Manually creating parts for requisitions

Open the Requisitions form.

Select the requisition for which to create parts, and then click the Parts tab.

Click Create Part. The system automatically populates Part with a sequential Part number.

Part Description—Enter a description for the part.

Part Org.—Modify the part organization as necessary.

Type—Select the part type for the requisitioned line.

Line—Enter the line number for the part.

Note: Line type cannot be External Repair.

Requested Qty.—Enter the requested quantity part of the part.

Price—Enter the price of the part. The system automatically populates the currency of the organization on the requisition header in the adjacent field.

Requested Before—Enter the date before which the requisitioned part must be received.

Attention To—Enter the name or department that is receiving the part.

Work Order–Activity—Enter the work order and activity for which the items are being requisitioned.

Note: If a work order and activity are entered on the requisition header, the system also populates Work Order – Activity with the work order and activity from the requisition header and automatically set the Type for the requisition line to Direct Purchase (PD). However, you can change the Type to Stock Purchase (PS), and the system automatically clears the Work Order – Activity. If the selected Work Order – Activity is a multiple equipment work order, the system enables Equipment and it is required.

Equipment—Choose one of the following options if the work order is a multiple equipment work order:

Enter a specific equipment to which to distribute the cost of the part.
Enter All Equipment to evenly distribute the cost of the part to each equipment record on the work order.
Enter WO Header Equipment to distribute the cost of the part to the equipment on the work order header only.

Note: If the selected Part is tracked by asset, then the system clears Equipment, Equipment Org., and Related Work Order because you cannot distribute a part tracked by asset across multiple equipment.

Exchange Rate—Enter the exchange rate for the part on the requisition.

Cost Code—Enter the cost code with which to associate the cost of the requisition.

Blanket Order–Line—Enter the blanket order line to associate with the part.

Note: If you select a Blanket Order–Line, the system automatically populates the Supplier, Supplier Catalog Reference, Part, Description, Part Org., Requested Qty., Price, UOM, Currency, and Buyer from the blanket order line. Part and Description are protected.

If you enter a Part and then select a Blanket Order–Line, the system overwrites the selected Part with the part from the blanket order line.

Buyer—Enter the buyer for the part.

Delivery Address—Enter the delivery address for the part.

Inspection—Select to indicate that the part requires inspection.

Warranty—Select to indicate that the part is covered under warranty.

Track by Asset—Select to indicate that the part is tracked by asset.

Expense Type—Enter the expense type for the part.

Commodity—Enter the commodity for the part.

Quotation Indicator—Select one of the following options to indicate whether a supplier quotation is required for requisitioning the part:

Price quote not requested—Select if a quotation is not required prior to requisitioning the part.
Request a price quote—Select if a quotation is required prior to requisitioning the part.
Price quote requested before PO—Select if a quotation is preferred but not required prior to purchasing the part.

Comments—Enter comments as necessary.

Click Submit. The system calculates the cost of the part line and populates Part Line Total with the cost of the total value of the line.

Note: To delete a part, select the part to delete, and then click Delete Part Line.

To add a comment, click Add/Edit Comments.

To add a iProcure part, click Add Parts (iProcure Items).

To update iProcure Items in the parts catalog, click Update iProcure Items.

To view iProcure sync errors, click View iProcure Sync Errors. View the errors, and then click Close.