Road Map: Requisition Maintenance

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

Before you run this program each time

You should run these programs:

  • Sales Order Maintenance (OE) to enter an order for an item. If the Disable branch transfer firewall?, Disable mfg order firewall?, and/or Disable purchase order firewall? options are not selected, the operator or the system can create a requisition for supply.

  • Material Requirement Planning (MRP) to plan, cancel, or reschedule orders for non-finished goods items.

  • (Optional) Kanban Purchase Requisition Creation (KBE) to create a Kanban purchase requisition for a preferred vendor.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Accounts Payable Options) to set the AP interfaced to purchasing? option.

  • System Options Maintenance (XM) (Inventory Control Options) to set these options: Allow stocking of phantoms?, Disable branch transfer firewall?, and Grace period for transfer req release.

  • System Options Maintenance (XM) (Manufacturing Options) to set these options: Disable mfg order firewall?, Shop paper release time, and Requisition release grace period.

  • System Options Maintenance (XM) (Purchasing Options) to set the options: Disable purchase order firewall?, S=Std, A=Actl, M=Matl cost for reqs/PO, and Requisition release grace period.

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Numbering System Setup (XOC) to set up requisition number assignment and set the Allow override? option; also transfer, manufacturing, and purchase order number assignment.

  • Branch Maintenance (TBM) to set up branches.

  • Item Status Codes (TISM) to set item statuses.

  • Export Declaration Codes (TED) to set up export declaration codes.

  • Enterprise Item Maintenance (IM) to set up items for your enterprise and enter a preferred vendor for an item you purchase.

  • Branch Item Maintenance (IMB) to set up items for your branch, enter a Current ECL, Current RRL, or preferred vendor for an item.

  • Item Cost Maintenance (ICM) to enter item costs.

  • Standard Cost Rollup (MCR) to update the standard cost of items and update the general ledger if you have inventory interfaced to the GL.

  • Unit of Measure Codes Maintenance (TUM) to set up unit of measure codes and conversions.

  • Buyer/Planner Codes Maintenance (TNM) to set up buyer codes.

  • Product Class Codes Maintenance (TPC) to set up product class codes.

  • Routing Maintenance (RTM) to enter operation sequences for a parent item.

  • GL Account Maintenance (GMM) to define GL organization codes and GL accounts.

  • Vendor Maintenance (VM) to set up vendor records.

  • User Fields Maintenance (XMO) to create user-defined fields for this program.

  • Audit Trail Maintenance (XAT) to activate system logging of entries and changes.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

Transfer Requisition

At the shipping branch:

  • Branch Transfer Confirmation (ITS) or Secured Transfer Confirmation (SITS) to create a transfer shipment and confirm it.

AND/OR

Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

At the receiving branch:

  • Receiver Maintenance (IRC) to receive the transfer if you are using direct-to-stock receiving.

    AND conditionally

    Receiving and Inspection (IRI) to enter inspection results for items that require inspection.

Manufacturing Requisition

  1. (Conditional) Manufacturing Order Maintenance (MIM) to obligate components for this manufacturing order.

  2. Manufacturing Order Picking Selection (MSS) to obligate and pick all required components or sets of components.

OR

Material Usage Maintenance (MUA) to obligate and pick selected components and close a component short.

OR

Picking Confirmation (MPK) or Secured Picking (SMPK) to pick all required components, sets of components, or selected components.

  1. (Optional) WIP Movement (WIPM) to enter quantities completed, scrap parents or components, and update labor costs.

OR

Labor Entry (LLE) to enter actual hours, overtime hours, pieces produced, and pieces scrapped by employee.

OR

Labor Import (LEI) to import regular and overtime hours, good pieces, and scrapped parents from an ASCII file.

  1. Receiver Maintenance (IRC) to receive the manufacturing order if you are using direct-to-stock receiving.

    AND conditionally

    Receiving and Inspection (IRI) to enter inspection results for items that require inspection.

Purchasing Requisition

  • Receiver Maintenance (IRC) to receive the purchase order if you are using direct-to-stock receiving.

    AND conditionally

    Receiving and Inspection (IRI) to enter inspection results for items that require inspection or to receive if you are using dock-to-stock receiving.

You may also run these programs:

  • Requisition Inquiry (IRSQ) to display open requisitions and optionally released and closed requisitions.

  • Requisition Listing (IRL) to print a list of the requisitions currently on file.

  • Audit Trails (ATR) to print an audit trail report.