Create Supply Request for Purchase Order Plan

Explanation

Use this activity to create supply request for purchase order plans. A recommendation is to review material plan warnings before creating the supply request: Review Material Plan Warnings.

Prerequisites

• A purchase order plan should exist. A purchase order plan is created during the creation of material plans, as described here: Generate Material Plan
• Previously created supply requests should not exist.
• Deliverable items must be approved.
• Project activity must be released.

System Effects

A purchase requisition is created.

Window

Project Deliverables Navigator

Related Window Descriptions

Project Deliverables Navigator/Materials/Material Plans
Project Deliverables Navigator/Shop Order Plan/General

Procedure

Create many supply requests in the Project Deliverables/Materials/Material Plans tab:

1. Open the Project Deliverables Navigator window and populate it with values.
2. Click the Materials tab and then the Material Plans tab.
3. Select one or many records that have Purchase as the supply option.
4. Right-click and then click Create Supply Request.
5. Press OK and confirm the dialog box that appears.

Purchase requisition and purchase order can now be further processed, as described here: Initiate Purchase and Manage Purchase.

Create a single supply request in Project Deliverables/Purchase Order Plan/General tab:

1. Open the Project Deliverables Navigator window and populate it with values.
2. Expand the structure and navigate to a purchase order plan.
3. Right-click on the Purchase Order Plan/General tab and then click Create Supply Request.
4. Right-click and then click Create Supply Request.
5. Press OK and confirm the dialog box that appears.

Purchase requisition can now be further processed, as described here: Initiate Purchase and Manage Purchase.