How to Use CMPRO for PLM (Part 9) – Requisitions
Within the Inventory module of CMPRO, Requisitions are used to manage inventory acquisitions. Requisitions can place items on order, record the cost of materials, receive material into inventory and track the status of inventory purchases. Requisitions enhance the product lifecycle management (PLM) process through integration with many other functions in CMPRO:
Requisitions support multiple line items and use the standard CMPRO workflow. When line items have the Link to Inventory set to “Yes”, the line item is linked with the Inventory module, and additional functionality is activated.
Note: The Inv. Req. Multi Detail screen will limit the creation of line items based on the budget entered on the Project Task.
Note: Inventory Functions and Permissions apply. Users must have Inventory Permissions, be in the Inventory Subgroup of the record being received, and must have the functions to be able to use the Inventory module.
Creating a Requisition
Note: Inventory Requisitions are workflow documents. In order to create an Inventory Requisition, the user must have permission to create on at least one workflow route that is assigned to Req. Master.
Click on the Inv. Req. Multi Create link in the Inventory and Production Management section of the Menu to create a Requisition.
The Inv. Req. Multi Create screen contains several required fields (with a yellow background) that need to be populated before the requisition is created.
The required fields for creating a requisition in CMPRO are:
- Enter any Description for the requisition. This field can be used to identify the reason this requisition is being opened or to indicate what this requisition is supporting.
- In the Req. Del Date enter the date by which the items need to be received.
- Choose the Default Subgroup for when items are received. This refers to the inventory subgroup (as described in the Inventory Module newsletter).
- The Req. Status indicates the current status of the requisition. Available statuses are:
- Draft (the default value)
- B/O (back ordered)
- Cancel (cancels the requisition)
- Com (complete) The Req. Status will automatically change to this value when all items have been received.
- Ord (ordered)
- The Requisitioner and Phone fields are automatically populated with the user’s information that is creating the requisition.
- The Priority field is assigned to rank the urgency of this requisition in relation to other requisitions that are in process.
- Select the Folder from the drop down list of values. This alias points to a location on a server where any attached electronic files will be stored.
- Select the Proprietary Group from the drop down list of values. Proprietary Group helps control who is able to see a record, only individuals assigned to the same proprietary group to which the record is assigned will be able to view it or work with it in any way.
- Select the Workflow Route from the drop down list of values. The route chosen will determine the signatures necessary for the Requisition to be approved.
When all of the required fields are completed, click on Create Req. Multi to display the Req. Multi Detail screen. From this screen add line items to the requisition by clicking on the Add Line Item link in the Link Options section on the left side of the screen or the Line Items section on the right side of the screen.
Click on the Add Line Items link to display the Req. Multi Line Item Create screen. Enter the information in the fields (yellow fields are required) to create a line item.
Inventory Requisitions can be created for items that are listed in the Part Master, the Inventory Master or the Product Definition Master (PDM). Once the item being purchased is selected, the pertinent information is retrieved and populated on the requisition.
After entering the quantity to purchase, the line item total cost is automatically calculated.
The Inventory Requisition Line Item can be tied out to the drawing that uses the part by entering the drawing and revision information in the fields Ref Dwg Number; Ref Dwg Rev and Ref Dwg Type.
Link the line item to a Project and Task in CMPRO by entering the Charge Number and Contract Task Number on the Req. Multi Line Item Create screen. If the Charge Number is used, CMPRO will compare the Line Total to the remaining balance on the Task. If there are insufficient funds for the item a warning message will appear informing the user of such. CMPRO will not save and add the item to the requisition unless sufficient funds are available on the charge number that is listed.
Work Order BOM lines can be referenced to the line item using the ID number that was entered on the Work Order Bill of Materials.
Receiving Requisition Items
Receive requisition items by accessing the Inv. Req. Multi Receive screen from the requisition by using the Receive Items link in the Link Options section in the left pane or from the Menu using the Inv. Req. Multi Receive link. The advantage of entering from the requisition is that the items being received will automatically be linked to the requisition.
To receive items complete the steps on the Inv. Req. Multi Receive screen and click on the Receive button.
Work Orders in CMPRO can be used to create Requisitions from the Buy List of the Work Order. View the Buy List from the Work Order Detail screen by clicking on the Order Status link in the Part BOM section of the screen.
Create Requisitions by checking the boxes next to the items and clicking on the Create Requisition from Line Items link to open the Multi Req. Line Item Create screen. The Requisition can then be created following the steps above.
The Requisition functionality in CMPRO links the Inventory module to the Contracts and Tasks, Projects and Tasks, Product Definitions – Part Trees, Work Orders & Work Instructions and Non-Conformance Modules. This assists in the product lifecycle management (PLM) process by linking all of the information about an Inventory item to the line item it affects.