Disconnect Purchase Requisition Lines from PM Actions

Explanation

Use this activity to disconnect purchase requisition lines created from the originating PM action.

This functionality is to be used when the user needs to Obsolete a PM action out of which purchase requisition lines have been created/processed (i.e. Purchase orders created etc.) and when it comes to managing mismatched purchase requisition lines.

Prerequisites

• The PM action has non inventory purchased parts defined in Work List/Materials tab and PM action is active.
• The Create purchase demands for non-inventory parts on PM Actions scheduled task has been executed and purchase requisition lines has been created for a maintenance plan line.
• The purchase requisition line has a purchase order/ request for order quotation created.
• The maintenance plan has not generated a work order.

System Effects

As a result of this activity, all the purchase requisition lines originated from the PM action are disconnected from the PM action.

In the purchase requisition header Requisitioner remains as PM and Ordered For remains as PM No, PM Action and similarly in the purchase order line if a purchase order has been created from the purchase requisition line.

In the purchase requisition line, part request line (if request has been created) and purchase order line Demand Code changes to Non Inventory.

Order Ref values will be removed from the purchase requisition lines, part request lines and purchase order lines.

Pages

Manage Mismatched Purchase Requisition Lines

Activity Diagrams

Prepare PM Action