Overview
Here you will learn how to receive and understand purchasing requirements.
To ensure the data is correctly processed, clarifications are needed. Planning is performed when you have a clear understanding of the initial purchasing requirements.
At this step, you receive the requirements data. The data is broken down into different system documents by category or supplier, depending on the number of users in charge of the process.
The purchasing requirements which come from master planning must have a structure and format sufficient for purchasing planning.
As a result of the process, purchasing requirements are received and understood.
Receive and analyze purchasing requirements flowchart
Paths
Path | Budgeting and planning → Budget process → My budget tasks |
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In-app link EN code |
e1cib/list/Task.BudgetTask
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In-app link RU code |
e1cib/list/Задача.БюджетнаяЗадача
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How to find and review budget tasks
1. Go to Budgeting and planning and click My budget tasks under Budget process. 2. Find the Budget task related to the budgeting process step and open it. 3. In the Budget task document, click the Additional information tab. 4. Review the time requirements in the Due date field. 5. Review the task details in the Instructions field and make sure you understand them. 6. Review the start date and time in the Start field. 7. Review the Main task and Process stage - base document fields. 8. Click the hyperlink in the middle of the form and review the input settings. 9. Click the Task action tab. 10. Click Enter plan to drill down to the entry form to fill in or the reference document. Note Hyperlinks in steps 8 and 10 appear if Plan entry is selected in the Action field.
Paths
Path | Budgeting and planning → Budgeting and planning reports → Purchase plan fulfillment by business units → Purchase plan fulfillment by warehouses |
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In-app link EN code |
e1cib/data/Catalog.ReportsOptions?ref=89db0050569f7a5511eda3bd48296e73
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In-app link RU code |
e1cib/data/Справочник.ВариантыОтчетов?ref=a7a9000d884fd00d11e4c1801d78f269
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How to review purchasing requirements
1. Go to Budgeting and planning → Budgeting and planning reports and click Purchase plan fulfillment by business units under Sales and operations plans.
2. Click and select Purchase plan fulfillment by warehouses.
3. Choose the demand planning Scenario, specify the planning Period, and click Generate.
4. Review the purchasing requirements.
5. Drill down to the system document of the plan related to the purchasing requirements.
6. In the Purchase plan document, find Comments and additional files in Attachments.
7. Analyze the information to understand the special requirements.
Paths
Path | Budgeting and planning → Sales and operations plans → Purchase plans |
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In-app link EN code |
e1cib/list/Document.PurchasePlan
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In-app link RU code |
e1cib/list/Документ.ПланЗакупок
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How to populate purchasing requirements with demand data
1. Go to Budgeting and planning and click Purchase plans under Sales and operations plans.
2. Create a new document.
3. In the Purchase plan document, go to the Main tab.
4. Fill in the Scenario and the Plan profile relevant for the planning step.
5. Specify the Period to fill in.
6. Choose the Business unit (or Dispatching unit), Warehouse, or other applicable analytics, if required by the plan profile settings.
7. Go to the Product categories / Goods / Manufactured products tab.
8. Click Fill in categories / goods → By default rule. The system will automatically fill in the lines in accordance with the Population settings of the Plan profile.
9. Review the information and check that the data is complete.
10. Correct the figures if necessary.
11. Specify any relevant notes, such as special requirements, in the Comment field.
12. Click and attach additional files.
13. Set the Created status and post the document.
How to complete budget tasks
1. Go to Budgeting and planning and click My budget tasks under Budget process. 2. Find the Budget task related to the process step and open it. 3. Enter the date of completion in the Completed field. 4. Click Complete and close.