Create stores requisitions by manual reservation - Intergraph Smart Materials - 10.2 - Help - Hexagon

Intergraph Smart Materials Web Help (10.2)

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English
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Intergraph Smart Materials
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Help
Smart Materials/Smart Reference Data Version
10.2
  1. On the Home page, click Site> Stores Requisitions.

  2. Click Create SRR and select the SRR Type from the drop-down list.

  3. For creation of SRR by Manual Reservation, select Manual Reservation and click Create.

  4. In the SRR Details tab, do the following:

    1. The SRR Number, Created on and Created By are auto populated.

    2. Select the MIR Number and the Received By from the respective select lists.

    3. Optionally, you can enter the values for Issued By, Work Order, Work Item, Required Delivery Date, Delivery Date, Delivery Location, and Company.

    4. Select the value for Company from the list.

    Company Name is auto populated.

    1. Optionally, you can also add descriptions in the Short Description and the Description cells.

    2. Click Save.

    3. Check the box for Ready for Approval if the SR is ready for approval

    • On clicking the Ready for Approval, all the existing users will be deleted.

    • If this checkbox is checked, the filled in Approval Template is copied to the Approval Sequence if the project default ZC_SRRAPPR is set.

    • If no Approval Template is filled in, the current logged on user is copied to the Approval Sequence.

    • A Status E-Mail is sent out to the SR Originator (Created by) when the SRR is approved by each person in the approval sequence.

    1. Press Approval Sequence to show the approval sequence the SRR.

      SHARED Tip To use an existing template for the approval sequence, click Use Template, select a template from the Approval Templates list, and then click Save.

    2. Click Save.

    3. Press the Post button after material is selected, to update the filed posted date in SRR header.

      1. No inventory changes are made.

      2. If ZC_SRRAPPR is set, the Post button is only active if all assigned users in approval sequence have checked the approved indicator.

      3. If ZC_SRRAPPR is not set and no user is assigned in the approval sequence, the Post button is active.

    4. Press the Unpost button to unpost the SRR.

      1. This button is only activated after an SRR has been successfully posted. No inventory updates are made.

      2. This button is not available after creation of a MIR.

    5. Press the Create MIR button to create the MIR from SRR.

      This button is active if SRR is posted and no MIR exists for this SRR.

  5. In the Stores Requisitions tabs, do the following:

    1. Click Add Row.

    2. Select the Ident Code(s) from the list in the Inventories Receipts window and click Fill in.

    3. Enter a value for the SR Quantity.

    • The default SR Quantity is set to 0.

    • The SR Quantity should be less than the On-Hand Quantity.

    1. Optionally, you can edit/add the Agreement Number from the select list.

    2. Click Save.