Purchase request

Purchase requests can be created via the order recommendation screen, via reservation list and other windows. This is the pre-stage to a purchase order or purchase offer.

In the purchase request window requirements are collected, for which no order has yet been created. These can still be changed before creating an order, a drafted order or an offer is generated.

You can use beas purchase request or SAP purchase request. You can define this in Configuration Wizard.

If you create a Purchase Order or Purchase Quotation from MRP window, beas create a beas purchase request and then automatically the related SAP document.

Required rights:Purchase request

To create documents full access is required

Up left: User In this area, all users who have created a purchase requests from the MRP run are displayed. If you only want to see purchase requests of specific users, remove the selection in "OK" column and all purchase requests of that user are hidden.

Up right: Supplier In this area, all suppliers are displayed for which there are purchase orders created by the selected user.

Below: mark suppliers to get items showed, for which a purchase request has been created

Field	Meaning
Item	Item ID
Price	Purchase price
Total	Total price (Price * Quantity)
Menge	Purchased quantity
Purchase date	Requirement date less lead time
Requirement date	Delivery date less lead time
Lead time	Lead time from item master
Warehouse	Standard item warehouse
Approved	Settings from origin document apply

In the Details tab, you can add further information to the purchase request and then create a purchase order or create a drafted document. Click the relevant button to do this.

Field	Meaning
Supplier	Supplier ID
Name	Supplier name
Contact person	Contact person at supplier
Supplier reference number	Optional
Purchaser	Who created the purchase request
Terms of delivery	Select from terms of delivery
Remarks	Free text, remarks are transferred to the SAP Business One document. To enter in rich Text format, enable this feature in window settings.
Warehouse	Target warehouse for purchase
Address	Free text

Same functions as on buttons below. Additionally: window settings: there the RTF mode can be activated to enter formatted remarks.

Button

Meaning

New

Create a new purchase request.

Delete

Delete the selected purchase request.

Open

Open the selected request for editing, same function as double click on the entry in the list above.

Create purchase order

After a security query, whether to close the purchase request, for the selected entry a purchase order is created, and the SAP Business One document is opened.

Create Draft pur. order

For the selected entry a drafted order is created; in SAP Business One a drafted document is created.

Purchase quotation create

Invent.History

Opens the Inventory history for the selected item.

The program creates the documents but they will not be shown immediately.

The created document will be opened after creation automatically, by inserting the following script:

Ctrl+N+U, insert script, save, reopen the window

windowevent open

setvar=ib_OpenDocument=true

end event

beas 9.2 PL: 04

In this window on row level up to 4 additional fields can be defined (see Configuration wizard).