Difference between revisions of "Requisition Index"

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{{Tips and tricks}}
 
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__TOC__
  
<h1>Creating Manual Requisitions</h1>
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=Creating Manual Requisitions=
 
 
 
Typically, you will create a Requisition from scratch if you want to order 1 or a small number of items outside your regular ordering sequence due to some unforeseen circumstance. If you need to order a lot of items, you will find it quicker to create the Requisition from a pre-stored template but see the below [[#Creating a New Requisition from a Template|''''Creating a New Requisition from a Template'''']] for more details on this, and also this [[http://wiki.skylogportal.com/?title=Requisition_ManageStationTemplates '''link''']] for maintaining the template.
 
Typically, you will create a Requisition from scratch if you want to order 1 or a small number of items outside your regular ordering sequence due to some unforeseen circumstance. If you need to order a lot of items, you will find it quicker to create the Requisition from a pre-stored template but see the below [[#Creating a New Requisition from a Template|''''Creating a New Requisition from a Template'''']] for more details on this, and also this [[http://wiki.skylogportal.com/?title=Requisition_ManageStationTemplates '''link''']] for maintaining the template.
  
 
To create a Requisition from scratch you should take the add icon from the Create/ Review Requisitions page.
 
To create a Requisition from scratch you should take the add icon from the Create/ Review Requisitions page.
  
 +
[[File:Req_pic_1.PNG|400px]]
 +
 +
The following page will be displayed;
 +
 +
[[File:Req_pic_2.png|400px]]
 +
 +
In the header section you enter the date you require the goods by and any comment you may like to record.
 +
 +
In the detail section, you add the items you want by pressing the add icon.
 +
 +
[[File:Req_pic_3.png]]
 +
 +
This will then display a screen allowing you to select the item (You simply select an item by pressing the "Select" button, if you don’t see the item you want you can page through until you find it or use the filters by clicking the three dots on each column) and then add the required quantity.
 +
 +
[[File:Req_pic_4.png|400px]]
 +
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If you enter a quantity that is not a multiple of the default pack size, you will get the following pop-up in which you will need to detail whether to round up or down accordingly.
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[[File:Req_pic_5.png|400px]]
 +
 +
After entering the header section and when you press the add button to select detail or you press the "Save" button the system performs a check to see if the date you requested is possible if it is not you will see a message similar to the one below;
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[[File:Req_pic_6.png|400px]]
  
[[File:Req_pic_1.PNG]]
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Once you have added a line you will be returned to the page where you see the lines added so far and you can add another line by pressing Add Icon again.
  
 +
[[File:Req_pic_7.png|400px]]
  
The following page will be displayed;
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==Submitting your Requisitions==
 +
You can continue to add lines until you have entered all the items you need. When you are ready to submit your Requisition to SkylogistiX press the "Submit" button. After this, you will no longer be able to add to this Requisition so only press Submit when you have entered everything. If you wish to save and come back to the Requisition later use "Save and Exit" to save your work in this case the status of the Requisition will stay "Pre-Manual Submit" and you can come back to it later. Once you press Submit the status will change to "Awaiting Approval" which means SkylogistiX will review it. You will receive an email advising you that the Requisition has been successfully submitted for review.
  
 +
On the main Create/Review Requisitions screen you will see that it is now at "Awaiting Approval" status – see below example.
  
[[File:Req_pic_2.png]]
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[[File:Req_pic_8.png|400px]]
  
 +
=Creating a New Requisition from a Template=
  
In the header section you enter the date you require the goods by and any comment you may like to record.
+
You can create new Templates or maintain your existing Templates by pressing the 'Lightening Bolt' icon from the main "Create/ Review Requisitions" page;
  
In the detail section you add the items you want by pressing the add icon.
+
[[File:Req_pic_9.png|400px]]
  
 +
Once you press "Manage Templates" you will see a list of any existing templates for your station;
  
[[File:Req_pic_3.png]]
+
[[File:Req_pic_10.png|400px]]
  
 +
In the example above there is a template stored call "LAX Template", to see the items in the template click the drop-down arrow;
  
This will then display a screen allowing you to select the item (You simply select an item by pressing the “Select” Button, if you don’t see the item you want you can page though until you find it our use the filters by clicking the three dots on each column) and then add the required quantity.
+
[[File:Req_pic_11.png|400px]]
  
 +
If you wanted to create a Requisition from this Template press the "Create" button. This will automatically create a new Requisition with all the items that are defined on the Template. In the example below, you can see the Requisition with 6 items has been created.
  
