Adding parts to store-to-store requisitions

Add the requested parts to the requisition after creating the requisition header.

You may change the status of the requisition line based on your status authorization and requisition approval limits. You can only delete a requisition line if the status of the requisition header is Unfinished.

Note: Requisition approval limits can be set at the header or the line level depending on the setting of the LIMITLEV installation parameter.

The system enforces several business rules that prohibit changing the status of a requisition header from Unfinished to any other status but canceled before adding any lines to the requisition. However, if the status of the requisition header is set to canceled, all the lines on the requisition are also canceled. The system enables or protects certain fields based on the requisition status. The system also populates fields on the requisition header with certain values from the requisition lines.

To add parts to store-to-store requisitions:

Select Materials > Transactions > Store-to-Store Requisitions.
Select the requisition to which to add parts, and then click the Parts tab. The system automatically populates Requested Before with the current system date. The system automatically populates Delivery Address and Cost Code from the requisition header.
Click Add Part.
Specify this information:

Part

Specify the part to add to the requisition. The system automatically populates the part description, Part Org., Price, UOM, Buyer, Commodity, Tax Code, and Expense Type.
The system populates Line with the next incremental line number of the part on the requisition.

If the part is tracked by asset, the system automatically selects Track by Asset.

If the Part is a core tracked part, the system enables Core Qty. You can either enter a value for Quantity or Core Qty., but not both. When you enter a value for either Quantity or Core Qty., the system protects the other field. The system populates Price with the Core Value of the part (not the Repair Price). The origin of the Core Value price is determined by the setting of the PRICELEV installation parameter.

Condition

Specify the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.

Line

Specify the line number for the part on the requisition line. The system automatically assigns the next incremental number to the line based on the setting of the INCRLINO installation parameter.

Status

Specify the status of the requisition line.
Note: You can update the status of a requisition line at any time unless the status of the header is set to Rejected or Canceled.
If the requisition contains more than one line, changing the status of a line does not affect the status of the header. However, if the requisition contains only one line, and you change the status of the line, then the system sets the status of the header to the status of the line.

You cannot update any field on the requisition line other than Status if the status of the line is anything other than Unfinished.

Quantity

Specify the requested quantity of the part.

Requested Before

Specify the date by which you are requesting to receive the part.

Exchange Rate

Modify the exchange rate for the part if necessary. The system automatically populates Exchange Rate with the exchange rate specified on the Exchange Rate tab of the Currency form.
Note: If the EXRUPDT installation parameter is set to YES and you modify the exchange rate, the system recalculates the header value based on the updated exchange rate.

Buyer

Specify the employee code identifying the buyer of the part.

Delivery Address

Specify the address to which to deliver the item.

Cost Code

Specify the cost code with which to associate the cost of the requisition.
Note: If applicable, the system automatically populates Tax Code and Receipt Qty. for the part. The system populates Price with the base price of the part in the From Store.
If no Cost Code is selected for the line and a Cost Code is either added or updated on the header, then the system updates the Cost Code on the line with the Cost Code of the header. Updating the Cost Code on a requisition line does not affect the header.

Expense Type

Select the expense type for the requisitioned line.

Commodity

Specify the commodity code for the requisitioned line.
Note: The system displays the total cost of the item on the requisition in Part Line Total. The Part Line Total is the product of the Requested Qty. and the Price.
Core Qty. is protected unless the selected part is a core tracked part to be issued for repair or reconditioning. If the part is core tracked, you can select and clear Core Qty. as necessary. If Core Qty. is selected, the Price of the part is the Core Value of the part on the part record rather than the Base Price.
Click Submit.