Work with purchase suggestions, Headers (DIR06001)

Options

Add	Select this option to add a record.
Change	Select this option to change a record.
Copy	Select this option to copy a record.
Delete	Select this option to delete a record. Note: Any corresponding supply exceptions will also be deleted.
Display	Select this option to view a record.
Lines	Select this option to view/work with the lines.
Create PO	Select this option to create a purchase order from a purchase suggestion.
Auto creation	Select this option to automatically create a purchase order from a purchase suggestion.
AMT msg	Select this option to work with manual alert messages.
Merge	If several purchase suggestions are to be supplied from the same supplier, highlight the applicable purchase suggestions, and then select this option to merge them into one suggestion. You will access the Work with purchase suggestions, Merge panel where you select the “Master” purchase suggestion (i.e. of all suggestions selected for merge, one and only one of them must be selected as the master suggestion). All suggestion lines will be merged into this master purchase suggestion, keeping header values such as Handler etc. When it comes time to create the purchase order, only one purchase order will be created for the merged suggestions.
Supply exceptions	Select this option to access the Work with purchase suggestions, Supply exceptions panel where you can view all lines that were supposed to be created on this purchase suggestion header, but were automatically changed to be supplied internally as a result of a supply exception policy.
Unlock	Select this option to unlock a locked purchase suggestion caused by an abnormal session end. Note: This option should only be used in situations when the session ends abnormally.

Function keys

Dsp rep curr / Dsp sys curr	Display the amount(s) in system currency and reporting currency. Note: Only displayed if a reporting currency is defined in Work with companies and if it has a fixed exchange-rate, i.e. the Fixed exchange rate field is set to YES in the Currency table.
Include/Exlude null sugg	Include/exclude null suggestions on the panel. Null suggestions are suggestions where all items on the suggestion are defined as null lines. An item becomes a null line if the available quantity is higher than the reorder point, in other words, there is no need to buy the item at this time.

Selection fields

Supply exceptions: This column lists the code for YES if there is anything to be found if you select the Supply exceptions option.

Work with purchase suggestions, Header (DIR06004)

Related topics

This panel displays the header information for the purchase suggestion that you selected on the previous panel. If you are creating a purchase suggestion manually, most of the fields on this panel are blank.

When creating new purchase order suggestions complete the fields in this panel and then click OK to access the Work with purchase suggestions, Lines panel.

Function keys

Increase order size

Only displayed if DC1 Inventory Control Extreme is installed. Access the Interactive line buy panel, where you can increase the suggested order size to meet a desired target.

Suggestion number: Displays the purchase suggestion number. If this is a new entry, you can leave this field blank. The program will then retrieve the next suggestion number from the Number series table. If you want to enter a suggestion number manually, it has to be outside the range of the suggestion number series. This field cannot be changed once this record is entered.

Save suggestion

Set this field to YES to avoid that this suggestion is deleted when running the Purchase suggestion file reorganisation program. Leave the NO setting, which is the default, if you want this suggestion deleted when you run that program.

Note: Purchase suggestions are automatically removed when they are copied into a purchase order.

Supplier: Displays the supplier number for the supplier in this purchase suggestion. If you are manually entering a purchase suggestion, you must enter a valid supplier number here. Once the suggestion header is created, you are not permitted to change the supplier.

Currency: Displays the currency for this supplier retrieved from the Business partner file. If this is a new entry, you can enter the currency code manually, or let the system fill it in. If you enter a currency code other than the one that exists for this supplier in the Business partner file, you will receive a warning message from the system, which can be ignored if you click OK again. This field cannot be changed once purchase suggestion lines exist.

Handler: Displays the handler of this purchase suggestion. If this is a new entry, you can enter the handler manually, or let the system retrieve the handler from the Business partner file for this supplier.

Manually created: This field is set to NO if this purchase suggestion was not created manually, but created through the Create purchase suggestion program. It is set to YES, if this purchase suggestion was created manually.

Creation date: Displays the creation date for this purchase suggestion.

Created from MFG

This field is only displayed if DC1 Manufacturing is installed and activated. Indicates if this suggestion was created in DC1 Manufacturing.

Note: Purchase suggestions can be created in the MRP routine and in the Shortage and Priority analysis routine, if a purchased item is required and if the supplier for the item is defined with NO in the Create purch. order field in the Business partner file.

Review status

This field is only displayed if DC1 Inventory Control is installed and activated. This field is set to YES if this purchase suggestion contains lines that must be reviewed before they are transferred to a purchase order.

It is set to NO if there are no lines that must be reviewed. Review criteria is set up in the Purchase review control code table and linked to item/warehouse records in the Inventory management file.