 +
[[File:Req_pic_12.png|400px]]
  
[[File:Req_pic_4.png]]
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From here you can edit the Quantities, add new lines or delete lines.
  
 +
[[File:Req_pic_13.PNG]]
  
If you enter a quantity that is not a multiple of the default pack size, you will get the following pop up in which you will need to detail whether to round up or down accordingly.
+
Then once ready you can submit your Requisition like in the example [[#Submitting your Requisitions|'''here''']] which was referenced above.
  
 +
=Reviewing an Automated Requisition=
 +
Depending upon your station configuration, requisitions could be automatically generated by the system. The requisition will be available for your review on the “Create/ Review Requisitions” page. It is suggested to review the requisition within one workday from the requisition “Creation Date”.
  
[[File:Req_pic_5.png]]
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Take the “Edit” icon of the requisition with “Awaiting Station Review” status:
  
 +
[[File:Automated Req 01.png]]
  
 +
You will be presented with the requisition details:
  
After entering the header section and when you press the add button to select detail or you press the “Save” button the system performs a check to see if the date you requested is possible if it is not you will see a message similar to the one below;
+
[[File:Automated Req 02.png]]
  
 +
* '''Requisition Totals''' – Total calculated weight, volume, and number of pallets of the requisition quantities.
 +
* '''Requisition No''' – The number of the requisition.
 +
* '''Required Date''' – This date is calculated by the system and reflects the date which the goods need to arrive at the station by (if there are multiple dates at the line-level, the header level date will be the latest/last of the line-level dates).
 +
* '''Comment''' (Optional) – Enter a Comment.
 +
* '''Client Order Note''' (Optional) – Enter a Client Order Note.
  
[[File:Req_pic_6.png]]
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You can add items not listed in the requisition with the “Add” icon. Refer to the “Add Item” screen explanation in the [[#Creating Manual Requisitions|''''Creating Manual Requisitions'''']] section 1 above:
  
 +
[[File:Automated_Req_03.png]]
  
Once you have added a line you will be returned to the page where you see the lines added so far and you can add another line by pressing Add Icon again.
+
Check the “Requested Qty” of each item fulfills your station inventory requirements from the “Required Date” till the Next Planned Arrival.
  
 +
When “Suggested Qty” is negative, there is too much stock in the station. Then, depending on your station configuration, “Requested Qty” could be automatically set to zero or your station could be required to return stock.
  
[[File:Req_pic_7.png]]
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In the detail section, you can review the item data by pressing the expand arrow at the item level (this appears on the far left hand side of the data grid):
  
==.==
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[[File:Automated Req Arrow 04.png]]
  
You can continue to add lines until you have entered all the items you need. When you are ready to submit your Requisition to SkylogistiX press the “Submit” button, after this you will no longer be able to add to this Requisition so only press Submit when you have entered everything. If you wish to save and come back to the Requisition later use “Save and Exit” to save your work in this case the status of the Requisition will stay “Pre-Manual Submit” and you can come back to it later. Once you press Submit the status will change to “Awaiting Approval” which means SkylogistiX will review it. You will receive an email advising you that the Requisition has been successfully submitted for review.
+
This will then display a screen with the “Requisition Detail”, “Item Parameters”, and “Explain Forecast” tabs, containing the explanation and the base data used to calculate the Suggested Quantity:
  
On the main Create/Review Requisitions screen you will see that it is now at “Awaiting Approval” status – see below example.
+
[[File:Automated Req 05.png]]
  
 +
The calculated inventory requirement is based on the most recent approved count for the station & material (dates may differ depending upon station count category confoiguratins and other factors, the “In-Transit Quantity” consider en route to your station, the “Days Between Delivery/Orders”, and the forecast set up. If you edit the “Requested Qty” to a different number, a “Comment” may need to be provided as explanation as to why you wish to send a different quantity than has been forecasted (again, a comment may or may not be required depending on configuration):
  
[[File:Req_pic_8.png]]
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[[File:Automated Req 06.png]]
  
 +
At the bottom of the page click on the “Accept” button to confirm the order, meaning that you havce reviewed for all lines on the requisition and you agree with or you have adjusted the requested quantities accordingly for each material on the order. Once submitted, the requisition will be reviewed by your Station Provisioning Manager, who will approve the orders (warehouse-shipments and possible direct purchase orders) to your station.
  
