Enter Purchase Order Rental Line

Explanation

This activity is used to enter purchase order rental lines. The parts entered on the Purchase Order/Rental Part Order Lines tab must have been entered as purchase parts and also they should be enabled for renting in by setting the acquisition type appropriately.

Prerequisites

• The purchase order header must have been entered and saved.
• The purchase part must have been entered.
• The Acquisition Type of the purchase part must have been set as Rental Only or Purchase and Rental.
• The Transaction Generation Schedule must have been created.

System Effects

• As a result of this activity, a rental order line will be entered. The order line receives the Released status.
• When you manually enter a rental purchase order line with the same demand site as the purchase order header demand site, and a supply chain relation is established, the system will retrieve the ship-via code from the first item it finds. A specified ship-via code can be found in the following items: (1) supply chain parameter exceptions, (2) purchase order header. If the demand site differs from the purchase order header, the system retrieves the ship-via code from the first item in the following list: (1) supply chain parameter exceptions, (2) supply chain parameters, (3) inherited from the purchase order header.
• The ownership will be set as Supplier Rented by default.
• If you try to reduce the quantity, change the planned receipt date, change the planned rental dates, on an existing rental purchase order line with manual peggings connected, you will be notified to modify the peggings first.
• If you use a centralized purchasing process, the system checks to see whether the entered site on the line (i.e., the demand site) is the same as the site on the header (i.e., the purchasing site). If the sites are different, the system will select the Central Order check box on the order header. If those sites do not belong to the same financial company, any pre-posting information saved on the header will not be inherited by the line.
• If you are using a delivery pattern and if the purchase order line is manually entered, the system moves the wanted delivery date if the entered date does not fall on a delivery day. The wanted delivery date should be modified to fit the delivery days with the following logic:

1. If the wanted delivery date falls on a day which is a delivery day, the system keeps the required receipt date.
2. If the wanted delivery date is not on a delivery day, it is replaced with the previous working day.
3. If the new wanted delivery date is not on a delivery day, go to step 2.

Window

Purchase Order

Related Window Descriptions

Purchase Order
Purchase Order/Rental Part Order Lines

Procedure

1. In the Purchase Order window click the Rental Part Order Lines tab, and then click New.
2. In the Part No field, enter the part number of the part you intend to order.
3. In the Quantity field, specify the quantity needed.
4. In the Planned Rental Duration field, specify the duration that you plan the rental
5. Save when completed.

Note: When project connections exist, if a project ID is specified under the Misc Order Info tab, new purchase order lines must be connected to that project. When a project ID is not specified on the PO header, a new purchase order line can be connected to a project which has the Project Unique Procurement check box selected in the Project Details window, only if other PO lines are not connected to any other projects.

New purchase order lines cannot be entered for purchase orders which are in the Released state, if the purchase order has a project defined in the Misc Order Info tab. But new purchase order lines can be created through requisition lines.

Optional steps (remember to save your entries):

• Among other things, you can manually change the values in the  Price/Currency, Price/Base, and Discount fields if required.
• Specify an additional cost per purchase order line in the Additional Cost Net/Curr or Additional Cost Gross/Curr field.

Note: If you enter additional cost amounts directly on the Additional Cost Net/Curr or Additional Cost Gross/Curr field, you will not be allowed to enter additional cost details using additional cost types via the right-mouse button options.

• Specify or change the Planned Rental Start Date, Planned Rental Start Time, Planned Rental End Date, Planned Rental End Time, Rental Duration UoM, Chargeable Days ID, Date Exception ID, Period Rounding and Schedule ID as required.
• Enter the planned date of arrival in the Planned Delivery Date field, the wanted delivery date in the Wanted Delivery Date field, and the promised delivery date in the Promised Delivery Date field.
• If IFS/Invoice is installed, the default value for the invoicing supplier will be the value stated on the purchase order header. If you use a centralized purchasing process and the site on the line does not belong to the same financial company as the purchasing site, the default invoicing supplier is retrieved from the supplier. However, it is possible to choose another one if appropriate.
• Specify or change the technical coordinator; you can use the List of Values. If a technical coordinator has been entered for the purchase part (or inventory part), this technical coordinator will appear by default on the purchase order.
• If you use centralized purchasing, you might want to change the site that is going to receive the parts in the Site field.