Enter Purchase Order Rental Line
Explanation
This activity is used to enter purchase order rental lines. The parts entered
on the Purchase Order/Rental Part Lines
tab must have been entered as purchase parts and also they should be enabled
for renting in by setting the acquisition type appropriately.
Note: When project connections exist, if a project ID is specified
on the Order Details tab, new purchase
order lines must be connected to that project. When a project ID is not specified
on the PO header, a new purchase order line can be connected to a project which
has the Project Unique Procurement option enableed in the
Project Setup Parameters page, only if other
PO lines are not connected to any other projects.
New purchase order lines cannot be entered for purchase orders which are
in the Released state, if the purchase order has a project defined on
the Order Details tab. But new purchase
order lines can be created through requisition lines.
If IFS/Invoice is installed, the default value for the invoicing supplier
will be the value stated on the purchase order header. If you use a centralized
purchasing process and the site on the line does not belong to the same financial
company as the purchasing site, the default invoicing supplier is retrieved
from the supplier. However, it is possible to choose another one if appropriate.
Note: If you enter additional cost amounts directly in the Additional
Cost Net/Curr or Additional Cost Gross/Curr fields, you will not
be allowed to enter additional cost details using additional cost types.
Prerequisites
- The purchase order header must have been entered and saved.
- The purchase part must have been entered.
- The Acquisition Type of the purchase part must have been set as Rental
Only or Purchase and Rental.
- The Transaction Generation Schedule must have been created.
System Effects
- As a result of this activity, a rental order line will be entered. The
order line receives the Released status.
- When you manually enter a rental purchase order line with the same demand
site as the purchase order header demand site, and a supply chain relation
is established, the system will retrieve the ship-via code from the first
item it finds. A specified ship-via code can be found in the following items:
(1) supply chain parameter exceptions, (2) purchase order header. If the
demand site differs from the purchase order header, the system retrieves
the ship-via code from the first item in the following list: (1) supply
chain parameter exceptions, (2) supply chain parameters, (3) inherited from
the purchase order header.
- The ownership will be set as Supplier Rented by default.
- If you try to reduce the quantity, change the planned receipt date,
change the planned rental dates, on an existing rental purchase order line
with manual peggings connected, you will be notified to modify the peggings
first.
- If you use a centralized purchasing process, the system checks to see
whether the entered site on the line (i.e., the demand site) is the same
as the site on the header (i.e., the purchasing site). If the sites are
different, the system will set the Central Order option on the order
header. If those sites do not belong to the same financial company, any
pre-posting information saved on the header will not be inherited by the
line.
- The Destination Warehouse ID on an order line will automatically add
line Site’s default value if a Default Remote Warehouse for
Purchasing Flows is defined in Site > Shipment
Management.
- If you are using a delivery pattern and if the purchase order line is
manually entered, the system moves the wanted delivery date if the entered
date does not fall on a delivery day. The wanted delivery date should be
modified to fit the delivery days with the following logic:
- If the wanted delivery date falls on a day which is a delivery day,
the system keeps the required receipt date.
- If the wanted delivery date is not on a delivery day, it is replaced
with the previous working day.
- If the new wanted delivery date is not on a delivery day, go to
step 2.