Cross-Referencing a Job Material to a PO Requisition

Use the Job Materials form to cross reference a job material to a purchase order requisition.

On the Job Materials form, add a new material or select an existing one.
Select the Source tab.
Make sure Requisition is selected in the Source field.
To cross-reference the job material to an existing PO requisition, specify the PO requisition number in the unlabeled field next to the Source field. In the second unlabeled field, specify the PO req line number (or leave it blank to create a new line on this PO requisition).

To create a new PO requisition and assign a particular PO requisition number, specify the PO requisition number. To create a new PO requisition and allow the system to assign a PO requisition number, leave the field blank.
Click the Source button. The system creates a PO requisition and line that is cross-referenced to the job material and inserts the PO requisition number into the Source field.
Optional: You can click Source again to display the cross-referenced PO requisition line.

Note: You can cross-reference to a range of PO requisitions using the Material Planner Workbench form.

After a cross-reference is created, you can change it by either removing the line item or changing the cross-reference information, thus deleting the cross-reference. When this happens, the system displays a warning message indicating the cross-reference will be unlinked.

To view unlinked references, you can filter on the Unlinked Reference check box. You can then do one of the following:

Clear the Unlinked Reference check box so that the record is no longer unlinked. There is no indication in the system that the record was ever cross-referenced.
Delete the supply record.
Leave the Unlinked Reference check box selected.