Edit

Edit details.

Edit RQ Details

Split

Split selected items to new sub requisition.

Switch Items

Only available for RQ (not for SQ).  Switch selected items to existing requisition for same site.             You can either copy or move items.

Reject

Reject requisition. Requisition will remain in system.

Delete

Delete requisition. Please note: Requisition and all relevant documents (attachments, history, eventually created purchase orders etc.) will be deleted completely from system and will no longer be available.

Undo Approve

Undo approve requisition. Requisition slides from folder “approved” to folder “open”. If requisition was created on board, new status is “approved on board”,  otherwise new status is “open”.

Create -> Request for Quotations

Select one or more suppliers and create Requests for quotations. Please note: if supplier is already assigned to approved requisitions this supplier will be preselected for creation process.

Request for Quotations

Create -> Purchase Order

You can create a purchase order – either with already assigned supplier or you have to select supplier for purchase order.

Purchase Order

Show History

Access to the whole history of the selected purchase document including all  associated documents (for instance, if you want to see the history of a purchase order, you have access to the history of the associated requisition too).

The history is divided into several tabs for a better overview.

Attachments -> Attach

Add documents to requisition.

Add Documents

Attachments -> Show/Delete

Show all assigned documents with possibility to delete attachments.

Show/Delete Documents

Distribute

Only available for RQs (currently). Allows to copy requisition to other/same ship. If no equivalent spare part is found on the destination site, all ship specific spare parts will be copied as free line item.

Set as standing order

Set the requisition to the standing order list.

Copy from standing order

Create Data Transfer (without attachments)

Generates an unscheduled immediate data transfer without available attachments.

Create Data Transfer (with attachments)

Generates an unscheduled immediate data transfer with available attachments.

Send

Send official report as pdf to printer, per mail or to queue. Information will be stored in history.

Queue

Add Remark to History

Add remark manual to history of selected document.

Internal Remark -> Add Internal Remark

Quick adding of an internal remark without using Button “Edit”.

Edit RQ Details

Internal Remark -> Edit Internal Remark

Quick access to already added internal remark without using Button “Edit".

Edit RQ Details

Link to Dry Dock Job Card

You can link requisition to selected dry dock job card. Requisition will remain in open status – only a link between job card and requisition will be stored. Link information is available in requisitions HTML overview.

Remove Link to Dry Dock Job Card

Remove link between dry dock job card and requisition.

Rearrange Position

After assigning new items you can click “rearrange position” – the order of the items will be redefined depending of the assigned components.

Follow up / Pin to User Activities  -> Follow up

Follow up for RQ can be given.

Follow up / Pin to User Activities  -> Clear Follow up

Follow up for RQ can be deleted.

Get Stock Article Changes

All changes from Stock will be overtaken in RQ.