WILLIAMS TRANSFER CONTROL 6/16/94
DSP01 REQUISITION MAINTENANCE MULTI-LINE
Supplying CO 001 Receiving CO 001
WHS BEL WHS DW1
Requisition 0000086 Rqs Date 06/16/94 Planner Code ADM Comments N
Ln L Prm Ship S R P P/ Cls Balance
No S Item Number Rqs Qty SKU Date Due Date C C C U Rsn Due
01 R CANDY 10.000 EA 06/20/94 06/20/94 D M 1 P 10.000
02 CANDY 15 06/21/94 06/21/94 D M 1 P
F4=Prompt F10=Function Select
F15=Rekey Data
This screen is used to add, change, or display records on the Requisition File. Requisitions are added or changed by typing the appropriate information on the line at the bottom of the screen. You must press the Enter key after each transaction to update the Requisition File.
SUPPLYING COMPANY/WAREHOUSE
Display only. The company/warehouse that will be used to fill this transfer requisition.
RECEIVING COMPANY/WAREHOUSE
Display only. The company/warehouse that will receive this material.
REQUISITION NUMBER
Display only. The number used to identify and track this requisition throughout the system. The number that is assigned is based on the value in the Assign Requisition Number field on Reference File category D05.
REQUISITION DATE
Required in Add mode. Display only in change mode. Identifies the creation date of the requisition and may be maintained initially prior to the first line being entered. Must be a valid date. The default value for an add transaction is the system date. This date cannot be changed once the requisition has been posted.
PLANNER CODE
Display only. The code indicating the planner responsible for the requisition. Valid planner codes are defined on Reference File category 235, Analyst Codes. The code defaults from the Part Master File for requisitions created by Planning.
COMMENTS FLAG
Display only. Indicates if comments exist for line number 00, the requisition header. May be Y (comments exist) or N (comments do not exist).
LINE NUMBER
Display only. When adding a new requisition line, no validation is performed; the system will automatically allocate the next sequential available line number. When changing an existing requisition, the line number must already exist in the Requisition File.
LINE STATUS
Display only. Displays the current status of the line. These codes are defined on the Reference File category D06. For more information about the process of changing the status of a line, refer to the Select field on this screen. Valid display and change choices include:
INITIAL VALUE MAY BE CHANGED TO
P - Planned R - Released (if authorized)
K - Canceled (if authorized)
R - Released K - Canceled
V - Covered cannot be changed
K - Canceled R - Released
C - Closed cannot be changed
A requisition created via Transfer Order Requisition has a status of released (R). It can be canceled (status changed to K) only if no part of the requisition has been covered by a transfer order or if the requisition has not been closed. The status of canceled requisitions can only be changed to R (released) if the requisition has not been placed on a transfer order. The status of released requisitions cannot be changed to V (covered), C (closed), or P (planned) from within the requisition maintenance conversation.
If you associate a requisition with a transfer order line, its status will be changed to V (covered). If the requisition is subsequently detached from that line, its status is returned to R (released).
ITEM NUMBER
Display only. Must not be blanks or nines. Must be an active item on the Plant Part Master File. The item may not be Planning, Reference, or Non-Stocked (Type 4, 5, and C). The item must have an item status that is valid for transfer requisitions, as defined on Reference File category D88.
REQUISITION QUANTITY
Display only. Defines the quantity requested for the part in stockkeeping units of measure. Must be numeric, nonzero, and have the correct number of decimal places based on Reference File category 446.
STOCKKEEPING UNIT OF MEASURE
Display only. Provides the stockkeeping unit of measure for the item entered.
PROMISED SHIP DATE
Display only. Must not be less than the system date or greater than the entered due date. If the promised ship date is not entered it defaults to a calculated date. The calculated promised ship date is the due date less the requisition lead time (Category D17) for the Supplying/Receiving warehouse combination and this calculation must not result in a date less than the system date. If no record is found for Reference Category D17, the In-Transit Lead Time defaults to one day, and a warning message is sent to the system operator.
REQUISITION DUE DATE
Display only. Identifies the date the part has to be available for use. Must be a valid date not less than Promised Ship Date. If the promised ship date has not been entered, the due date less the lead time for the company/warehouse combination must not be less than the system date (i.e., cannot have a promised ship date in the past).
SUPPLY CODE
Display only. The Supply Code identifies the balance type (D-Distribution or M-Manufacturing) to which the transferred stock will be added. If the receiving company/warehouse is distribution, the supply code defaults to 'D' and is protected. If the receiving company/warehouse is manufacturing, the supply code defaults to 'M' but can be maintained (either M or D possible) while the requisition has a status of released.
RELIEF CODE
Display only. The Relief Code identifies the balance type from which the transferred stock will be relieved (Distribution or Manufacturing). If the supplying company/warehouse is distribution, the Relief Code defaults to 'D' and is protected. If the supplying company/warehouse is manufacturing, the Relief Code defaults to 'M', but can be maintained (either M - Manufacturing or D - Distribution) while the requisition has a status of released.
MANUAL REQUISITION PRIORITY
Display only. Defines the processing priority of the requisition. Used as a sort criteria for the Requisition by Promised Ship Date Report. Must exist on Reference File category D13. For add transactions, the default is retrieved from the Transfer System Defaults record, which is Reference File category D05.
