Modify Requested Date
Explanation
Use this activity to modify requested date on supply requests. In Project Deliverables, the
gross requirement calculation sets required date on material requirements and material plans.
Required date is found on items in the material requirement list, in
Project Deliverable Navigator/Materials/Material Requirements
tab. Required date is also found on material plans, once those plans has been
generated, in Project Deliverable Navigator/Materials/Material Plans
tab and in the General tab for the selected planning
item, in the tree. Material plans are generated as described here:
Generate Material Plan
- Required date on top items are set to early finish date of the project
activity.
- Required date on components are set to early finish date of the project
activity minus the lead time for the parent items. This ensures that components
are available when requested by the parent items.
If the
early finish date on project activity has been changed or if the lead time has
been changed, then a new gross requirement calculation (GRC) must be run
to reflect the new required date. If a supply request has already been created for it, the Modify
Requested Date menu option can be selected to change the requested date
of the already created supply requests. The Modify Requested Date
option is available in Material Supply tabs (see below) and
enabled when required date and requested date differ.
Prerequisites
- Supply request should have been created.
- Early finished date on project activity or lead time on parent items
should have been changed, and a new gross requirement calculation (GRC)
should have been run, as described here:
Generate Material Plan
- Status on purchase order and shop order status should not be closed.
System Effects
- The value in Requested Date field on supply request in
Supply tab is updated.
- The value in Wanted Receipt Date on the purchase
requisition is updated.
- The value in Planned Receipt Date on a purchase order
is updated.
- The value in New Wanted Delivery Date and
Planned Receipt Date, on the purchase order change order line is
updated.
- The value in Need Date field on a shop order is
updated.
Window
Project Deliverables Navigator
Project Deliverables Definition
Project Navigator
Project
Activity
Related Window Descriptions
Project Deliverables Navigator/Materials/Material Supply
Project Deliverables Definition/Supply/Project
Deliverables Supply
Procedure
The requested date can be modified in the following places:
- Project Deliverables Navigator/Materials/Material Supply
tab
- Project Deliverables Definition/Supply/Project Deliverables Supply
tab
- Project/Supply/Project Deliverables Supply tab
- Project Navigator/Activity/Supply/Project Deliverables Supply
tab
- Activity/Supply/Project Deliverables Supply tab
- Open the Supply tab from one of the above
locations.
- Notice how the date differs between Required Date and
Requested Date:
- Required Date comes from the latest gross requirement
calculation.
- Requested Date was added when the supply request was
initially created or from any previous Modify Requested Date
operation.
- Select one or many records, right click and click Modify
Requested Date.
- Click Yes.
- Notice how the value in Requested Date is updated and
in sync with the value in Required Date field.
For a record with supply option Purchase and where a purchase
requisition has been created:
- Perform the Modify Requested Date operation, as
described above.
- Open the Supply tab from one of the above
locations.
- Right-click and click Purchase Requisition.
- Review the value in Wanted Receipt Date field and
notice how it's in sync with the Requested Date.
Purchase requisition can now be further processed as described here:
Handle purchase requisition
For a record with supply option Purchase and where a purchase
order has been created:
- Perform the Modify Requested Date operation, as
described above.
- Open the Supply tab from one of the above
locations.
- Right-click and click Purchase Order.
- Review values in Planned Receipt Date to see that it's
in sync with the Requested Date.
Purchase order can now be further processed as described here:
Handle
purchase order
Modify requested date when a purchase order is in released status, and
when change order for the site has been enabled:
Note! The option Enforce Use of Purchase Change Orders in
Extended Site Info/Sales and Procurement tab in
Site window enables change order.
- Perform the Modify Requested Date operation, as
described above.
- Open the Supply tab from one of the above
locations.
- Right-click and click Purchase Order.
- Right-click and click Change Order\Change Order.
- In Purchase Order Change Order window, open
Part Order Lines tab and review values in
New Wanted Delivery Date and Planned Receipt Date,
to see that they are in sync with Requested Date.
Change order can now be further managed as described in the procurement
process:
Handle purchase order change order
For a record with supply option Shop Order and where a shop
order has been created:
- Perform the Modify Requested Date operation, as
described above.
- Open the Supply tab from one of the above
locations.
- Right-click and click Shop Order.
- Review the value in Need Date field and notice how it's
in sync with Requested Date.
Shop order can now be further managed as described in the shop order
process: Handle shop order