Use the Purchase requirement for external operations form to enter, modify, authorize, or delete purchase requirements for external operations. Authorized purchase requirements for external operations can be converted into purchase offers or purchase orders.
Create purchase requirements
There are several ways to create purchase requirements in Isah:
Purchase requirements can be added manually by clicking
Purchase requirements can be calculated using the Create purchase requirements process.
The following processes are available for automatically calculating purchase requirements for external operations:
The new purchase requirement will be added to the Purchase requirement for external operations transaction file. This is also where you can manually add purchase requirements by clicking . You can manually add one or more purchase requirement lines:
If you do not want to create a purchase requirement, but do want to create a purchase offer or order
If you want to create a purchase offer or order for an external operation not listed on the new purchase requirement
Authorize purchase requirements
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'.
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 offer or 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.
Where do the field values originate from?
The fields of the purchase requirement for external operations are automatically filled, based on:
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.
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.
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.
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 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 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.