Lines without price: Displays the number of lines in this suggestion that do not have a price.

Manner of transport: If this is a new entry, enter a code from the Manner of transport table. You cannot changed this field once purchase suggestion lines exist.

Extra planning days: Displays the number of extra planning days for this suggestion, if any exist.

Exchange rate: Displays the exchange rate used to convert system currency to suggestion currency, retrieved from the Exchange rate table.

Extra quantity: Only displayed if DC1 Inventory Control is installed and activated. Indicates the percentage by which the suggested quantity in the purchase suggestion is increased.

Total value: Indicates the total purchase value.

Suggestion currency: Displays the type of currency used in the suggestion.

Total value: Indicates the total purchase value of this suggestion in system currency.

System currency: Displays the system currency code.

Total gross weight: Only displayed if DC1 Inventory Control is installed and activated. Indicates the total gross weight of the suggestion lines.

Total net weight: Only displayed if DC1 Inventory Control is installed and activated. Indicates the total net weight of the suggestion lines.

Total gross volume: Only displayed if DC1 Inventory Control is installed and activated. Indicates the total gross volume of the suggestion lines.

Total net volume: Only displayed if DC1 Inventory Control is installed and activated. Indicates the total net volume of the suggestion lines.

Orig value (sug cur): Only displayed if DC1 Advanced Purchase Control is installed and activated. Indicates the original total purchase value of the suggestion. This amount is displayed in Suggestion currency.

Orig value (sys cur): Only displayed if DC1 Advanced Purchase Control is installed and activated. Indicates the original total purchase value of the suggestion. This amount is displayed in System currency.

Target quantity

Only displayed if DC1 Inventory Control is installed and activated, and if the suggestion only contains purchase type 2 items and it was broken down according to line code at the time that the purchase suggestion was created.

Displays the target quantity in stock units. This value is retrieved from Work with periodic purchase and order targets for the line code and supplier.

Target value

Displays the target value in System currency. This value is retrieved from Work with periodic purchase and order targets for the line code and supplier.

Inter. line buy days: Only displayed if DC1 Advanced Purchase Control is installed and activated. Indicates the number of days added to the suggestion in the Interactive line buy function. Note: The maximum number of days by which a suggestion may be increased is defined in the IC control file, and may not exceed one year.

Target gross weight: Only displayed if DC1 Inventory Control is installed and activated, and if the suggestion only contains purchase type 2 items and it was broken down according to line code at the time that the purchase suggestion was created. Indicates the target gross weight, which is retrieved from Work with periodic purchase and order targets for the line code and supplier.

Target net weight: Only displayed if DC1 Inventory Control is installed and activated, and if the suggestion only contains purchase type 2 items and it was broken down according to line code at the time that the purchase suggestion was created. Indicates the target net weight, which is retrieved from Work with periodic purchase and order targets for the line code and supplier.

Target gross volume: Only displayed if DC1 Inventory Control is installed and activated, and if the suggestion only contains purchase type 2 items and it was broken down according to line code at the time that the purchase suggestion was created. Indicates the target gross volume, which is retrieved from Work with periodic purchase and order targets for the line code and supplier.

Target net volume: Only displayed if DC1 Inventory Control is installed and activated, and if the suggestion only contains purchase type 2 items and it was broken down according to line code at the time that the purchase suggestion was created. Indicates the target net volume, which is retrieved from Work with periodic purchase and order targets for the line code and supplier.

Work with purchase suggestions, Purchase order creation (DIR06005)

Related topics

On this panel you must enter additional information on the purchase suggestion that you marked to copy to a purchase order.

Create from purchase suggestion: Displays the purchase suggestion number that will be copied to a purchase order.

Copy to order number

Enter the purchase order number that you want to attribute to your purchase suggestion, or leave the field blank and a purchase order number will automatically be assigned to it.

Note: If you are manually assigning a purchase order number to your suggestion it must be a unique number and must also belong to the purchase order number series.

If you leave this field blank, the system will create a new purchase order from the selected suggestion lines.

If you want to add the item(s) to an existing purchase order you must enter the purchase order number. The following prerequisites will then be applicable:

the Supplier defined on the purchase order has to be the same as the Supplier on the suggestion.
the Handler defined on the purchase order has to be the same as the Handler entered on this panel (alternately you may simply leave this field blank).
the purchase order Status must be lower than 30.

Handler: Enter a code from the Signature table indicating the person responsible for the purchase order.

Supplier: Displays the supplier number of the purchase suggestion. This same supplier will be assigned to the purchase order.

