Enter Order Part Request Line

Explanation

The request for quotation is built in two levels, consisting of a request header and one or more request lines. The lines are divided into two tabs, one where you enter the purchase parts and one where you enter no-number parts.

By right-clicking and then clicking Create Part Request Lines, you can search for specific purchase parts or inventory parts, and then automatically add them as part request lines.

If alternate parts are defined for the purchase part, you can view them by selecting the line, right-clicking, and then clicking Alternate Purchase Part Base Data. Any specified alternate parts on the site will then be displayed.

Price and tax calculations are controlled by the setting on the Use Price Incl Tax check box. The default setting of the check box is retrieved from the site. The setting can be changed before saving, if necessary. If the request for order quotation is created from a purchase requisition line, the default setting is retrieved from the purchase requisition line and the setting cannot be changed.

Prerequisites

System Effects

The desired purchase parts are connected to the request for order quotation.

Window

Request for Order Quotation

Related Window Descriptions

Request for Order Quotation
Request for Order Quotation/Part Request Lines
Create Part Request Lines

Procedure

If adding one line at the time (used for a limited number of lines):

  1. Either populate or query for the appropriate request for order quotation.
  2. Click the Part Request Lines tab for the desired request for order quotation.
  3. Select New.
  4. Enter the part number for the part you want to include in the request, either manually or by using the List of Values. In the corresponding fields, enter the quantity you want to buy and the date you want the parts to be available for you. It is possible to change the unit of measure in which you buy the part if necessary.
  5. Repeat steps 3 through 4 for all the purchase parts that you want to include.
  6. Save when completed.

If adding several lines at the time:

  1. Either populate or query for the appropriate request for order quotation.
  2. Select the Part Request Lines tab for the desired order quotation.
  3. Right-click and then click Create Part Request Lines.
  4. To find the parts you want to register, enter your search criteria in the selection part of the window. You can manually enter the search criteria or use the List of Values to select them.
  5. In the Quantity field, enter the quantity you want to buy. (The quantity value for each line should be the same.)
  6. In the Wanted Delivery Date field, enter the date you want the parts to be available for you. This date will be the same for all the created lines.
  7. Click OK when completed.

The system will automatically populate other fields with a default value. The purchase U/M value will be retrieved from the part record, and the technical coordinator will be retrieved from the purchase or inventory part record, if those values were entered on the record. If no values for these fields were entered on the records, the fields for this window will be empty.

Optional steps (remember to save your entries):