 +
'''NOTE:''' Your station provisioning manager has the ability to adjust the quantities prior to approving the requisition, so the quantity you request may not be the final quantity that is shipped.  Furthermore,
  
<h1>Creating a New Requisition from a Template</h1>
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[[File:Automated Req 07.png]]
  
 +
=Tracking a Requisition Status=
 +
Once you have submitted a requisition, as described in the section above, the next step is a review by an authorised planner, often a SkylogistiX employee in the material planning operations team. As previously described, until that review takes place the requisition will be at ''Awaiting Approval'' status. Once it has been reviewed by the authorised planner, the status will move to either ''Rejected'' or ''Outstanding'' and you will receive an email telling you that the requisition has now been approved or rejected. If approved, it is possible that not all the items and quantities you requested have been approved and therefore some of the quantities you requested may have been altered. If you want to check which materials havce been approved and the final approved-quantities, please follow the steps described below.
  
 +
The requisition will not stay at the ''Outstanding'' status very long because as soon as it reaches ''Outstanding'' status the system will automatically begin sending the instructions to the various warehouses and suppliers to begin preparing the shipments. Once all those instructions have been sent to warehouses and suppliers the Requisition will move to ''Completed'' status (for certain configurations there are other steps between ''Outstanding'' and ''Completed'' see earlier note in section 5.5) this does not mean that the shipments against this Requisition have been completed just that the Requisition processing step has completed. To track the individual status for the shipments generated as a result of the Requisition follow the steps described below.
  
You can create new Templates or maintain your existing Templates by pressing from the main “Create/ Review Requisitions” page via the lightning bolt button at the top of the page;
+
==Checking what Quantities/ Items have been approved==
 +
Once you receive the email telling you your requisition has been approved you can go to the "Create/ Review Requisitions" page (see section 5 above for how to navigate to this page). Your requisition will now be a status ''Complete'' (or for certain configurations it may have another status such as ''Fully Scheduled'', ''Fully Agreed'' etc. – see earlier notes above for details). To view the details, click the show icon.
  
 +
[[File:Req_01.png]]
  
[[File:Req_pic_9.png]]
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The following page will be displayed:
  
 +
[[File:Req_02.png|400px]]
  
Once you press “Manage Templates” you will see a list of any existing templates for your station;
+
The suggested quantity is what was proposed by the system (this will be zero for manually created requisitions). The requested quantity is what was requested by the station and the approved quantity is what has been approved. You can make an download a copy (in MS-Excel file format) of the confirmed quantities by pressing the ''Excel'' icon on the toolbar.
  
 +
[[File:Req_002.png]]
  
[[File:Req_pic_10.png]]
+
==Tracking the Individual Shipments against your Requisition==
 +
As previously described a single Requisition can generate multiple shipments depending on the source of supply and the stock availability. To view the individual shipments against your Requisition you should press the "Tracking" tab from the screen described above, or by clicking the drop-down from the main ‘Create/ Review Requisitions’ page.  
  
 +
[[File:Req_03.png|400px]]
  
In the example above there is a template stored call “LAX Template”, to see the items in the template click the drop down arrow;
+
'''OR'''
  
 +
[[File:Req_04.png|400px]]
  
[[File:Req_pic_11.png]]
+
This will show you all the shipment instructions generated as a result of your Requisition.  
  
 +
There are 3 different categories of shipment:
  
If you wanted to create a Requisition from this Template press the “Create” button. This will automatically create a new Requisition with all the items that are defined on the Template. In the example below you can see the Requisition with 6 items has been created.
+
* '''Issue''' – Goods are to be issued from a Central/ Regional warehouse to your station.
 +
* '''Purchase Order''' – The goods are being shipped directly from a supplier to your station.  
 +
* '''Return''' – Means you have a surplus and you should return these goods as instructed by SkylogistiX.
  
 +
See below for an example of the screen you will see if you press the "Track" button as described above.
  
[[File:Req_pic_12.png]]
+
[[File:Req_05.png|400px]]
  
 +
In the above example, the only type of shipments generated were Issues. There are three and the source in both cases is the Kuehne + Nagel Sutton Coldfield warehouse, we also see that they have been fully received.
  
From here you can edit the Quantities, add new lines or delete lines.
+
Against any issue, you can view the details of the issue by pressing the "Show" icon against the Issue you want to view in more detail. This will then show you the status/ tracking details of the Issue plus all the items on the issue as illustrated below;
  
 +
[[File:Req_06.png|400px]]
  
[[File:Req_pic_13.PNG]]
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In the above example on the header section, we see that the issue has a Target Pick completion date of 24th November, and was actually picked and despatched on 24th November and arrived on the 25th November, a day late to the planned arrival date which was the 24th of November.  
  
 +
In the line details we see the Confirmed Requisition Quantity per item and as well as the quantity shipped and the quantity received.
  
