specified

Req number

Required
12 alphanumeric

Enter NEW or # if you want the system to assign the next available number. Use Numbering System Setup (XOC) to set up a requisition numbering scheme.

Enter a unique identifier (12 alphanumeric characters maximum) for the requisition number you want to create. You can do this only if the Allow override? option is selected for requisitions in Numbering System Setup (XOC).

Note
You cannot change this field after a requisition is created.

Item number

Required

Enter the number of the item that you want to order, click the Lookup icon and use the standard lookup options to select the item from a list or enter a non-stock item.

Requisitions for non-stock items default to purchase type requisitions and require that you enter a description.

Note
You cannot change this field after a requisition is created.

Req type

Required
1 alphanumeric

If the requisition type is unassigned or if you are entering a new requisition. See Background for more information.

Select the type:

M Manufacturing
P Purchase
T Transfer
U Unassigned

Note
You can change this field only if the requisition is unassigned.

Non-stock?

Display

A check mark indicates the requisition is for a non-stock item.

Description

Conditional
30 alphanumeric

Accept the displayed description for this item or enter a different description. A description must be entered if the requisition is for a non-stock item.

Qty requested

Required
11 numeric

Enter the quantity needed in the stocking unit of measure.

Suggested cost

Conditional
14 numeric in the format 999999999.99999

Accept the displayed cost or enter a different unit cost in your base currency.

When you release a purchase requisition for a foreign vendor, the system converts the cost to the vendor's currency.

The displayed unit cost comes from the Item Cost Maintenance (ICM) program and is based on your selection for the S=Std, A=Actl, M=Matl cost for regs/POs option in System Options Maintenance (XM) (Purchasing Options).

If	Unit cost is
S	Standard
A	Actual; if actual cost is 0, the program uses the item's standard cost.
M	Material

If this requisition is for a labor, the suggested cost is the Cost per piece field for the operation in the Routing Maintenance (RTM) program.

Date wanted

Required
10 date

Accept the displayed date, select a different date on which you need this item, or enter a date shortcut.

For a purchase item, the displayed date is: Order prep lead time + Intransit lead time + Put-away lead time.

For a manufactured or kitted item, it is: Manufacturing lead time + Order prep lead time.

Date promised

Optional
10 date

Select a date on which you promised to deliver the items, or enter a date shortcut.

Stocking UOM

Conditional
3 alphanumeric

For a purchase requisition that is a non-stock item, accept the displayed unit of measure or select a different UOM.

For a purchasing, manufacturing, or transfer requisition, the displayed default is the stocking UOM from the Enterprise Item Maintenance (IM) program.

GL org code

Optional
2 alphanumeric

Leave the field blank if you want the GL organization assigned when an order is created. Otherwise select an organization code for this requisition.

GL account no

Optional
10 alphanumeric

Leave the field blank if you want the GL account assigned when an order is created. Otherwise enter an account number or click the Lookup icon and use the standard lookup options to select an account from a list.

Vendor number

Conditional
10 alphanumeric

For a purchase requisition, accept the preferred vendor for this item, enter a different vendor, or click the Lookup icon and use the standard lookup options to select the vendor from a list.

The preferred vendor selected in the item's record in the Branch Item Maintenance (IMB) program displays.

Vendor item no

Optional
30 alphanumeric

For a purchase requisition, enter the item number this vendor uses for this item.

Vendor contract

Optional
12 alphanumeric

Used for supply chain requisitions only.

Deliver to

Optional
35 alphanumeric

For a purchase requisition, enter the name of the person or department to deliver the item to when you receive it.

Requested by

Optional
35 alphanumeric

Enter the name or department that requested the item.

Buyer

Optional
3 alphanumeric

For a purchase requisition, accept the displayed buyer (from Branch Item Maintenance or Enterprise Item Maintenance) or select a different one.

Drop ship?

Display

For a purchase requisition:
Selected: The vendor is to ship the item directly to the customer or another branch
Blank: The vendor is to ship the item to the requesting branch

Req branch

Required
4 alphanumeric

Accept the displayed requesting branch or select another branch based on the requisition type:

Req type	Select the
P	Purchasing branch
M	Manufacturing branch
T	Branch that is requesting the transfer

Inspection?

Optional

If the demand order is a purchase or manufacturing order, select if you want the item inspected; leave blank if you do not.

Product class

Optional
6 alphanumeric

For a purchase requisition, accept the displayed product class for this item or select another code.

The displayed product class is from the item's record in the Enterprise Item Maintenance (IM) program.

RRL

Conditional
4 alphanumeric

For a manufacturing requisition or purchase requisition for labor, accept the displayed routing revision level or enter the RRL to use for the order to be created from this requisition.

The displayed revision level is from the Current RRL field in this item's record in the Branch Item Maintenance (IMB) program.

ECL

Optional
4 alphanumeric

Accept the displayed the Engineering Change Level for this item or enter a different ECL.

