Create Purchase Requisition from Chart

Explanation

Use this activity to create a new purchase requisition 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 Requisition.

• 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 Requisition(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 requisition in Planned status and a purchase requisition line with Planned status for the specified date and quantity. If there is a primary supplier for the purchased part, the requisition line will be created for that supplier, otherwise it will be created without a supplier. From this requisition, you can create a purchase order. The system automatically generates the requisition number.

Pages

Visual Inventory Part Availability Planning
Visual Shop Order Materials Planning
Visual Shop Orders Planning

Activity Diagrams

Plan Shop Order Material Availability using Visual Planning