Transfer Demand to Purchase Requisition
Explanation
This activity is used to transfer an existing demand
from a shop order requisition to a purchase requisition. This may occur when the
parts to be manufactured before, are now to be purchased instead.
Prerequisites
- A shop order requisition must exist.
- A purchase part must exist for the manufactured
part.
- The shop order requisition must not be connected to a project activity.
- The shop order requisition must not have been created from
Production Line Management.
- Serial and/or lot/batch numbers must not have been reserved to the shop
order requisition.
System Effects
- A purchase requisition is created with the
relevant information.
- The quantity transferred to the purchase
requisition will be reduced from the shop order requisition. If the entire
quantity is to be purchased, the shop order requisition will be removed.
Window
Shop Order
Requisition
Related Window Descriptions
Transfer Demand to Purchase
Requisition
Shop Order Requisition
Shop Order Requisition/Detail
Related Visualization Chart Descriptions
Machine Operation Load In Standard Hours
Labor Operation Load In Standard Hours
Procedure
To transfer demand to purchase requisition using the data view:
- Open the
Shop Order Requisition
window and query for the record you wish to transfer.
- Right-click on the header, or the
Detail
tab, and then click Transfer Demand to Purchase Requisition.
- On the dialog box that appears, enter the quantity
you wish to transfer in the Qty to Transfer field. The quantity cannot exceed the
current quantity on the shop order requisition.
- If required, change the requisitioner in the Requisitioner ID
field. This may be
required, for example, to prevent automatic removal of the created purchase
requisition when the next MRP is being run.
- Click OK.
- A message appears stating the purchase
requisition number created. Click Yes to view it immediately.
To transfer demand to purchase requisition using the visualizer view:
- Open a visualizer enabled window
and query for the site needed.
- If the Data View is displayed, click
Visualization View on the title bar.
- Right-click and click
Select Visualization.
The
Select Visualization dialog box is
opened.
- Double-click
Machine Operation Load in Standard Hours
or
Labor Operation Load in Standard Hours.
- Select the bar/segment
representing the shop order requisition whose demand you want to transfer to
a purchase requisition, right-click
and then click Transfer Demand to Purchase Requisition. The
Transfer Demand to Purchase Requisition dialog box appears.
- Enter the quantity
you wish to transfer in the Qty to Transfer field. The quantity cannot exceed the
current quantity on the shop order requisition.
- If required, enter/change the requisitioner in the Requisitioner ID
field. This may be
required, for example, to prevent automatic removal of the created purchase
requisition when the next MRP is being run.
- Click OK.
- A message appears stating the purchase
requisition number created. Click Yes to view it immediately.
Note: The shop order requisition load will not be updated until the
Capacity Requirements Planning (CRP) calculation has been executed.