Order type: Mandatory entry. Enter the purchase order type that will be used to purchase the goods from your supplier. Note: BtB and MDC are not valid purchase order types for this transaction.

Warehouse: Enter a code from the Warehouse table indicating the warehouse the goods are to be delivered to.

Currency: Displays the currency that is applicable to the purchase order.

Terms of delivery: Enter a code from the Terms of delivery table indicating the terms that are applicable to the purchase order.

Transport time: Enter the transport time that is applicable to the purchase order.

Calc. dispatch date: Indicate if the dispatch date is to be automatically calculated.

Cost centre: Enter the cost centre that is responsible for the purchase order. Note: This field is only displayed if cost centre handling is activated.

Get new price: Indicate if a price, other than that stated on the purchase suggestion, should be retrieved. The new price would be the actual purchase price of the item as defined in the Item file.

Maintain new order: Indicate if the purchase order, once created, can be maintained.

Work with purchase suggestions, Deletion (DIR06006)

Related topics

Work with purchase suggestions, Purchase order creation (DIR06009)

Related topics

This panel allows you to create several purchase orders from purchase suggestions at the same time. This is helpful particularly in instances were there are large numbers of purchase orders that need to be processed. This panel will display all the suggestions that you selected in the previous panel, with the Auto creation option.

Note: This function is only applicable to those purchase order suggestions with the Review field set to NO. However, if the Allow purch sugg cpy field in the Inventory control file is set to YES, this will be permitted.

In addition to this, if cost centre handling has been activated and no cost centre can be found for the record, the suggestion may not be copied either.

Create from suggestion: Lists the purchase suggestion numbers that will be copied to new purchase orders.

Copy to Handler: Displays a code, from the Signature table indicating the person that will be responsible for each of the purchase orders.

Supplier: Displays the supplier number of each of the purchase suggestions. This same supplier will be assigned to the purchase order.

Currency: Displays the currency that is applicable to each of the purchase orders.

TOD: Displays a code from the Terms of delivery table indicating the terms that are applicable to each of the purchase orders.

Cost centre: Displays the cost centre that is responsible for each of the purchase orders. This heading is not displayed if cost centre handling is not activated.

Order type: Mandatory entry. Enter the purchase order types that will be used to purchase the goods from your supplier. Note: BtB and MDC are not valid purchase order types for this transaction.

Warehouse: Enter a code from the Warehouse table indicating the warehouse the goods are to be delivered to.

Get new price: Indicate if prices, other than those stated on the purchase suggestions, should be retrieved. The new prices would be the actual purchase prices of the items as defined in the Item file.

Dispatch date: Enter the date that the purchase orders are to be dispatched.

Calc. dispatch date: Indicate if the dispatch dates are to be automatically calculated.

Work with purchase suggestions, Merge (DIR06012)

Related topics

This panel displays the purchase suggestions selected for merge. Of all suggestions selected for merge, one and only one of them must be selected as the master suggestion. All suggestion lines will be merged into this master suggestion, keeping header values such as Handler etc. Click OK to confirm the merge. When it comes time to create the purchase order, only one purchase order will be created for the merged suggestions.

Sugg number: Displays the purchase suggestion number selected for merge.

Supplier: Displays the supplier of the suggestion number selected for merge.

Handler: Displays the handler of the suggestion number selected for merge.

Master: The first selected purchase suggestion is marked as the master suggestion, but you can change this setting. Mark the purchase suggestion that is be the master purchase suggestion. All suggestion lines will be merged into this master suggestion, keeping header values such as Handler, etc.

Work with purchase suggestions, Supply exceptions (DIR06015)

Related topics

This panel displays all lines that were supposed to be created on this purchase suggestion header, but were automatically changed to be supplied internally as a result of a supply exception policy. The lines are displayed in Internal replenishment suggestion number and line sequence.

Supplier: Displays the supplier number for the supplier in this purchase suggestion.

Suggestion number: Displays the purchase suggestion number.

Review status: This field is only displayed if DC1 Inventory Control is installed and activated. This field is set to YES if this purchase suggestion contains lines that must be reviewed before they are transferred to a purchase order. It is set to NO if there are no lines that must be reviewed. Review criteria is set up in the Purchase review control code table and linked to item/warehouse records in the Inventory management file.

Total value: Indicates the total purchase value.

Total value syst curr: Indicates the total purchase value in system currency.

Int sugg no: Displays the internal replenishment suggestion number.

Line: Displays the line number for the internal replenishment suggestion.

Item: Displays the item code.

Fr whs: Displays the from warehouse.

To whs: Displays the to warehouse.

Quantity: Displays the item quantity.

Unit: Displays the unit.