Release purchase orders during pull planning

Related topics

You work with purchase orders from order proposals created through the analysis proposal. See Create an analysis proposal for pull planning for those instructions.

You can work with order proposals both in shortage analysis and priority analysis. See Types of analyses for information about the different types of analyses.

You cannot create orders from order proposals that have a shortage date less than today’s date. The order proposal must be ready in past time if orders are to be created. When an order has been created the proposal will be updated with the purchase order number and will remain with the same value as before. This means that a new calculation of shortage quantity will not be performed.

Select the Work with pull-planning menu item.
You access Work with pull-planning, Order proposals. Select the analysis proposal that you want to work with and click Work w proposal.
You access Work with analysis proposal. Complete the following fields:

Type of proposal: Indicate the type of proposal to be maintained by ticking one of the following: Order proposal or Re-schedule proposal. For this task, tick Order proposal.
Alternative: Indicate the type of analysis you want to work with by ticking one of the following: Shortage analysis or Priority analysis.
Type: Indicate the type of order you want to work with by ticking one of the following: Manufacturing or Purchase. For this task, tick Purchase.
P-order type: Enter the default order type to be used when creating purchase orders.

Click OK.

Depending on your selection in the Alternative field above, you access either the Work with shortage analysis, Purchase panel or the Work with priority analysis, Purchase panel.

In the shortage analysis, items with shortage code 0 are displayed first and then items sorted after increasing shortage code. If several items have the same shortage code, they are prioritised in shortage date order. (The shortage codes are displayed in the Sc column.)
In the priority analysis, the items are sorted in order of priority where a priority value below zero denotes a critical item. Critical items must be purchased immediately to prevent shortage. (The priority values are displayed in the P-val 1 and 2 columns.)

To release purchase orders, select an order proposal and click Order release. A purchase order will be created based on the proposal’s item, quantity, date and selected purchase order type. Exit the routine.