Enter Purchase Order Rental Line
Explanation
This activity is used to enter purchase order rental
lines. The parts entered on the
Purchase Order/Rental Part Order Lines tab must have been entered as
purchase parts and also they should be enabled for renting in by setting the
acquisition type appropriately.
Prerequisites
- The purchase order header must have been entered
and saved.
- The purchase part must have been entered.
- The Acquisition Type of the purchase part must
have been set as Rental Only or Purchase and Rental.
- The Transaction Generation Schedule must have been
created.
System Effects
- As a result of this activity, a rental order line
will be entered. The order line receives the Released status.
- When you manually enter a rental purchase order
line with the same demand site as the purchase order header demand site, and
a supply chain relation is established, the system will retrieve the ship-via code from the first item it finds. A specified
ship-via code can be
found in the following items: (1) supply chain parameter exceptions, (2)
purchase order header. If the demand site differs from the purchase order
header, the system retrieves the ship-via code from the first item in the
following list: (1) supply chain parameter exceptions, (2) supply chain
parameters, (3) inherited from the purchase order header.
- The ownership will be set as Supplier Rented by
default.
- If you try to reduce the quantity, change the
planned receipt date, change the planned rental dates, on an existing rental
purchase order line with manual peggings connected, you will be notified to
modify the peggings first.
- If you use a centralized purchasing process, the
system checks to see whether the entered site on the line (i.e., the demand
site) is the same as the site on the header (i.e., the purchasing site). If
the sites are different, the system will select the Central Order
check box on the order header. If those sites do not belong to the same
financial company, any pre-posting information saved on the header will not
be inherited by the line.
- If you are using a delivery pattern and if the
purchase order line is manually entered, the system moves the wanted
delivery date if the entered date does not fall on a delivery day. The
wanted delivery date should be modified to fit the delivery days with the
following logic:
- If the wanted delivery date falls on a day
which is a delivery day, the system keeps the required receipt date.
- If the wanted delivery date is not on a
delivery day, it is replaced with the previous working day.
- If the new wanted delivery date is not on a
delivery day, go to step 2.
Window
Purchase Order
Related Window Descriptions
Purchase Order
Purchase Order/Rental Part Order Lines
Procedure
- In the Purchase Order
window click the Rental Part Order Lines
tab, and then click New.
- In the Part No field, enter the part number
of the part you intend to order.
- In the Quantity field, specify the quantity
needed.
- In the Planned Rental Duration field,
specify the duration that you plan the rental
- Save when completed.
Note: When project connections exist, if a
project ID is specified under the Misc Order Info
tab, new purchase order lines must be connected to that project. When a project
ID is not specified on the PO header, a new purchase order line can be connected
to a project which has the Project Unique Procurement check box selected
in the Project Details window, only if
other PO lines are not connected to any other projects.
New purchase order lines cannot be entered for purchase
orders which are in the Released state, if the purchase order has a
project defined in the Misc Order Info
tab. But new purchase order lines can be created through requisition lines.
Optional steps (remember to save your entries):
- Among other things, you can manually change the
values in the Price/Currency, Price/Base, and
Discount fields if required.
- Specify an additional cost per purchase order line
in the Additional Cost Net/Curr or Additional Cost Gross/Curr
field.
Note: If you enter additional cost amounts
directly on the Additional Cost Net/Curr or Additional Cost Gross/Curr
field, you will not be allowed to enter additional cost details using additional
cost types via the right-mouse button options.
- Specify or change the Planned Rental Start
Date, Planned Rental Start Time, Planned Rental End Date, Planned Rental End
Time, Rental Duration UoM, Chargeable Days ID, Date Exception ID, Period
Rounding and Schedule ID as required.
- Enter the planned date of arrival in the
Planned Delivery Date field, the wanted delivery date in the Wanted
Delivery Date field, and the promised delivery date in the Promised
Delivery Date field.
- If IFS/Invoice is installed, the default value for
the invoicing supplier will be the value stated on the purchase order
header. If you use a centralized purchasing process and the site on the line
does not belong to the same financial company as the purchasing site, the
default invoicing supplier is retrieved from the supplier. However, it is
possible to choose another one if appropriate.
- Specify or change the technical coordinator; you
can use the List of Values. If a technical coordinator has been entered for
the purchase part (or inventory part), this technical coordinator will
appear by default on the purchase order.
- If you use centralized purchasing, you might want
to change the site that is going to receive the parts in the Site
field.