Enter Order Processing Types

Explanation

Use this activity to enter an order processing type. This is a kind of fast track code that automatically processes certain steps in the purchasing process. You can define which events to include and the time span for the requisitions and purchase orders that will be processed. This will give you the ability to process a high volume of purchase requisitions and purchase orders in an efficient way.

The steps that can be automated are the following:

• Releasing purchase requisitions
• Converting purchase requisitions to purchase orders
• Printing purchase orders
• Releasing purchase orders

You are free to decide which events should be included in your order processing type. You can define as many order processing types as needed to fulfill your various needs. Usually, an order processing type is used to process parts with similar lead times. You can start the process manually or automatically at a scheduled day and time.

The time span (called Days Before Latest Order Date in the system) determines which requisition lines and/or purchase orders with the latest order date and within a certain time span will be processed. The default value is 999, which is an unlimited time span (all). The Days Before Latest Order Date means the following:

• Purchase requisitions: Latest order date
• Purchase orders: Planned receipt date less purchase lead time.

Automatic order processing can be used for:

• Part requisition lines
• Part order lines

Note: All lines on a purchase order must have the same order processing type specified.

The order processing type is normally connected to the purchase part, i.e., you can connect a default order processing type to a certain purchase part. This is done in the General tab in the Purchase Part window. When this is done and a new part line is entered, the predefined order processing type is present. However, an order processing type can be entered directly on a purchase requisition or purchase order line.

Prerequisites

No prerequisites are required.

System Effects

An order processing type is entered and can then be connected to a purchase part, or entered directly on a purchase requisition or a purchase order. The order processing batch can be manually initiated or be run by a schedule.

Window

Procurement Basic Data

Related Window Descriptions

Procurement Basic Data
Procurement Basic Data/Order Processing Types

Procedure

1. Select the Order Processing Types tab in the Procurement Basic Data window.
2. Create a new record.
3. Enter an order processing type ID and a description. The ID can be a maximum of 3 alphanumeric characters.
4. Save your entry.
5. Click the table and create a new record.
6. In the Event column, use the list box to indicate the desired event.
7. In the Days Before Latest Order Date column, the default value 999 is filled in. You can enter your own value or you can keep the default.
8. Save your entry.
9. Repeat steps 5 to 8 until all events to be included in this order processing type are specified.