Summarized Purchase Order

In this window, purchase orders for external operations can be created. Choose the external operation in the upper screen, enter detail information in lower screen.

If several rows are registered, the purchase is summarized in case the supplier and target warehouse match.

Note: It is recommended to activate the parameter Only if Order closed when working with External production, as it does not allow the closing of a work order if an existing purchase order is opened.

See Window settings and Templates. Info: In this window it is not possible to define a filter or other sorting in templates.

Field	Meaning
Document	Document Number of work order.
Position	Position of assembly.
routing po	Routing position.
Order	Work order number.
Item	Item number of the assembly.
Description	Activity description (100 characters maximum).
(large text field)	Activity description from the second line.
Quantity	Required amount (remaining) of the assembly in consumption units.
CU	Consumption unit (assembly).
Ordered	Previously been ordered.
Order Quantity	Total requirement of purchase order (planned quantity).
max. quantity	max. order quantity (including consideration of the logon rules).
Check	Can be ordered? (according to logon rules).
Price	Price per unit per "price per".
Price per	Price Factor.
Currency	Currency.
Total	Calculated total price including transportation costs.
Minimum Price	Minimum Price.
Shipping price	Transport price.
Shipping, per	Transport price is for each batch size.
Supplier	Supplier (service provider).
Delivery date	Requested delivery date.
target bearing	For provision parts: storage of the supplier (service provider) (External Storage).
Drawing number	Drawing number of the assembly.
DIN	DIN of the assembly.
Raw Material	Raw material of the assembly.
Matchcode	Match code of the assembly.
Group	Material group of the assembly.
Project	Corresponding project.
Resource	Resource of the operation sequence (External operation – resource).
Activity	Activity description of external operation.
Order Item	Service items included in the purchase order.
Cost center	Cost center to be debited.
Ordered (as a check box)	Already ordered Y / N.
UDF1-4 from work order position	Display UDF of work order position
UDF1-4 from work order routing position	Display UDF of Routing position
UDF1-4	Display up to 4 empty columns. It is possible to fill this field with Script. See Configuration wizard.

For the entries selected in the upper list in the lower are the details that can be entered for the purchase of external services. Several rows can be registered successively to create a summarized purchase order.

Field

Meaning

Supplier

Supplier / service provider.

Selection takes depending on the setting.

see Configuration wizard – Choose supplier.

Quantity

Quantity is specified in Inventory UoM of the service item.

See Edit operation – External operation

Note: At the moment the quantity is changed, standard pricing is performed. If then a price is found, it is entered, overwriting the price stored in the operation.

Only the maximum allowed quantity can be entered. Rules set up in Configuration Wizard > Production > FDC > Registration rules apply here. Depending on the setting, only the maximum Quantity allowed (see list – column maximum quantity).

Right of the quantity field the unit can be defined. Usually, it is the warehouse unit of the service item.

The conversion factor between consumption unit if the assembly and warehouse unit of the service item is defined in "factor" field.

As soon a purchase order was created, the "unit" field is inactive.

Allocation

If you click on the icon next to the edit field, the maximum quantity will be inserted. (allowed quantity is the one from column max.quantity)

Rounding

The Allocation function using the rounding, defined in Unit of Measure to .. > Rounding – based on Purchase Unit

See Unit of Measure

UOM_rounding

Window basis_me_edit.psr

Based on the rounded Purchase Quantity, Beas recalculates the Factor between Work order UoM and Purchase UoM.

Example:

Requirement = 10 Pcs

Purchase Unit = Box, Factor = 2.3333

Rounding for Box = Round up, 0 Decimal places

Click on "Allocation" (golden arrow or button Allocate).

Caclulation = 10 : 2.3333 = 4.28632
Round up, 0 decimal places = 5

Result = You need 5 Boxes for creation of 10 Pcs. We've a Purchase Order related conversation factor from 2.0000 and not 2.3330. All follow processes use the order related factor (provision, issue, receipt)

Attention

If the quantity is changed manually, Beas does not change the UoM – factor.

