MANUALS > Requisition > Requisition Module

Requisition Module

The Requisition option within the system allows material demands to be placed by personnel - mechanics, planners, engineers, or anyone requiring materials - and tracked to the point of fulfillment. Requisitions are used when an Order must be made for a specific or group of parts or materials that can not be obtained from the current inventory. This requirement is primarily completed through a Purchase Order or Transfer Order.

Requisitions may also be generated automatically by the system when re-order criteria is met, as set up in the system. Requisitions are issued in accordance with the demand for parts.

For more information about part reordering, please refer to the ReOrder Button, via the Inventory Levels Button, via the P/N Master, of the Settings Training Manual.

Requisition for part(s) that are required may be created from several options within the system, as follows:

• Requisition Module
• Inventory Query
• Pick List Creation
• Planning Query (via Planning P/N, Multi-Requisition)
• Defect Report (Requisition Button & PN Requirement Tab)
• Work Order, Pick List Generation (produces Requisitions for shortages)

Wherever the Requisition button is available, a requisition can be entered and managed in the Requisition module.

Requisitions are split into two parts, the header record (containing delivery location, priority, etc.) and the detail record (P/N, quantity, etc.). Multi-line requisitions can be entered.

Part numbers that are not known to the system can be requested. However, if the parts are maintenance parts, they can be entered as non-inventory parts to allow for the dispatch of a Purchase Order. However, the unknown part needs to be entered into the P/N Master before it can be received into Inventory.

Requisitions with high priority can have a message automatically sent to specific users by location. For additional information refer to the Location Master, Requisition Tab, via the Location Master of the Settings Training Manual.

It is possible to set the Requisition option on the system to require the 'Wall Password,' this will then identify an individual user creating the record from within a 'Shared Group Login.'

For additional information regarding the Wall Password program, refer to the Security Explorer - Wall By Program, via the System Administration Training Manual.

If a requisition is created at location A and is then attached to a Purchase Order for location B and the Purchase Order is received at Location B, the system may be configured to automatically create a Transfer Order (type) requisition for that part number. The system will also attach that Transfer Order to the new requisition. For additional information, please refer to the System Configuration Training Manual.

Picklist and Requisition Process