Run the Create purchase requirements for sales file process to create all purchase requirements for one or more sales offers, sales orders or production orders in one go. This process will generate the total requirement for the offers or orders:
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.
When the purchase requirements are created, the minimum stock level of a part is also taken into account.
Interchangeable stock of part revisions
If you are using Revision Management and the stock of part revisions is set to be interchangeable, then the stock of all revisions of a part can be used. If the stock levels of all revisions are collectively insufficient, a purchase requirement is created for the last released revision of the part. If the setting is not enabled, the stock is only calculated for the revision selected on the sales line, and, if necessary, a purchase requirement is created.
Use selection data to specify the range for which you want to calculate the purchase requirement. You can specify a selection of sales orders, sales offers, or production orders.
Note: If you use one particular sales order as the entry point, and a particular stock part is required, Isah will also check all other sales orders and underlying production orders to see whether this stock part is also required for other orders. The resulting purchase requirement lines can be reviewed by the buyer.
Use the Duration of creation period field to create a fixed horizon for purchase requirements. If you set this field to '28', for example, the software will check which purchase requirements must be created over a period of four weeks, starting from the date specified in the From date field. You can also choose to manually specify an end date in the To date field.
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.
Note: If you leave the Parts to order field in the Purchase requirements to create section of the processing form empty, it is not possible to remove existing purchase requirements to order. If you leave the Parts in stock field empty, empty, it is not possible to remove existing stock purchase requirements.
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.
Note: If you leave the Parts to order field in the Purchase requirements to create section of the processing form empty, it is not possible to remove existing purchase requirements to order. If you leave the Parts in stock field empty, empty, it is not possible to remove existing stock purchase requirements.
Selection data