Purchase Request

A Purchase Request enables maintenance users and users outside the maintenance department to request one or more parts to be ordered by the iMaint Purchasing system. Most items requested are maintenance related, however, non-maintenance parts (supplies, paper, etc.) can be requested as well.  You can create a purchase request from the iMaint navigation tree, or through the iMaint Web Purchase Requester sold separately.  

 

Note: Labels with red text denote required fields. You must enter information in these fields.

 

Field	Description
Warehouse ID	A unique identifier for the warehouse where the requested part will be stored.
Warehouse Description	Describes the warehouse where the requested part will be stored.
Requested By	The name of the person making the request.
Requester Phone	The phone number of the requester.
Part ID	A unique identifier for the part being requested.
Part Description	Describes the part being requested.
Quantity	The quantity that the user is requesting.
Unit Of Measure	The issue unit of measure from the part record.
Date Needed	The date that the part requested is needed.
Reference Number	The reference number for the specific part line item.
Work Order ID	A unique identifier for the work order associated with the request.
Asset ID	A unique identifier for the asset associated with the request.
Procedure ID	A unique identifier for the procedure associated with the request.
Project ID	A unique identifier for the project associated with the request.
GL Account	The GL Account for the part being requested.
Comments	Any descriptive information about the purchase request.

Once the request information is saved in the Purchase Request window, the data is entered as a new record in the purchasing proof list. A purchasing iMaint user must review the proof and choose to order the requested part by creating a purchase order.

The following exercise demonstrates how to create a purchase request for a Double Banded Vee Belt.

1. Select the GSO Warehouse as the ID in the Warehouse ID field.

2. Enter your phone number in the Requester Phone field.

3. Enter BELTDBLV001 in the Part ID field.

4. Enter Double Banded Vee Belt in the Part Description field. 

5. Enter Each in the Unit Of Measure field.

6. Select 7006 as the Manufacturer Supplier ID in the Preferred Supplier ID field.

7. Select 93-3199-2570-050 as the General Ledger Account in the GL Account field.

8. Save your work.

• You have now successfully created a purchase request.

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