Purchase Requisitions for Asset Design

A purchase requisition is created for a known piece of equipment and is a preliminary step to creating a purchase order. A purchase requisition (PR) does not cause a purchase. Rather, it is a proposal to a buyer who will investigate the item and then create a purchase order for it.

When purchasing equipment for a design, two situations usually arise:

• Known equipment: a specific piece of equipment is identified by material or model number, among others, for which a purchase requisition can be created and sent to IFS/Purchasing.
• Unknown equipment: a specification for a piece of equipment is created and potential manufacturers or suppliers are contacted for information before the actual piece of equipment becomes known.

Requirements for Creating the PR

A PR can be created for an object in IFS/Asset Design and saved within IFS/Purchasing. Creating a PR requires the following:

• Installation of IFS/Purchasing.
• An object should be registered within IFS/Asset Design.
• A design part should be created and connected to the object.

If these conditions are not met, the Create Purchase Requisition option, used to create the PR, will not be active.

Other requirements include:

• The connected design part should have a valid Part No. that exists in IFS/Purchasing's Purchase Catalog.  
• Valid site - the Part No requires a valid site as the design part site.

Design parts in IFS/Asset Design are synchronized with Part No. in IFS/Purchasing, Part Catalog, and in most cases with IFS/Inventory. This synchronization occurs when a Part No. is connected (assigned from an existing Part No. or created from scratch) and saved together with the design part.