Enter General Purchase Part Info
Explanation
This activity is used to enter a new purchase part,
or to enter
supplementary information on an inventory-registered purchase part.
A purchase part can either be an inventory-registered part or a
non-inventory registered part.
- Purchase part, i.e., a non-inventory registered purchase part
For example,
this can be services. Enter this type of part directly in the
Purchase Part window.
The only information that is required is the
default purchase unit of measure. The remaining settings are optional.
The Contractor check box can be selected
if you want to indicate that a purchase part is used to order services from
contractors who can report time and cost to projects.
- Purchased inventory part, i.e., an inventory-registered purchase part.
For an inventory part with the part
type Purchased, Purchased Raw, or Expense, a purchase part is automatically created. The default purchase
unit of measure is retrieved from the inventory part. The Inventory Part check box is
selected when the purchase part is an inventory part.
Inventory parts with other part types must be manually entered as purchase parts.
You can select the purchase part to be purchased with
the required acquisition type for it. The possible values of Acquisition Types are
Purchase
Only, Purchase and Rental and Rental Only.
When entering a purchase part directly in the Purchase
Part window, you have to enter the part number, part description,
site, and a default purchase unit of measure. You can define whether a part is
taxable. When the purchase part record
is automatically generated from the inventory part entry, unless you need to
specify any additional information, you do not have to add any.
The acquisition type of the purchase part is set to
Purchase Only by default when you create a new purchase part record.
To add additional (optional) settings on an inventory-registered purchase
part, query for the part in question and
add the desired information. Examples of additional settings are
quality control analyst, buyer, order
processing type, automatic closing control, over delivery control, and technical
coordinator. For further details, read the window descriptions. When working in
a multi-site environment, consider using a special purchase group for your
parts.
You can connect informational text on the purchase part, such as document
text and notes.
On the
Purchase Part/Overview Suppliers tab, you can easily view a summary of
all available suppliers for this purchase part. In the
Purchase Part/Overview
Supplier Agreements
tab you can view a summary of all the supplier agreements that this purchase part is
associated with. The
Purchase Part/Characteristics tab, the
Purchase Part/Descriptions tab, and the
Purchase Part/Supplier Split tab are described
in separate activity descriptions.
Prerequisites
- Purchase parts are site-dependent, therefore you must have the correct
site. Enter a value in the
Site
window.
- The site must be connected to the user account. Do this in the
Sites per User
window.
- When entering a purchase part and when indicating the unit of measure, the unit code must
be either activated in the ISO Code Usage
window, or entered in the
Units of Measure window
in IFS/Application Services.
- When adding additional information to a purchase inventory part, the
inventory part must have been entered in the Inventory Part
window. The inventory should have one of the following part
types: Purchased, Purchased Raw, or Expense.
- The unit must exist in the Maintenance Basic Data window.
Additional settings:
- When you are indicating a quality controller, the quality
controller must have been entered in
the
QC Analysts tab in the
Procurement Basic Data
window.
- When you are indicating a buyer, the buyer must have been entered on the
Buyers tab in the
Procurement Basic Data
window.
- When you are indicating a purchase group, the purchase group must have been entered
on the Purch. Groups tab in the
Procurement Basic Data window.
- When you are indicating a technical coordinator, the
technical coordinator must have been entered on the
Technical
Coordinators tab in the
Procurement Basic Data window.
- When you are indicating an order processing type, the order
processing type must have been entered on
the Order Processing Types
tab in the Procurement Basic Data window.
- If the part is used for a contractor and you want to select the
Contractor check box, the part should already be registered as an inventory part or
sales part.
System Effects
- Depending on the starting point, you have
either entered a purchase part (a
non-inventory registered purchase part) or have added some additional
information to an inventory-registered purchase part.
- When a quality controller, buyer, or purchase group is indicated
on the purchase part, it will be indicated by default when creating a purchase requisition
or purchase order. When a technical coordinator is entered on the purchase
part, this value will be used by default when creating purchase
requisitions, purchase orders, order requests for quotation, and supplier
agreement
requests for quotation for the purchase part. When an order processing type is indicated on the
purchase part, the release of purchase requisitions and purchase orders, conversions of
purchase requisitions to purchase orders, and printing of purchase orders can be
automated. This is dependent on which events are included.
- The value
of the Taxable check box in Purchasing will be retrieved from the
Company/Tax Control/Sales and Procurement tab. If the Taxable check box
in Purchasing is selected, a
relevant tax code will have to be specified on the
Supplier for Purchase Part/General tab.
- The value of the Taxable check box will become the default value for
the Part Taxable check box of the purchase part order line.
- If the over delivery tolerance is specified for
both the purchase part and the purchase group connected to it, the value
defined for the purchase part is considered in the purchase requisition and purchase
order lines where applicable.
- If the Contractor check box is
selected, the default purch UoM will be set to h(hours).
Window
Purchase
Part
Related Window Descriptions
Purchase Part
Purchase
Part/General
Procedure
Purchase part, i.e., a non-inventory registered purchase part.
- Create a new record in the Purchase Part
window.
- Enter a part number and a description of your purchase part.
- The site value appears automatically. If you are working with
several sites, you can change to another site. Either enter the short code or
use the List of Values.
- On the General tab, enter a default purchase unit of measure.
- Select the appropriate Acquisition Type as to
whether
you want it enabled for purchase only, rental only or both for purchase and
rental.
- If you are ordering work or services from a contractor who will later report project cost and
time, select the Contractor check box in the purchase
order line.
- Save the purchase part entry. However, you can continue to directly add
supplementary information.
- Add
supplementary information such as quality controller, buyer, purchase group,
technical coordinator, and order
processing type.
- The standard pack size appears automatically. You can change this
setting if necessary.
- You can also specify a closing tolerance percentage for the
automatic order closing function.
- Select the Perform Check option from the Delivery Check
list to enable the purchase part over delivery check settings. You can add an over tolerance percentage
and set actions for receiving authorized and non-authorized purchase orders as desired. If you set blank as the delivery check, then the system will consider the
purchase group settings or the site settings for over delivery.
- The value of the Taxable in Purchasing check box is
retrieved from the Company/Distribution tab. Select the Taxable check box as applicable.
- Save your entry.
Inventory-registered purchase part. (Note that these are
optional steps).
- In the Purchase Part window, populate or query for the desired inventory-registered
purchase part.
- Add additional information on the General tab, such as quality controller, buyer,
purchase group, and order processing type.
- Select the appropriate Acquisition Type as to
whether
you want it enabled for purchase only, rental only or both for purchase and
rental.
- The standard pack size appears automatically. You can change this
setting if necessary.
- The value of the Taxable in Purchasing check box is
retrieved from the
Company/Distribution tab.
Select the Taxable check box as applicable.
- You can also specify a closing tolerance percentage for the
automatic order closing function.
- Select the Perform Check option from the Delivery Check
list to enable the purchase part over delivery check settings. You can add an over tolerance percentage
and set actions for receiving authorized and non-authorized purchase orders as desired. If you set blank as the delivery check, then the system will consider the
purchase group settings or the site settings for over delivery.
- Save your entry.