OoB

Open on board

Show Details

Only available in office for open on board requisitions (OoB). Show details overview as read only  – no editing allowed.

Edit

Edit details. Not available for OoB RQs in the office.

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.

Approve

Approve requisition. Requisition slides from folder “open” to folder “approved”. Only approved requisitions can be finished.

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. Attached documents will be sent to the supplier along with the requisition and stay in the system.

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. Mark requisition as template.

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.

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.

Get valid TAN

Only visible, if system detects invalid TAN.

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.

Hold

Get Stock Article Changes

All changes from Stock will be overtaken in RQ.