Difference between revisions of "Open Requirements Screen"

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This screen can be accessed from the Main Navigation page as follows:
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Click: [Purchasing] Icon > [Planning] Tab > [Open Requirements] button
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[[Image:Open requirements.png|thumb]]
 
[[Image:Open requirements.png|thumb]]
  
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This screen is intended for you to review open purchasing requirements which could be generated automatically from orders or from [[Material Resources Planning|MRP]].  It shows a list of all the requirements which have not yet been approved for one of the company's facilities.  It should show the requirements for both the facilities where the company is the owner and the facilities where the company is designated as eligible for receiving inventory.  You can narrow down the list of the requirements by using the search parameters.  If you search the list of open requirements by productId, you will see requirements for both the product and any manufacturing bill of material components it may have.
 
  
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The list of requirements shows the product, when the requirement was created, and when it is needed. Next to each requirement is a quantity and a checkbox.  By selecting the checkboxes and clicking on [Submit] below, you will approve the selected requirements. Alternatively, if you click on [Cancel] you will cancel the selected requirements.
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This screen is intended for you to review and act on the open purchasing requirements which could be generated automatically from sales orders or from [[Material Resources Planning|MRP]].  It shows a list of all the requirements which have not yet been approved for one of the company owned facilities, or a third party facility where the company maintains inventory. 
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'''To View all open requirements,'''
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* Click: [Find] without specifying any search parameters.
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'''To Search for open requirement'''  You can narrow down the list of the requirements by using these search parameters:
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* Requirement Id -- The Id number of a requirement
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* Requirement Type Id -- Choose the source of the requirement from the drop down box
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* Facility Id -- Choose the facility originating this requirement
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* Product ID -- Specify a specific product ID, to see product requirements plus requirements for needed bill of material components required to make an internally manufactured product.
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* Supplier -- See requirements for specified Supplier items
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* Status -- View either Created Requirements, or Proposed Requirements from planning reports
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* Description -- Specify key words in the requirement description
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* Required By Date -- View requirements for specific date ranges
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'''The list of open requirements''' returned by your search shows these data items:
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* Requirement ID 
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* Requirement Type 
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* Facility 
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* Product 
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* Required Date 
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* Status 
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* Supplier 
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* Quantity 
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* and a Checkbox.   
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'''To act on the open requirements,''' Editing, Updating, Approving, or Canceling them:
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* Click a Requirement ID to open the [[Edit Requirement Screen]] for that item, or
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* Select the checkboxes of items to act on, and  
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* Enter any modification of the Supplier, or the Quantity, then
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* Click: [Submit] to Approve, or
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  * Click: [Update] to Modify Only, or
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* Click: [Cancel] to remove the selected requirements.
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Finally, the upper right hand corner of this screen has an [Approve All] button.
  
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Finally, the upper right hand corner has an [Approve All] button which allows you to approve all your open requirements at once.
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* Click: [Approve All] to Approve all of your open requirements at once.

Revision as of 15:23, 9 February 2010

This screen can be accessed from the Main Navigation page as follows: 

Click: [Purchasing] Icon > [Planning] Tab > [Open Requirements] button


Open requirements.png


This screen is intended for you to review and act on the open purchasing requirements which could be generated automatically from sales orders or from MRP. It shows a list of all the requirements which have not yet been approved for one of the company owned facilities, or a third party facility where the company maintains inventory.


To View all open requirements, 

* Click: [Find] without specifying any search parameters.


To Search for open requirement You can narrow down the list of the requirements by using these search parameters:

  • Requirement Id -- The Id number of a requirement
  • Requirement Type Id -- Choose the source of the requirement from the drop down box
  • Facility Id -- Choose the facility originating this requirement
  • Product ID -- Specify a specific product ID, to see product requirements plus requirements for needed bill of material components required to make an internally manufactured product.
  • Supplier -- See requirements for specified Supplier items
  • Status -- View either Created Requirements, or Proposed Requirements from planning reports
  • Description -- Specify key words in the requirement description
  • Required By Date -- View requirements for specific date ranges


The list of open requirements returned by your search shows these data items:

  • Requirement ID
  • Requirement Type
  • Facility
  • Product
  • Required Date
  • Status
  • Supplier
  • Quantity
  • and a Checkbox.


To act on the open requirements, Editing, Updating, Approving, or Canceling them: 

* Click a Requirement ID to open the Edit Requirement Screen for that item, or
* Select the checkboxes of items to act on, and 
* Enter any modification of the Supplier, or the Quantity, then
* Click: [Submit] to Approve, or
* Click: [Update] to Modify Only, or
* Click: [Cancel] to remove the selected requirements.

Finally, the upper right hand corner of this screen has an [Approve All] button. 

* Click: [Approve All] to Approve all of your open requirements at once.
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