The displayed ECL is from the Current ECL field in this item's record in the Branch Item Maintenance (IMB) program.

Material/Labor

Required
1 alphanumeric

Accept M if the requisition is for material or select L if it is for labor.

Mfg branch

Conditional
4 alphanumeric

For a purchase requisition for labor, accept the displayed manufacturing branch or select the branch that created the demand.

Dem order no

Optional
12 alphanumeric

Enter the order number that generated a demand for this requisition or click the Lookup icon and use the standard lookup options to select the order from a list.

Dem order type

Display

The type of demand (based on the demand order number):
MFG: Manufacturing order
PLN: Planned order
S/O: Sales order
TRN: Transfer

Dem ord line no

Conditional
3 numeric

If a sales order or transfer generated the demand, enter the order/transfer line number

Operation seq no

Conditional
4 alphanumeric

For purchase requisition for labor, enter the operation that requires this labor. To determine the sequence number, run the Routing Inquiry (RTQ) program.

Mfg order type

Conditional
1 alphanumeric

For a manufacturing requisition, select order type:

Select	For
P	Repair order
R	Regular order
W	Rework order

If you leave blank and selected M for Req type, the program sets this field to R for a regular order.

Firm?

Conditional
1 alphanumeric

For a manufacturing or supply chain requisition, enter F if this order is firm or leave blank if this order can be rescheduled or cancelled by the Material Requirements Planning (MRP) or Finished Goods Planning (MFP) programs.

Priority

Optional
2 alphanumeric

Enter a code that management uses to identify the importance of the requisition.

Additional information is displayed from the item's branch record.
For a manufacturing requisition:

One-step mfg?

Y: components are obligated and picked when a manufacturing order for this item is released
N: component obligation and picking are separate functions

Workorderless?

Y: the item is made without a manufacturing order
N: the item requires a manufacturing order

Order prep LT

The number of shop days it takes to prepare an order for release, which can include determining the quantity required, entering the order, and printing or sending the paperwork

Mfg LT

The number of shop days required to make the item

Put-away LT

The number of shop days required to receive a purchased item into inventory, which can include unloading, moving, receiving, and inspection

Min order qty

The minimum quantity that can be ordered

Lot size

The standard quantity made during the production process

Planner

The person responsible for planning the item

For a purchasing, transfer or unassigned requisition:

Order prep LT

The number of shop days it takes to prepare an order for release, which can include determining the quantity required, entering the order, and printing or sending the paperwork

Intransit LT

The number of shop days after an order is placed with a vendor for the item to be delivered

Put-away LT

The number of shop days required to receive a purchased item into inventory, which can include unloading, moving, receiving, and inspection

Consignment?

Y: this is a consignment item
N: this is a not consignment item

Choose the appropriate options:

To	Do This
Change a field	Move the cursor to the appropriate fields and make changes. Click Apply to accept changes or click Cancel to reject changes.
Change the item requested	Click Other info to specify a different item number. This button is available only when you are entering a new requisition; the item number cannot be changed after the requisition is created.
Enter notes for this requisition	Click Notes. See Enter Notes.
Display an item's inventory settings, status, planning profile, or pricing for purchase orders	Click Jump. See Display a Branch Item, Display an Enterprise Item, Display Inventory Status, or Display an Item's Demand and Availability. Click OK to return to this program.
Display change history for this requisition	Click Audit. See Display an Audit Trail. Click OK to return to this program. Note Audit trail logging must be activated.
Display the sales order, transfer, or manufacturing order that generated a demand for the requisition	Click Demand. See Display a Summarized Sales Order, Display a Branch Transfer, Display Components on a Manufacturing Order, Display Requisition Detail, or Display Requisition History. Click OK to return to this program.
Select specific control numbers or warehouse/bin locations	Click Obligate. See Obligate Items. Click OK to return to this program. This button is available only for transfer requisitions.
Close this requisition	Click Close req. The program prompts Close this requisition? Click Yes to confirm or click No to end the action. If you confirm, the program returns to the list of requisitions. See step 2.
Release this requisition	Click Release. The program prompts Release requisition [number]? Click Yes to confirm or click No to end the action. If you confirm, a message about the requisition and order created displays. If the requisition could not be released for some reason, an advisory message is displayed. If you release a transfer requisition, the program prompts Would you like the system to auto-select item [number] or Component [number] is a controlled item. Would you like the system to auto-select these for you? Click Yes to have the system obligate the quantity you requested or click No to obligate them yourself. See Obligate Items.
Display control number information	Click Ctrl info. See Display Control Information for a Requisition Click OK to return to this program. This button displays only for a transfer requisition.
Assign a branch for transfer	Click Assign TRN. See Assign Branch for Transfer.
Enter vendor pricing	Click Vend price. See Display Vendor Pricing. Click OK to return to this program.
Accept the data and return to the list of requisitions	Click OK. See step 2.
Exit the program.	Click Exit.