Create Purchase Order from Chart
Explanation
Use this activity to create a new purchase order for the part record selected
in a chart.
To perform this activity from the
Inventory Part Availability chart, select one or more demand segment(s) in the chart and click
New Purchase Order.
- The sum of the demands for the selected segment(s) appears by default
in the Supply Quantity field, but can be manually changed.
- The earliest due date from the selected demand(s) appears by default
in the Due Date field, but can be manually changed.
To perform this activity from the Material Lines Availability
chart, select one or more demand segment(s) in the chart and click
Create Purchase Order(s).
Prerequisites
- The part must not be configured.
- The part must not be connected to a project.
- The Part Type list should be set to either Purchased or
Purchased (Raw) on the Inventory Part page
and a primary supplier must exist on the Supplier for Purchase Part
page.
- The requisitioner must have been entered on the
Requisitioners page.
- If the activity is performed from the Material Lines
Availability chart, selected demand segment(s) must have
availability category set to Supply Covers Demand,
Shortage and/or Need Order.
System Effects
As a result of this activity, the system creates a purchase order in Planned
status and a purchase order line with Released status for the primary
supplier and the specified date and quantity. The system automatically generates
the order number.
If the activity is performed from the Material Lines Availability
chart, the created purchase order will be pegged to the material line.