Then once ready you can submit your Requisition like in the example [[#.|'''here''']] that was referenced above.
+
Anything not shipped to you will go onto a backorder and will be shipped via a separate issue which can be viewed in the same way as the main issue.

Latest revision as of 09:22, 14 July 2023

Please use our Tips and Tricks page for understanding how the SkySuite portal works and how to navigate faster and easier.

Creating Manual Requisitions

Typically, you will create a Requisition from scratch if you want to order 1 or a small number of items outside your regular ordering sequence due to some unforeseen circumstance. If you need to order a lot of items, you will find it quicker to create the Requisition from a pre-stored template but see the below 'Creating a New Requisition from a Template' for more details on this, and also this [link] for maintaining the template.

To create a Requisition from scratch you should take the add icon from the Create/ Review Requisitions page.

Req pic 1.PNG

The following page will be displayed;

Req pic 2.png

In the header section you enter the date you require the goods by and any comment you may like to record.

In the detail section, you add the items you want by pressing the add icon.

Req pic 3.png

This will then display a screen allowing you to select the item (You simply select an item by pressing the "Select" button, if you don’t see the item you want you can page through until you find it or use the filters by clicking the three dots on each column) and then add the required quantity.

Req pic 4.png

If you enter a quantity that is not a multiple of the default pack size, you will get the following pop-up in which you will need to detail whether to round up or down accordingly.

Req pic 5.png

After entering the header section and when you press the add button to select detail or you press the "Save" button the system performs a check to see if the date you requested is possible if it is not you will see a message similar to the one below;

Req pic 6.png

Once you have added a line you will be returned to the page where you see the lines added so far and you can add another line by pressing Add Icon again.

Req pic 7.png

Submitting your Requisitions

You can continue to add lines until you have entered all the items you need. When you are ready to submit your Requisition to SkylogistiX press the "Submit" button. After this, you will no longer be able to add to this Requisition so only press Submit when you have entered everything. If you wish to save and come back to the Requisition later use "Save and Exit" to save your work in this case the status of the Requisition will stay "Pre-Manual Submit" and you can come back to it later. Once you press Submit the status will change to "Awaiting Approval" which means SkylogistiX will review it. You will receive an email advising you that the Requisition has been successfully submitted for review.

On the main Create/Review Requisitions screen you will see that it is now at "Awaiting Approval" status – see below example.

Req pic 8.png

Creating a New Requisition from a Template

You can create new Templates or maintain your existing Templates by pressing the 'Lightening Bolt' icon from the main "Create/ Review Requisitions" page;

Req pic 9.png

Once you press "Manage Templates" you will see a list of any existing templates for your station;

Req pic 10.png

In the example above there is a template stored call "LAX Template", to see the items in the template click the drop-down arrow;

Req pic 11.png

If you wanted to create a Requisition from this Template press the "Create" button. This will automatically create a new Requisition with all the items that are defined on the Template. In the example below, you can see the Requisition with 6 items has been created.

Req pic 12.png

From here you can edit the Quantities, add new lines or delete lines.

Req pic 13.PNG

Then once ready you can submit your Requisition like in the example here which was referenced above.

Reviewing an Automated Requisition

Depending upon your station configuration, requisitions could be automatically generated by the system. The requisition will be available for your review on the “Create/ Review Requisitions” page. It is suggested to review the requisition within one workday from the requisition “Creation Date”.

Take the “Edit” icon of the requisition with “Awaiting Station Review” status:

Automated Req 01.png

You will be presented with the requisition details:

Automated Req 02.png

  • Requisition Totals – Total calculated weight, volume, and number of pallets of the requisition quantities.
  • Requisition No – The number of the requisition.
  • Required Date – This date is calculated by the system and reflects the date which the goods need to arrive at the station by (if there are multiple dates at the line-level, the header level date will be the latest/last of the line-level dates).
  • Comment (Optional) – Enter a Comment.
  • Client Order Note (Optional) – Enter a Client Order Note.

You can add items not listed in the requisition with the “Add” icon. Refer to the “Add Item” screen explanation in the 'Creating Manual Requisitions' section 1 above:

Automated Req 03.png

Check the “Requested Qty” of each item fulfills your station inventory requirements from the “Required Date” till the Next Planned Arrival.

When “Suggested Qty” is negative, there is too much stock in the station. Then, depending on your station configuration, “Requested Qty” could be automatically set to zero or your station could be required to return stock.

