Enter Purchase Requisition Lines for External Services
Explanation
A purchase requisition is comprised of a requisition header and
one or more requisition lines. Once the header has Planned status, you can
create purchase
requisition lines.
Requisitions for external repair orders require the selection of the External Service check box in the
requisition header, which assigns order code 6 (External Service Order) to the
purchase requisition. This selection makes the
No Part Requisition Lines
tab, used for parts without part numbers, unavailable. All requisitions for
external services are, therefore, entered on the
Part Requisition Lines
tab.
Note: Creating an external repair order from a
work order requires
the part to be located in inventory before it can be sent out to a supplier for
maintenance or repair services. It is, therefore, important that
you complete step 5 of the procedure below.
Prerequisites
- The purchase requisition header must have been
completed and saved (i.e., have Planned status).
- The part to be sent out for external service must have been
converted from purchase part to sales part in the
Purchase Part
or
Supplier for
Purchase Part
windows.
- The supplier must have been assigned a customer ID
in the
Supplier or
Supplier for
Purchase Part windows.
- A default receive case for the supplierpart
relationship should have been defined on the
Inspection
Info tab of the
Supplier for
Purchase Part window. (Note: You can also specify the
applicable receive case later on in the process when you record arrival of
the returned service part.)
- The external service types must have been defined on
the
External Service Types tab of the
Procurement Basic Data window.
- A price for each external service type must have been defined
on the
External Service Prices tab of the
Supplier for
Purchase Part window.
System Effects
As a result of this activity, a purchase requisition line with
Planned status is created.
Windows
Prepare Work Order
Related Window Descriptions
Prepare Work Order
Prepare
Work Order/Requisitions
Prepare
Work Order/Requisitions/Part Requisition Lines
Procedure
- Open the
Prepare Work Order window and
query for the applicable work order number.
- Click the
Requisitions tab and query
for the applicable purchase requisition number.
- Create a new record on the
Part Requisition Lines
tab.
- In the Part No field, enter the
part number or select it from the List of Values.
- When you ultimately release the purchase order, the part to be sent out
for external service has to be located in inventory. Place the part into
inventory, using the
Returns tab on the work order.
- In the Supplier field, the supplier who is defined as the primary supplier of this
part appears automatically. You can change the supplier by using the List of Values if
several suppliers are defined for the part. If no supplier is connected to the part,
right-click, click Supplier for Part, and then enter a supplier for
the part.
- In the Original Quantity field, indicate the number of parts to be
sent out for external service.
- In the Serial No field, enter the serial
number of the
part to be sent out for external service if it is serial tracked.
Note:
You can only enter a value in this field if order code 6 (External Service
Order) has been selected in the header.
- In the Lot Batch No field, enter the lot/batch number of
the part to be sent out for external service if it is lot/batch
tracked. Note: You can only enter a value in this field if order code 6
(External Service Order) has been selected in the header.
- In the External Service Type field, enter the applicable service type or select it from the List of Values.
Note: You
can only enter a value in this field if order code 6 (External Service
Order) has been selected in the header.
- The full name of the external
service type appears automatically in the Service Description field.
- In the Wanted Receipt Date field, indicate the date
by which the repaired, serviced, or exchanged part needs to be received back
on site.
- Save the record.
Optional steps (remember to save your entries):
- Connect prepostings to the purchase requisition line by
right-clicking on the line and then clicking Pre
Posting. The
Pre Posting dialog box appears. Enter the
applicable information and then click OK.
- Attach additional information pertaining to the external
service for this part by
right-clicking on the purchase requisition line and then clicking Notes
or Document
Text. The Document
Text function allows you to include general statements or standard phrases
in a purchase requisition when it is
printed out. You can link the document text to the header or to each line separately. Notes, unlike document texts, will not be printed
on the document. They can be used, for example, as reminders or guidance to
other people handling the requisition.