Road Map: Kanban Purchase Requisition Creation
Use the Kanban Purchase Requisition Creation (KBE) program to create a Kanban purchase requisition for a preferred vendor. 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.
System Options Maintenance (XM) (Inventory Control Options) to set the Method for auto-obligation, Manage negative inventory, and Allow stocking of phantoms? Create shipment for demand transfer?, MDI required for transfer confirmation, Validate Kanban refill to mfg order?, Fill Kanban request at creation?, Process Kanban in one-step? options. For bulk movement items, set the Default warehouse for LWM transactions and Default bin location for LWM transactions options. Set the Rcv to same wh/bin as sending branch? option for your login and manufacturing branch.
Material Requirement Planning (MRP) to plan, cancel, or reschedule orders for non-finished goods items.
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.
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 this program:
Requisition Maintenance (IRM) to release requisitions.
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.