Creating a Purchase Requisition From an Existing Requisition

OBJECTIVE

Used to make it easier to monitor requisitions for materials required for a project when materials are missing and must be ordered.

Creating a purchase requisition therefore allows the user to monitor what is sent to the project (original requisition) separately from what is to be ordered for the project (purchase requisition).

PREREQUISITES

Steps

Configuration

To ensure that "Project/Reservation" requisitions are not processed in Procurement Management (MRP1):

maestro* > Purchasing > Maintenance > Purchasing > Configuration

In the Requisitions section, check the Do not process "Project-Reservation" requisitions in Procurement Management box.

This setting lets you exclude the original requisition (if this option is used) from Procurement Management (MRP1) and tell the system that it must create a purchase requisition (inventory release).

Requisition

Create the original requisition for materials required for the project.

If the Do not process "Project/Reservation" requisitions in Procurement Management box is checked in Configuration, the system assigns a status of YES to the requisitions in the Do not process in Procurement Management field. If checked, the original requisition will not be visible in the Procurement Management (MRP1) option.

Inventory Issues

maestro* > Purchasing > Inventory > Processing > Inventory Issues

You must use the Inventory Issues option to transfer the material available from inventory to the project and create a new purchase requisition for the missing items if the box is checked.

Accessing the Inventory Issues option:
Select the requisition to be processed.
Make sure that the Create a purchase requisition for the missing items field is checked if you want to create a purchase requisition for the missing items (checked by default if the requisition is marked "Do not process in Procurement Management".
Specify for each line on the original requisition the quantities processed with inventory availability and quantities to be ordered to complete the requisition.
Click on Save and Transfer.

The system automatically creates a new purchase requisition for items with quantities to be ordered. This new requisition will have no reference to the project for the original requisition. It will be processed for inventory exclusively. The lines of items will be reserved with the number of the original requisition. The number for the new requisition will be linked to the original requisition for monitoring purposes.

Procurement Management (MRP1)

To order the required materials, use this option to process purchase requisitions.

Only requisitions with the Do not process in Procurement Management field set to YES will be invisible in this option.

Pivotal Requisitions Analysis

New columns have been added so you can see the original requisition number, purchase requisition number and line number for better monitoring.

Progress of Requisitions

A new column displaying the purchase requisition number has been added to the Progress of Requisitions report to create relationships between original requisitions and newly created requisitions.