Background: Requisition Maintenance
Use Requisition Maintenance (IRM) to release, enter, change, and close requisitions. See Road Map for work flow.
This topic has these subtopics:
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Requisition Types
Requisition types are:
Purchase
Purchase requisitions request the purchase of materials or labor (purchased services). You must enter a separate requisition for each item even when the items are from the same vendor. The purchasing department typically reviews requisitions before releasing them. When you release a purchase requisition, the system creates a purchase order to be sent to the vendor. If you release multiple requisitions for the same vendor, the program creates a single purchase order.Manufacturing
Manufacturing requisitions request that work begin to make specific quantities of items to fill sales orders or provide on-hand inventory. When you release a manufacturing requisition, the system creates a manufacturing order.Transfer
Transfer requisitions request the transfer of items from branch-to-branch. When you release a transfer requisition, the system creates a transfer. You cannot create a transfer requisition for a floor stock item.Unassigned
Unassigned requisitions can be created temporarily until you determine whether you want to make, buy, or transfer the item. You must assign a type before you can release the requisition.
Requisition Creation
You can enter a requisition when you realize that you need to order components, to make a parent item for an anticipated sales order, or to transfer an item to fill a shortage or to distribute inventory to branches.
The system can create requisitions:
The Material Requirement Planning (MRP) program can generate purchase requisitions to create supply for forecast demand.
Note
When the system generates a purchase requisition for an item, it creates a requisition with type P (purchase) if a preferred vendor number exists in the Branch Item Maintenance (IMB) or Enterprise Item Maintenance (IM) program for that item. Otherwise the requisition is created with type U (unassigned) when the Preferred vendor field is blank.
The program does not list requisitions that the Material Requirement Planning program creates based contracts entered in the Vendor Contract Maintenance (VCM) program. Use supply chain management programs to process these requisitions.
If order processing uses manual obligation, an order entry clerk can create a:
Purchase requisition when inventory of a purchased item is insufficient to fill the sales order. The requisition can request a drop shipment from the vendor directly to the customer.
Manufacturing requisition when inventory of a manufactured item is insufficient to fill the sales order.
Transfer requisition when inventory of the item in the branch is insufficient to fill the sales order, but inventory exists in another branch.
For make-to-order items, the system can create a manufacturing requisition when you enter a sales order, especially if the date wanted is far in the future.
Inspection
If the demand order is a purchase or manufacturing order, you can set items for inspection. When the requisition is released, the items on the order will already be set for inspection.
Change a Requisition
You can change fields on a requisition before you release it.
You must change an unassigned requisition to a manufacturing, purchase, or transfer requisition before it can be released. Once assigned, the requisition type cannot be changed.
Close a Requisition
This program does not have delete button. If you no longer need a requisition, click Close req. See Close Requisitions.
Release Requisitions
Releasing a purchase requisition creates a purchase order. Releasing a manufacturing requisition creates a manufacturing order. Releasing a transfer requisition creates a transfer. You can release single or any combination of multiple requisitions. If you release multiple requisitions for the same vendor, the program creates only one purchase order.
You cannot release requisitions that the supply chain management system creates. Use supply chain management programs to release these requisitions.
Manufactured Items for Transfers
When an item is a manufactured item and a transfer requisition is displayed as a single item record and the manufacturing branch of the requesting branch is the also the shipping branch of the requisition, the program displays the manufacturing supply prompt, allowing you to release the requisition to a transfer and create a manufacturing requisition at the manufacturing branch as the same time.
Item Type
You cannot enter requisition for these item types: configured product, prompt, family or pseudo. You can requisitions for phantom items only if you selected the Allow stocking of phantoms? option in the System Options Maintenance (XM) program (Inventory Control Options).
Audit Trail
To activate an audit trail, select one of the files listed below in the Audit Trail Maintenance (XAT) program. The system records all transactions. You can then run the Audit Trails (ATR) program and select that file to print a report of these transactions.
I4RQ: Requisition Master
MP2: Mfg Order Master
MP9: Mfg Order Components
VP1: PO Header
VP1B: PO Lines
WIPF: Work-in-process Header