Collective Purchase Order

Production > External Production > External production > Collective Purchase Order

 Top  Previous  Next
Expand/Collapse Toggles

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.

 

Window is dynamically adjustable, templates are supported.

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

Access: External production Purchase order (FRBEST)

License: Basic

 

External_productions_collective_PO
Window: fert_external_toorder_browse

 

hmtoggle_plus1Field Description selection list

 

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).

Provision parts

If the check box is active, the provision is available.

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.

 

Field description entry fields

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 collective 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 tool-verweis 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

This is the target warehouse, on which you can transfer the Provision.

Only available if you must transfer provision to the supplier (linked Material to this routing position).

 

This is an internal warehouse, because you need the costs of the material in your own company.

Beas transfers the material to this warehouse, but in reality the material is sent to the supplier.
If the product comes back, you make an issue directly from this target warehouse.

 

The target warehouse must be defined as an external warehouse. See Warehouse master data - Warehouse type

You can define

 - one warehouse per supplier. For this, you can define the supplier in See Warehouse master data - Warehouse type

 - one warehouse for all suppliers

 - if the warehouse is a Beas Bin-managed warehouse, the system creates one Bin Code for every Supplier.
    in this way you can see the stock per Supplier with only one warehouse. This makes the handling more simple.

 

Warehouse Rule:

If external warehouse for a supplier exists, the system takes this warehouse.
if no special warehouse for the supplier exists, it takes the first external warehouse that is not linked to a supplier.

If no external warehouse exists, it is not possible to create the purchase order.

 

Delivery Address

This is the address from the Production of the supplier and not related to the purchase order.
The system inserts this address in the transfer document created from "Deliver provision".

 

The Address is taken from Warehouse or Supplier
Define this in Configuration wizard > Production > External Production > Purchase order > "Provision Address"
Provision_address

 

 

You can select the following warehouses:

All warehouses linked to:

- the supplier

- the same branch as the work order item

 

Multi-Brachnes

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

hmtoggle_plus1  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.

Purchase order on Warehouse

Define the purchase warehouse and  optional "Ship to" address for the Purchase order.

 

extPurchaseShipTo

 

Note: The system uses the address from warehouse only if  "use address from Warehouse" is active.

Doc_Set_USE_Whs_Address

 

You can define this warehouse in operation catalog - Purchase address.

see Concept Address format

 

 

Note:

Beas use the Address Format defined in SAP Business One. For more information see Concept Address format

Address

This is the address on which the supplier has to send the product back to their own company.

The system saves this in Purchase order > Logistics tab > "Ship To":

extPurchaseShipTo

 

This address is defined in SAP Company Details > General tab > Local language sub-tab:

extPurchaseAddressTo

 

If in Administration > System initialization > Document settings > General > Warehouse address is activated, the address given here is used.

Warehouse = Purchase order on Warehouse.

Doc_Set_USE_Whs_Address

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.

 

Further functions

Function

Meaning

Cancel

Close window without saving changes.

Order

Note: a collective document is created only if the supplier and the warehouse match. See Configuration wizard – External operation – Warehouse = Production warehouse.

Drafted purchase order

Create a drafted order.

Only remaining quantity

Display only entries with shortage.

Window settings

Setup of columns, colors, etc.

Pre-assign

The field "purchase quantity" is automatically filled for all visible rows.

Additionally, the price is determined and the total price is calculated. Dates from the past are set to "today".

The maximum allowed quantity is filled at most. All rules stored in the configuration wizard are taken into account.

 

see Routing – external operation

 

back to external production

Help URL: https://help.beascloud.com/beas202109/index.html?sammelbestellung.htm