This activity is used to register an Ad-hoc Purchase Request header. This facilitates the generation of a respective Purchase Order in the back-office and enables receipt handling.
A Service Technician can perform this activity using the Ad-hoc Purchase action in a work task. While creating the header, the supplier must be selected from the list of registered suppliers for Ad-hoc purchasing. Once the supplier is entered, an Order Reference is generated with the prefix defined for the supplier in the back-office basic data. The request header is registered in Pending status and displays the maximum purchase amount if it has been defined in the back-office basic data.
The Ad-hoc Purchase Request header enables the user to continue the Ad-hoc purchase flow, such as entering a part or an unregistered part that the Service Technician wants to purchase. Parts can either be added manually or automatically retrieved through EDI (Electronic Data Interchange). Once the request is completed by the technician or back-office staff, a Purchase Order is automatically created in the back end and set to closed. At the same time, respective cost lines are updated in the task. The Service Technician can also access Ad-hoc Purchase Requests connected to tasks synced to their mobile device via Purchase Handling (Home Screen).