Disconnect Purchase Requisition Lines from PM Actions
Explanation
Use this activity to disconnect purchase requisition lines created from the
originating PM action.
This functionality is to be used when the user needs to Obsolete a PM
action out of which purchase requisition lines have been created/processed (i.e.
Purchase orders created and etc.) and when it comes to managing mismatched
purchase requisition lines.
Prerequisites
- The separate/route PM action has non inventory purchased parts defined
in Material tab and PM action is active.
- The Create purchase demands for non-inventory parts on PM Actions scheduled
task has been
executed and purchase requisition lines has been created for a maintenance
plan line.
- The purchase requisition line has a purchase order/ request for order
quotation is created.
- The maintenance plan has not generated a work order.
System Effects
As a result of this activity, all the purchase requisition lines originated
from the PM action are disconnected from the PM action.
In the purchase requisition header Requisitioner remains as PM
and Ordered For remains as <PM No> PM Action and similarly in the
purchase order line if a purchase order has been created from the purchase
requisition line.
In the purchase requisition line, part request line (if request has been
created) and purchase order line Demand Code changes to Non Inventory.
Order Ref values will be removed from the purchase requisition lines,
part request lines and purchase order lines.
Window
Separate PM Action
Separate PM Actions
Route PM Action
Route PM Actions
Manage Mismatched Purchase Requisition Lines
Related Window Descriptions
Separate PM Action
Separate PM Actions
Route PM Action
Route PM Actions
Manage Mismatched
Purchase Requisition Lines
Procedure
Disconnecting purchase requisition lines from PM action header level.
- Open one of the PM action windows with data (Separate PM Action or
Route
PM Action).
- Right-click and then click Disconnect
Purchase Requisitions.
- Click Yes on the question and this disconnects all the purchase
requisitions from the PM action.
Disconnecting purchase requisition lines from PM action in the overview forms.
- Open one of the PM action overviews with data (Separate PM Actions or
Route
PM Actions).
- Select the PM actions (Single or multiple PM actions).
- RMB on the header and execute Disconnect
Purchase Requisitions.
- Click Yes on the question and this disconnects all the Purchase
Requisitions from the PM Action.
Disconnecting purchase requisition lines from Manage Mismatched Purchase
Requisition Lines window.
- Select the PM action in
Separate PM Action or
Route PM Action
window.
- Right-click and click Mismatched Purchase Requisition Lines.
- Select the Purchase Requisition line(s) which needs to be disconnected
from the PM action.
- Right-click and click Disconnect Purchase Requisition Line and
the selected lines are removed from the overview form.
- In the PM action header right-click and click Purchase Requisition
Lines and observe disconnected purchase requisition lines have been
removed.
- This disconnects the purchase requisition lines from the PM action
by removing the Order Ref values from the purchase requisition line
and all associated data (i.e Purchaser order, Request for order quotation).