Purchase Requisition

Click screen print tabs to see other tab page views.

MaintScape purchase requisitions are internal documents listing items that should be purchased. MaintScape also supports purchase orders which are external ordering documents that are sent to vendors. Please click here for a general overview of purchasing in MaintScape, including how to determine which parts need re-ordering.

You can view different aspects of a purchase requisition by clicking the tabs at the top of the screen. The sample screen print displays tab page "Main" which contains the most important summary information and a list of purchase requisition items.

Unlike purchase orders, each PR line item may identify its own vendor. Vendors in MaintScape are set up as external resource records.

Like work orders, MaintScape purchase requisitions change status as they move through their life cycle.

Please click the tabs at the top of the sample screen print to see other purchase requisition window tab pages. For example, you can click on tab "Status History", "Matchings".

Click screen print tabs to see other tab page views.

You will enter at least the following information in the PR item detail window for each PR line item:

• What you are requisitioning. This can be either a catalogued part, which is a part in your parts file, or a non-catalogued item which is simply a free-form description of what you are requisitioning. The line item in the sample screen print requisitions catalogued part "Diaphragm 3".
• Requisition quantity and cost. Notice that the "Part - Vendor Items" box at the bottom of the screen print lists all price offerings configured for the part. Simply double-click one of the price offerings to use the price/quantity combination for your line item.

You may optionally identify a vendor from whom you wish to order the requested item. Unlike purchase orders, a MaintScape purchase requisition may identify more than one vendor.

You can specify prices in foreign currencies if the Multiple Currency optional module is enabled.

For your convenience, MaintScape shows you current inventory and requisition/order quantities for the part you are requisitioning. For example, you can easily see whether the part is already requisitioned or on order. This is the line of fields directly above the order quantity and order unit fields.