Adding parts to requisitions - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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HxGN EAM
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HxGN EAM Version
12.0.1

Add parts to requisitions after creating the requisition header.

If you do not know the part number of the part(s) to add to the requisition, you can search for the part(s) using the supplier catalog reference number or the manufacturer part description.

The system automatically populates some fields on the requisition line with information entered on the requisition header. For example, if a supplier is entered on the requisition header, the system automatically designates that supplier as the supplier for each requisition line. While the status of an individual requisition line is Unfinished, you can complete or update information on the requisition line as necessary. However, the system protects some fields that can be automatically populated from the requisition header.

Additionally, when you requisition a part cataloged on the Part form, the system also retrieves information from the part record and automatically populates many fields. If you need to requisition a part you have not yet created on the Part form, you can manually create a new part as necessary. After adding all of the necessary parts to the requisition, update the Status of the requisition as necessary based on your status change authorization privileges. Status change authorizations are set up on the Status Authorizations. However, the system enables and/or protects the fields available for update based on the status from which you are updating the requisition.

To add parts to requisitions:

  1. Select Materials > Requisitions.

  2. Select the requisition to which to add parts, and then click the Parts tab.

  3. Click Add Part Line.

    • If the requisition line is generated from an RFQ, the system populates RFQ, RFQ Org., Quotation, Quotation Org., and Quotation Line when the line is created.

    • If an RFQ is generated from the requisition, the system populates RFQ, RFQ Org., and RFQ Line once the RFQ line is created. When a Quotation line is awarded for an associated RFQ line, the Quotation information is populated.

  4. Specify this information:

    Supplier - Specify the supplier for the part.

    Manufacturer - Specify the manufacturer for the part.

    Supp. Catalog Reference - Specify the reference number for the part from the supplier catalog. If you enter a Supp. Catalog Reference, the system populates the Part, the part description, Supplier, Exchange Rate, and the Price from the supplier’s catalog.

    • If the part has no price in the supplier’s catalog, the system retrieves the price from the stock record of the part.

    • If you have entered a Supplier and you also enter a new Supplier Catalog Reference, the system creates a new record of the part in the supplier’s catalog.

      Manufacturer Part Number - Specify the manufacturer part number for the part. If you enter a Manufacturer Part Number, the system populates the Manufacturer and the part description.

      If you have entered a Manufacturer and you also enter a new Manufacturer Part Number, the system creates a new part record for the manufacturer.

      Part - Specify the part to add to the requisition. The system automatically populates the part description and Part Org. and New Orders Not Allowed if the system is flagged to prevent reorders of this part. If the part has been flagged to prevent reorders, select a substitute part to continue.

      Condition - Specify the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.

      Type - Select the part type for the requisitioned line.

      If you select Direct materials as the Type for the requisition line, you must enter a value for Work Order-Activity.

      Line - Modify the line number of the part on the requisition if necessary. The system automatically assigns the next incremental line number based on the setting of the INCRLINO installation parameter.

      You can only edit the Line number when inserting a record. After the record is saved, the system protects Line and it is read only.

      Requested Qty. - Specify the requested quantity of the part.

      Price - Specify the price of the part. The system automatically populates the currency of the organization on the requisition header in the adjacent field.

    • If you select a supplier on either the requisition line or header, the system automatically populates Price with the part price from the supplier’s catalog. Update the supplier on the requisition line as necessary.

    • Additionally, if the EXRTUPDT installation parameter is set to YES, you can also update the exchange rate for a requisition line when you modify the currency of the requisition line. If you update the exchange rate for a requisition line, the system recalculates the value of the requisition header based on the value of the new exchange rate.

      Status - Specify the status of the part. The system automatically assigns Unfinished as the status of the part, or the equivalent user code status.

      Requested Before - Specify the date before which the requisitioned part must be received.

      Attention To - Specify the name or department that is receiving the part.

      Exchange Rate - Specify the exchange rate for the part on the requisition.

      Cost Code - Specify the cost code with which to associate the cost of the requisition.

      Work Order–Activity - Specify the work order and activity for which the items are being requisitioned.

    • If a work order and activity are entered on the requisition header, the system also populates Work Order-Activity with the work order and activity from the requisition header and automatically set the Type for the requisition line to Direct Purchase (PD). However, you can change the Type to Stock Purchase (PS), and the system automatically clears the Work Order-Activity.

    • If the selected Work Order-Activity is a multiple equipment work order, the system enables Equipment and it is required.

      Job - Specify the job for the selected work order-activity.

      Equipment - Choose one of the following options if the work order is a multiple equipment work order:

    • Specify a specific equipment to which to distribute the cost of the part.

    • Specify All Equipment to evenly distribute the cost of the part to each equipment record on the work order.

    • Specify WO Header Equipment to distribute the cost of the part to the equipment on the work order header only.

      If the selected Part is tracked by asset, then the system clears Equipment, Equipment Org., and Related Work Order because you cannot distribute a part tracked by asset across multiple equipment.

      Blanket Order–Line - Specify the blanket order line to associate with the part.

      If you select a Blanket Order-Line, the system automatically populates the Supplier, Supplier Catalog Reference, Part, Description, Part Org., Requested Qty., Price, UOM, Currency, and Buyer from the blanket order line. Part and Description are protected.

      If you enter a Part and then select a Blanket Order-Line, the system overwrites the selected Part with the part from the blanket order line.

      Quotation Indicator - Select one of the following options to indicate whether a supplier quotation is required for requisitioning the part:

      Option

      Description

      Price quote not requested

      Select if a quotation is not required prior to requisitioning the part.

      Request a price quote

      Select if a quotation is required prior to requisitioning the part.

      Price quote requested before PO

      Select if a quotation is preferred but not required prior to purchasing the part.

      Comments - Specify comments as necessary.

  5. Specify the Buyer, Delivery Address, Expense Type, Commodity, and Comments.

  6. Select the Inspection check box to indicate that the part requires inspection.

  7. Select the Warranty check box to indicate that the part is covered under warranty.

  8. Select the Track by Asset check box to indicate that the part is tracked by asset.

  9. Click Submit. The system calculates the cost of the part line and populates Part Line Total with the cost of the total value of the line.

    • To manually create a part for a requisition when the part isn't listed in the supplier catalog reference, or cataloged on the Parts form, click Create Part.

    • To add multiple parts to a requisition, click Select Parts.

    • To add an iProcure part, click Add Parts (iProcure Items).

    • To update iProcure Items in the parts catalog, click Update iProcure Items.

    • To view iProcure sync errors, click View iProcure Sync Errors.

    • To select a substitute part for a part that has been prevented from reordering, click Select Substitute Part.