Enter No-Number Part Line, Requisition

Explanation

This activity is used to enter no-number part lines for a purchase requisition.

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

Requisitions for purchase parts are entered on the Purchase Requisition/Part Requisition Lines tab. Requisitions for parts without part numbers, i.e., no-number parts, are entered on the Purchase Requisition/No Part Requisition Lines tab.

Note that the express purchase requisition, i.e., a purchase requisition having the order code 5 (Express) is not addressed in this activity description.

A purchase requisition for a purchase of parts without part numbers is used for a one-time purchase of a part when it is unnecessary to enter the part in the purchase part record. When buying this type of part, you need to describe the specific conditions and needs for the part.

Sometimes, the description turns out to be lengthy. In this case, select the line, right-click and then click Text Processing. (See the corresponding activity description.)

When entering a purchase requisition for a new supplier without a supplier record, it is possible to make a quick registration of the new supplier using an existing supplier as a template. In doing so, the 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 exact price of the part or service is not known, it is possible to enter an estimated price.

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 site specified in the header. The value can be changed before saving, if necessary.

Prerequisites

• The purchase requisition header must have been entered and saved.
• To make a quick registration of a new supplier, there must be a template supplier to use when doing so. The Use as Template check box should be selected for those suppliers that are to be used as templates, either on the Supplier/Purchase/General tab or in the Suppliers window. A description must also be entered for the template of each supplier.
• The technical coordinator, if applicable, must have been entered on the Inventory Basic Data/Technical Coordinators tab.

System Effects

• As a result of this entry, a purchase requisition line with the Planned status will be entered.
• If the company tax regime is VAT or Mixed, you will be able to use specific tax codes per item. If a supplier is specified, the relevant tax code will be retrieved to the requisition line. If a supplier is not specified or no tax code is specified for the supplier, the tax code of the company will be retrieved to the requisition line. Based on the amounts exclusive of tax fields, the amounts inclusive of tax are automatically calculated and displayed in the respective fields. Note: If the supplier tax liability is taxable, only tax codes of the type VAT can be specified. If the supplier tax liability is exempt, only tax codes of the type No VAT (for real imports from outside the EC) and Calculated (intra EC supplier) can be specified.

Window

Purchase Requisition

Related Window Descriptions

Purchase Requisition
Purchase Requisition/No Part Requisition Lines
Quick Supplier Registration
Additional Cost Details

Procedure

To enter a no-number purchase requisition line for a previously entered supplier (or when the supplier is not known):

1. In the Purchase Requisition window, click the No Part Requisition Lines tab, and then click New.
2. In the Description field, enter a description of the part. If the description is too lengthy, select the line, right-click and then click Text Processing.
3. In the Quantity field, indicate the number of parts to be purchased.
4. Enter the purchase unit of measure.
5. In the Wanted Receipt Date field, indicate the date when you want to receive the parts.
6. If you know which supplier is to be used, enter its short code directly in the Supplier field or search for it by using the List of Values.
7. Enter the price per purchase unit of the part or service. The supplier's currency is automatically displayed. If the entered price is an estimation, select the Estimated Price check box. If the Use Price Incl Tax check box is selected, the Price/Curr field is non editable and the price is calculated based on the price including tax value and the tax code.
8. Save when completed.

To enter a no-number purchase requisition line for a new supplier without a supplier record, using a supplier template:

1. In the Purchase Requisition window, click the No Part Requisition Lines tab, and then click New.
2. In the Description field, enter a description of the part. If the description is too lengthy, select the line, right-click and then click Text Processing.
3. In the Quantity field, indicate the number of parts to be purchased.
4. Enter the purchase unit of measure.
5. In the Wanted Receipt Date field, indicate the date on which you want to receive the parts.
6. Select the line, right-click and then click Quick Supplier Registration. The Quick Supplier Registration dialog box opens.
7. 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.
8. In the New Supplier field, enter the ID for the new supplier.
9. Enter the name of the new supplier in the New Supplier Name field.
10. In the Association field, you can enter the association number of the new supplier.
11. In the Supplier Address fields, enter the complete address for the new supplier.
12. Click OK to exit the Quick Supplier Registration dialog box.
13. Enter the price per purchase unit of the part or service. The supplier's currency is automatically displayed. If the entered price is an estimation, select the Estimated Price check box.
14. Save when completed.

Optional steps (remember to save your entries):

• Add any additional costs in the Add Cost Net/Curr or AddCost Gross/Curr field. If the company tax regime is VAT and the Use Price Incl Tax check box is selected in the no 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 Add Cost Net/Curr or AddCost Gross/Curr fields, you will not be allowed to enter additional cost details using additional cost types via the right-mouse button menu.

• If the no-number part belongs to a specific supplier assortment, enter the short code for the assortment directly in the Supplier Assortment field or search for it by using the List of Values.
• Either indicate the short code for the purchase group directly in the Purchase Group field or search for it by using the List of Values.
• 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's details have been entered on the Supplier/Comm Method tab or the Supplier/Address/General Address Info tab) or enter one manually. The supplier contact will be transferred to the purchase order when the requisition line is converted.
• Specify the technical coordinator either manually or by using the List of Values.
• If the company tax regime is VAT, use the existing tax code, enter a short code, or select one from the List of Values.