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Remedy Asset Management 9.0 ... Using Creating and managing purchase requisitions Creating purchase requisitions

Specifying purchase items manually

If the items you want to order are not in the configuration catalog, you can create and specify them manually.

To specify purchase items manually

  1. Find a purchase requisition, as described in Searching for purchase requisitions.
  2. On the Line Items tab, click View.
  3. At the top of the Line Item information form, provide general information about the line item.
    1. In the Part Number field, specify the part number for the item.
    2. In the Description field, specify a description of the item.

      Note

      The Status field is read-only. The status of the line item changes depending on at what stage the line item is in its lifecycle.

    3. From the CI Type list, select the type of CI that you want to add to the purchase requisition.
    4. Specify the quantity and pricing information as follows:

      Field name

      Description

      Unit of Measure

      This field has a default value of Each. This field can contain any applicable value, such as Box, Bag, or Pallet.

      Required Qty

      Select the number of items that you want to purchase. The default value is 1.

      Unit Price

      The price of each item. If the unit price is not provided, the purchase requisition is routed to purchasing for pricing.

      Notes:

      • If no currency ratio exists for a currency used in a line item, a warning appears when the Grand Total is computed and the price is excluded.
      • The Grand Total on the Purchase Requisition is a sum of the Estimated Price column of all its purchase line items (those in the table). The Grand Total on the Purchase Order is a sum of the Actual Price column of all its purchase line items (those in the table).

  4. On the Details tab, complete the following fields:

    Field name

    Description

    Product Categorization

    Tier 1

    Make a selection from the list to categorize the item. For more information see, Categorizing CIs.

    Tier 2

    Make a selection from the list to categorize the item.

    Tier 3

    Make a selection from the list to categorize the item.

    Product Name

    Select a name to categorize the item.

    Model/Version

    Select a model or version to categorize the item.

    Market Version

    Select the market version to categorize the item.

    Note: Market version pertains to software CI types only, such as Product, Operating System, Software Server, System Software, Patch, and Virtual System Enabler.

    If you do not enter information into the Market Version field, software license management will not work correctly, and you will not be able to license the software you are using. Also, you will not be able to track software license usage.

    The market version is set up in BMC Atrium CMDB. For more information about setting the market version for Product Catalog entries, see Updating the Product Catalog data. To configure rules for normalizing the market version on CIs, see Configuring Version Rollup normalization rules.

    Manufacturer

    When you select the product name, the manufacturer name might appear in the form.

    Supplier Name

    Provide a name of the company that sells the item.

    If you do not provide the supplier name, the purchase requisition is routed to purchasing to provide a supplier name.

    Notes to Purchasing

    Enter additional notes for purchasing.

    Attachment

    To add an attachment, perform the following steps:

    1. Right-click in the attachment table.
    2. From the menu, select Add.
    3. From the Add Attachment dialog box select a file, and click Open.

    Accounting

    Cost Center

    The cost center number, filled in from the Purchase Requisition form. You can change the number if necessary.

    Accounting Code

    The accounting code number, filled in from the Purchase Requisition form. You can change the number if necessary.

    Project Number

    The project number

    Budget Code

    The budget code

  5. Click the Work Info tab and enter work information for the line item.

    Note

    The Received Items and Returns tabs are read-only. You can use these tabs to see which items have been received or returned.

  6. Click the Tracking tab and add any notes about the line item.
  7. If you selected one of the software CI types in step 3c, click the License Certificate tab to search for or enter certificate information.
    In the Application Administration Console, under Application Settings > Asset Management > Advanced Options > Rules, on the Config CI Rules screen in the License Certificate tab, if you set Auto Receive Certificate to Yes, and if the Software Contract ID and License Type fields are filled in when the purchase order is placed, the system automatically creates a license certificate. If you set Auto Receive Certificate to Yes and enter the certificate ID, the system does not create a license certificate; it links to the existing certificate.
  8. Complete the following fields:

    Field name

    Description

    Software Contract ID

    The Software Contract ID that you can associate with this line item.

    1. Click Search.
      The Contact Search dialog box is displayed.
    2. In the Results List, find the contract that you want to associate with the purchase requisition, and then click Select.

      Note: To view details about the selected contract, click View.
    3. Click Close to close the dialog box.
    4. Click Clear to clear the information in the Software Contract ID field.

    License Type

    Select a license type to be associated with the software contract.

    Certificate ID

    The Certificate ID that you can associate with this line item.

    1. Click Search.
      The Certificate Search dialog box is displayed.
    2. Search for a certificate and click Select.
      The Certificate you selected is displayed in the Certificate ID field.
    3. In the Results List, find the certificate that you want to associate with the purchase requisition, and then click Select.

      Note

      To view details about the selected contract, click View.

    4. Click Close to close the dialog box.
    5. Click Clear to clear the information in the Certificate ID field.

    Note

    When a certificate is created by means of procurement, only the number purchased is populated. The breach levels 1 and 2 default to what has been specified in the Rules. You must answer all other questions and update breach level details on the Certificate after it has been created from procurement. These certificates are not auto grouped when created from procurement. You must manually group them. Also, the certificate will be created in the draft mode from procurement.

  9. Click Save.
    The Purchase Requisition form appears, and the line item that you created appears in the table.
  10. Click Save again.

This version of the documentation is no longer supported. However, the documentation is available for your convenience. You will not be able to leave comments.

Last modified by Priya Shetye on Feb 22, 2013
task purchase_items

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