Transfer Demand to Purchase Requisition

Explanation

This activity is used to transfer an existing demand from a shop order requisition to a purchase requisition. This may occur when the parts to be manufactured before, are now to be purchased instead.

Prerequisites

• A shop order requisition must exist.
• A purchase part must exist for the manufactured part.
• The shop order requisition must not be connected to a project activity.
• The shop order requisition must not have been created from Production Line Management.
• Serial and/or lot/batch numbers must not have been reserved to the shop order requisition.

System Effects

• A purchase requisition is created with the relevant information.
• The quantity transferred to the purchase requisition will be reduced from the shop order requisition. If the entire quantity is to be purchased, the shop order requisition will be removed.

Window

Shop Order Requisition

Related Window Descriptions

Transfer Demand to Purchase Requisition
Shop Order Requisition
Shop Order Requisition/Detail

Related Visualization Chart Descriptions

Machine Operation Load In Standard Hours
Labor Operation Load In Standard Hours

Procedure

To transfer demand to purchase requisition using the data view:

1. Open the Shop Order Requisition window and query for the record you wish to transfer.
2. Right-click on the header, or the Detail tab, and then click Transfer Demand to Purchase Requisition.
3. On the dialog box that appears, enter the quantity you wish to transfer in the Qty to Transfer field. The quantity cannot exceed the current quantity on the shop order requisition.
4. If required, change the requisitioner in the Requisitioner ID field. This may be required, for example, to prevent automatic removal of the created purchase requisition when the next MRP is being run.
5. Click OK.
6. A message appears stating the purchase requisition number created. Click Yes to view it immediately.

To transfer demand to purchase requisition using the visualizer view:

1. Open a visualizer enabled window and query for the site needed.
2. If the Data View is displayed, click Visualization View on the title bar.
3. Right-click and click Select Visualization. The Select Visualization dialog box is opened.
4. Double-click Machine Operation Load in Standard Hours or Labor Operation Load in Standard Hours.
5. Select the bar/segment representing the shop order requisition whose demand you want to transfer to a purchase requisition, right-click and then click Transfer Demand to Purchase Requisition. The Transfer Demand to Purchase Requisition dialog box appears.
6. Enter the quantity you wish to transfer in the Qty to Transfer field. The quantity cannot exceed the current quantity on the shop order requisition.
7. If required, enter/change the requisitioner in the Requisitioner ID field. This may be required, for example, to prevent automatic removal of the created purchase requisition when the next MRP is being run.
8. Click OK.
9. A message appears stating the purchase requisition number created. Click Yes to view it immediately.

Note: The shop order requisition load will not be updated until the Capacity Requirements Planning (CRP) calculation has been executed.