Generating requisitions

Generate requisitions from low stock levels to automatically create requisitions based on a stock replenishment method and specified generation options. The system provides three stock replenishment methods: Min/Max, Reorder Level, and On-Demand. The system also enables you to generate requisitions for external repairs of core tracked parts.

To generate requisitions from low stock, the system examines current stock levels in stores, reserved parts, and parts specified on requisitions, purchase orders, and in transit. The system then generates a default requisition for all parts below the acceptable level to reach the specified stock level for the parts. The system will either generate a requisition for a standard order quantity until the specified stock level is reached, or it will simply order the necessary number of parts depending on the information you have entered for the stock record.

Note: If you are using the On-Demand method, there is no minimum quantity of the part to maintain. The system generates a requisition for the part when there is demand for the part, e.g., there is a reservation for the part, but there is not enough of the part in stock to fill the reservation. If you make reservations for an event in the distant future, the system generates a requisition for the required materials. Infor EAM recommends the implementation of company policies to restrict reservation usage to a reasonable time frame in order to minimize excessive inventory.

To implement a stock replenishment method, you must specify a stock method for the part and enter a Minimum Qty., Maximum Qty., Order Qty., and/or a Reorder Level on the stock record, depending on the stock method you have selected. You also must enter a Preferred Supplier.

Set Auto Req. Status on the Stores form to Approved, and all stock requisitions automatically generated for that store are created with a status of Approved. Otherwise, you must manually approve all purchase requisitions generated with a status of Unfinished.

When generating requisitions, the system may generate more than one requisition. Based on the parameters you enter on the Generate Requisitions form, the system may select part lines with multiple store, supplier, and/or buyer combinations. When you click Generate, the system generates a different requisition for each individual store/supplier/buyer combination. The following table illustrates this concept.

Store	Supplier	Buyer	Req. Created
Store 1	Supplier 1		10000
Store 1	Supplier 2		10001
Store 2	Supplier 1		10002
Store 2	Supplier 1	Buyer 1	10003
Store 2	Supplier 1	Buyer 2	10004

Note: User limits do not apply on the Generate Requisitions form.

To generate requisitions:

Open the Generate Requisitions form.
Parameter List—Select the saved selection parameters. The system retrieves the saved selection criteria.
Organization—Enter the organization from which to generate the requisition if you use multi-organization security.
Requesting Store—Enter the store for which requisitions should be generated.

Note: To generate requisitions for all stores that begin within a specific letter, enter the letter followed by a percentage sign, e.g., you want to generate requisitions for all of your Houston locations, so you enter ‘H%’ in Store.
Supplier—Enter the supplier for which requisitions should be generated.
Buyer—Enter the buyer of the parts for which requisitions should be generated.
Preferred Store—Enter the store for which requisitions should be generated if the part in store is a store-to-store transfer.
ABC Class—Select the A, B, or C class of the parts for which requisitions should be generated.
Part Class—Enter the class of the parts for which requisitions should be generated.

Note: To generate requisitions for all part classes that begin within a specific letter, enter the letter followed by a percentage sign.
Requested By—Enter the name of the person requesting the requisitions.
Default Approver—Enter the name of the person approving the requisitions.

Note: The system uses the information you supply in Default Approver to populate Approved By on the Requisitions form. If Auto Req. Status on the Stores form is set to A (Approved) and you do not enter a default approver, the system will populate Approved By on the Requisitions form with your User ID.
Cost Code—Enter the cost code for the requisition.
Consignment Items—Select to generate requisitions for consignment items only.
Non-consignment Items—Select to generate requisitions for non-consignment items only.
All Items—Select to generate requisitions for both consignment and non-consignment items.
Generate Purchase Requisitions—Select to generate purchase requisitions.

Note: To generate a requisition for parts that need to be purchased, you must set up a Preferred Supplier on the Stores page of the Parts form or a Preferred Supplier on the Record View page of the Parts form.
Generate External Repair Requisitions—Select to generate external repair requisitions.

Note: If you select both Generate Purchase Requisitions and Generate External Repair Requisitions, the system processes the external repair requisitions first so that the core tracked parts will be repaired, rather than ordering new parts. Also, if you have selected both Generate Purchase Requisitions and Generate External Repair Requisitions and you need more than the quantity designated for repair, the system generates one requisition with both a repair line and a purchase line.
To generate external repair requisitions for core tracked parts, the core tracked parts must meet the specified parameter criteria. The following information must also be true or set up for a core tracked part on the Repair Details page of the Parts form to generate a requisition for the part: Core Qty. must be greater than 0, External Repair must be selected, you must have entered a Supplier for the part, and the Core Qty. must be greater than or equal to the Min. Repair Qty.

If you set up a Preferred Supplier on the Repair Details page of the Parts form, but you have not on the Stores page of the Part form, the system only generates lines of type External Repair regardless of whether you selected both Generate Purchase Requisitions and Generate External Repair Requisitions. If you have set up a Preferred Supplier on the Stores page of the Parts form, but not on the Repair Details page of the Parts form, the system only generates lines of type Stock Purchase regardless of whether you selected both Generate Purchase Requisitions and Generate External Repair Requisitions.

If you specified a Min. Repair Qty. on the Repair Details page of the Parts form, the system only generates repair requisitions if the Core Qty. is greater than the Min. Repair Qty.

If you selected Auto-Assign for a part on the Repair Details page of the Parts form, the system will assign repair details for external repair parts automatically.
Generate Store-to-Store Requisitions—Select to generate store-to-store requisitions.

Note: If you selected Generate Store-to-Store Requisitions, the system uses the same formula used to calculate Requested Qty. for purchase requisitions.
Include Child Store(s) Qty.—Select to include the quantities for all child stores of the selected Store in the requisition generation process.
Print Requisition—Select to print the generated requisitions.
Click Process. Depending on the generation options you have selected, the system retrieves part lines for low stock items and/or core tracked parts to be repaired externally that are not listed on an existing requisition.
The system calculates the parts to be added to the requisition based on the following equation and the generation options you have selected:
(Qty. on Hand + Qty. at Shop + Qty. at Supplier + the quantity of the part on requisitions + the quantity of the part on purchase order without requisitions + in transit Qty. without requisitions) – (Reserved Qty. + Qty. Requisitioned from store) = Quantity

If you are using the reorder level method—The system generates a requisition if the Quantity is less than or equal to the Reorder Level. The system calculates the Requested Qty. as a multiple of the Order Qty. that is necessary for the Quantity to reach a stock level greater than the Reorder Level.

If you are using the min/max method—The system generates a requisition if the Quantity is less than the Minimum Qty. The system calculates the Requested Qty. as the difference of the Maximum Qty. and the Quantity.

If you are using the on-demand method—The system generates a requisition if the Quantity is less than the quantity demanded. The system calculates the Requested Qty. as being equal to the difference of the qty. demanded and the Quantity.
Select the part lines for which to generate requisitions. The system automatically selects all of the part lines. You may remove individual lines from the list by unselecting the line. The system does not generate requisitions for unselected lines. The system automatically selects all of the part lines. You may remove individual lines from the list by unselecting the line. The system does not generate requisitions for unselected lines.

Note: To select all the lines at once, check Select. To unselect all the lines at once, uncheck Select.
The system never generates a requisition line for parts if Prevent Reorders is selected on the Parts form.
Click Generate.

Note: Depending on your system configuration, the system may require an electronic signature to authorize status initiations for requisitions. The system displays the eSignature popup when assigning a status for each requisition created.