Use the Create purchase requirements for parts to order process to calculate the parts to be ordered in a particular period. When this process is executed, the stock is not checked; only parts to be ordered to order will be taken into account.
The calculated purchase requirement is available in the Transaction files folder of the Purchase module. A purchase requirement is not binding. It is up to you to decide which items listed on the requirement you actually want to purchase.
Use selection data to specify the range for which you want to calculate the purchase requirement. You can choose a selection of:
Parts: This calculation will be performed for all sales and production orders. The requirement for the selected part will be calculated for all production and sales orders (within the period specified).
Sales orders: Choose this option to see, for example, which items are required for a particular order. For the selected sales line, the following information will be taken into account:
Sales lines: The desired shipping date specified on the shipping lines, and whether it has a 'Purchase' origin
Calculation lines: Date required, authorization, whether the production order has an 'Order' or 'Actual costing' status, and whether it has a 'Purchase' origin
Sales offers: See 'Sales orders' above. Also, the sales lines must be of the 'Order' or 'Actual costing' status type.
Production orders: For every selected production order, a purchase requirement will be calculated for all underlying part calculation lines. The information taken into account includes: calculation lines, date required, authorization, whether the production order has an 'Order' or 'Actual costing' status, and whether it has a 'Purchase' origin
When creating purchase requirements, you can choose to delete any purchase requirements already present in the Transaction files folder of the Purchase module. Indicate whether you want to do so, and if so, whether you want to delete only your own purchase requirements, or also purchase requirements belonging to other users.
If you select the Including authorized purchase requirements check box, also authorized purchase requirements will be deleted. Leave the check box empty if you do not want to touch any authorized purchase requirements.
If you select the Only purchase requirements in range check box, purchase requirements will be deleted only within the selected range for which you will create new purchase requirements during the current process.
Note: You can change, process or delete another user's lines only if you have rights to do so. If these rights have not been assigned to your user name, you can only change, process or delete your own lines.
Selection data