Specify the stores and/or suppliers from which to requisition parts on purchase requisition headers.
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Before requisitioning parts, verify that someone else has not already requisitioned the part. Look up existing purchase requisitions on the Outst orders page of the Stock form (SMSTOC). |
Follow these steps to create purchase requisition headers.
Open the Purchase requisitions form (SMREQS).
Click the Record view tab. Datastream 7i displays the Record view page.
Purchase requisition—Enter a description of the requisition in the adjacent field. Datastream 7i assigns a requisition number after you save the record.
Organization—Click to select the organization to which the requisition belongs if you use multi-organization security.
Class—Click to select the class of the requisition. The classes shown belong to the REQ entity.
Choose one of the following options:
Order goods or services from a supplier or send parts to a supplier for repair—Click , for Type, to select Goods requested.
Store—Click to select the receiving store.
From—Click to select the supplier.
Transfer goods internally—Click , for Type, to select Store-to-store.
Store—Click to select the receiving store.
From—Click to select the sending store.
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For store-to-store transactions, you must issue the parts and then receive them in the new store. |
Request that a part be repaired internally—Click , for Type, to select Internal repair.
Store—Click to select the receiving store.
From—Click to select the associated department.
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For internal repairs, you must create a repair work order for the parts and then receive them in the store. |
Work order—Click to select the work order activity if the goods being ordered are direct materials. Direct materials are not kept in store but go directly from the supplier to the workshop for use on the work order.
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Specify the work order activity and the supplier at the requisition header level only if all line items will be used on that work order. Once you specify the work order activity and supplier on the requisition header, you cannot change it at the line-item level. |
Delivery address—Click to select the address to which to deliver the goods.
Default approver—Click to select the name of the person who will approve the requisition.
Originator—Click to select the originator of the requisition.
Cost code—Click to select the cost code.
Choose File | Save from the menu bar. Datastream 7i saves the information to the database.