Manage Mismatched Purchase Requisition Lines

Explanation

Use this activity to manage mismatched purchase requisition lines manually by disconnecting those from the PM action. If the maintenance plan of a PM action is changed due to some reason (i.e. which results in changing the planned date or the generatable value) even after purchase requisitions has been created, with respect to the new maintenance plan there could be non-matching purchase requisitions. To handle such purchase requisitions, if requisition line is not authorized or no request/purchase order has been created from the existing purchase requisition and processed further, such lines/headers are deleted. If at least one request/purchase order has been created for a purchase requisition line out of all in the purchase requisition headers, all the purchase requisition lines belonging to such requisition headers need to be marked as Mismatched while the scheduled task is executed. These non-matching purchase requisitions could be populated in Manage Mismatched Purchase Requisitions window. Those could also be viewed from the right mouse button option Mismatched Purchase Requisition Lines on PM action header/overview as well.
 

Prerequisites

• The PM action has non inventory purchased parts defined in Material 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 maintenance plan has not generated a work order.
• The planned date or the generatable value of the respective maintenance plan line has been changed from it's original values after the purchase requisition line has been changed.

System Effects

As a result of this activity, mismatched purchase requisition lines due to a maintenance plan change/ material change of the PM action/ lead time change, could be disconnected from the PM action and the PM action could then be processed to obsolete. Also the purchase requisition lines and associated purchase orders/ order quotations needs to be processed manually.

If there are multiple parts defined in the PM action, it will have multiple purchase requisition lines and if the user disconnects at least one of the purchase requisition lines which were created to supply for one single maintenance plan line, all other purchase requisition lines will be disconnected as well.

Window

Manage Mismatched Purchase Requisition Lines

Related Window Descriptions

Manage Mismatched Purchase Requisition Lines

Procedure

Managing mismatched purchase requisition lines individually or collectively by accessing the list of mismatched purchase requisition lines from the PM action level.

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 has 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).