MANUALS > Requisition > Requisition Module > Requisition, Update Menu > Requisition Management > Requisition Management, General Tab

Requisition Management, General Tab

The General tab allows users to search for Requisitions through primary Requisition details (like Requisition Number, Location, etc.).

As with the majority of the query selections on the system, it is better to input as many parameters as possible to minimize your search result. Select the Find button to displays the search results. The Results are displayed below the Query fields:

Note: The Results section will auto-expand records to display additional details.

Query, General Tab:

The following information/options are available in this window:
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Status drop down

The status of the Requisition. Open is set as the default.

Open - Requisition is open.

Closed - Requisition has been closed.

All - All Requisition statuses.

Order - A Requisition based on an Order.

Cancel - Requisition that has been canceled.

Type

The type of Requisition used to identify the purpose of the request. The requisition type is also useful for sort, filters and searches in the system. A default requisition type may be configured. These are defined in the Requisition Type System Transaction Code.

Requisition

List of required parts for either a maintenance item or for restocking.

Location

The Location for maintenance events, inventory stores, orders, transactions, or training events.

Priority

Identify the urgency of the request or requisition. Additionally, notification based on the requisition priority may be defined by location. These codes are defined in the Priority System Transaction Codes.

P/N

The Part Number reference for the aircraft part.

Material Request Status drop down

The status of the Material Request. The available Material Request Statuses that can appear in this field are as follows:

• Available
• Canceled by Customer
• Canceled by LHT (supplier)
• Delivery Confirmed
• Delivery in Progress
• Preparing for Shipment
• Processing Request
• Request Accepted
• Request Completed
• Request Received

This drop down is part of the Material Integration functionality. For more information refer to the Material Integration Functionality documentation excerpt and consult your interface administrator.

P/N Category

The category of the part as defined in Settings/ Explorer/ System Transaction Code Explorer/ Settings/ P/N Category (e.g. Rotable, Consumable, Repairable) and entered for the particular part in the P/N Master.

P/N Sub Category

The Sub Category for each part.

Inventory Type drop down

The type of inventory the item is registered as in the system. The available options are All, General, GSE and Maintenance Inventory. All is set as the default.

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Results:

The following information/options are available in this window:
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Status

The status of the Requisition.

Note: The status is automatically updated when a requisition is placed on a PO (i.e. from Open to Order).

Type

The type of Requisition used to identify the purpose of the request. The requisition type is also useful for sort, filters and searches in the system. A default requisition type may be configured.

Requisition

List of required parts for either a maintenance item or for restocking.

Requisition Line

The line item number for the specific Requisition.

Location

The required delivery location.

Priority

Identify the urgency of the request or requisition. Additionally, notification based on the requisition priority may be defined by location.

A/C

The individual aircraft tail number.

E/C

The Engineering Control that specifies aircraft or component scheduled maintenance intervals. To view the E/C, expand the record using the Expand button.

W/O

The Work Order used to categorize, manage, and schedule work requirements for aircraft maintenance.

ATA

The Air Transport Association Chapter, Section and Paragraph numbers associated to the Requisition.

Assign To drop down

The employee (buyer) that this Requisition is assigned to. This can only be edited on ‘Open’ Requisitions. This field is auto populated with the value that appears via Settings/ Update/ P/N/ Inventory Levels button/ General Tab/ Buyer field. The Assign To Buyer will be populated if the part has been previously set up with an assigned buyer. An assigned buyer is defined via Settings/ Update/ P/N/ Inventory Levels button/ General Tab/ Buyer field.

Note: Only users who are set up with an Order Authorization amount will appear in this drop down selection. For additional information, refer to the Authorization section of the Settings Training Manual.

Note: The user may now save a requisition without having this field populated. The drop down view changes depending on the setting of Switch ASIGNTOSYSTRANCODE. For additional information, refer to Switch ASIGNTOSYSTRANCODE via the Requisition Switches Manual.

Group

The Group responsible for buying this part. The user can select into the field and select a group from the Drop Down Selection pop-up window or create a new buyer group by selecting the New button. The Group field can be modified.

Requisition Description

Optional description about the requisition.

RQD Date

The date that the item(s) is/are required by.

RQRD QTY

The quantity of items/parts required.

Note: This value is automatically updated when the QTY has been updated via the Requisition Detail, General tab and also when the requisition has been placed on a PO.

ORD QTY

The number of parts for the transaction.

Note: This value is automatically updated when the QTY has been updated via the Requisition Detail, General tab and also when the requisition has been placed on a PO.

RCVD QTY

The quantity of parts that were received.

Created By

The user who created the record.

Inventory Type

The type of inventory the item is registered as in the system. The available options are All, General, GSE and Maintenance Inventory. All is set as the default.

P/N

The Part Number reference for the aircraft part.

P/N Description

The description of the part.

UOM

The Unit of Measurement for the part(s) required.

Preferred Vendor

The preferred vendor to acquire the parts from (if applicable).

Past Prefer Vendor button

The former preferred vendor.

Planner

The Planner of the Requisition.

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The Export as Excel button can be selected to view the queried data (including all pages) in an Excel spreadsheet. This Excel file can be saved for later use. For more information refer to the Export as Excel Button via the eMRO System Standards manual.

The Filter/Sort button is used to alter the search criteria for records associated with the host module and window. For more information, refer to Filter/Sort Button via the eMRO System Standards Module.

Select the results to access the Requisition Management detail window. From there users are allowed to fulfill requisitions by manually referencing multiple orders and order types. For more information refer to the Requisition Management Detail.

The Paste Prefer Vendor button allows the user to paste the preferred vendor information into the Preferred Vendor field. The preferred vendor for the P/N is defined in Settings/ Update/ P/N/ Cost button/Vendor P/N Information. Select the Prefer checkbox to indicate the preferred vendor for that P/N Condition.

Records with a red warning message saying 'RQR AUTH' require authorization.

The Quotes button allows the user to enter quotes for the selected requisition.

For more information, please refer to the Quotes section of this manual.

Note: Requisitions created for parts and their preferred vendors that are under contract will contain the word listed in the Requisition Management listing. For more information refer to the Vendor Cost Listing Button via the Settings Training Manual.