Open Requirements Screen

From Opentaps Wiki

This screen can be accessed from the Main Navigation page as follows:

Click: [Purchasing] Icon > [Planning] Tab > [Open Requirements] button

This screen is intended for you to review and act on the open purchasing requirements which could be generated automatically from sales orders or from MRP. It shows a list of all the requirements which have not yet been approved for one of the company owned facilities, or a third party facility where the company maintains inventory.

To View all open requirements,

* Click: [Find] without specifying any search parameters.

To Search for open requirement You can narrow down the list of the requirements by using these search parameters:

• Requirement Id -- The Id number of a requirement
• Requirement Type Id -- Choose the source of the requirement from the drop down box
• Facility Id -- Choose the facility originating this requirement
• Product ID -- Specify a specific product ID, to see product requirements plus requirements for needed bill of material components required to make an internally manufactured product.
• Supplier -- See requirements for specified Supplier items
• Status -- View either Created Requirements, or Proposed Requirements from planning reports
• Description -- Specify key words in the requirement description
• Required By Date -- View requirements for specific date ranges

The list of open requirements returned by your search shows these data items:

• Requirement ID
• Requirement Type
• Facility
• Product
• Required Date
• Status
• Supplier
• Quantity
• and a Checkbox.

To act on the open requirements, Editing, Updating, Approving, or Canceling them:

* Click a Requirement ID to open the Edit Requirement Screen for that item, or
* Select the checkboxes of items to act on, and 
* Enter any modification of the Supplier, or the Quantity, then
* Click: [Submit] to Approve, or
* Click: [Update] to Modify Only, or
* Click: [Cancel] to remove the selected requirements.

Finally, the upper right hand corner of this screen has an [Approve All] button.

* Click: [Approve All] to Approve all of your open requirements at once.