Option 7Material Requisitions

Material requisitions are entered and posted as part of normal Transaction Processing. For posted requisitions, you can use the Material Requisitions File Maintenance function to edit or view the description or cancellation status on header records, and the line number or date required on line item records. You cannot use this function to add or delete records.

When you use this option, a record of all entries are printed. For additions, all new field contents are printed; for deletions, the deleted record’s contents are shown; for changes, both old and new field contents are shown; and, in all cases, the User ID, date, and time are printed.

Select “Material Requisitions” from the File Maintenance menu. Here is the first Material Requisitions entry screen:

Material Requisitions screen

Certain entries on this screen will be automatically displayed. If an asterisk (*) appears next to one of the fields listed, it indicates a “display-only” field, which cannot be changed.

When the key value for a particular record is requested, you can review all the records in the file by selecting the Scan option. The records will be presented on an “Access” screen, and you will be allowed to scan the available data until you find the record you want. Then, position the cursor by that record and press RETURN; the record will be displayed for editing.

Data items for the preceding screen are described below:

Requisition

Enter up to 5 digits to specify the requisition you want to change or cancel. You can use the Scan option to find an appropriate entry.

Description

The system displays the description of the requisition. You can enter a new description of up to 30 characters to override the display.

Warehouse*

The system displays the number of the warehouse entered on the transaction and the description of this warehouse.

Date*

The system displays the date entered on the transaction.

Trx Posted*

The system displays the number of line items that have been posted for this requisition.

The system increments this field by the number of line items posted every time the Material Requisitions Post function is run for this requisition.

Cancel?

By default, the system displays ‘N’ in this field. If you want to cancel this requisition, change this field to ‘Y’.

If you cancel this requisition, it will be deleted the next time the Material Requisitions Post function is run. The Total Quantity Requested on the Material Requisition line item and the Requisitioned quantity on the Products By Warehouse record will be reduced accordingly.

Fully released requisitions are automatically cancelled.

When you have completed this screen, press RETURN. You can now recall line items for the requisition on the second half of the screen.

Select the Next Record option to go to go to the next Material Requisitions screen.

At this screen the use of the MODE keys—CHG, or INQ—pertain to those records in the Material Requisitions file.

The screen below presents information about Material Requisition Line Items.

Material Requisition Line Items screen

Certain entries on this screen will be automatically displayed. If an asterisk (*) appears next to one of the fields listed, it indicates a “display-only” field, which cannot be changed.

When the key value for a particular record is requested, you can review all the records in the file by selecting the Scan option. The records will be presented on an “Access” screen, and you will be allowed to scan the available data until you find the record you want. Then, position the cursor by that record and press RETURN; the record will be displayed for editing.

Data items for the preceding screen are described below:

Line No

The system displays the number of the first line item on the requisition. To change or view a different line item, enter up to 3 digits to identify it.

Date Required

The system displays the date on which the requisitioned product is required. This date can be changed.

Product No*

The system displays the number of the requisitioned product and the corresponding description from the Products file.

Inventory Account*

The system displays the inventory account to which the requisition applies. The corresponding description from the Chart of Accounts file is also displayed.

Total Quantity Requested*

The system displays the total number of stockkeeping units requested to date for this line item.

and Released*

The system displays the total number of stockkeeping units released to date for this line item.

GL Account*

The system displays the General Ledger account that was debited for this line item during release posting and the corresponding description of this account from the Chart of

Accounts file.

Because the account is required for releases but not for requisitions, this field may be blank if no releases have been posted.

Last Quantity Requested*

The system displays the last number of stockkeeping units requested for this line item.

and Released*

The system displays the last number of stockkeeping units released for this line item.

Press RETURN to save the information on this screen.

Select the Previous Image option to go back to the Material Requisitions screen. Select the Next Record option to go to the next Line Items record. Select the END option to go to the next Material Requisitions screen.

At this screen, use of the MODE keys — CHG, or INQ — pertain to those records in the Material Requisition Line Items file.