Create Purchase Order from Chart

Explanation

Use this activity to create a new purchase order for the part record selected in a chart.

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) in the Inventory Part/General window and a primary supplier must exist in the Supplier for Purchase Part window.
• The requisitioner must have been entered on the Requisitioners tab of the Procurement Basic Data window.

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.

Window

N/A

Related Visualization Chart Descriptions

Inventory Part Availability Planning

Related Window Descriptions

Create Supply from Visualizer

Procedure

1. Open a visualizer enabled window and query for the site needed.
2. If the Data View is displayed, click Visualization View on the title bar.
3. Right-click and select Select Visualization. The Select Visualization dialog box appears.
4. Double-click Inventory Part Availability Planning.
5. Select one or several segment(s) representing the demand(s) you want to create a supply for.
6. Right-click, point to Create Supply Order and then click Create Purchase Order. The Create Purchase Order dialog box appears.
7. The sum of the demands for the selected segment(s) appears by default in the Supply Quantity field, but can be manually changed.
8. The earliest due date from the selected demand(s) appears by default in the Due Date field, but can be manually changed.
9. Click OK.