After creating the requisition header, add parts to the requisition.
When you requisition a cataloged part, Datastream 7i retrieves information from the parts catalog and automatically completes many fields. You then complete any remaining fields. If you are requisitioning a non-cataloged part, you must supply more information.
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Enter all requisition line items before changing requisition status. Once an unfinished requisition has the status R—Ready for printing, you cannot add new parts to the requisition. |
Follow these steps to add parts to requisitions.
Open the Purchase requisitions form (SMREQS).
Query for the requisition to which to add parts.
Click the Parts tab. Datastream 7i displays the Parts page.
Line—Enter the requisition line number. The default line numbering is 1, 2, 3, etc.
Type—Click to select one of the following options:
PD—Direct materials
PS—Stock items
RE—External repair
Choose one of the following options:
Select an existing part from a manufacturer—Click , for Manufacturer part, to select the manufacturer part.
Select an existing part—Click , for Part, to select the part.
Create a new part—Click New part. Datastream 7i assigns a new part number. Select By asset to associate the new part with an asset as necessary.
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You cannot create a new part for a requisition line with a Type of RE (External Repair). |
Quotation indicator—Enter a code indicating whether supplier quotations are required. Refer to the following codes:
0—no price quotation is required
1—price quotation is required before order
2—only a price quotation is required
Inspection—Select to indicate that the part must be inspected when it is received on-dock (SMDOCK).
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If Inspection is selected on the part record on the Parts form (SMPART), you cannot unselect it. If you select Inspection and change the requisition Status to R (Ready for printing), you cannot unselect it. |
Warranty—Select if the part or item requested is a replacement part covered under warranty and no charges are expected for it.
Blanket order—Click to select the blanket order and blanket order line number, if applicable.
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You cannot associate a blanket order with an external repair requisition line. |
Work order—Click to select the work order and activity if you are requesting the part for a specific work order.
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If the selected work order is associated with a project/budget, Datastream 7i automatically populates Project/budget with the associated project and budget code. Only authorized users for the project on the work order can request materials for the project associated with the selected work order. |
Quantity required—Enter the quantity required.
Required before—Enter the date by which the parts will be needed.
Price—Enter the price of the part.
Expense type—Click to select the code that categorizes the item cost.
Buyer—Click to select the buyer.
Commodity—Click to select the commodity code that classifies the part or item.
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To add comments on the requisitions, click Comments. Datastream 7i displays the Comments dialog box. The Comments dialog box retains the permissions defined for the tab from which it is invoked. |
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.