Modify Requested Quantity
Explanation
Use this activity when a supply request has already been created (purchase
requisition, purchase order or shop order), and the quantity per assembly has
to be changed. Values for quantity per assembly is entered on components in
Project Deliverables Navigator/Components tab. If
the quantity per assembly has been changed, then a new calculation of gross
requirement calculation must be run. This calculates new required quantities
by using the new entered values for quantity per assembly. The total required
quantity for each item is calculated (quantity per assembly on items are multiplied
by the quantity per assembly of the parent item). If supply request has been
created, a Modify Requested Quantity option can be selected.
The Modify Requested Quantity option opens a dialog where all
necessary information about quantities are found. Required quantity can then
be adjusted and will be reflected on connected supply request. The main steps
can also be described like this:
- Supply request like purchase requisition, purchase order or shop order
has been created.
- Components are updated with new values for quantity per assembly, in
Project Deliverables Navigator/Components tab.
- Required quantities must now be updated to reflect the modified information
about quantity per assembly. Required quantities are updated by running
a new gross requirements calculation.
- Modify requested quantity option in Material Plan
tab can now be used. This option corrects the mismatch between the required
quantities in material plans and the requested quantities, on purchase requisitions,
purchase orders and shop orders.
Prerequisites
- Required quantity should have been updated by first modifying quantity
per assembly on items and secondly, by completing a new calculation of gross
requirements.
- Supply requests like purchase requisition, purchase order or shop order
should have been created.
- Status on purchase order and shop order status should not be closed.
- A change order for the purchasing is created if change order functionality
has been enabled and when purchase order is in its released status. The
change order functionality for purchasing is enabled by checking the
Enforce Use of Purchase Change Orders option in
Site/Extended Site Info/Sales and Procurement tab.
System Effects
- The value in Quantity field on the purchase requisition
line is updated.
- The value in Quantity field on the purchase order line
is updated.
- The value in New Qty field on the purchase order change
order line is updated.
- The value in Lot Size field on the shop order is updated.