Purchase requirement for equipment

Use the Purchase requirement for equipment form to enter, modify, authorize, or delete purchase requirements for equipment. Authorized purchase requirements for equipment can be converted into purchase orders.

The following processes are available for automatically calculating purchase requirements for equipment:

The purchase requirement created will be added to the Purchase requirement for equipment transaction file. This is also where you can manually add purchase requirements by clicking

. You can manually add one or more purchase requirement lines:

The Authorization field allows you to authorize the purchase requirement. As long as the purchase requirement line has not been processed, you can undo the authorization and make changes.Only authorized purchase requirement lines can be converted into a purchase order.

Note: Do not authorize a line until you are certain it is correct.A purchase order will be created from authorized purchase requirement lines as soon as the relevant process is run.

The Type field on a purchase requirement indicates the type of item the purchase requirement relates to. In the case of parts, the purchase requirement can be used as the basis for a purchase offer, purchase order, or production order. For equipment and external operations, only purchase orders can be created, which means that in these cases, the Type will always be 'Purchase order'.

If the purchase requirement is for parts, the value of the Type field can be modified, for example if you want to request a purchase offer first. To do so, choose Modify type from the Edit menu.

This is the destination of the equipment purchased. Depending on the destination, some fields on the form may be mandatory. For instance, if equipment is purchased for production purposes, a production order and a calculation line must be filled in.

Equipment can have the following destinations:

Production order
Stock

If you order the equipment for use in the production process, enter the production order for which it is required. This field can be filled in only if the Destination field is set to 'Production'. Use the Equipment line field to specify the calculation line for which the equipment is required.

These fields contain the sales order and sales offer for the order. This field is filled automatically based on the production order code.

Use this field to indicate whether:

A separate purchase order is to be created for this purchase requirement line ('No')
This purchase requirement line can appear on a purchase order together with other purchase requirement lines ('Yes')

This is the date on which the equipment must be present for stock or production purposes.

This field is filled automatically with the latest date on which the equipment must be ordered in order to be available on time: 'Receipt date - Delivery time = Order deadline'. The delivery time is retrieved from the equipment data in the Equipment file.

This is an informational field that cannot be modified.

You can use this informational field to indicate that you have reviewed the purchase requirement. You can then decide, for example, to convert the purchase requirement into a purchase order. This check box is selected automatically if you have manually created the purchase requirement line.

After you have reviewed and approved the purchase requirement, select the Authorization check box in order to create a purchase order.You can authorize the purchase requirement manually, or you can use the Authorize purchase requirements process. If you do not have any permissions for this process, you cannot change the setting of the Authorization check box.

A purchase requirement for equipment can be authorized only if:

The receipt date entered is not in the past.
A supplier has been entered.

Note: Do not authorize a line until you are certain it is correct.A purchase order will be created from authorized purchase requirement lines as soon as the relevant process is run.

This field shows the user code of the user who created the line. This is an informational field that cannot be modified.

If multiple users have created a purchase requirement for a particular part, equipment, or external operation (for example, because more than one employee had a purchase requirement calculated), the First user field shows the first user who created the purchase requirement.

This field is filled only if more than one purchase requirement line was created for the same part, equipment, or external operation.

If you purchase equipment in order to replenish the stock, use this field to specify the equipment you are purchasing. The equipment code will be mandatory in this case. If you are purchasing the equipment for a production order, this field will be filled automatically with the equipment specified on the equipment line.

This field contains the supplier code of the supplier from whom you want to order the equipment specified in the purchase requirement. If a supplier has been entered on the calculation line in the production order for this equipment, this supplier will be copied to this field. You can change the supplier, if required.

If this field does not contain a supplier, the purchase requirement cannot be authorized.

This field contains the standard delivery time for this equipment.The value is retrieved automatically from the Equipment file. This value is taken into account when calculating the order deadline.

This is the currency used to specify the purchase price. The default operating currency is displayed to the right of this field.

Note: If you change the currency, the purchase price is not automatically converted. You have to change it yourself.

This field contains the purchase price of the equipment.If you enter the price in a currency other than the standard operating currency, the conversion into the standard operating currency will be displayed next to this field.