• 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.)

PO Requisition Initialization

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.

PO Requisition Initialization

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

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

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

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.

PO Requisition Initialization

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

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

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

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

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

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

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

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

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

PO Requisition Initialization

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

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