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Create Orders
Create Orders
Create Orders |
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 Select Create Orders from the wizards menu in the Schedule Plan window opening a window for creating purchase orders, which are generated from schedule lines.
You can create purchase orders by setting lines and criteria plus selecting a supplier.
The following two buttons can be found in the main window section:
| Refresh |
Click it to refresh data, according to the selected criteria.
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Search
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Click it to initiate creating of orders.
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Creation Criteria
Default Supplier
| Enter or select a supplier's ID which will be entered in those lines where supplier is not set. This way you set the supplier receiving a purchase order.
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Default Doc. Type
| Enter or select a document type ID which will be entered in those lines where document type is not set. This way you set the document type in which the order will be created.
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Additional criteria narrow down selection of lines in forward material plan so as to create purchase orders by schedule, supplier ID and document type.
| Create Orders for Non-Ordered Only | If checked, it narrows down selection of lines in forward material plan only to non-ordered. By default it is checked.
| | From | Enter or select a date and time of the start of period.
| | To | Enter or select a date and time of the end of period.
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Supplier
| Enter or select a supplier narrowing down selection of lines in forward material plan only to those not including a supplier.
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Doc. Type
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Enter or select a document type narrowing down selection of lines in forward material plan only to those including the selected one.
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Item
| Enter or select an item.
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Name
| Enter or select a name of item.
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Item Types
| Select item type(s) listed here.
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Prim. Categ.
| Enter or select an ID of primary category.
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| Sec. Categ. | Enter or select an ID of secondary category.
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Below you can observe plan lines with individual fields of forward material plan.
Here are displayed lines of forward material plan with item types for use in purchase.
Sel.
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If checked, it marks a line in forward material plan to be used in creating of purchase order.
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Item
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Displays an item in material plan to be used in creating of purchase order.
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Name
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Displays a name of item.
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Date
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Displays a date which is represented by the deliver-by date in purchase order.
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Quantity
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Quantity displayed here represents purchase quantity in order. Change it, if required.
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U/M
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Displays a unit of measurement used.
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Supplier
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Enter or select ID of supplier. As said, enter or select it if the field is empty. Otherwise, the default supplier set in the criteria is used.
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Doc. Type
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Enter or select ID of document type used in creating a purchase order. As said, enter or select it if the field is empty. Otherwise, the default document type as set in criteria is used.
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Order
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Displays purchase order's ID.
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Ord. it.
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Displays line of purchase order.
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Item Type
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Displays ID of item type.
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Prim. Categ.
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Displays an ID of primary category of item.
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Sec. Categ.
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Displays an ID of secondary category of item.
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To recap, the following fields you can update:
- Doc. Type
- Supplier
- Quantity
Only those lines of forward material plan from which you created purchase orders can be updated.
Clicking Search initiates creating of purchase orders according to the criteria set. Checks are run and below you can see messages appearing in case of any errors.
Before purchase orders are created you have to confirm the operation.
Having created purchase orders you can view log.
Click report button in order to create a log report.
Having created plan lines the purchase order is assigned the status set in the Document Types | Plan | Linked Doc. Types | Purchase Orders.
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