Steps in the screenshots correspond to the numbers in the headings.
The ATS SCS team will find out each morning that there are parts requests that need to be ordered. Once that they have validated that this needs to be ordered, the first thing to do is see if there is a corresponding ATS Part record.
It will be shown on the Stock Record.
1. From the main menu in the Client, go to Inventory> Stock.
2. The MAXIMO part number will be listed in the Ste Reference field in center column of the header.
Now that you know the ATS Part number, you can create the requisition.
3. Go to Inventory > Purchasing > Purchase Orders.
4. Click either New in the Header or the New Hyperlink in the middle of the screen.
A blank Requisition/PO screen will load for you to complete. The mandatory fields are outlined below.
A: SUPPLIER: This may default to "Unknown" or could be the last vendor that the item was purchased from.
If you do not know, it is perfectly fine for the SCS to release the Req with the UNKNOWN supplier populating the field. It cannot be blank.
B: The Ship To Place is your ST#. For Spirit, it is ST0000314741.
C: Leave the Release checkbox UNCHECKED until you are totally finished with the req.
Once you release the req to the buyer, you can no longer modify anything in it.
D. Choose Inventory from the PO Category drop-down.
E: By default, all your POs are going to be marked Billable.
If, for some reason, this is NOT Billable, you would need to uncheck the box.
The header information is now complete and you will move down to the lower tabs.
F: Click on the Parts Tab.
G: Click on New to add a new line.
At this time, all the information in the header will populate.
Enter the part information on the line.
If you cannot see everything at once you can collapse the header by hitting F11. Hitting F11 again will bring back the header.
5. Enter the ATS Part ID.
6. Enter the Location.
The majority of the time, you will choose Customer. This means that the Customer will be billed.
7. Enter the Quantity
You cannot have a zero cost. If the cost does not adjust from zero, save it as $0.02.
8. The cost will default in depending on the Vendor.
9. By default, the priority will be 3 - this means that the Customer Want by Date is 7 days out.
If you need it sooner, you must adjust the Priority to 1-Emergency or 2-Urgent, and then you will be able to move the date up.
10. Enter the Customer Want By Date. That is the Date that you want to have the part on site.
There is also a Customer Promised by Date. That field is owned by the Buyer and will indicate when the Vendor can deliver the product to us.
Repeat the process to add lines as needed.
11. Use CNTL+S to Save or the button in the header.
12. Confirm that everything is correct. If so, Click the release box.
13. SAVE to send the req to the Buyer.
14. The Events Tab will track everything that has happened on the Requisition so far.
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