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Settings

Adding Lines to a Requisition

You can add requests for resources (requisition lines) to an existing requisition that has the “In planning” status. If a requisition is already approved or planned, you must redraft it in order to add requisition lines. For information, see Redrafting Manual and Replenishment Requisitions.

To Add Lines to a Requisition

1.
Open the requisition. The Requisition window appears.
2.
On the Lines tab, click the New list and select the appropriate type of requirement: Material, Service, Tool, or On-site Contractor. The requirement’s New Requirement dialog appears. The dialog will have different settings, depending on which type of resource you are adding.
Tip: To add several different requirements at once, click Browse. The Browse Catalog dialog appears. Each tab on this dialog lists different types of resources that you can choose. On the Resources tab, select the Resource type to switch between materials, tools, trades, and services. Select the check boxes for each resource that you want to add. You can select resources on more than one tab. When you are finished, click OK. You will need to open each line to review and edit the requirement.
3.
If you selected to add a new Material Requirement - Purchase item, on the General tab, enter the following settings:
Setting Name
Description
Resource
The resource that is required for this demand.
If you want to enter a new or non-cataloged resource from a work order, leave this box blank and enter a description of the item in the Demand description box.
Fulfillment method
Select how the resource demand will be fulfilled.
•
Purchase: Use for trades, materials, tools, or services that need to be purchased.
•
Equipment Rental: Use for tools and equipment to be rented from an outside supplier.
Purchase type
Select the appropriate purchase type:
•
Regular purchase: used for most purchases
•
Equipment rental: used for tool resources only
Requirement
The number of units required for the item. If this box is left blank, an error message will appear.
This setting is only applicable to materials, tools, and service resources that don’t use a time-based unit of measure.
For time-based resources (trades, tools, and services that are time-based), the Requirement entry is calculated using:
Number of x Required for
Unit cost or Rate
The cost per unit for the demand. If you are entering a non-catalog resource, you can enter the unit cost here.
If you have selected a supplier resource with a current price, or a warehouse issue, the system enters the unit cost and you cannot change it unless you are a buyer.
Since inventory unit costs change over time as you purchase materials, the current unit cost is retained to provide costing stability.
Purchase priority
The selected purchase priority for this resource demand. You can select from the list of purchase priorities defined for the site.
Buyer
The name of the buyer who will process this resource demand.
Supplier
The number of the supplier that supplies this resource.
By default, the system enters the default supplier of the resource. If necessary, you can change the supplier by clicking either All Suppliers or Valid Suppliers and selecting a new supplier from the selection dialog.
Deliver to
Select the warehouse where the item(s) should be delivered.
Deliver to warehouse/Inventory group
The name of the warehouse inventory group that should receive the item(s) ordered. If you select a consignment inventory group, the order will be treated as a consignment order.
4.
If you selected to add a New Material - Warehouse Item, on the General tab, enter the following settings:
Setting Name
Description
Resource
The resource that is required for this demand.
If you want to enter a new or non-cataloged resource from a work order, leave this box blank and enter a description of the item in the Demand description box.
Fulfillment method
Select how the resource demand will be fulfilled:
Warehouse Issue: Use for material that will be issued from a warehouse.
Warehouse Transfer: Use for materials that will be transferred from one warehouse to another.
Requirement
The number of units required for the item. If this box is left blank, an error message will appear.
This setting is only applicable to materials, tools, and service resources that don’t use a time-based unit of measure.
For time-based resources (trades, tools, and services that are time-based), the Requirement entry is calculated using:
Number of x Required for
Unit cost or Rate
The cost per unit for the demand. If you are entering a non-catalog resource, you can enter the unit cost here.
If you have selected a supplier resource with a current price, or a warehouse issue, the system enters the unit cost and you cannot change it unless you are a buyer.
Since inventory unit costs change over time as you purchase materials, the current unit cost is retained to provide costing stability.
From inventory
The warehouse inventory group from which this item should be issued.
Deliver to
Select the warehouse where the item(s) should be delivered.
Deliver to warehouse/Inventory group
The name of the warehouse inventory group that should receive the item(s) ordered. If you select a consignment inventory group, the order will be treated as a consignment order.
5.
If you selected to add a new Tool Requirement, on the General tab, enter the following settings:
Setting Name
Description
Resource
The resource that is required for this demand.
If you want to enter a new or non-cataloged resource from a work order, leave this box blank and enter a description of the item in the Demand description box.
Fulfillment method
Select how the resource demand will be fulfilled.
•
Purchase: Use for trades, materials, tools, or services that need to be purchased.
•
Equipment Rental: Use for tools and equipment to be rented from an outside supplier.
•
Tool Issue: Use for tools that are issued from a warehouse.
From inventory
The warehouse inventory group from which this item should be issued.
Number
The total number of items that are required. For example, the number of employees or contractors required for the trade or the number of tools.
This setting is only applicable to trades, tools, and time-based service resources.
 
