Run the Create purchase offers and orders for parts process to create purchase offers or purchase orders for parts. They will be added to the Purchase offers or Purchase orders form.
Note: Purchase offers or purchase orders for parts (not for equipment or external operations) can also be added directly using on the Purchase offers or Purchase orders form. In that case, the conditions listed below will not apply.
Conditions for creating purchase offers and purchase orders
Purchase offers and purchase orders for parts can be created only if the following conditions are true:
The purchase requirement line has been authorized for the creation of a purchase offer or order: the Authorization check box is selected and the Type field is set to 'Purchase offer' or 'Purchase order'.
The purchase offers and orders that have been created are displayed on the Purchase offers or Purchase orders form. Only a limited number of details can still be changed on these purchase offers and orders.
When a purchase order is created for stock, the stock on order is updated automatically. The stock on order is updated based on the data in the Quantity and Receipt week fields in the authorized purchase requirement.
This check box is deselected by default, which means that all lines will be processed, provided that they have been authorized and meet the other selection criteria specified on the processing form. You can select this check box and process a single line number only if:
You start the process from the Edit menu on a purchase requirement form (Transaction files folder of the Purchase module), and
You had selected an authorized purchase requirement.
The line number is filled in automatically. This will be either '0' (you will process all lines that meet the other selection criteria), or the number of the purchase requirement line you had selected when you started the process from the Edit menu.
Note: To process a single line, select the 'Only line' check box.
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.
Each line shows the user the line was entered or created by. Use the selection fields on the processing form to specify whether you want to process your own lines or all lines. Only authorized purchase requirement lines will actually processed.
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.
A purchase requirement cannot be converted into a purchase offer or order until it has been authorized, and in order to be able to authorize a purchase requirement, a supplier and other data must have been filled in. To convert authorized purchase requirements only for a particular supplier, use these fields to make a selection.
The posting date you enter here will be copied to the Posting date field on the General tab of the purchase offer or order. Posting dates are only relevant for purchase orders (commitments).
on the Purchase offers or Purchase orders form. In that case, the conditions listed below will not apply.
Which lines do you want to process?