Enter Purchase Requisition

Explanation

Entering a purchase requisitions is a preliminary step in creating purchase orders and can be considered a proposal to the buyer or coordinator for what is needed. A purchase requisition is built in two levels: a requisition header and one or several requisition lines. Use this activity to create a requisition header that is required to hire a maintenance service from a selected supplier.
From Execute Wrok Order or Prepare Work Order pages, Select View option and select New Maintenance Purchase Requisition.

• In the Requisitioner field, WO is set as the default Requisitioner. Optionally select another from the List of Values.
• The Site field shows the user's default site.
• Today's date is automatically displayed in the Requisition Date field.
• A requisition number is automatically assigned by the system at save and is shown in the Requisition No field. Note: The requisition header must be saved before any requisition lines can be entered.
• If you want to enter another requisition header for the same work order, create a new record and enter the required information.

The requisition number is assigned by the system when you save the requisition. You cannot manually enter a requisition number.

The Create Request for Quotation option in the Work Order Tender section is used when inviting business-to-business contractors to tender on the work order. If this option is selected, a request for quotation is automatically created and released when a part or no-part line is released for this requisition. There can be only one requisition line (either a part or a no part requisition line) per work task to tender. You can still enter multiple requisition lines for the same work task on other requisition headers but Create Request for Quotation option can not be selected.

For items to be sent out for external service, select the External Service option at the time of creating requisition header. This automatically assigns order code 6 (External Service Order) to the purchase requisition. After saving the requisition header you cannot select the option, still you can change order code manually.  If the order code is 6 (External Service Order) you need to enter an external service type on the Part Requisition Lines section when you complete the purchase requisition line.This selection makes the No Part Requisition Lines section unavailable.

Note: Creating an external repair order from a work order requires the part to be located in inventory before it can be sent out to a supplier for maintenance or repair services.

Prerequisites

• The current work order must have been retrieved in the window header.
• The requisition must not be a part of a work order tender.
• Additional prerequisities for External Services
  • The part to be sent out for external service must have been converted from purchase part to sales part in the Purchase Part or Supplier for Purchase Part pages.
  • The supplier must have been assigned a Customer ID in the Supplier/Purchase page.
  • The external service types must have been defined on the External Service Types.
  • The option External Service Allowed must have been selected in Indicators section of the General tab  and a price for each external service type must have been defined on the External Service Prices tab of the Supplier for Purchase Part page.

System Effects

As a result of this activity, a purchase requisition header is in Planned status.

Pages

Maintenance Purchase Requisition
Work Task

Activity Diagrams

Assign Contractor to Purchase Requistion
Invite to Tender
Prepare Material
Prepare Resource Requirement