Creating purchase orders from schedule

For the material requirements determined by recalculating the schedule, you can create purchase orders for suppliers in PANTHEON directly from a schedule plan. The status and quantity of material delivered for the orders created from a schedule plan can then be monitored in real time. This saves time on order creation and reduces the chance of errors in ordering.

Below is an example of how to create purchase orders from the schedule plan in PANTHEON. The person responsible will order the required material from the schedule plan created in the chapter Scheduling.

HINT For more information on purchase orders and the purchasing process at Tecta, see the chapter Purchase orders.

CASE SUMMARY: Marc Manufacture, Head of Manufacturing at Tecta, wants to order the materials required for manufacturing from suppliers after recalculating the schedule plan. After the orders are placed, he will be able to monitor their status in the schedule plan. This is done as follows: Opening a schedule Opening the window for creating purchase orders from the schedule plan Selecting item lines for orders Creating purchase orders Opening orders overview

1. Opening a schedule

To open a schedule plan, the person responsible first opens the menu Manufacturing | Plans and selects the document type HP10 - Monthly plan - orders to open the monthly manufacturing plans form. Clicking the toolbar button (Search by) opens the search tool. The person responsible selects the plan 22-HP10-000002 Plan June 2022 that was created in the chapter Creating a plan.

To open a schedule from the selected monthly plan, the person responsible clicks the button (Wizards) and selects Scheduling from the drop-down list.

The already created Schedule plan HP10-000002 opens.

2. Opening the window for creating purchase orders from the schedule plan

To open the window Create purchase orders, the person responsible clicks the button (Wizards) and selects Create orders from the drop-down list.

The material item lines that need to be ordered are automatically populated in the section Purchase orders.

3. Selecting item lines for orders

After checking the item lines, the person responsible decides not to include the item line PEG in the order. This is a small material that the company will order in larger quantities. The person responsible creates the order for all other item lines.

In the section Purchase orders, all checkboxes are checked by default. The person responsible unchecks the checkbox for the item line PEG, which means that the order for this item line will not be created.

HINT Before selecting individual orders, the displayed item lines are further filtered in the sections Criteria and Item types. The list can then be refreshed by clicking the button Refresh data. For more information on the available criteria, see the chapter Create orders.

4. Creating purchase orders

Once the desired item lines have been selected, the person responsible selects the order document type in the field Default doc. type.

Because the suppliers of items ordered are from abroad, the document type 0210 - Purchase order import is selected.

By clicking the button Create and confirming the prompt in the confirmation window, the orders are created.

The window Create orders from plan opens, showing a log of successfully created orders.

5. Opening orders overview

In the schedule plan, the person responsible can track the status of orders using the functionality Orders overview.

In the window Schedule plan, the person responsible clicks the button (Wizards) and selects the option Orders overview from the list. The window Schedule plan: 22-HP10-000002 – Purchase orders overview opens, showing the created orders from the related schedule plan.

In this window, the person responsible can monitor the status of orders and the quantity of order item lines already delivered. The data in the window can be updated by clicking the button Refresh.

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