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 item cost/hours 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 item cost/hours 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 item cost/hours.
- 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.