Required for
The amount of time that each employee, contractor, tool, or service person is required. For example if you are entering a trade requirement, enter how long each employee will need to work on this task. The total time entered for the requirement will be calculated as:
Number Of x Required For
The default requirement is 1.00 hour.
This setting is only applicable to trades, tools, and time-based service resources.
Note: For scheduling purposes, one day = 24 hours, regardless of the number and type of shifts included on the schedule.
Requirement
The number of units required for the item. If this box is left blank, an error message will appear.
This setting is only applicable to materials, tools, and service resources that don’t use a time-based unit of measure.
For time-based resources (trades, tools, and services that are time-based), the Requirement entry is calculated using:
Number of x Required for
Unit cost or Rate
The cost per unit for the demand. If you are entering a non-catalog resource, you can enter the unit cost here.
If you have selected a supplier resource with a current price, or a warehouse issue, the system enters the unit cost and you cannot change it unless you are a buyer.
Since inventory unit costs change over time as you purchase materials, the current unit cost is retained to provide costing stability.
6.
If you are entering a purchase or equipment rental, select the Details tab. Enter the following settings:
Setting Name
Description
Supplier
The number of the supplier that supplies this resource.
By default, the system enters the default supplier of the resource. If necessary, you can change the supplier by clicking either All Suppliers or Valid Suppliers and selecting a new supplier from the selection dialog.
Supplier reference
The supplier’s resource price for this resource. Only prices that are currently effective (not expired) can be selected.
Purchase priority
The selected purchase priority for this resource demand. You can select from the list of priorities defined for the site.
Buyer
The name of the buyer who will process this resource demand.
7.
If you selected to add a new Service Requirement, on the General tab, enter the following settings:
Setting Name
Description
Resource
Enter the number of the service resource. To search for the service, click Browse Catalog.
Demand description
If you have selected a catalog resource, the system displays the description here.
To enter a non-catalog resource, type the resource description in this box. You can enter up to 100 characters.
Fulfillment method
For service resources, this box is automatically set to Purchase.
Purchase type
For service resources, this box is automatically set to Service order.
Time-based service
Select this option if the service will be purchased based on a time unit of measure (such as hours or days).
If the service is a catalog resource, the system sets this option based on the unit of measure set on the resource.
Number
The total number of items that are required. For example, the number of employees or contractors required for the trade or the number of tools.
This setting is only applicable to trades, tools, and time-based service resources.
 
Required for
The amount of time that each employee, contractor, tool, or service person is required. For example if you are entering a trade requirement, enter how long each employee will need to work on this task. The total time entered for the requirement will be calculated as:
Number Of x Required For
The default requirement is 1.00 hour.
This setting is only applicable to trades, tools, and time-based service resources.
Note: For scheduling purposes, one day = 24 hours, regardless of the number and type of shifts included on the schedule.
Supplier
The number of the supplier that supplies this resource.
By default, the system enters the default supplier of the resource. If necessary, you can change the supplier by clicking either All Suppliers or Valid Suppliers and selecting a new supplier from the selection dialog.
Supplier reference
The supplier’s resource price for this resource. Only prices that are currently effective (not expired) can be selected.
8.
On the Purchasing tab, enter the following settings:
Setting Name
Description
Purchase priority
The selected purchase priority for this resource demand. You can select from the list of purchase priorities defined for the site.
Buyer
The name of the buyer who will process this resource demand.
9.
If you selected to add a new On-site Contractor, on the General tab, enter the following settings:
Setting Name
Description
Trade
Select the appropriate trade from the list. On-site contractor trades must have Maintenance or Purchasing and maintenance set as the Available source.
Number
The total number of items that are required. For example, the number of employees or contractors required for the trade or the number of tools.
This setting is only applicable to trades, tools, and time-based service resources.
 
Required for
The amount of time that each employee, contractor, tool, or service person is required. For example if you are entering a trade requirement, enter how long each employee will need to work on this task. The total time entered for the requirement will be calculated as:
Number Of x Required For
The default requirement is 1.00 hour.
This setting is only applicable to trades, tools, and time-based service resources.
Note: For scheduling purposes, one day = 24 hours, regardless of the number and type of shifts included on the schedule.
Labor rate type
The type of labor rate to be used in planning the costs for this requirement. The system enters the default labor rate type, but if necessary you can change it.
Fulfillment method
Select Purchase.
Purchase type
Select On-site contractor.
10.
Select the Purchasing tab. Enter the following settings:
Setting Name
Description
Supplier
The number of the supplier that supplies this resource.
By default, the system enters the default supplier of the resource. If necessary, you can change the supplier by clicking either All Suppliers or Valid Suppliers and selecting a new supplier from the selection dialog.
Supplier reference
The supplier’s resource price for this resource. Only prices that are currently effective (not expired) can be selected.
Purchase priority
The selected purchase priority for this resource demand. You can select from the list of purchase priorities defined for the site.
Buyer
The name of the buyer who will process this resource demand.
11.
If necessary, you can change the cost type or GL account being charged for this resource. Select the Charging Info tab, and then select Override the cost type or the Override the account option, and then click Browse. Make your selection, and then click OK.
12.
Select the Attachments tab, and click New to add an attachment to the requisition line. The Attachment dialog appears. For more information about adding attachments, see Adding Attachments to Objects.
13.
Repeat steps 2 to 12 for each resource that you want to add to the requisition.