Create Project Delivery Requests

Explanation

The menu option Create Project Supply Request will create different types of supplies depending on the supply option that has been selected for the project specific item. For the Shop Order, Purchase and DOP supply options, it will create pegged shop orders, purchase requisitions and DOP headers. For the  PMRP supply option it will create unpegged shop orders or purchase requisitions which will be considered in the PMRP calculation. 

Prerequisites

• The project must be approved.
• The project item must exist as inventory part in the project site.
• The project item's part definition must have been approved.
• The project item cannot be a standard planned item.
• The project item or its parent project item must be connected to a project activity.
• An appropriate supply option must have been defined for the project item.
• The project item must have been defined with appropriate Part Type and Default Supply Type in inventory.
• If the supply option is Shop Order, then the connected activity must be released.
• To convert the created Purchase Requisition into a Purchase Order, the activity must be released.
• To release the created DOP Header, the activity must be released.
• If a Shop Order is to be created and the project item has 'Inventory Serial Tracking', the project item must have a serial number reserved, and all the children in the structure with Inventory Serial Tracking must have a serial number.
• If a Shop Order is to be created, all the children must have approved Part Definition, and none of the children in the structure must have been issued from inventory.

System Effects

• Depending on the supply option selected for the project item, a Purchase Requisition, Shop Order or DOP Header is created, which in turn is pre-posted with the Project ID and Activity Sequence.
• A new record is inserted into the list of requested items in Project Product/Supply/Procured tab for the Shop order, Purchase and DOP supply options. This new record is updated with information about the linked created supply.
• The Requested Quantity is updated according to the Required Quantity.
• The Requested Date is updated according to Required Date.
• In the Project Navigator/Connections tab, a new record is visible indicating that a Purchase Requisition, Shop Order or a DOP Header has been connected to the activity.
• If a serial number has been reserved for the project item, the serial number reservation is moved to the DOP Header. In Inventory/Inventory Part/Part Serial Reservations window, the reservation for the serial number is updated with the DOP Header ID.
• The Supply Created check box will be selected.

Window

Project Product/Demand/MPL
Part Procurement Info/Procured

Related Window Descriptions

Project Product/Demand/MPL
Part Procurement Info/Procured

Procedure

Purchased Parts

1. Select the demand line to be procured.
2. Click the Create Project Supply Request menu option.
3. In the Create Request dialog box, select the Create New button to create a new Purchase Requisition, or select an existing Purchase Requisition to add the demand to. 

Manufactured Parts with Supply Option DOP or Shop Order

1. Select the demand line to be procured.
2. Click the Create Project Supply Request menu option.
3. Click OK on the information message.