Enter General Purchase Part Info
Explanation
This activity is used to enter a new purchase part, or to enter supplementary
information on an inventory-registered purchase part.
A purchase part can either be an inventory-registered part or a non-inventory
registered part.
- Purchase part, i.e., a non-inventory registered purchase part
For
example, this can be services. Enter this type of part directly in the
Purchase Part page. The only information
that is required is the default purchase unit of measure. The remaining
settings are optional. The Contractor option can be enabled if you
want to indicate that a purchase part is used to order services from contractors
who can report time and cost to projects.
- Purchased inventory part, i.e., an inventory-registered purchase part.
For an inventory part with the part type Purchased, Purchased Raw, or Expense,
a purchase part is automatically created. The default purchase unit of measure
is retrieved from the inventory part. The Inventory Part option is
enabled when the purchase part is an inventory part. Inventory parts with
other part types must be manually entered as purchase parts.
You can enable the purchase part to be purchased with the required acquisition
type for it. The possible values of Acquisition Types are Purchase Only,
Purchase and Rental and Rental Only.
When entering a purchase part directly in the
Purchase Part page, you have to enter the part number, part description,
site, and a default purchase unit of measure. You can define whether a part
is taxable. When the purchase part record is automatically generated from the
inventory part entry, unless you need to specify any additional information,
you do not have to add any. The acquisition type of the purchase part is set
to Purchase Only by default when you create a new purchase part record.
To add additional (optional) settings on an inventory-registered purchase
part, query for the part in question and add the desired information. Examples
of additional settings are quality control analyst, buyer, order processing
type, automatic closing control, over delivery control, and technical coordinator.
When working in a multi-site environment, consider using a special purchase
group for your parts.
You can connect informational text on the purchase part, such as document
text and notes.
On the Purchase Part/Suppliers
tab, you can easily view a summary of all available suppliers for this purchase
part. On the Purchase Part/Supplier Agreements
tab you can view a summary of all the supplier agreements that this purchase
part is associated with. On the Quality Requirements
tab you can define quality requirements for the purchase part. The Purchase Part/Characteristics
tab, the Purchase Part/Descriptions tab, the Purchase Part/Supplier Split tab
and the Quality Requirements tab are described in separate activity descriptions.
Prerequisites
- Purchase parts are site-dependent, therefore you must have the correct
site. Enter a value in the
Site page.
- The site must be connected to the user account. Do this in the
Sites per User page.
- When entering a purchase part and when indicating the unit of measure,
the unit code must exist in the
Units of Measure page.
- When adding additional information to a purchase inventory part, the
inventory part must have been entered in the
Inventory Part page. The inventory should have one of the following
part types: Purchased, Purchased Raw, or Expense.
- The unit must exist in the Maintenance Basic
Data/Units page.
Additional settings:
- When you are indicating a quality controller, the quality controller
must have been entered in the QC Analysts
page.
- When you are indicating a buyer, the buyer must have been entered in
the Buyers page.
- When you are indicating a purchase group, the purchase group must have
been entered in the Purchase Groups
page.
- When you are indicating a technical coordinator, the technical coordinator
must have been entered in the Technical Coordinators
page.
- When you are indicating an order processing type, the order processing
type must have been entered in the Purchase Order
Processing Types page.
- If the part is used for a contractor and you want to enable the Contractor
option, the part should already be registered as an inventory part or
sales part.
System Effects
- Depending on the starting point, you have either entered a purchase
part (a non-inventory registered purchase part) or have added some additional
information to an inventory-registered purchase part.
- When a quality controller, buyer, or purchase group is indicated on
the purchase part, it will be indicated by default when creating a purchase
requisition or purchase order. When a technical coordinator is entered on
the purchase part, this value will be used by default when creating purchase
requisitions, purchase orders, order requests for quotation, and supplier
agreement requests for quotation for the purchase part. When an order processing
type is indicated on the purchase part, the release of purchase requisitions
and purchase orders, conversions of purchase requisitions to purchase orders,
and printing of purchase orders can be automated. This is dependent on which
events are included.
- The value of the Taxable option will be retrieved from the
Company/Tax Control/Supply Chain tab.
If the Taxable option is enabled, a relevant tax code will have to
be specified on the Supplier for Purchase Part/General
tab.
- The value of the Taxable option will become the default value
for the Part Taxable option of the purchase part order line.
- If the over delivery tolerance is specified for both the purchase part
and the purchase group connected to it, the value defined for the purchase
part is considered in the purchase requisition and purchase order lines
where applicable.
- If the Contractor option is enabled, the default purch UoM will
be set to h(hours).