The Purchase Requisition frame may be used to request parts to be ordered. The person ordering the parts must indicate the reason why the part is to be ordered. Requisition scan also be created automatically through a M5 Batch Process. In order for the user to add a new stock or non stock part to the location they will need to have the Issue Part Inventory Privilege as part of their User Role privileges.
Purchase Requisitions
Location - The location the user is logged into. It must be an inventory location since this is the location the requisition is being created for.
Requisition No. - The requisition number is a system generated number.
Vendor - Vendor that the parts will be ordered from.
Date - Automatically defaults to the current date and time of the creation of the requisition.
Status - The status codes track the requisition from the time it is built, to the time it is completed. The statuses are build, in process, request.
Special Handling - Used to indicate if the requisitioned parts require special handling. This indicator is used only with part procurement interfaces sending data to outside systems.
Requisition Detail:
Part Number - A valid part number to be requisitioned for purchase.
Description - Populates automatically based on the part number entered in the Part Number field.
Qty - The quantity of the part to be requested.
Unit Cost - The per unit cost of the part. This price is the last received price and can be changed.
Unit Inv. - Unit of inventory such as Each or Box.
Vendor - The valid vendor number the order is to be placed with. This is optional.
Need By - The date the part is needed by.
Resv Code - Parts can be reserved for units, accounts (indirect and direct), work orders, departments and stock inventory. If the part is placed on reserve for any type other than stock, M5 will require additional information for the reservation. Non-stock parts cannot be ordered for stock and must have a reservation.
Resv Ref No - The value selected in the Reserve Code will determine what gets entered in this field. For example, if Unit was selected, then a valid Unit number must be entered in this field.
Contract No - If the part is under contract with the vendor, the contract number must be a valid contract and be chosen from the LOV.
App/Rej - If you have the privilege, APP/REJ REQ ON FLY, then you can either approve or reject the part requested, by clicking in this box. If you are rejecting the line, enter the reject reason. Once you save, a dialog box will display asking if you truly want to reject the row. Otherwise, you are approving the line item.
Reject Reason - If the requisition was not approved, enter the reason why you are rejecting the line item.
Part Request
This tab allows you to add any available Part Requests to the Purchasing Requisition.
Requisition Notes
Free form notes fields allows you to add any additional information or notes pertaining to the Purchasing Requisition.
System Flags
5271 - Display Purchasing Requisitions Reservation header information? (Y/N) - Setting this flag to Y will display the reservation code and reference number fields in the Purchasing Requisitions frame header. Utilizing these fields will default the corresponding fields in the iframe detail rows. The iframe default values may be changed if necessary. Setting this flag to N will hide the reservation code and reference number fields in the Purchasing Requisitions frame header. Each new iframe detail row will then auto populate the reservation code and reference number fields based on the prior rows entries. The row will initially default for a stock reservation.
5388 - Add core flag and core cost on Purchasing Requisitions screen? (Y/N) - Default will be "N"; If set to "Y", the core flag and core cost will be added on Purchasing Requisitions, Part Requisition Approval and Part Requisition Multi Approval screens.
Role Privileges
APP/REJ REQ ON FLY - Ability to Approve or Reject the requisition on the fly.
NEW NON STOCK PART - Allows creation of non stock parts on-the-fly from the Purchase Order frame and Part Receipt (on manual receipt only), Purchasing Requisitions, Part Request, and Request Handling, and Purchasing Contracts.
NEW STOCK PART - Allows creation of stock parts on-the-fly from the Purchase Order frame and Part Receipt (on manual receipt only), Purchasing Requisitions, Part Request, and Request Handling, and Purchasing Contracts.
For more details, please see the Inventory Application User Training Guide.
Last Updated: 04/01/2017
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.