Field Definitions: PO Requisition Initialization Form

The following is a list of field descriptions for the PO Requisition Initialization form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Initialize Requisition Lines From

  • Inventory Low Stock – Select this option to initialize requisition lines based on low stock in IN Location Materials. Materials with quantities below the specified Low Stock amount will be set up on a requisition line. System determines requisition eligibilty as follows:

Available (On Hand – Allocated + On Order – Units already in PO) > Low Stock

If the 'available' units are less than the Low Stock amount, the system will then determine the amount to requisition based on the reorder quantity and the amount needed to bring available units equal to the low stock amount:

Available = -200

Low Stock = 500

Reorder Qty = 250

Requisition Qty = 750

In this scenario, 700 units are needed to bring the on-hand quantity equal to the Low Stock amount. The reorder quantity is 250, so 750 units (3 blocks of 250) are requisitioned. (Note: Open batches are not considered when calculating the number of units to requisition.)

Note: If Low Stock or Reorder Qty are equal to 0.00, no requisitions will be created for that material.
  • EM Open Work Orders – Select this option to initialize requisition lines based on open work orders in Equipment Management. When selected, the initialization process will check open work orders for needed parts, then create requisition lines for all parts with the P/S flag set to 'P' (Purchase) and the Required flag set to 'Y' (checked).

PO Requisition Initialization

IN Company

Enabled only when initializing from Inventory Low Stock.

Specify the IN company by which to restrict initialization of requisition lines. Only materials in this IN company that meet all other selection criteria and are below 'low stock' quantities, will be initialized onto requisition lines.

Note: IN company is required if restricting by Location Group and/or Location.

PO Requisition Initialization

IN Location Group

Enabled only when initializing from Inventory Low Stock.

Specify the location group (from IN Location Groups) by which to restrict initialization of requisition lines. Only materials in this location group that meet all other selection criteria and are below 'low stock' quantities, will be initialized onto requisition lines. Leave blank if not restricting by location group.

PO Requisition Initialization

IN Location

Enabled only when initializing from Inventory Low Stock.

Specify the location (from IN Locations) by which to restrict initialization of requisition lines. Only materials stocked at this location that meet all other selection criteria and are below 'low stock' quantities, will be initialized onto requisition lines. Leave blank if not restricting by location.

PO Requisition Initialization

Material Category

Specify the material category (from HQ Material Categories) by which to restrict initialization of requisition lines. Only materials in this category that meet all other selection criteria and are below 'low stock' quantities (if initializing from low stock) or are on open work orders (if initializing from open work orders), will be initialized onto requisition lines. Leave blank if not restricting by material category.

PO Requisition Initialization

EM Company

Enabled only when initializing from EM Open Work Orders.

Specify the EM company by which to restrict initialization of requisition lines. Only materials (parts) on open work orders in this EM company that meet all other selection criteria will be initialized onto requisition lines. Leave blank if not restricting by EM company.

Note: EM company is required if restricting by EM Shop.

PO Requisition Initialization

EM Shop

Enabled only when initializing from EM Open Work Orders.

Specify the shop (from EM Shops) by which to restrict initialization of requisition lines. Only materials (parts) on open work orders in this EM company that meet all other selection criteria will be initialized onto requisition lines. Leave blank if not restricting by EM shop.

PO Requisition Initialization

Open WO Through Date

Enabled only when initializing from EM Open Work Orders.

Specify the shop (from EM Shops) by which to restrict initialization of requisition lines. Only materials (parts) on open work orders in this EM company that meet all other selection criteria will be initialized onto requisition lines. Leave blank if not restricting by EM shop.

PO Requisition Initialization

Add to Existing Requisition

Check this box to add all lines created via the initialization process to an existing requisition (specified to the right).

Do not check this box if you want the initialization process to create a new requisition header. All lines created via the initialization process will be added to the new requisition.

PO Requisition Initialization

Requisition ID

Check this box to add all lines created via the initialization process to an existing requisition (specified to the right).

Do not check this box if you want the initialization process to create a new requisition header. All lines created via the initialization process will be added to the new requisition.

PO Requisition Initialization

Requestor

Enabled only if Add to Existing Requisition option is N (unchecked).

Required. Enter the name or initials (up to 20 characters) of the person requesting the requisition.

PO Requisition Initialization

Description

Enabled only if Add to Existing Requisition option is N (unchecked).

Required. Enter a description of the requisition, up to 30 characters. The description entered here will default as the description in the requisition header.

PO Requisition Initialization

Ship Location

Press F4to select a shipping location from a list. The selected location will be assigned to each line on the requisition.

Shipping locations are created and maintained using the PO Shipping Locations form.

PO Requisition Initialization

Vendor

Press F4 to select an AP vendor from a list. The selected vendor will be assigned to each line on the requisition.

AP vendors are created and maintained using the AP Vendors form.

PO Requisition Initialization

Required Date

Enter a requisition date. The selected requisition date will be assigned to each line on the requisition.

PO Requisition Initialization

Route

Specify the route type for the requisition.

  • 0-Quote – Select this type if the requisition lines must go through the quote process.

  • 1-Purchase – Select this type if the requisition lines will be sent directly to a PO.

The route type selected here will be assigned to each line on the requisition.

PO Requisition Initialization

Reviewer

If applicable, enter the reviewer for this requisition. This reviewer will be assigned to each line on the requisition, in addition to the default reviewers designated at the company, job, EM department, and IN location levels.

PO Requisition Initialization