Part Requests - Requisition

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Inventory

Part Requests - Requisition - Single Item

A purchase requisition for a single item can be created directly from the Part Requests listing screen.

This process can be used when there is no stock available in the company warehouse(s) and you wish to buy stock specifically for the part request.

You can also view, at a glance, how much current stock of a selected item is available in the request source warehouse. This will enable you to make a decision as to whether a requisition needs to be raised to fulfill the request of the item.

Ribbon Select Inventory > Part Requests

The Part Requests for the Site screen will display.

The Site filter will be set according to your company configuration. If required, select the Site you wish to work in.

Note: Refer to Site Selections for more information.

The State filter will default to 'All States' upon opening. You do not need to select a specific State to proceed with the delete process. However, if you wish to narrow your search parameters, select the State that contains the part request you wish to delete.

Note: Refer to State/Type Selections for more information.

The list of part requests displayed will be dependant on the Site and State selected.

Select Item

Either scroll down the list or,
Use the Auto Filter Row, or the sort icon to find the specific part request item.

Note: There may be more than one item linked to a part request but in this process, only a single item on a part request is being requisitioned.

In this example, there are 2 items linked to this part request.
Select the row of the particular part request item where you wish to raise a requisition.
In this example, you can see that the Current Stock available in the requested warehouse for this item is 0, therefore raising a requisition for this request item is prudent.

Raise Requisition

Click on Requisition.

A Procurement - Purchase Requisition message box will pop up with the following prompt:

Are you sure you want to create a new purchase requisition to procure this part?

Click on Yes.

View new Purchase Requisition

A Procurement - Service Request message box will pop up with the following prompt:

A new purchase requisition, number [ ] has been created. Do you want to view it?

Click on Yes.

Note: If you select No, then you will remain in the Part Requests for the Site screen.

The Purchase Requisition Listing screen will open.
The newly created purchase requisition will be selected.
Click on View.

The Edit Requisition screen will open.

Note: Although this screen is called 'Edit Requisition' screen, you will note that there is no Save button, only a Back button as this is a view only screen.

Only the specific part request item that was selected in the process above is listed in the data grid.
If a primary item supplier This will be the supplier that you regularly buy a particular part/item from. The primary supplier is linked to the part definition. Any purchase requisitions raised for this part definition will be created with the primary suppliers details linked. The purchase requisition can be edited to link an alternative supplier, if required. has been set up on the part definition, then the Unit Cost, Supplier Code and Supplier Name fields will populate with the linked supplier details.

For a detailed handling of this topic refer to Parts - Items Supplied

If you wish to link a Note to this requisition, you can click on the tab and add a note from here.
Click on Back or Close the screen to return to the Purchase Requisition Listing screen.

Edit Requisition Options

From the Purchase Requisition Listing screen, you can Edit the Purchase Requisition if required:

Release and Approve Requisition Options

From this screen, you can also continue the process to:

Release and
Approve the requisition, as required.

Close the screen -
Or use the Nucleus Open Windows Functionality to return to the Part Requests for the Site screen where this process began.