Modify Requested Quantity
Explanation
Use this activity when a supply request has already been created (purchase
requisition, purchase order or shop order), and the quantity per assembly has to
be changed. Values for quantity per assembly is entered on components in
Project Deliverables Navigator/Components tab. If the quantity
per assembly has been changed,
then a new calculation of gross requirement calculation must be run. This
calculates new required quantities by using the new entered values for quantity
per assembly. The total required quantity for each item is calculated (quantity
per assembly on items are multiplied by the quantity per assembly of the parent
item), as described here: Generate Material Plan.
If supply request has been created, a
Modify Requested Quantity option can be selected. The Modify Requested Quantity option
opens a dialog where all necessary information about quantities are
found. Required quantity can then be adjusted and will be reflected on connected supply request.
The main steps can also be described like this:
- Supply request like purchase requisition, purchase order or shop order
has been created, as described here:
Purchase
Requisition and
Shop Order.
- Components are updated with new values for quantity per assembly, in
Project Deliverables Navigator/Components tab.
- Required quantities must now be updated to reflect the modified
information about quantity per assembly. Required quantities are updated by
running a new gross requirements calculation, as described here:
Generate Material Plan
- Modify requested quantity option in Material Plan
tab can now be used. This option corrects the mismatch between the required
quantities in material plans and the requested quantities, on purchase
requisitions, purchase orders and shop orders.
Prerequisites
- Required quantity should have been updated by first modifying quantity
per assembly on items and secondly, by completing a new calculation of gross
requirements.
- Supply requests like purchase requisition, purchase order or shop order should have been
created.
- Status on purchase order and shop order status should not be closed.
-
A change order for the purchasing is created if change order functionality
has been enabled and when purchase order is in its released status. The
change order functionality for purchasing is enabled by checking the
Enforce Use of Purchase Change Orders option in Site/Extended
Site Info/Sales and Procurement tab.
System Effects
- The value in Quantity field on the purchase requisition
line is updated.
- The value in Quantity field on the purchase order line
is updated.
- The value in New Qty field on the purchase order change
order line is updated.
- The value in Lot Size field on the shop order is
updated.
Window
Project Deliverables Navigator
Project Deliverables Definition
Project Navigator
Project
Activity
Related Window Descriptions
Project Deliverables
Navigator/Materials/Material Plans
Project Deliverables
Definition/Demand/Material Plans
Procedure
The requested quantity can be modified in the following places:
- Project Deliverables Navigator/Materials/Material
Plans
tab
- Project Deliverables Definition/Demand/Material
Plans
tab
- Project/Demand/Project Deliverables Demand tab
- Project Navigator/Demand/Material Plans tab
- Activity/Supply/Demand/Material Plans tab
- Open the Material Plans
tab from one of the above
locations.
- Select one record, right-click and click Modify Requested
Quantity.
- Review information in fields like Required Qty and
Requested Qty.
- Enter an adjusted quantity in Adjustment Qty field.
Lower the quantity by entering a negative value.
- Review the new value in New Requested Qty field.
- Click OK.
- Open Material Supply tab from one of the following places and review the new
value in Requested Qty field:
- 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
Modify requested quantity when a purchase requisitions has
been created:
- Perform the Modify Requested Quantity operation, as
described above.
- Open the Supply tab from one of the above
locations.
- Right-click and click Purchase Requisition.
- Review the new value in Quantity field.
Purchase requisition can now be further processed as described here:
Handle purchase requisition
Modify requested quantity when a purchase order has been
created:
- Perform the Modify Requested Quantity operation, as
described above.
- Open the Supply tab from one of the above
locations.
- Right-click and click Purchase Order.
- Review the new value in Quantity field.
Purchase order can now be further processed as described here:
Handle
purchase order
Modify requested quantity 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.
- Perform the Modify Requested Quantity operation, as
described above.
- Open the Material Plans tab from one of the above
locations.
- Right-click and re-open the Modify Requested
Quantity dialog, a second time:
- Review information in POCO Qty field (Purchase Order
Change Order field).
- Open the Supply tab from one of the above
locations.
- Right-click and click Purchase Order.
- Right-click and click Change Order\Change Order.
- In Purchase Order Change Order window, open
Part Order Lines tab and review the new value in
New Qty field.
Change order can now be further managed as described in the procurement
process:
Handle purchase order change order
Modify requested quantity when a shop order has been created:
- Perform the Modify Requested Quantity operation, as
described above.
- Open the Supply tab from one of the above
locations.
- Right-click and click Shop Order.
- Review the new value in Lot Size field.
Shop order can now be further managed as described in the shop order
process: Handle shop order