Enter Purchase Order Rental Line
Explanation
This activity is used to enter purchase order rental lines. The parts entered on the Purchase Order/Rental
Part Lines tab must have been entered as purchase parts and also they should be enabled for renting in by
setting the acquisition type appropriately.
Note: When project connections exist, if a project ID is specified on the Order Details tab, new
purchase order lines must be connected to that project. When a project ID is not specified on the PO header, a new
purchase order line can be connected to a project which has the Project Unique Procurement option enableed
in the Project Setup Parameters page, only if other PO lines are not connected to any other projects.
New purchase order lines cannot be entered for purchase orders which are in the Released state, if the
purchase order has a project defined on the Order Details tab. But new purchase order lines can be created
through requisition lines.
If IFS/Invoice is installed, the default value for the invoicing supplier will be the value stated on the
purchase order header. If you use a centralized purchasing process and the site on the line does not belong to the
same financial company as the purchasing site, the default invoicing supplier is retrieved from the supplier.
However, it is possible to choose another one if appropriate.
Note: If you enter additional cost amounts directly in the Additional Cost Net/Curr or
Additional Cost Gross/Curr fields, you will not be allowed to enter additional cost details using additional
cost types.
Prerequisites
- The purchase order header must have been entered and saved.
- The purchase part must have been entered.
- The Acquisition Type of the purchase part must have been set as Rental Only or Purchase and
Rental.
- The Transaction Generation Schedule must have been created.
System Effects
- As a result of this activity, a rental order line will be entered. The order line receives the
Released status.
- When you manually enter a rental purchase order line with the same demand site as the purchase order header
demand site, and a supply chain relation is established, the system will retrieve the ship-via code from the
first item it finds. A specified ship-via code can be found in the following items: (1) supply chain parameter
exceptions, (2) purchase order header. If the demand site differs from the purchase order header, the system
retrieves the ship-via code from the first item in the following list: (1) supply chain parameter exceptions, (2)
supply chain parameters, (3) inherited from the purchase order header.
- The ownership will be set as Supplier Rented by default.
- If you try to reduce the quantity, change the planned receipt date, change the planned rental dates, on an
existing rental purchase order line with manual peggings connected, you will be notified to modify the peggings
first.
- If you use a centralized purchasing process, the system checks to see whether the entered site on the line
(i.e., the demand site) is the same as the site on the header (i.e., the purchasing site). If the sites are
different, the system will set the Central Order option on the order header. If those sites do not belong
to the same financial company, any pre-posting information saved on the header will not be inherited by the
line.
- The Destination Warehouse ID on an order line will automatically add line Site’s default value if a
Default Remote Warehouse for Purchasing Flows is defined in Site >
Shipment Management.
- If you are using a delivery pattern and if the purchase order line is manually entered, the system moves the
wanted delivery date if the entered date does not fall on a delivery day. The wanted delivery date should be
modified to fit the delivery days with the following logic:
- If the wanted delivery date falls on a day which is a delivery day, the system keeps the required receipt
date.
- If the wanted delivery date is not on a delivery day, it is replaced with the previous working day.
- If the new wanted delivery date is not on a delivery day, go to step 2.