Enter Rental Line, Express Requisition

Explanation

The purchase requisition is built in two levels, consisting of a requisition header and one or several requisition lines. The second step in a new entry is to enter purchase requisition lines.

Requisitions for rental parts are entered on the Rental Part Requisition Lines tab.

Note that this activity description only covers the entry of rental part lines on express purchase requisitions, i.e., purchase requisitions having order code 5 (Express).

When entering a purchase requisition for a new supplier that has not yet been entered, it is possible to make a quick registration of the new supplier using an existing supplier as a template. In doing so, supplier information that is not company-specific is automatically copied from the template supplier to the new supplier, while additional information is entered in the Quick Supplier Registration dialog box.

Prerequisites

System Effects

As result of this entry, a purchase requisition line with status Planned is created.

Window

Purchase Requisition

Related Window Descriptions

Purchase Requisition
Purchase Requisition/Rental Part Requisition Lines
Quick Supplier Registration
Create Supplier for Purchase Part
Additional Cost Details Customer Order
Quick Order Flow Handling

Procedure

To enter a rental purchase requisition line for a previously entered supplier (or when the supplier is not known):

  1. On the Purchase Requisition/Rental Part Requisition Lines tab, select New. In the Part No field, either indicate the part number by entering it directly or search for it by using the List of Values.
  2. In the Quantity field, indicate the number of parts to be ordered.
  3. In the Wanted Receipt Date field, indicate the date when the parts are needed
  4. In the Planned Rental Start Date field, indicate the date on which the rental is planned to be started.
  5. In the Planned Rental End Date field, indicate the date on which the rental is planned to be finished.
  6. In the Chargeable Days ID, Date Exception ID, Period Rounding fields, indicate the parameters according to which the chargeable days should be calculated.
  7. In the Schedule ID field, indicate the pattern the rental transactions should be generated.
  8. In the Supplier field, the supplier that is defined as the primary supplier of this part is automatically indicated. You can change the supplier by using the List of Values if several suppliers are defined for the part. If there are suppliers connected to the part but none of them is set as primary, you can select from among them by using the List of Values. You can also leave the Supplier field blank if you do not know which supplier is to be used.
  9. Save when completed.

To enter a rental purchase requisition line for a new supplier without a supplier record, using a supplier template:

  1. On the Purchase Requisition/Part Requisition Lines tab, select New. In the Part No field, either indicate the part number by entering it directly or search for it by using the List of Values.
  2. In the Quantity, indicate the number of parts to be ordered.
  3. In the Wanted Receipt Date, indicate the date when the parts are needed.
  4. In the Planned Rental Start Date field, indicate the date on which the rental is planned to be started.
  5. In the Planned Rental End Date field, indicate the date on which the rental is planned to be finished.
  6. In the Chargeable Days ID, Date Exception ID, Period Rounding fields, indicate the parameters according to which the chargeable days should be calculated.
  7. In the Schedule ID field, indicate the pattern the rental transactions should be generated.
  8. Right-click and then click Quick Supplier Registration. The Quick Supplier Registration dialog box opens.
  9. In the Template Supplier field, enter the ID of the supplier that you want to use as a template. You can enter the ID manually or click List to choose the ID from a List of Values.
  10. In the New Supplier field, enter the ID for the new supplier.
  11. Enter the name of the new supplier in the New Supplier Name field.
  12. In the Association field, you can enter the association number for the new supplier.
  13. In the Supplier Address field, enter the complete address for the new supplier.
  14. Click OK to exit the Quick Supplier Registration dialog box.
  15. Save the purchase requisition line when completed. The Create Supplier for Purchase Part? dialog box opens.
  16. In the U/M field, enter the unit of measure that will be used when administering purchase orders for the part from the new supplier. This will serve as both the unit in which the part is purchased, as well as the unit by which the supplier is paid. You can enter the unit of measure manually or click List to choose the ID from a List of Values.
  17. In the Price field, enter the new supplier's price per unit for the part and In the Rental Price field, enter the new supplier's price per unit per day for the part.
  18. Click OK to exit the Create Supplier for Purchase Part? dialog box.

Optional steps (remember to save your entries):

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 options.