Requisitions User Guide

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Requisitions overview
The Requisitions process
How Requisitions interfaces with other applications
Setup overview
Requisitions setup overview
Setup: Prerequisite applications
Concepts in this chapter
Vendor groups
Pay groups
Vendor classes
Process levels
Corporate item group
Inventory locations
Purchasing classes
Item location
Item types
Tax codes
Procurement groups
Comment types
Strategic Ledger
Infor Process Automation
Commitments, encumbrances, and budget edits
Procedures in this chapter
Setting up Currency
Setting up General Ledger
Setting up Accounts Payable
Setting up Inventory Control
Setting up Tax
Setting up Project Accounting
Setting up Invoice Matching
Setting up Purchase Order
Setting up Warehouse
Setting up Asset Management
Setting up Strategic Ledger
Setup: Requisitions structure
Concepts in this chapter
Transaction types
Requesting locations
Approval processing
Approval code
Requester
Procurement template
Accounting information defaulting hierarchy
Fill and kill processing
Procedures in this chapter
Defining a requesting location
Define a requesting location
Define a requesting location
Defining an approval code
Setting up requesters
Creating Requisitions Overview
Concepts in this chapter
Requisition record structure
Price agreement
Vendor agreements
Participants
PO company default rules
Cost override
Unit of measure defaulting hierarchy
How item types affect requisitions
Requisition creation methods
How commitments and budget edits affect Requisitions
Manually creating a requisition
Concepts in this chapter
Replacements and substitutions
Rush Item Processing
Kit
Procedures in this chapter
Manually creating a requisition
Options for Manually Creating a Requisition
Related reports and inquiries
Making substitutions
Creating a requisition from an existing requisition or a template
Procedures in this chapter
Creating a requisition by copying an existing requisition
Options for creating a requisition from an existing requisition
Specifying or changing header information
Specifying or changing line default information
Specifying or changing line detail information
Specifying User Analysis values
Specifying drop ship information
Adding comments
Checking for required approvals
Printing a requisition
Related reports and inquiries
Selecting and copying lines from an existing requisition
Options for selecting and copying lines from an existing requisition
Related reports and inquiries
Creating a requisition from a procurement template
Options for creating a requisition from a procurement template
Related reports and inquiries
Creating a requisition by selecting lines from a procurement template
Options for creating a requisition by selecting lines from a procurement template
Related reports and inquiries
Creating a requisition from Inventory Control
Concepts in this chapter
Replenishment strategies
Reorder document
Inventory Control reordering process
Procedures in this chapter
Creating requisitions from distribution requirements
Creating requisitions from location requirements
Creating requisitions for selected items from selected inventory classes
Replenishing cart or par locations
Concepts in this chapter
Cart or par location
What happens when I create a cart or par location?
Shelf location
How to replenish a cart or par location
Par level
Handheld terminal
Where to enter account information for cart or par locations
Procedures in this chapter
Setting up cart or par locations
Defining account information
Assigning items to the cart or par location
Options for assigning items to cart or par locations
Related Reports and Inquiries
Replenishing cart or par locations
Loading requests into the Requisition Interface file
Approving a requisition
Concepts in this chapter
Manual Requisitions approval process
Infor Process Automation Requisition Approval process
Requisition approval types
Infor Process Automation Requisition Create Line Approval process
Infor Process Automation Requisition Line Approval process
Infor Process Automation Requisition Line Approval for Grant Management process
Available information using drill around
Procedures in this chapter
Approving a requisition manually
Directly approving a requisition line
Bypassing the Infor Process Automation Approval service
Processing Requisitions
Concepts in this chapter
Requisition processing methods
Inventory allocation
Difference between online and batch processing for allocation and feedback
Pick lists
Shipping feedback
Actions performed at the feedback stage
Delivery tickets
Procedures in this chapter
Allocating inventory
Batch allocation
Related reports and inquiries
Online allocation
Related reports and inquiries
Printing pick lists for allocated items
Performing picking or packing feedback
Performing batch picking or packing feedback
Optional procedure
Related reports and inquiries
Performing online picking or packing feedback
Related reports and inquiries
Merging shipments
Performing shipping feedback
Performing batch shipping feedback
Optional procedure
Related reports and inquiries
Performing online shipping feedback
Related reports and inquiries
Releasing the shipment
Batch releasing the shipment
Related reports and inquiries
Releasing the shipment online
Related reports and inquiries
Printing delivery tickets
Managing Requisitions
Concepts in this chapter
Returns process
In balance
Requisition changes
Requisitions cancellations
Procedures in this chapter
Processing requisition returns
Maintaining a requisition
Deleting a requisition
Inquiring on a specific requisition
Reviewing requisition detail
Reviewing requisitions
Reviewing shipments statuses
Reviewing issues history
Purging requisitions information
Using Attribute Matrix attributes
Concepts in this chapter
Attribute Matrix
Attribute
Element
Where to use attributes
List
Using lists
Automatic lists
Automatic list example for items
Procedures in this chapter
Loading Lawson-defined attributes and elements
Defining an attribute
Followup tasks
Related reports and inquiries
Assigning attribute values to an item
Related reports and inquiries
Options for assigning attribute values
Assigning attribute values to a requesting location
Related reports and inquiries
Options for assigning attribute values
Defining an automatic list
Optional procedure for creating an automatic list
Related reports and inquiries
Or Group logic tables
Defining a manual list
Optional procedure for creating a manual list
Related reports and inquiries
Interfacing valid attribute value ranges to Attribute Matrix
Requisitions audits
Requisitions audits
Master file extracts
Extracting data from item and location master
Extracting data from item master audit
Extracting data from the purchase order and PO line files
Extracting data from vendor agreement master
Extracting data from IC company setup master
Extracting data from IC location setup master
Extracting data from UOM setup master
Extracting data from item transaction file
Extracting data from requestor setup master
Extracting data from vendor master
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