Generating Requisitions

A requisition header is generated for each planned order group, and a separate requisition line is created for each part/inventory abbreviation/due date combination in the planned order group.

Within a requisition, requisition lines are sorted and numbered by part number, revision, due date, project. The requisition generation process follows the same basic logic found in the requisition generation process in the Material Requirements Report, Sales Order Requisition generation, and the Inventory Reorder processes.

Contents

Field	Description
Requisitioner/Req Org/Phone No	The Requisitioner/Requestor entered in the Options group box of the Firm Material Requirements Planning Planned Orders screen is used as the requisitioner in the requisition header. In the Generate group box, if you selected the Use Planner Employee checkbox, the requisitioner will be the same as the planner from the group's first planned order's planner ID. The organization and telephone number associated with the employee ID for the requisitioner are used in the requisitions.
Requisition Project/Project Abbreviation	The requisition header will have a project and associated project abbreviation only if all the requisition lines are for the same project.
Warehouse/Ship ID	The ship ID associated with the warehouse is used to determine the ship ID for all requisition lines generated. If that is unavailable, the default ship ID from the Configure Purchasing Settings screen in Costpoint Purchasing is used.
Buyer Assignment	The buyer ID for the requisition lines is based on the buyer in the planned order. The requisition header will have a buyer assigned only if all the requisition lines have the same buyer.
Unit of Measure	The quantity in the requisition lines is expressed in the part's order unit of measure. If the part's order unit of measure is different from the inventory unit of measure, planned order quantities are converted to the order unit of measure using the conversion tables in the U/M Conversions subtask of Manage Parts screen. Or, if such a conversion does not exist, use the Autoload button of the Units of Measure subtask of the Manage Parts screen.
Preferred Vendor	Generated requisition lines have a default preferred vendor, if established on the Assign Vendors to Items screen in Costpoint Product Definition for the requisitioned parts.
Suggested Blanket Order	If the part in the requisition line has an existing open blanket purchase order line with a purchase agreement code of S or A, the generated requisitions will also have a Suggested Blanket PO defaulted in (equal to the corresponding PO ID) as the source for the part. If the purchase agreement code is equal to A, Costpoint automatically processes the generated requisition and assigns it to the blanket purchase order. If the requisition unit of measure is different from that of the blanket purchase order, the requisition quantities are converted to the PO unit of measure. If no conversion factors are available, such assignments do not occur. If the purchase agreement code is equal to S, Costpoint suggests a blanket PO only for the requisitions but does not automatically create it. Period of performance, lead time, and minimum quantity criteria must be met before the system can suggest a blanket order or assign the requisition to a blanket purchase order.
Estimated Unit Price, Tax, and Costs	Costpoint uses the cost type with the lowest sequence number, excluding zero (from the Manage Purchase Requisition Cost Types screen in Costpoint Procurement Planning). Possible types are IL (Item Last Cost), IS (Item Standard Cost), IR (Item Reference Cost), PL (Project/Item Last Cost), PS (Project/Item Standard Cost), and PR (Project/Item Reference Cost). If that total cost is not zero, it is loaded into the Est Unit Cost field. If it equals zero, or the correct row cannot be found, the cost value for the type with the next lowest sequence number is used. The selected value determines the cost type. An estimated unit cost of zero is loaded if no cost types apply. If the order's unit of measure is different from the inventory unit of measure, unit costs are adjusted to account for the conversion factor. Whether the requisition line is taxable or not depends on the Default Taxable Status group box in the Configure Purchasing Settings screen. (If you have selected the Use Item Type Default option, it will depend on whether parts are set up as taxable on the Configure Product Definition Settings screen in Costpoint Product Definition). If you have selected the Auto Calculate Sales/VAT Tax checkbox in the Configure Purchasing Settings screen, the tax for taxable parts is calculated using the requisition line ship ID's sales tax code for the warehouse.
Approval Process Assignment	The approval process assignment is determined in the Requisition Approval group box in the Configure Purchase Requisition Settings screen. The Approval Level determines whether the approval process is to be assigned at the requisition header or line level. The option you select in the Process Assignments group box determines the default settings for the approval: No Approval Required: There is no default approval process. Global: The default is the Approval Process code from the Configure Purchase Requisition Settings screen. Manual: The default is the approval process from the planned order. If that is unavailable or invalid, Req Approval Process Code from the Manage Inventory Projects screen is used. If that does not exist, the Approval Process code from the Configure Purchase Requisition Settings screen defaults in. If that is also non-existent, a requisition can be created, but the status will always be Pending,=" forcing you to add an approval process for each requisition and submit it for approval. Proj/Acct/Org: The default is the requisition approval process that is linked to the project associated with the inventory abbreviation that is used for the generated requisitions. Such a link is set up on the Link Project subtask of the Manage Purchase Requisition Approval Processes screen in Costpoint Procurement Planning. If such a project link does not exist, the default is the requisition approval process that is linked to the account/organization associated with the inventory abbreviation that is used for the generated requisitions. Such a link is set up on the Link Acct/Org subtask of the Manage Purchase Requisition Approval Processes screen. Item Type: The default is the requisition approval process that is linked to an item type of Part. Such a link is set up in the Manage Purchase Requisition Approval Processes screen. Initial Status The initial status of the requisitions or requisition lines depends on the Select code assigned to the planned order in the Manage Detailed Part Schedule or Manage MRP Action Messages screens. The initial status will be Pending if the planned order has a Select code of F, or an approval process is required but could not be assigned. The status will be In-Approval if the planned order has a Select code of R. The status will be Approved if you select R but the assigned approval process does not have any approval titles with an Approval Type of Electronic or Both, as selected on the Manage Purchase Requisition Approval Titles screen in Costpoint Procurement Planning. The initial status will also be Approved if you select R and the No Approval Required option is selected in the Purchase Requisition Settings screen. The approval date on the requisition line will be the date when the requisition was generated (if approved). If there is a mix of firmed and released selections in the planned order group, all the requisition lines are assigned a status of Pending. If you are approving by requisition lines and a given requisition has a combination of in-approval and approved lines, the requisition header status is changed to In-Approval.
Req Line Text	For each requisition line, text codes associated with the part/project (and having a where-used type of Purchasing and/or Requisitions) will be used.