Perform Order Proposal

Explanation

The order proposal is used by a purchaser or planner to study the demand for inventory parts using planning method B - Order Point System, or planning method C - Refill Level.

It is also possible to create and delete purchase requisitions, shop order requisitions and create purchase orders and distribution orders. The supply type on the inventory part determines whether a purchase order or a purchase requisition will be created by the order proposal. A distribution order will be created instead of a purchase order if the primary supplier for the part has Multi-site Planned Part selected. The requisitions that can be deleted must have been created by the order proposal.

Some of the fields in the planning data that affect the order proposal are:

The Control section enables you to specify additional selection criteria for records that will be included in the order proposal. For example, delete old requisitions, create requisitions/orders, and process manufactured orders.

The Default feature allows you to use the default settings for this activity. Default settings are derived from the Database Tasks page set by the administrator. 

Note 1: Order proposal calculations only include standard inventory (i.e., project inventory balances are excluded).
Note 2: If the available quantity is below the specified safety stock, the Order Proposal Planning functionality may still create duplicate supplies / supply proposals (i.e., when converting the generated requisition to purchase order with the due date falling within the purchase lead time).

You can either create an order proposal directly, or schedule the task as a background job.

Prerequisites

System Effects

The system effects vary depending on which settings you have indicated.