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.)
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).
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.
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.
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.
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.
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.
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.
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.
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.
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.
Requestor
Description
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.
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.
Required Date
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.