Overview
The purchase order has to be created based on the purchase plan. Additional data that is not provided by the purchase plan has to be maintained manually in the purchase order.
Conversion options allow creating single and multiple purchase orders with the full or partial fulfillment of the reference plan.
Generate plan-based purchase orders flowchart
See how it works in the system
Open the link in a new tab and use Administrator EN user, no password
Paths
Path | Purchasing → Purchasing → Purchase orders → Convert plan to purchase orders |
|---|---|
| In-app link EN code |
e1cib/app/DataProcessor.GenerationOfPurchaseOrdersByPlans
|
| In-app link RU code |
e1cib/app/Обработка.ФормированиеЗаказовПоставщикуПоПлану
|
How to generate plan-based purchase orders
1. Go to Purchasing and then click Purchase orders under Purchasing.
2. Click Create → By plan...
3. In the Convert plan to purchase orders workplace, set additional filters to see the specific demand data. A simplified set of filters is a default view of the workplace.
4. Click the Custom filters to enable more filters.
Note
Determining the demand for specific scenarios:
- The consignment procurement demand can be determined by the Supply scheme, which contains the Terms of purchase with the Consignment procurement business transaction.
- The consignment procurement demand can also be determined by the separate Line of business.
5. Set filters to select the specific plan data:
- Choose the Scenario related to the actual purchase plan.
- Choose the Demand calculation mode by plan.
- Set the Period to define the horizon to capturing plan data for purchase orders.
Note
In the procurement planning system, only periods of goods receipts at the warehouse are used.
So, the system suggests using the following Demand calculation modes by plan, the modes for converting purchase plans into purchase orders by periods of purchase order placements:
1. Separately by order periods. The system will receive the information from the business plan for a period of time set by the user and distribute this quantity according to the order placement dates.
2. Separately by receipt periods. The system will receive the information on the expected goods receipts from the business plan for the specified period of time by periods. The system then calculates the order placement date equal to the start date of the receipt period minus the standard delivery date of the item.
3. Cumulative for order period. The system will receive the information on the expected goods receipts from the business plan for the specified period of time without a breakdown by periods. The system then calculates the order placement date equal to the earliest receipt date minus the target date for the item. The system then aggregates them by order placement periods.
4. Cumulative for receipt period. The system will receive the information on the expected goods receipts from the business plan for the specified period of time without a breakdown by periods. The system then calculates the order placement date equal to the earliest receipt date minus the item delivery date.
6. Go to the Step 2 of 3. Define what to order and how much to order page.
The system will automatically:
- Fill the demand to be purchased based on the confirmed purchase plan.
- Preset a quantity of materials.
- Recalculate and round the purchasing UOM and quantity in accordance with the order package options and minimum delivery lot (see the To order column).
7. Select checkboxes to choose the lines to purchase.
8. Edit a quantity.
9. Align Dates of receipt and distribute the quantity by timeline using the allocation workplace:
- Allocate the quantity:
- To the beginning of the month
- To the first/last weekday of the month
- Distribute the quantity evenly:
- By decades
- By weeks
- By arbitrary periods
10. Fill vendors using the workplace:
- Select a line and click Fill → Vendor (the Source of supply field).
- The system will display a list of vendors with registered prices and delivery history.
- Analyze the transaction history and delivery statistics.
- Choose an appropriate Vendor for the line.
11. Go to the Step 3 of 3. Specify generated orders page.
The system will automatically:
- Create Purchase orders.
- Fill them with the data from the plan.
- Put the comment that the Purchase order is created by the system.
- Try to post the document and set the Pending approval status if there is enough information for posting without errors.
Otherwise, save the Purchase orders as a draft for further filling and posting.
How to specify terms for purchase orders and submit for approval
See how to Fill in vendor prices.