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

If the purchase requirement is for parts or external operations, 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.

Use the Production order field to specify the production order for which the external operation is required. Use the External operation line field to specify the calculation line for which the external operation 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 offer or order is to be created for this purchase requirement line ('No')
• This purchase requirement line can appear on a purchase offer or order together with other purchase requirement lines ('Yes')

This is the date on which the parts must have been returned by the party performing the external operation.

This is the date on which the components must be shipped to the party performing the external operation.

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 offer or 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 external operations can be authorized only if:

• The receipt date entered is not in the past.
• A supplier has been entered.
• The value of the Quantity field is not '0'.

Note: Do not authorize a line until you are certain it is correct. A purchase offer or 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.

These fields are informational fields and cannot be modified. They show the part that is being produced under the specified production order.

This field shows the code of the external operation that must be performed according to the line specified in the External operation line field.

This is an informational field that cannot be modified.

This field contains the supplier code of the supplier from whom you want to order the external operation specified in the purchase requirement. If a supplier has been entered on the calculation line in the production order for this outsourcing job, 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 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 external operation. If the Use standard values option is selected on the calculation line for external operations, the price is determined based on any applicable pricing scale. If no valid pricing scale is found, the price is copied from the External operations form. If you change the quantity, supplier or currency, the purchase price will be redetermined. The Get price process from the Edit menu takes into account any changes that may affect the price. When you run the process, the system also checks, for instance, whether any prices were changed on the External operations form.

If you are not using the Use standard values option, the purchase price will be copied from the calculation line for external operations.

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.

These are the fixed costs the supplier charges for performing the external operation. These costs could be setup and adjustment costs, but also administrative charges. Setup and adjustment costs are irrespective of the number of components worked. They are charged only once for each outsourcing job.