Skip to main content

Opening the Materials and Services Requisition

In the initial activity of the process, the requester records all the information needed to open the requisition, ensuring the data is complete and correct for the approval and fulfillment flow.

Requester Data​

Filled in automatically from the user's Fluig profile:

  • Name;
  • E-mail;
  • Requisition Date;
  • Requisition Time.

Request Type​

The requester must choose between:

  • Maritime — displays the DA-related fields throughout the whole process (optional for the requester, required for Finance);
  • Administrative — DA fields are not displayed.

Supplier Data​

The requester must:

  • Select the supplier by searching by name or CPF/CNPJ (list retrieved from RM);
  • Check the automatically filled data: supplier code, CPF/CNPJ, and e-mail.

And set the notification options:

  • Send notification e-mail to the supplier (default: Yes);
  • Send the public page link (default: Yes);
  • If any notification is enabled, a table is displayed to add additional recipients — specific e-mails or Fluig groups (all group members receive a copy).

DA Data​

:::info Visible only for "Maritime" requests :::

In this section, the requester must:

  • Enter the ETA and ETD period to pre-filter the DAs;
  • Select the DA by code or name (list loaded from RM);
  • Check the Cost Center, automatically filled from the DA's RM registration;
  • Validate the DA controls table: Status, Client Ref., ETA, ETD, Port, Principal Code, Principal Name, and Call Type.

Requisition Items​

For each item, the requester sets the type (Product or Service) and:

  • Selects the product/service by code or name (RM list);
  • Enters manually: Quantity, Detailed description, and Reported price (optional);
  • Checks the automatic RM data: Unit of Measure and Price registered in RM;
  • Checks the item total (when a price was entered).

Any number of items can be added — the system automatically calculates the requisition's grand total.

Remarks​

Optional General Remarks field for additional information relevant to the review, approval, or fulfillment.

Field rules​

FieldRule
Requester Data
Name / E-mail / Date / TimeAutomatically filled with the requester's data and the opening moment.
Request Type
Maritime / AdministrativeRequired. "Maritime" displays the DA fields across the whole process (optional for the requester, required for Finance); "Administrative" hides the DA fields.
Supplier Data
SupplierZoom with RM suppliers (search by CPF/CNPJ or name). Required in the start activity.
Code / CPF/CNPJ / E-mailLocked, filled according to the selected supplier.
Send notification e-mailYes/No switch — default "Yes".
Send public page linkYes/No switch — default "Yes".
Group?Checkbox shown when a notification is enabled; turns the next field into a Fluig group zoom.
E-mail / Fluig GroupFree text or group zoom, according to the "Group?" checkbox.
DA Data ("Maritime" type only)
ETA / ETDDate fields to pre-filter the DAs.
DAZoom with RM DAs (search by code or name). Optional for the requester; required for Finance on maritime requests.
Cost CenterLocked, filled according to the selected DA.
DA controlsStatus, Client Ref., ETA, ETD, Port, Principal Code, Principal Name, and Call Type — locked, filled according to the DA.
Requisition Items
Request Type"Product" or "Service" radio.
Product / ServiceZoom with RM items, according to the chosen type.
Unit of MeasureLocked, according to the selected item.
QuantityNumber, entered by the requester per item.
DescriptionText area per item.
RM PriceCurrency, automatically returned when configured in RM for the supplier.
PriceCurrency, optional reference price.
TotalCurrency, locked — Quantity × Price.
Remarks
General RemarksText area, optional.