Modify Requested Date

Explanation

Use this activity to modify requested date on supply requests. In Project Deliverables, the gross requirement calculation sets required date on material requirements and material plans. Required date is found on items in the material requirement list, in Project Deliverable Navigator/Materials/Material Requirements tab. Required date is also found on material plans, once those plans has been generated, in Project Deliverable Navigator/Materials/Material Plans tab and in the General tab for the selected planning item, in the tree. Material plans are generated as described here: Generate Material Plan

• Required date on top items are set to early finish date of the project activity.
• Required date on components are set to early finish date of the project activity minus the lead time for the parent items. This ensures that components are available when requested by the parent items.

If the early finish date on project activity has been changed or if the lead time has been changed, then a new gross requirement calculation (GRC) must be run to reflect the new required date. If a supply request has already been created for it, the Modify Requested Date menu option can be selected to change the requested date of the already created supply requests. The Modify Requested Date option is available in Material Supply tabs (see below) and enabled when required date and requested date differ.

Prerequisites

• Supply request should have been created.
• Early finished date on project activity or lead time on parent items should have been changed, and a new gross requirement calculation (GRC) should have been run, as described here: Generate Material Plan
• Status on purchase order and shop order status should not be closed.

System Effects

• The value in Requested Date field on supply request in Supply tab is updated.
• The value in Wanted Receipt Date on the purchase requisition is updated.
• The value in Planned Receipt Date on a purchase order is updated.
• The value in New Wanted Delivery Date and Planned Receipt Date, on the purchase order change order line is updated.
• The value in Need Date field on a shop order is updated.

Window

Project Deliverables Navigator
Project Deliverables Definition
Project Navigator
Project
Activity

Related Window Descriptions

Project Deliverables Navigator/Materials/Material Supply
Project Deliverables Definition/Supply/Project Deliverables Supply 

Procedure

The requested date can be modified in the following places:

• Project Deliverables Navigator/Materials/Material Supply tab
• Project Deliverables Definition/Supply/Project Deliverables Supply tab
• Project/Supply/Project Deliverables Supply tab
• Project Navigator/Activity/Supply/Project Deliverables Supply tab
• Activity/Supply/Project Deliverables Supply tab

1. Open the Supply tab from one of the above locations.
2. Notice how the date differs between Required Date and Requested Date:

• Required Date comes from the latest gross requirement calculation.
• Requested Date was added when the supply request was initially created or from any previous Modify Requested Date operation.

3. Select one or many records, right click and click Modify Requested Date.
4. Click Yes.
5. Notice how the value in Requested Date is updated and in sync with the value in Required Date field.

For a record with supply option Purchase and where a purchase requisition has been created:

1. Perform the Modify Requested Date operation, as described above.
2. Open the Supply tab from one of the above locations.
3. Right-click and click Purchase Requisition.
4. Review the value in Wanted Receipt Date field and notice how it's in sync with the Requested Date.

Purchase requisition can now be further processed as described here: Handle purchase requisition

For a record with supply option Purchase and where a purchase order has been created:

1. Perform the Modify Requested Date operation, as described above.
2. Open the Supply tab from one of the above locations.
3. Right-click and click Purchase Order.
4. Review values in Planned Receipt Date to see that it's in sync with the Requested Date.

Purchase order can now be further processed as described here: Handle purchase order

Modify requested date when a purchase order is in released status, and when change order for the site has been enabled:

Note! The option Enforce Use of Purchase Change Orders in Extended Site Info/Sales and Procurement tab in Site window enables change order.

1. Perform the Modify Requested Date operation, as described above.
2. Open the Supply tab from one of the above locations.
3. Right-click and click Purchase Order.
4. Right-click and click Change Order\Change Order.
5. In Purchase Order Change Order window, open Part Order Lines tab and review values in New Wanted Delivery Date and Planned Receipt Date, to see that they are in sync with Requested Date.

Change order can now be further managed as described in the procurement process: Handle purchase order change order

For a record with supply option Shop Order and where a shop order has been created:

1. Perform the Modify Requested Date operation, as described above.
2. Open the Supply tab from one of the above locations.
3. Right-click and click Shop Order.
4. Review the value in Need Date field and notice how it's in sync with Requested Date.

Shop order can now be further managed as described in the shop order process: Handle shop order