HMM Supply Requisitions

Create Supply Requisitions with the Auto Replenishment Process

To use auto replenishment templates to create supply requisitions, do the following:

1. Make sure that you have created auto replenishment templates. See Set up Auto Replenishment Templates.
2. Go to the HMM Auto Replenishment Process page.
3. Select the template you want to use.
   1. Only items which have replenishment locations can be used to create SRs.
   2. If the on hand quantity is less than the par quantity, then SRs will be created.
4. Select the lines you want to use to create the supply requisition.
5. Select Process.

Create Supply Requisitions with the Par Count Process

Use either of the following methods to create SRs.

Manual Par Count Process

To create a manual par count to create supply requisitions, do the following:

1. Search for and open the HMM Par Count Process page.
2. Select Manual Par Count as the Action Type.
3. For Location, select the location for the par count.
   1. Items which you have added to the par list for the location will appear.
4. On the HMM Par Count Process table, under Quantity on Hand, enter the quantity on hand of the item at the location.
   1. The Quantity to Order will automatically update when you enter value for the Quantity on Hand.
5. You can select Add New Item on the Action tab to add other items to the par count process. The items you add must be set up as stockkeeping units for the location selected for the par count process.
6. After adding any other items, select Process.

Handheld Portal Par Count Process

To use the handheld portal to create supply requisitions, do the following:

1. Go to your handheld device which has the Materials Management Portal installed.
2. Follow the steps here: Count On Hand Quantities at Locations.
   1. To create a supply requisition, you must select a replenishment location when creating a Requisition Inventory portal request.
3. Once the portal request is uploaded to Business Central, go to the HMM Par Count Process page.
4. In the header of the HMM Par Count Process, select Par Count by Portal as the Action Type.
5. Select the lines you want to use to create the supply requisition.
6. Select Process.

A new SR will be created and displayed in the HMM Supply Requisitions (List) page.

Manually Create Supply Requisitions

To create a supply requisition entry, do the following:

1. Search for and open the HMM Supply Requisitions page.
2. On the Action tab, select New to create a new SR.
3. Under the header section of the Supply Requisition, for Requested Date, enter the date for when you want to issue the SR.
4. In the Supply Requisition Lines section, fill in the following fields:
   1. For No., select the item that you want to request.
   2. Select the Unit of Measure and enter the Quantity of the item.
   3. Under From Location, select the location from which you want to request the item. You can only select replenishment locations.
   4. Under To Location, select the location to which you want to send the item. You can select consumption or replenishment locations.
   5. Under Quantity Picked, enter the amount of the item that has been picked. This amount will be transferred to the To Location when you process the SR.
      1. You can also enter an amount under Quantity Canceled. This amount will not be included in the transfer of items.
5. When you have finished entering any other details of the SR, selecting a Contact Name or entering a Shipping Comment, for example, you can select SR Process on the Action tab.

You will be taken to the HMM Supply Requisition Process page. You can then process the SR which will create a transfer journal entry.

Create Supply Requisition with MEM Integration

You can expect the following workflow on the Supply Requisition Entry page when MEM is installed and enabled on the MEM Multi-Entity Setup page:

1. When creating the new Supply Requisition, you will be prompted to select the Entity ID. This Entity ID will become the Header Entity ID of Supply Requisition. Once entered, it cannot be changed on this step.
   

2. The Entity ID captions will be picked from the MEM Multi-Entity Setup Page depending on the Entity Dimension.
   

3. The Header Entity is automatically copied to the new line, where you are now able to change it.
   

4. Only line items that have access to the From Entity will be shown. (In this example, the From Entity is labeled as the Company Code) in the MEM Master Security Setup Page.
   

5. Similarly, only those locations which have access to the From Entity ID will be shown. (In this example, the From Entity ID is the Company Code.)

6. An Entity ID field will also be added to the Line level (labeled as New Company code in this example). This field cannot be changed, and its value will either be picked from the Location Code or Item Number based on the Inventory Posting setting in the MEM Multi-Entity Setup Page.
   
   

7. In this example, the New Location code is WEST, and the Entity (Company Code) assigned to it is 200, so it is therefore set as the New Entity ID on the Line Level.
   

8. A MEM Entity ID field (Company Code) will be shown in all the Log Reports after processing the SR. When MEM is not installed or is disabled, this field will not appear in the Log report.