Requesting a cataloged part

A cataloged part is one that your agency stocks, so it has a record in the part catalog. To request cataloged parts, you can create a purchase request line item. If you created a purchase order for the parts, you can use the Purchase Order InfoViewer to link the request to the purchase order. When your agency receives the parts, you can create a receipt transaction using the Materials Manager.

  1. Begin to create a requisition, or load an existing requisition in the InfoViewer and select the Line Items tab.
  2. Click Add above the Line Items grid.
  3. Select Purchase Request from the Request Type list.
  4. Select Cataloged Part from the Item Type list.
  5. Specify the identification code for the part in the Part # field.
    If there is an existing part description for the part in your agency's part catalog, Infor Public Sector will automatically enter it in the Description field. Otherwise, you must type a description of the part in the field.
  6. Specify the number of parts in the Quantity field.
  7. Specify the date by which the requested item is required in the Need Date field.
  8. Provide any other information that is required for the line item.
    You can specify the part's vendor or manufacturer information, including the vendor or manufacturer's identification code for the part.
    If you didn't specify a delivery contact when you started creating the requisition, or if a different person is receiving this particular part, specify the contact information for the person in the Contact fields. You can also specify an estimated price for the part in the Estimated Unit Price field.
  9. When you're finished adding the line item, click Save.
    Infor Public Sector closes the Add Line Item dialog box and updates the requisition with the new line item. The status of the line item is In Progress.