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Create purchase orders or purchase requisitions from a project structure

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The created purchase order or purchase requisition will be updated with the project reference (project number, phase, line). The project element will be updated with the purchase order/requisition number and line number (order link information).

Purchase requisition
If the requisition order is transformed to a purchase order the order link information will be changed from the requisition order number to the purchase order number. See About purchase requisitions for more information about purchase requisition handling.

Purchase order
You can also add lines to an existing purchase order. It is, however, not possible to add a line to an already existing purchase order if one line, or all, have references to a different project.

Prerequisites
Purchase orders or requisitions can only be created from the element line if the following is true:

  • The acquisition type on the material structure line must be set to 3 (purchased).
  • The Struct handl field must be set to 2 (additional material) on the element line.
  1. Select the Work with projects menu item.
  2. You access Work with project orders. Select the project you want to work with and click Details.
  3. You access Phase maintenance. Select the phase you want to work with and click Elements. (Tip: You can also access the element level of the project by clicking the Level function key on the initial Work with project orders panel and then selecting the Element level).
  4. You access Phase element maintenance. Select the element line from which you want to create a purchase requisition and click Struct.
  5. You access Structure maintenance where you have to specify if you start maintenance of material or operations. Complete the following selection field:
    6. Selection
    Indicate what type of structure maintenance is to be performed by ticking one of the following: Material, Operations or Copy.

    For this task, tick Material and click OK.

  6. You access Material structure maintenance. Select the material line for which you want to create a purchase order/requisition and click Create purchase.
  7. You access Purchase order/Purchase requisition. Define if the project item should be added to a purchase order or a purchase requisition by setting the following fields to YES or NO:
    8. Purchase order
    Purchase requisition

    Also complete the following fields:

    Order type
    Enter the order type to be used for the purchase order. The Update stock on hand field must be set to YES in the Purchase order type table for the selected order type.
    Supplier
    Enter the supplier to be used in the purchase order or requisition. The default value is the main supplier of the item.

    Click OK to create the purchase order or requisition. You return to Material structure maintenance where the number of the created purchase order or requisition is displayed.

    Purchase order
    If you have created a purchase order, you can select the material structure line and click Maint purchase to access Work with purchase orders where you can maintain the purchase order header.

    Purchase requisition
    If you have created a purchase requisition. See About purchase requisitions for more information about the purchase requisition handling.

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