Disconnect Purchase Requisition Lines from PM Actions

Explanation

Use this activity to disconnect purchase requisition lines created from the originating PM action.

This functionality is to be used when the user needs to Obsolete a PM action out of which purchase requisition lines have been created/processed (i.e. Purchase orders created and etc.) and when it comes to managing mismatched purchase requisition lines.

Prerequisites

• The PM action has non inventory purchased parts defined in Work List/Materials tab and PM action is active.
• The Create purchase demands for non-inventory parts on PM Actions scheduled task has been executed and purchase requisition lines has been created for a maintenance plan line.
• The purchase requisition line has a purchase order/ request for order quotation is created.
• The maintenance plan has not generated a work order.

System Effects

As a result of this activity, all the purchase requisition lines originated from the PM action are disconnected from the PM action.

In the purchase requisition header Requisitioner remains as PM and Ordered For remains as <PM No> PM Action and similarly in the purchase order line if a purchase order has been created from the purchase requisition line.

In the purchase requisition line, part request line (if request has been created) and purchase order line Demand Code changes to Non Inventory.

Order Ref values will be removed from the purchase requisition lines, part request lines and purchase order lines.

Window

PM Action
PM Actions
Manage Mismatched Purchase Requisition Lines
 

Related Window Descriptions

PM Action
PM Actions
Manage Mismatched Purchase Requisition Lines
 

Procedure

Disconnecting purchase requisition lines from PM action header level.

1. Open one of the PM action windows with data.
2. Right-click and then click Disconnect Purchase Requisitions.
3. Click Yes on the question and this disconnects all the purchase requisitions from the PM action.

Disconnecting purchase requisition lines from PM action in the overview forms.

1. Open one of the PM action overviews with data.
2. Select the PM actions (Single or multiple PM actions).
3. RMB on the header and execute Disconnect Purchase Requisitions.
4. Click Yes on the question and this disconnects all the Purchase Requisitions from the PM Action.

Disconnecting purchase requisition lines from Manage Mismatched Purchase Requisition Lines window.

1. Select the PM action in PM Action window.
2. Right-click and click Mismatched Purchase Requisition Lines.
3. Select the Purchase Requisition line(s) which needs to be disconnected from the PM action.
4. Right-click and click Disconnect Purchase Requisition Line and the selected lines are removed from the overview form.
5. In the PM action header right-click and click Purchase Requisition Lines and observe disconnected purchase requisition lines have been removed.
6. This disconnects the purchase requisition lines from the PM action by removing the Order Ref values from the purchase requisition line and all associated data (i.e Purchaser order, Request for order quotation).