Create Purchase Order from Chart
Explanation
Use this activity to create a new purchase order for the part record selected in a chart.
To perform this activity from the Inventory Part Availability chart, select one or more demand
segment(s) in the chart and click New Purchase Order.
- The sum of the demands for the selected segment(s) appears by default in the Supply Quantity field,
but can be manually changed.
- The earliest due date from the selected demand(s) appears by default in the Due Date field, but can be
manually changed.
To perform this activity from the Material Lines Availability chart, select one or more demand
segment(s) in the chart and click Create Purchase Order(s).
Prerequisites
- The part must not be configured.
- The part must not be connected to a project.
- The Part Type list should be set to either Purchased or Purchased (Raw) on the
Inventory Part page and a primary supplier must exist on the Supplier for Purchase
Part page.
- The requisitioner must have been entered on the Requisitioners page.
- If the activity is performed from the Material Lines Availability chart, selected demand
segment(s) must have availability category set to Supply Covers Demand,
Shortage and/or Need Order.
System Effects
As a result of this activity, the system creates a purchase order in Planned status and a purchase order
line with Released status for the primary supplier and the specified date and quantity. The system
automatically generates the order number.
If the activity is performed from the Material Lines Availability chart, the created purchase
order will be pegged to the material line.