PLANNING FLAG
Required. Used to indicate whether this requisition line to be netted with any existing forecast for the related period. the netting is performed as part of the master Schedule and Requirements Planning generation. Valid values are:
U - (Unplanned). The requisition line will be added to the total demand within the Master Schedule and Requirements Planning generation.
P - (Planned). If the part's forecast consumption code allows for transfer requisition consumption, the requisition line will be netted with any forecast in the Master Schedule and Requirements Planning generation.
MANUAL CLOSE JUSTIFICATION
Display only. States the reason for manually canceling a requisition line. Can be entered only on a line with a status of K (canceled). Must exist on Reference File category D12.
BALANCE DUE
Display only during Change transactions. Calculated as the Requisition Quantity minus the quantity that has not been covered by a requisition.
LINE NUMBER
Optional in add mode. Required in change mode. When adding a new requisition line, no validation is performed; the system automatically allocates the next sequential available line number. When changing an existing requisition, the line number must already exist in the Requisition File.
SELECT
On the multi-line screen, it is possible to change:
- the requisition quantity
- the promised ship date
- the due date
- the priority code
- the supply and relief code
when changing the status from 'P' (planned) or 'K' (canceled) to 'R' (released); or when status code 'C' (change) is chosen.
Closed and covered requisitions cannot be changed. Canceled, planned, and released requisitions may be changed on the detail screen. You must be authorized to release planned requisitions.
To change a requisition, enter a 'C' in the Select field after entering a line number. Then change the requisition quantity, promised ship date, due date, and the priority code. Depending on the type of supplying or receiving warehouse, you may also be able to change the supply or relief code (see Relief Code/Supply Code field above). If the other fields are changed, normal validation is performed.
ITEM NUMBER
Required in add mode. Display only in change mode. Must not be blanks or nines. Must be an active item on the Plant Part Master File. The item may not be Planning, Reference, or Non-Stocked (Type 4, 5, and C).
REQUISITION QUANTITY
Required. Defines the quantity requested for the part in stockkeeping units of measure. Must be numeric, nonzero, and have the correct number of decimal places.
STOCKKEEPING UNIT OF MEASURE
Display only in change and add modes. Provides the stockkeeping unit of measure for the item entered.
PROMISED SHIP DATE
Optional. Must not be less than the system date or greater than the entered due date. If the promised ship date is not entered, it defaults to a calculated date. The calculated promised ship date is the due date minus the requisition lead time (Category D17) for the Supplying/ Receiving warehouse combination. This calculation must not result in a date less than the system date. If no record is found for Reference Category D17, the In-Transit Lead Time defaults to one day, and a warning message is sent to the system operator.
REQUISITION DUE DATE
Required. Identifies the date the part has to be available for use. Must be a valid date not less than Promised Ship Date. If the promised ship date has not been entered, the due date less the lead time for the company warehouse combination must not be less than the system date (i.e., cannot have a promised ship date in the past).
SUPPLY CODE
Required. The Supply Code identifies the balance type (D-Distribution or M-Manufacturing) to which the transferred stock will be added. If the receiving company/warehouse is distribution, the supply code defaults to 'D' and is protected. If the receiving company/warehouse is manufacturing, the supply code defaults to 'M' but can be maintained (either M or D possible) while the requisition has a status of released.
RELIEF CODE
Required. The Relief Code identifies the balance type from which the transferred stock will be relieved (Distribution or Manufacturing). If the supplying company/warehouse is distribution, the Relief Code defaults to 'D' and is protected. If the supplying company/warehouse is manufacturing, the Relief Code defaults to 'M', but can be maintained (either M - Manufacturing or D - Distribution) while the requisition has a status of released.
MANUAL REQUISITION PRIORITY CODE
Required in add and change modes. Defines the processing priority of the requisition. Used as a sort criteria for the Requisition by Promised Ship Date Report.
Must exist on the Reference File category D13. For add transactions, the default is retrieved from the Transfer System Defaults record (category D05) on the Reference File.
PLANNING FLAG
Required. Used to indicate whether this requisition line to be netted with any existing forecast for the related period. the netting is performed as part of the master Schedule and Requirements Planning generation. Valid values are:
U - (Unplanned). The requisition line will be added to the total demand within the Master Schedule and Requirements Planning generation.
P - (Planned). If the part's forecast consumption code allows for transfer requisition consumption, the requisition line will be netted with any forecast in the Master Schedule and Requirements Planning generation.
MANUAL CLOSE JUSTIFICATION
Required when canceling a released (R) line with code X. States the reason for manually canceling a requisition line. Can be entered only on a line with a status of K (canceled). Must exist on the Reference File category D12.
COMMAND KEYS
F4 - Display a list of values for the field where the cursor is positioned. If you select one of the items from the list, it will be returned to the application screen.
F5 - By typing in a line number and pressing F5, you will be taken directly to the detail screen for this line. If no screen number is entered, this key will display the detail screen for the first requisition line. Pressing Enter from this screen will take you through the lines on the detail screen.
F10 - This key takes you to the Function Select screen.
F12 - Press this key to proceed to the comments screen for the line entered in the line field. If no line is entered, the comment for the requisition header is displayed. Press Enter on the comments screen to go sequentially through the comments for each line of the requisition.
F14 - This key takes you to the Detail Add screen where a new requisition for this Supplying/Receiving Company/Warehouse may be entered.
F15 - Clears all fields that you have just entered in order to enter new data.
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