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