You use this program to automatically delete cancelled requisitions, as well as any confirmed requisitions that have exceeded the number of days for which you are retaining them.
You configure the number of days that you want to retain this information in the Purchase Orders Setup program.
| Field | Description |
|---|---|
| Start Processing | Select this to begin processing according to the Purge options you selected. |
| Select this to print the information currently displayed in the Requisition Purge Report output pane. | |
| Save Form Values | This option is only enabled in Design mode (Automation Design). Your selections are saved and applied when the
program is run in automated mode. Form values and defaults are applied at operator level. They are not saved at role or group level. |
| Field | Description |
|---|---|
| User selections | |
| User selection | Indicate the requisition user code(s) for which to delete requisitions. |
| Purge options | |
| Update whs with requisition progress |
Select this to update the Requisitions in progress indicator against the warehouse record once the purge has been run. The Requisitions in progress indicator is updated once the purge is complete. The inventory warehouse file is accessed sequentially and each record is checked to establish whether a requisition exists against the stock code. If no requisition exists (either because none was created or because the purge function has deleted the requisition), then the progress indicator is set to "No". If any incomplete requisitions (or requisitions for which a purchase order has not yet been raised) are detected for the stock code in the warehouse, then the progress indicator is set to 'Yes'. |
| Only purge when PO line complete |
Select this to only purge requisition lines if the associated purchase order lines were created for them. If you select this option, then the requisition line is purged if a purchase order was raised for the line and the Number of days to retain - Requisition lines is exceeded (Purchase Orders Setup). |
| Only purge transfer when complete | Select this to only purge requisition lines if the
associated SCT is complete. If you select this option, then the requisition line is purged if a transfer was created for the line and the Number of days to retain - Requisition lines is exceeded (Purchase Orders Setup). |
| Recreate requisition header |
Select this to delete all requisition header records and recreate them according to the detail records held on file. The requisition header status can differ from the individual line statuses, as there can be multiple lines on a requisition which can result in multiple statuses within a given requisition. When you select this option, the program does not try to work out the joint statuses of the requisition lines. It merely blanks out the header status when it finds a mixture of line statuses. The requisition header file/table was not originally part of the requisition system, but was added later to prevent duplicate requisitions being created. Selecting this option therefore enables you to synchronise the header and detail files/tables at the end of the purge process. |
| After processing completed |
These options are displayed within programs that can be automated. They enable you to indicate the action you want to perform once processing is complete (see Automation Design). |
When you raise a purchase order from a requisition the status of the requisition becomes P - Confirmed into a purchase order.
In addition, each requisition line has a receipt flag, set as:
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Y - a receipt has been made
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I - a receipt has been made into inspection for the requisition line
If you select the option: Only purge when PO line complete, a requisition line is purged if all of the following are true:
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the requisition is in a status of P
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the line is in a status of Y or I and the inspection is complete
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the Number of days to retain - Requisition lines is exceeded (Purchase Orders Setup).
For an Issue type requisition, the line status is updated to an I and the cancelled date is updated on the requisition detail line. When the status is I, the line is aged from the cancelled date and compared to the Number of days to retain - Requisition lines (Purchase Orders Setup). When this is exceeded, the requisition line is purged.
This pane displays the results of the processing function you selected once processing is complete (unless you selected the option to close the application from the After processing completed section).
This pane displays the results of the processing function you selected once processing is complete (unless you selected the option to close the application from the After processing completed section).
The report indicates the requisition(s) and line number(s) that have been purged. It also lists the stock code for the requisition line, the purchase order number and line number (if the line has been confirmed to a purchase order).
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If the number of days that you are retaining requisition lines is set to 0 (Purchase Orders Setup) and you run the Requisition Purge program before receipting items into stock, then the originator of the requisition will not be able to acknowledge whether the goods have arrived.
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This program can be accessed by selecting the Recreate Requisition Header option from Function menu of the Requisition Entry program.
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.
| eSignature Transaction | Description |
|---|---|
| PO Requisition Purge |
Controls access to the Start Processing function in the Requisition Purge program. |
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.