Handling Material Requisition—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Internal Customer

Purpose: The purpose of this exercise is to set up an internal customer.

Windows:
Inventory Basic Data/Internal Customers

Enter yourself as an internal customer.

General exercise for Internal Customers.

Internal Destination

Purpose: The purpose of this exercise is to set up an internal destination.

Windows
Inventory Basic Data/Internal Destinations

Enter an internal destination in your site.

General exercise for Internal Destinations.  

Inventory Part

Purpose: The purpose of this exercise is to set up an inventory part.

Windows:
Inventory Part

Enter an inventory part in your site.

General exercise for Purchased Inventory Part.  

Required Data

Entering a Material Requisition

Purpose: The purpose of this exercise is to enter the required data that is used in the main exercises below.

  1. Create a material requisition with 3 lines. On the first two lines, click Inventory Order in the Supply Code list. On the last line, click Purchase Order.
  2. Make sure that the quantities are enough for a material requisition. If you do not have enough quantities, receive some quantities into your inventory location by performing a manual receipt.

 General exercise for Entering Material Requisition, 

Main Exercises

Purpose: The purpose of this exercise is to reserve parts on a material requisition, which has parts supplied from Inventory and Purchasing; to unreserve parts on a material requisition; to print a material requisition pick list report; to issue parts on a material requisition; and to return the issued parts on a material requisition.

Reserving Material Requisitions

Windows:
Material Requisition
Purchase Requisition
Purchase Order
Register Purchase Order Arrivals

  1. Open the Material Requisition window.
  2. Query for your material requisition.
  3. Reserve the first 2 lines by selecting the lines, right-clicking, and then clicking Reserve. You can reserve 2 lines at a time. Study the status.
  4. Reserve the last line. Were you able to do that? Why?
  5. View the purchase information on the third line by selecting the line, right-clicking, and then clicking Purchase Information. Write down the purchase requisition number.
  6. Convert the purchase requisition to a purchase order. Receive the parts into a stock location.
  7. Go back to the Material Requisition window and query for the material requisition again. What is the status of the material requisition line?

Unreserving Material Requisitions

Windows:
Material Requisition

  1. In the Material Requisition window, unreserve the first line by selecting the line, right-clicking, and then clicking Reserve manually. In the Reserved Qty field, enter the same quantity as the quantity displayed in the Qty Reserved field, but enter it as a negative quantity. Click OK.
  2. What is the status on the first line now?

Printing a Material Requisition Pick List 

Windows:
Material Requisition

  1. In the Material Requisition window, right-click in the header and then click  Pick List for Material Requisition - Printout to print the material requisition.
  2. Study the report.

Issuing Material Requisitions

Windows:
Material Requisition

  1. In the Material Requisition window, issue all the parts on the second line by selecting the line, right-clicking, and then clicking Issue.
  2. What is the status on that line? What is the status on the header?
  3. Issue some parts on the third line by selecting the line, right-clicking, and then clicking Issue manually.
  4. What is the status on that line? What is the status on the header?
  5. Issue all the remaining parts on the third line by right-clicking and then clicking Issue.
  6. What is the status on that line? What is the status on the header?

Unissuing Material Requisitions

Windows:
Material Requisition

  1. In the Material Requisition window, unissue all the parts on the second line by selecting the line, right-clicking, and then clicking Material Requisition Unissue.
  2. What is the status on that line? What is the status on the header?