Unit price

Price is determined automatically or entered manually.

See

Configuration wizard – Pricing

If field "price list" was active and the price changed, it will be disabled afterwards.

Price list

If active, automatic pricing is performed. See Configuration wizard – Pricing.

Currency

Currency of unit price.

Price factor

Price factor for service-item. Field is visible only if "price list" was disabled.

Minimum price

Minimum price for purchasing service.

Shipping price

Transport price per lot size.

Total price

Calculated total price.

Delivery date

The finishing date from the operation sequence which will be calculated at the scheduling or APS is the default for the delivery date.

See

External production - Time reservation and lead time

A forward scheduling can consider the planned delivery date.

See APS Calculation Types External production

(field "BEAS_FTAPL"."GESAMT_ENDZEIT")

Target warehouse

A selection is mandatory, of provision parts are posted, because these will be transferred to the warehouse selected here.

Pre-assignment rules

•	If there is a defined supplier warehouse, this will be used. See Warehouse master data - Warehouse type. If there are multiple supplier warehouses, the first one will be used.

•	If there is a supplier warehouse without the data of the supplier, this one will be used. If this has bin locations, one bin location will be created per supplier.

•	The warehouse stored in the operation or in the work order position will be used alternatively.

You can select the following warehouses:

All warehouses linked to:

- the supplier

- the same branch as the work order item

See Branches.

Exception:

If in Administration > System initialization > Document settings > General > Warehosue address is enabled, every warehouse belonging to the same branch can be selected.

Notes on multi-branch solution:

Due to accounts determination, the external warehouse needs to be of the same branch as the work order item.

Description

The first line of the activity description is displayed and transferred to the purchase order.

Long description

The text of the activity description on the routing from the second line is displayed. It is saved in the purchase order in field "freetxt". It can be printed on the document using this field which is limited to 100 characters.

Note: if a longer description is required, customization is necessary.

1. Create UDF on document line, Type "Text" e.g. "U_LongText"

2. Extend the document by this field

3. Enter the script:

windowevent open
// Activate Long-Text-Edit
setvar=ib_longtext=true
end event

windowevent purchaseorderline
porder=line=U_LongText=<item.longtext.value>
end event

Project

Related project.

Item

Service-item, included in purchase order.

If the item is changed, the purchase unit and the factor between the purchase assembly unit will also be determined, inserted and applied to the work order routing position.

This factor applies for all purchase orders related to this operation sequence.
From on the first purchase order, the factor may not be changed anymore. Consequently, the item is not changeable once the first purchase order was executed.

See Edit operation – External operation – Item.

Factor

When changing this value, changes are written back to work order routing.

As soon a purchase order was created, the "unit" field is no more changeable.

See Edit operation – External operation – Conversion factor.

(beas9.0-000-003)

Purchase order on Warehouse

You can define 2 warehouses:

Target Warehouse

The warehouse to deliver the material in the External PO document. It is used to set the warehouse in the Purchase order and its inventory level is affected by the document.

Purchase order on Warehouse

The warehouse used as shipping destination for the generated purchase order – it allows to define a shipping address for the incoming goods of the purchase order and the inventory level is not affected by the document. This field can read the address from warehouse information or from Company information based on this general parameter of SAP (see image below).

Summarized_PO_external

Here you can select a warehouse to physically receive the goods.
This will serve as the "Ship To" address in the Purchase order document:

PO_ship_to

see Concept Address format

Note:

This is only working, if "Use Warehouse Address" is activated in Document settings.

Doc_Set_USE_Whs_Address

Note:

Beas use the Address Format defined in SAP Business One. More see Concept Address format

Address

If in Administration > System initialization > Document settings > General > Warehouse address is activated, the address given here will be used. Warehouse = Purchase order on Warehouse.

Otherwise, it is the standard address of the selected supplier. No other address can be selected here.

Note:

This address is used only for the purchase order.
The address for a provision document can be set up separately and is related to the target warehouse. See Configuration wizard.