Modify Requested Quantity

Explanation

Use this activity when a supply request has already been created (purchase requisition, purchase order or shop order), and the quantity per assembly has to be changed. Values for quantity per assembly is entered on components in Project Deliverables Navigator/Components tab. If the quantity per assembly has been changed, then a new calculation of gross requirement calculation must be run. This calculates new required quantities by using the new entered values for quantity per assembly. The total required quantity for each item is calculated (quantity per assembly on items are multiplied by the quantity per assembly of the parent item), as described here: Generate Material Plan. If supply request has been created, a Modify Requested Quantity option can be selected. The Modify Requested Quantity option opens a dialog where all necessary information about quantities are found. Required quantity can then be adjusted and will be reflected on connected supply request. The main steps can also be described like this:

1. Supply request like purchase requisition, purchase order or shop order has been created, as described here: Purchase Requisition and Shop Order.
2. Components are updated with new values for quantity per assembly, in Project Deliverables Navigator/Components tab.
3. Required quantities must now be updated to reflect the modified information about quantity per assembly. Required quantities are updated by running a new gross requirements calculation, as described here: Generate Material Plan
4. Modify requested quantity option in Material Plan tab can now be used. This option corrects the mismatch between the required quantities in material plans and the requested quantities, on purchase requisitions, purchase orders and shop orders.

Prerequisites

• Required quantity should have been updated by first modifying quantity per assembly on items and secondly, by completing a new calculation of gross requirements.
• Supply requests like purchase requisition, purchase order or shop order should have been created.
• Status on purchase order and shop order status should not be closed.
• A change order for the purchasing is created if change order functionality has been enabled and when purchase order is in its released status. The change order functionality for purchasing is enabled by checking the Enforce Use of Purchase Change Orders option in Site/Extended Site Info/Sales and Procurement tab.

System Effects

• The value in Quantity field on the purchase requisition line is updated.
• The value in Quantity field on the purchase order line is updated.
• The value in New Qty field on the purchase order change order line is updated.
• The value in Lot Size field on the shop order is updated.
  

Window

Project Deliverables Navigator
Project Deliverables Definition
Project Navigator
Project
Activity

Related Window Descriptions

Project Deliverables Navigator/Materials/Material Plans
Project Deliverables Definition/Demand/Material Plans

Procedure

The requested quantity can be modified in the following places:

• Project Deliverables Navigator/Materials/Material Plans tab
• Project Deliverables Definition/Demand/Material Plans tab
• Project/Demand/Project Deliverables Demand tab
• Project Navigator/Demand/Material Plans tab
• Activity/Supply/Demand/Material Plans tab

1. Open the Material Plans tab from one of the above locations.
2. Select one record, right-click and click Modify Requested Quantity.
3. Review information in fields like Required Qty and Requested Qty.
4. Enter an adjusted quantity in Adjustment Qty field. Lower the quantity by entering a negative value.
5. Review the new value in New Requested Qty field.
6. Click OK.
7. Open Material Supply tab from one of the following places and review the new value in Requested Qty field:

• 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

Modify requested quantity when a purchase requisitions has been created:

1. Perform the Modify Requested Quantity operation, as described above.
2. Open the Supply tab from one of the above locations.
3. Right-click and click Purchase Requisition.
4. Review the new value in Quantity field.

Purchase requisition can now be further processed as described here: Handle purchase requisition

Modify requested quantity when a purchase order has been created:

1. Perform the Modify Requested Quantity operation, as described above.
2. Open the Supply tab from one of the above locations.
3. Right-click and click Purchase Order.
4. Review the new value in Quantity field.

Purchase order can now be further processed as described here: Handle purchase order

Modify requested quantity 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.

1. Perform the Modify Requested Quantity operation, as described above.
2. Open the Material Plans tab from one of the above locations.
3. Right-click and re-open the Modify Requested Quantity dialog, a second time:
4. Review information in POCO Qty field (Purchase Order Change Order field).
5. Open the Supply tab from one of the above locations.
6. Right-click and click Purchase Order.
7. Right-click and click Change Order\Change Order.
8. In Purchase Order Change Order window, open Part Order Lines tab and review the new value in New Qty field.

Change order can now be further managed as described in the procurement process: Handle purchase order change order

Modify requested quantity when a shop order has been created:

1. Perform the Modify Requested Quantity operation, as described above.
2. Open the Supply tab from one of the above locations.
3. Right-click and click Shop Order.
4. Review the new value in Lot Size field.

Shop order can now be further managed as described in the shop order process: Handle shop order