Enter Purchase Requisition Lines for External Services
Explanation
A purchase requisition is comprised of a requisition header and
one or more requisition lines. Once the header has been entered, you can create purchase
requisition lines.
Requisitions for external maintenance and repair
services require the selection of order code 6 (External Service Order) in the
purchase requisition header. This selection makes the
No Part Requisition Lines
tab, used for parts without part numbers, unavailable. All requisitions for
external services are, therefore, entered on the
Part Requisition Lines
tab.
Prerequisites
- The purchase requisition header must have been entered and saved.
- The purchase part must have been defined
as a
sales part in the
Purchase Part or
Supplier for Purchase
Part window.
- Assortment structures must be defined if you want to
refer to assortments when entering part numbers.
- The supplier must have been defined as a
customer in the
Supplier or
Supplier for Purchase Part window.
- A default receive case for the supplier-part
relationship should have been defined on the
Inspection
Info tab of the
Supplier for
Purchase Part window. (Note: You can also specify the
applicable receive case later on in the process when you record arrival of
the returned service part).
- The external service types must have been defined on
the
External Service Types tab of the
Procurement Basic Data window.
- A price for each external service type must have been defined
on the
External Service Prices tab of the
Supplier for
Purchase Part window.
- The purchase
component method for the site, defined in the
Site/Sales and Procurement tab, must
have been
set to Customer Order, which makes the charge/no-charge function available.
System Effects
As a result of this activity, a purchase requisition line with
Planned
status is created.
Window
Purchase Requisition
Related Window Descriptions
Purchase Requisition
Purchase Requisition/Part Requisition Lines
Additional Cost Details
Procedure
- Open the
Purchase Requisition
window and query for the applicable purchase requisition number.
- Create a new record on the
Part Requisition Lines
tab.
- In the Part No field, enter the
part number or select it from the List of Values. If
the part you want to enter belongs to an assortment, you can also look up
its number by selecting the line, right-clicking and then clicking
Parts by Assortment and Site Cluster.
- In the External Service Type field, enter the
applicable service type or select it from the List of Values. Note: You
can only enter a value in this field if order code 6 (External Service
Order) has been selected in the header.
- The full name of the external
service type appears automatically in the Service Description field.
- In the Quantity field, indicate the number of parts to be
sent out for external service.
- In the Serial No field, enter the serial
number of the
part to be sent out for external service if it is serial-tracked. Note:
You can only enter a value in this field if order code 6 (External Service
Order) has been selected in the header.
- In the Lot Batch No field, enter the
lot/batch number of
the part to be sent out for external service if it is lot/batch-tracked. Note: You can only enter a value in this field if order code 6
(External Service Order) has been selected in the header.
- In the Wanted Receipt Date field, indicate the date
by which the part needs to be received back
on site.
- In the Supplier field, the supplier who is defined as the primary
service supplier of this
part appears automatically. You can change the supplier by using the List of Values if
several suppliers are defined for the part. If no supplier is connected to the part,
right-click and then click Supplier for Part, and then enter a supplier for
the part.
- Save the record.
Optional steps (remember to save your entries):
- Add any additional costs in the Additional Cost
or Additional Cost Gross/Curr fields.
Note: If you enter additional cost amounts
directly on the Additional Cost
or Additional Cost Gross/Curr fields, you will not be allowed to enter additional cost
details using additional cost types via the right-mouse button menu.
- Add or change the information in the Supplier Contact field. You can
enter a name or select one from the List of Values (if the person has been
entered on the
Supplier/Comm Method or
Supplier/Address/General
Address Info tabs). The supplier contact will be
transferred to the purchase order when the requisition line is converted.
- Specify or change the technical coordinator in the Technical
Coordinator field. You can enter a name or select one from the List of Values. If a technical coordinator has been
entered for the purchase part (or inventory part), this technical coordinator
will appear by default on the purchase requisition.
- Use the Note and Document
Text fields to attach additional information pertaining to the external
service for this part.
- Connect prepostings to the requisition line by
right-clicking on the purchase requisition line and then clicking Pre
Posting. The
Pre Posting dialog box appears. Enter the
applicable information and then click OK.