Create Project Supply Request

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 miscellaneous demand. The created supply for a  demand with the Shop order, Purchase or DOP supply option, is pegged to the particular miscellaneous demand. For the PMRP supply option, supplies will not be pegged to the miscellaneous demand. 

Prerequisites

• The project must be approved.
• The project must have a site.
• The miscellaneous demand must be connected to an activity.
• An appropriate supply option must have been defined for the miscellaneous demand.
• The miscellaneous part must have been defined with appropriate Part Type and Default Supply Type in inventory.
• The connected activity must be released in order to create a shop order.
• 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.

System Effects

• The Supply created check box will be selected
• The Requested Quantity is updated according to the Required Quantity for the Shop order, Purchase and DOP supply options
• The Requested Date is updated according to Required Date for supply options Shop order, Purchase and DOP.
• If the supply option is Purchase, then a Purchase Requisition is created. The Misc. Part, Misc. No Part or Misc. Rental Part record is updated with information about the linked Purchase Requisition, which in turn is pre-posted with the Project ID and Activity Sequence.
• If the supply option is Dynamic Order Processing and the part is a DOP part, then a DOP Header is created. The Misc. Part record is updated with information about the linked DOP Header, which in turn is pre-posted with the Project ID and Activity Sequence.
• A shop order is created when the Supply Option is Shop Order. The Misc. Part record is updated with information about the linked Shop Order, which in turn is pre-posted with the Project ID and Activity Sequence.
• If the supply option is Project MRP, a purchase requisition or shop order will be created depending on the part type. The created requisition or order will not be pegged to the particular Miscellaneous demand.
• In the Project Info/Connections tab, a new record will be visible indicating that a purchase requisition, shop order or a DOP header has been connected to the activity.
   

Window

Project Navigator/Demand/Misc. Parts
Activity/Demand/Misc. Parts
Project/Demand/Misc. Parts
Project Navigator/Demand/Misc. No Parts
Activity/Demand/Misc. No Parts
Project/Demand/Misc. No Parts
Project Navigator/Demand/Misc. Rental Parts
Activity/Demand/Misc. Rental Parts
Project/Demand/Misc. Rental Parts

Related Window Descriptions

Project Navigator/Demand/Misc. Parts
Project Navigator/Demand/Misc. No Parts
Project Navigator/Demand/Misc. Rental Parts

Procedure

Purchased Parts

1. Select the demand line to be procured.
2. Use the menu option Create Project Supply Request.
3. In the Create Request dialog box, click the Create New option to create a new purchase requisition, or select an existing purchase requisition to add the demand to. 

Manufactured Parts

1. Select the demand line to be procured.
2. Use the menu option Create Project Supply Request.
3. Click OK on the information message.