How To: Purchase an Item Planning Line
To Purchase an Item Planning line follow these steps:
- Complete and Release the Item Planning line, make sure Replenishment System is set to "Purchase"
- The Planning Date (copied from the Job Task starting date) will become the Expected Receipt date for the purchase order. Make sure to update this date before creating the Purchase document
- Select the Job Item Planning lines for which you want to create a Purchase Document. Hold down the Ctrl key to select multiple lines
- Click "Create Purchase Documents" in the ribbon to open the Create Purchase Orders dialogue
- In this dialogue complete the following fields:
| Fields | Explanation |
|---|---|
| Document Type | - Quote: to create a purchase quote, - Order: to create a purchase order |
| Buy-from Vendor No. | Select the vendor to create the document for. |
| Ship-to Address | Select a Ship-to Address for the Purchase Document, this address has to exist in the Job Address list |
| Posting Date | Set the Posting Date for the Purchase Document, the field defaults to the Work Date |
| Append to Document No. | When you want to append selected Job Item Planning line(s) to an existing Purchase Document, select the Purchase Document here. Note that the available documents are filtered on the Vendor selected in the Buy-from Vendor field |
- When complete click Yes to confirm the Create Purchase Order dialogue
- The program will show a message: "The lines were successfully transferred to [99] purchase document(s). Multiple purchase documents will be created when lines for multiple vendors are selected.
Job Item Planning info
You can open this information panel form the purchase order line. The page will so information from the planning line like: Length, Width, Depth, Weight as well as the planning line features (Job Attributes) specified for the Job or specifically for the Job Item Plannign line.