Enter Rental Part Line, Requisition
Explanation
A purchase requisition is comprised of a requisition header and
one or more requisition lines. Once the header has the Planned status, you can
create purchase
requisition rental lines.
When you enter a purchase requisition for a new supplier without a supplier record, it
is possible to perform a quick registration of the new supplier using an existing supplier as
a template. When you do 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.
If the company tax regime is VAT, the price and tax calculations are controlled
by the Use Price Incl Tax check box. The default value of the check box
is retrieved from the supplier for purchase part record. If the part does not have
a supplier for purchase part record, the default value is retrieved from the site
specified
in the header. The value can be changed before saving, if necessary.
You can
specify the plan rental information at the time you create rental requisition
lines.
Prerequisites
- The purchase requisition header must have been entered and saved.
- The purchase part must have been entered and saved.
- The acquisition type of the purchase part must
have been set as Rental Only or Purchase and Rental.
- The technical coordinator, if applicable, must
have been entered on the
Technical Coordinators tab of the
Inventory Basic Data window.
System Effects
- As a result of this activity, a purchase requisition line with the
Planned status 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
Procedure
To enter a purchase requisition rental line for a previously entered supplier (or when the
supplier is not known):
- Open the
Purchase Requisition window and query for the
applicable requisition number.
- Click the
Rental Part Requisition Lines tab and create a new
record.
- In the Part No field, enter the
part number or select it from the List of Values.
- In the Quantity field, indicate the number of parts to be ordered.
- In the Wanted Receipt Date field, indicate the date on which the parts are needed.
- In the Planned Rental Start Date field,
indicate the date on which the rental is planned to be started.
- In the Planned Rental End Date field,
indicate the date on which the rental is planned to be finished.
- In the Chargeable Days ID, Date Exception ID,
Period Rounding fields, indicate the parameters according to which the
chargeable days should be calculated.
- In the Schedule ID field, indicate the
pattern the rental transactions should be generated.
- In the Supplier field, the supplier that is defined as the primary supplier
rental 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 one from the List of Values. You can also leave the Supplier
field blank if you do not know which supplier is to be used.
If no supplier is connected to the part, a message is displayed. It is not
necessary to indicate a supplier if the requisition will be converted to a request for
quotation.
- Save when completed.
To enter a purchase requisition rental line for a new supplier without a supplier record,
using a supplier template:
- Open the
Purchase Requisition window and query for the
applicable requisition number.
- Click
the
Rental Part Requisition Lines tab and create a new record.
- In the
Part No field, enter the part number or select it from the List of
Values.
- In the Quantity field, indicate the number of parts to be ordered.
- In the Wanted Receipt Date field, indicate the date on which the parts are needed.
- In the Planned Rental Start Date field,
indicate the date on which the rental is planned to be started
- In the Planned Rental End Date field,
indicate the date on which the rental is planned to be finished.
- In the Chargeable Days ID, Date Exception ID,
Period Rounding fields, indicate the parameters according to which the
chargeable days should be calculated.
- In the Schedule ID field, indicate the
pattern the rental transactions should be generated.
- Right-click, and then click Quick Supplier Registration. The
Quick
Supplier Registration dialog box opens.
- In the Template Supplier field, enter the ID of the supplier that you want to use as a
template. You can either enter the ID manually or click List to choose
the ID from a List of Values.
- In the New Supplier field, enter the ID for the new supplier.
- Enter the name of the new supplier in the New Supplier Name field.
- In the Association field, you can enter the association number of the new supplier.
- In the Supplier Address fields, enter the complete address for the new supplier.
- Click OK to exit the
Quick Supplier Registration
dialog
box.
- Save the purchase requisition line when completed. The
Create Supplier for
Purchase Part? dialog box opens.
- 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 in which the supplier is paid. You can
enter the unit of measure manually or by clicking List to choose the ID from a
List of Values.
- 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.
If the
Use Price Incl Tax check box is selected, the Rental Price/Curr field
is non editable and the price is calculated based on the price including tax
value and the tax code.
- Click OK to exit the
Create Supplier for Purchase Part?
dialog box.
To enter a purchase requisition rental line when multiple suppliers are defined for the
purchase part:
- Open the
Purchase Requisition window and query for the
applicable requisition number.
- Click
the
Rental Part Requisition Lines tab and create a new record.
- In the
Part No field, enter the part number or select it from the List of
Values.
- In the Supplier field, the supplier that is defined as the primary supplier of this
part is automatically indicated.
- In the Quantity field, indicate the number of parts to be ordered.
- In the Wanted Receipt Date field, indicate the date on which the parts are needed.
- In the Planned Rental Start Date field,
indicate the date on which the rental is planned to be started
- In the Planned Rental End Date field,
indicate the date on which the rental is planned to be finished.
- In the Chargeable Days ID, Date Exception ID,
Period Rounding fields, indicate the parameters according to which the
chargeable days should be calculated.
- In the Schedule ID field, indicate the
pattern the rental transactions should be generated.
- Save when completed. A message appears inquiring whether
you want to split the requested
quantity. Click Yes and a requisition line will be created for each supplier.
Optional steps (remember to save your entries):
- Add any additional costs in the Additional Cost
or Additional Cost Gross/Curr field.
If the company tax regime is VAT and the Use Price Incl Tax check box
is selected in the part line, the
Additional Cost Gross/Curr field is
editable and the Additional Cost
field is non editable. The additional cost is calculated using the additional
cost gross amount and the tax code.
Note: If you enter additional cost amounts
directly on the Additional Cost
or Additional Cost Gross/Curr field, you will not be allowed to enter additional cost
details using additional cost types via the right-mouse button options.
- Change or add miscellaneous information, such as notes and document text.
- Add or change the supplier contact if you have one for the supplier. You can either use the List of Values (if the person has been
entered on the
Supplier/Comm Method or
Supplier/Address/General
Address Info tabs) or enter one manually. The supplier contact will be
transferred to the purchase order when the requisition line is converted.
- Specify or change the technical coordinator. You can also use the List of Values. If a technical coordinator has been
entered for the purchase part (or inventory part), the technical coordinator
ID
will appear by default on the purchase requisition.