Procurement Plan
If Inventory is not available for raw material, then it has to be procured from the supplier. A procurement order is created with the following details
Creating a Procurement Plan
| Field | Description |
|---|---|
| PurchaseOrderId | This is the unique identifier of the procurement order. |
| PurchaseLineId | An identifier of the line item of the procurement order. |
| SupplierId | The identifier of the preferred supplier from whom this procurement needs to be done. |
| OrderStatus | Status of the order. This is taken into account while planning. Orders which are Ordered, Shipped or Received will not be changed during planning. If the order is closed, then it will be deleted and moved into inventory. |
| Item | The identifier of the item that is planned to procure. |
| QtyPlanned | This is the quantity of a material or product planned to procure. |
| QtyReceived | Quantity received from the supplier. This cannot be greater than QtyPlanned |
| QtyRejected | From the received quantity, some quantities would be rejected. When the order is closed, the quantity moved into inventory is QtyReceived – QtyRejected. |
| PlannedDeliveryDate | The date that this procurement order is planned on being received. |
| PlannedShipmentDate | The date that this procurement order is to be shipped from the Supplier. |
| ActualDeliveryDate | The date that this procurement order is actually received. |
| ActualShipmentDate | The date that this procurement order is actually shipped. |
| LPST | Latest possible start time of the order. If the order goes beyond LPST, it means that order will be late. These columns cannot be modified directly. |
| EPST | Earliest possible start time of the order. Order cannot be made earlier than this date due to material availability constraints. These columns cannot be modified directly. |
| BucketDate | Date on which order should start. |
| QuantityLocked | Whether the specified quantity is locked or not. This is automatically turned to true if the procurement order
|
| Remarks | While making any changes to the procurement order, user can specify the reason for the changes. |
| SalesOrderId | If a procurement order needs to be pegged to specific sales order, then that particular SalesOrderId will be populated here. If the OrderType in SalesOrderLine is "Project" then populating only SalesOrderId is sufficient. In the ApprovedSupplierItem table, the OrderSpcefic column should be set as True for the corresponding SupplierId and Item combination. |
| SalesLineId | If the OrderType in SalesOrderLine is "Order" then SalesLineId should be populated here. |
Validation
- PurchaseOrderId and PurchaseLineId combination should be unique
- SupplierId and Item combination should be present in ApprovedSupplierItem. If ItemGroup is specified in ApprovedSupplierItem, then this Item should be part of the Item Group.
- Procurement orders can be created only if the item-supplier combination is specified.
Pegging
A procurement order is a supply for some demand
Suppose PO feeds WO2, WO2 feeds WO1, WO1 feeds DO and DO feeds SO
In the above example, PO is a supply for WO2 demand and ultimately it fulfils sales order SO. To view this pegging information, do as given below
- Select the procurement order whose details are to be viewed.
- Place the mouse over the “Procurement Order Id” field and right click on the mouse.
- This will display an option “Pegged Info”
- Click on the option “Pegged Info”
Pegging details has the following three tabs
Sales order line: Displays which sales orders, the selected procurement order ultimately feeds. In the above example, it will display the sales order record for SO.
Pegged info: Displays the demand for the selected procurement order. In the above example, it will display the demand it gives to WO2.
Demand WorkOrders: Displays the details of the demand WOs for the selected item.