In the detail section, you can review the item data by pressing the expand arrow at the item level (this appears on the far left hand side of the data grid):

Automated Req Arrow 04.png

This will then display a screen with the “Requisition Detail”, “Item Parameters”, and “Explain Forecast” tabs, containing the explanation and the base data used to calculate the Suggested Quantity:

Automated Req 05.png

The calculated inventory requirement is based on the most recent approved count for the station & material (dates may differ depending upon station count category confoiguratins and other factors, the “In-Transit Quantity” consider en route to your station, the “Days Between Delivery/Orders”, and the forecast set up. If you edit the “Requested Qty” to a different number, a “Comment” may need to be provided as explanation as to why you wish to send a different quantity than has been forecasted (again, a comment may or may not be required depending on configuration):

Automated Req 06.png

At the bottom of the page click on the “Accept” button to confirm the order, meaning that you havce reviewed for all lines on the requisition and you agree with or you have adjusted the requested quantities accordingly for each material on the order. Once submitted, the requisition will be reviewed by your Station Provisioning Manager, who will approve the orders (warehouse-shipments and possible direct purchase orders) to your station.

NOTE: Your station provisioning manager has the ability to adjust the quantities prior to approving the requisition, so the quantity you request may not be the final quantity that is shipped. Furthermore,

Automated Req 07.png

Tracking a Requisition Status

Once you have submitted a requisition, as described in the section above, the next step is a review by an authorised planner, often a SkylogistiX employee in the material planning operations team. As previously described, until that review takes place the requisition will be at Awaiting Approval status. Once it has been reviewed by the authorised planner, the status will move to either Rejected or Outstanding and you will receive an email telling you that the requisition has now been approved or rejected. If approved, it is possible that not all the items and quantities you requested have been approved and therefore some of the quantities you requested may have been altered. If you want to check which materials havce been approved and the final approved-quantities, please follow the steps described below.

The requisition will not stay at the Outstanding status very long because as soon as it reaches Outstanding status the system will automatically begin sending the instructions to the various warehouses and suppliers to begin preparing the shipments. Once all those instructions have been sent to warehouses and suppliers the Requisition will move to Completed status (for certain configurations there are other steps between Outstanding and Completed see earlier note in section 5.5) this does not mean that the shipments against this Requisition have been completed just that the Requisition processing step has completed. To track the individual status for the shipments generated as a result of the Requisition follow the steps described below.

Checking what Quantities/ Items have been approved

Once you receive the email telling you your requisition has been approved you can go to the "Create/ Review Requisitions" page (see section 5 above for how to navigate to this page). Your requisition will now be a status Complete (or for certain configurations it may have another status such as Fully Scheduled, Fully Agreed etc. – see earlier notes above for details). To view the details, click the show icon.

Req 01.png

The following page will be displayed:

Req 02.png

The suggested quantity is what was proposed by the system (this will be zero for manually created requisitions). The requested quantity is what was requested by the station and the approved quantity is what has been approved. You can make an download a copy (in MS-Excel file format) of the confirmed quantities by pressing the Excel icon on the toolbar.

Req 002.png

Tracking the Individual Shipments against your Requisition

As previously described a single Requisition can generate multiple shipments depending on the source of supply and the stock availability. To view the individual shipments against your Requisition you should press the "Tracking" tab from the screen described above, or by clicking the drop-down from the main ‘Create/ Review Requisitions’ page.

Req 03.png

OR

Req 04.png

This will show you all the shipment instructions generated as a result of your Requisition.

There are 3 different categories of shipment:

  • Issue – Goods are to be issued from a Central/ Regional warehouse to your station.
  • Purchase Order – The goods are being shipped directly from a supplier to your station.
  • Return – Means you have a surplus and you should return these goods as instructed by SkylogistiX.

See below for an example of the screen you will see if you press the "Track" button as described above.

Req 05.png

In the above example, the only type of shipments generated were Issues. There are three and the source in both cases is the Kuehne + Nagel Sutton Coldfield warehouse, we also see that they have been fully received.

Against any issue, you can view the details of the issue by pressing the "Show" icon against the Issue you want to view in more detail. This will then show you the status/ tracking details of the Issue plus all the items on the issue as illustrated below;

Req 06.png

In the above example on the header section, we see that the issue has a Target Pick completion date of 24th November, and was actually picked and despatched on 24th November and arrived on the 25th November, a day late to the planned arrival date which was the 24th of November.

In the line details we see the Confirmed Requisition Quantity per item and as well as the quantity shipped and the quantity received.

Anything not shipped to you will go onto a backorder and will be shipped via a separate issue which can be viewed in the same way as the main issue.