Use this subtask to create requisitions for sales order items that are maintained, manufactured, or otherwise tracked in Costpoint Inventory or Costpoint Bills of Material. The system verifies the material availability of the ordered items across physical warehouse locations and across user-selected inventory projects in determining the appropriate quantities to requisition. You can exclude "Make" items from the process.
You can explode the Manufacturing Bill of Material (MBOM) for an ordered item to one or all levels by the requisition generation process. When you explode the MBOM, the system creates a requisition line item for individual components of the bill. Components that appear multiple times in an exploded MBOM are summed and appear as one requisition line item. The following MBOM component types are not eligible for requisition processing: phantom parts, reference parts, tooling parts, as-required quantity parts, and omit requirements parts.
Select this checkbox to include the current on-hand inventory quantities in the calculation to determine requisition quantities.
Select this checkbox to include the current on-order inventory quantities in the calculation to determine requisition quantities.
Select this checkbox to include the current on-requisition inventory quantities in the calculation to determine requisition quantities.
Select this checkbox to include current Material Review Board (MRB) inventory quantities in the calculation to determine requisition quantities.
The requisition creation process searches across user-selected sales abbreviations, inventory abbreviations, or project levels to calculate current available quantities and the quantities to be requisitioned.
Select this radio button to search for inventory only within the inventory abbreviation entered on the sales order line.
Select this radio button to cause a search of all inventory abbreviations sharing the same project associated with the inventory abbreviation entered on the sales order line. The system uses available quantities for all levels to calculate requisition quantities.
Select this radio button to cause a search all projects with the same top-level project associated with the inventory abbreviation entered on the sales order line. The system uses available quantities for that level to calculate requisition quantities.
Select this radio button to cause a search of all inventory abbreviations in the system for available quantities of the ordered item. The system uses the available quantities to calculate requisition quantities.
If the sales order item is established as a Bill of Material (BOM), use the options in this group box to have the system explode the BOM and create requisition line items for its sales order lines and components line items.
Select this radio button to disable BOM explosions.
Select this radio button to explode the SO line BOM item normally. Any SO line components will be ignored when this explosion is performed.
Select this radio button to begin the explosion process from the component line items rather than the sales order line itself (if components exist for the sales order line). The explosion process will use the components' configuration and "as-of date" when exploding the BOM and the components' order quantities, inventory abbreviations, and need dates when populating the requisition. If the sales order line does not contain any components, the SO line item's BOM will be exploded.
Select this radio button to explode the BOM to all structured levels. Each level of the BOM will be searched and individual requisition lines will be created for the components. The part entered on the sales order line will be verified as a "buy" part type.
As the BOM for the part is exploded, the system checks the components to determine whether you have selected the Stop Explosion checkbox in the Component subtask of the Maintain MBOM screen in Costpoint Bills of Material.
If you selected the Stop Explosion checkbox for a component, all components structured under the affected part will be ineligible for requisition generation. Components entered in the Maintain MBOM screen with a quantity type of "O" (per Order) will use the quantity for that BOM line as the requisition quantity.
Select this radio button to limit the explosion to the first structured level of the BOM. The system will search the top level of the bill and create individual requisition lines for the components.
The checkboxes in this group box affect only sales order lines with components. Sales order lines with no components will be processed normally, as explained in the documentation for the Enter Sales Orders screen.
If a sales order line has components and if the Issue Components field displays "Y" in the Enter Sales Order table window, requisitions will be generated for the components if this checkbox is checked.
If a sales order line has components and if the Issue Components displays "N," requisitions will be generated for the components if this checkbox is checked.
If a sales order line has components, requisitions will be generated for the sales order items themselves if this checkbox is checked.
Select this checkbox to include items with Make ("M") part types in the requisition creation process.