Use this activity to register Ad-hoc purchase request header. This finally facilitates to generate a respective purchase order in back-office and perform receipt.
Service Technician can perform this activity from Ad-hoc Purchase action in a work task. While in the process of creating the header, the supplier should be selected from list of registered suppliers for Ad-hoc purchasing. Once supplier is entered, Order Reference is generated with the prefix which is defined for the supplier in back-office basic data. Request header is registered in Pending status & it displays the maximum purchase amount if that has been defined in back-office basic data.
The Ad-hoc purchase request header enables user to continue ad-hoc purchase flow such as entering part & un-registered part which Service Technician wants to purchase. Part can either be added manually or automatically retrieved through EDI (Electronic Data Interchange). Finally, technician or back-office person can complete the request which enables creation of Purchase Order automatically in back end & set closed. Same time respective cost lines are updated in the task. Service Technician can also access to Ad-hoc purchase requests connected to tasks which are synced to his mobile device from Purchase Handling (Home Screen).
• An active supplier with Ad-hoc prefix defined should exists.
• Site should be allowed for the user and Ad hoc purchasing should be allowed in Ad-hoc Purchasing Basic Data.
System will create a pending Ad-hoc Purchase Request in the Ad-hoc Purchase Requests page if the user saves & exit the request header.
System will create purchase order header and lines / perform receipt /purchase transactions/ update work task cost automatically if user completes (finish) the request.