Create Purchase Requisition from Chart

Explanation

Use this activity to create a new purchase requisition 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.
• 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 requisition in Planned status and a purchase requisition line with Planned status for the specified date and quantity. If there is a primary supplier for the purchased part, the requisition line will be created for that supplier, otherwise it will be created without a supplier. From this requisition, you can create a purchase order. The system automatically generates the requisition 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 Requisition. The Create Purchase Order Requisition 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.