Entering Material Requisitions—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Internal Customer

Purpose: The purpose of this exercise is to set up an internal customer.

Windows
Inventory Basic Data/Internal Customers

Enter yourself as an internal customer.

General exercise for Internal Customers.

Internal Destination

Purpose: The purpose of this exercise is to set up an internal destination.

Windows
Inventory Basic Data/Internal Destinations

Enter an internal destination in your site.

General exercise for Internal Destinations.

Inventory Part

Purpose: The purpose of this exercise is to set up an inventory part.

Windows:
Inventory Part

Enter an inventory part in your site. Use PCS as Unit of Measure.

General exercise for Purchased Inventory Part

 

If you want to requisition a part that uses condition codes, see the exercise for Setting Up Parts for Condition Codes.

Required Data

Manually Receiving Inventory Part

Purpose: The purpose of this exercise is to enter the required data needed for the main exercises below.

Receive a quantity of 100 of the inventory part you entered (above) into your inventory location by performing a manual receipt.

General exercise for Receive Inventory Part

 

If you want to use the condition code functionality, receive a quantity of 10 of the condition code-enabled part you set up above. To demonstrate additional functionality in a later exercise, receive 10 more of the part, but specify a condition code that is different from the first set of 10 parts..

Main Exercise

Purpose: The purpose of this exercise is to enter a material requisition.

Windows:
Material Requisition

Entering a Material Requisition

  1. Open the Material Requisition window.
  2. Create a new material requisition header (F5). 
  3. Enter yourself as the internal customer.
  4. Enter an internal destination and save (F12).
  5. Create a new material requisition line.
  6. Enter an inventory part.
  7. Enter a quantity due of 20.
  8. Create another material requisition line.
  9. Enter an inventory part.
  10. Enter a quantity due of 20.
  11. In the Supply Code column, click Purchase Order and save (F12).
  12. Right-click on the line and then click Purchase Information. What do you see?

Entering a Material Requisition Using Condition Codes

  1. Open the Material Requisition window.
  2. Create a new material requisition header (F5). 
  3. Enter yourself as the internal customer.
  4. Enter an internal destination and save (F12) the record.
  5. Create a new material requisition line.
  6. In the Part No field, enter the the condition code-enabled part ID.
  7. In the Condition Code field, use the List of Values to select a condition code.
  8. In the Quantity Due field, enter 15.
  9. Save the record.
  10. Select the line, right-click, then click Available to Reserve. The window that opens will display all quantities of the part that are available to reserve. This will allow you to determine if enough parts of the desired condition code are available.
  11. Use this information to modify the material requisition. You may need to change the condition code, the quantity due, or enter an additional requisition line.
  12. Save your changes.

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