Linq Requester-ID to planning Lines

In this article

Setup

Execution

When a requisition line is created, the source of this request might need to be defined for administrative purposes. The source is the person creating the line, whether it is a planner or a user demanding some office equipment.

Manufacturing Accelerator added the Requester ID field on the Requisition Worksheet. This field is by default filled with the user ID of the user that created the requisition worksheet line, but the Requester ID can be changed afterwards.

The Requester ID field is linked to the User table, so a requester must always be defined as a user.

The Requester ID field is copied to the (Blanket) Purchase Order, Production Order and Transfer Orders after executing the planning messages.

Setup

No setup is required for this functionality.

Execution

1. Choose the icon, enter Requisition Worksheet or Production worksheets.
2. Open the worksheet that you want.
3. On the Ribbon, select Calculate Plan The Calculate Plan Page appears
4. Set the desired Options on the Options FastTab
5. Set the desired Filters on the Item FastTab
6. Click OK
7. The Requester ID column has been filled in with the User ID of the user that executed the Calculate Plan function, but can be changed manually to another User ID that has been setup in NAV.

8. In the Ribbon, click Carry Out Action Message

9. Note that on Purchase Orders, Production Orders and Transfer Orders that are created through the Carry Out Action Message function, the Requester ID will be filled in with the ID that was put on the Requisition Worksheet line. It can still be changed manually.