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This page allows you to enter the schedule details for the line items whose schedule type is “Multiple”. Tell me more
Select the “Specify Delivery Schedule & Usage” link at the bottom of the “Create Purchase Request” page.
The “Specify Schedules” page appears.
The system displays the following in the header
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Status |
The status of the PR |
The system displays the following fields in the "PR Details" group box
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PR No. |
The unique purchase request number for which the Schedule details are specified. |
Enter the following field in the "PR Details" group box
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PR Line No. |
Use the drop-down list box to select the unique identification number Line number of the Item for which the Schedule details are specified. The drop-down lists all the line numbers in the purchase request document |
The system displays the following fields in the header:
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Item |
The code of the Item for which the schedule details are to be specified. |
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Variant Code |
The variant of the Item code. |
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Desc. |
The textual description pertaining to the item or Item Variant. In case of Adhoc Items the description serves as an identifier. |
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Required Qty. |
The number of units required of the line item |
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UOM |
The unit of measurement of item in which it is requested |
Enter the following fields in the “Default Entries” group-box:
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Need Date |
The date on which you need the Item. (Date Format) |
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Schedule Qty. |
The number of units of the item requested by you to be delivered on a specific date (Integer) |
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Warehouse Code |
The unique code identifying the warehouse where the item will be stored on receipt. (Alphanumeric, 10) Mandatory |
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Help facility available |
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Accounting Unit |
Use the drop-down list box to select the account unit to which the values from the purchase request are mapped. The drop-down lists all the “Purchase Order Accounting Unit” in the “Type Setup” Component |
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Help facility available |
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CC Usage |
Use the drop-down list box to specify the Cost Center for which the Purchase Request has been initiated. The user-defined name, which actually refers a Cost Center. |
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AC Usage |
Use the drop-down list box to specify the Account Code to which the Items in the Purchase Request are to be mapped. |
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Sub Analysis Code |
The identifier for sub analysis details mapped to the Analysis Code. It is a part of a main Analysis code. (Alphanumeric, 5) |
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Analysis Code |
The unique identifier of the analysis details mapped to the Account code. (Alphanumeric, 5) |
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Help facility available |
Click the “Default Entries” pushbutton to default all the value in the “Default Entries” group box in the respective fields in the multiline
The system displays the following information in the “Schedule Details” multiline
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Schedule No. |
The serial number identifying the schedule of delivery of items for the line item. Schedule number can repeat if the need date specified is same for a PR Line. This is automatically generated when the “Specify Schedules” or the “Approve” pushbutton is pressed |
Enter the following fields in the ”Schedule Details” multiline:
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Schedule Qty. |
The number of units of the item you need that is to be supplied by the supplier on the stipulated date (Integer) The value is displayed when the line number is selected in the header which can be modified |
Note: The sum of all the schedule quantities must be equal to the ordered quantity.
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Need Date |
The date on which you need the Item. (Date Format) The value is displayed when the line number is selected in the header which can be modified |
Note: The “Need Date” can be modified if there is a need date specified in the PRdocument’s main page if the schedule type is “Single”
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Warehouse Code |
The unique code identifying the warehouse where the item needs to be stored on receipt (Alphanumeric, 10) Mandatory |
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Help facility available |
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Accounting Unit |
Use the drop-down list box to select the account unit to which the values from the purchase request are mapped. The drop-down lists all the “Purchase Order Accounting Unit” in the “Type Setup” Component |
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Help facility available |
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CC Usage |
Use the drop-down list box to specify the Cost Center for which the Purchase Request has been initiated. This will be defaulted with the value entered in the Header and you can modify the value. |
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AC Usage |
Use the drop-down list box to specify the Account Code to which the Items in the Purchase Request are to be mapped. This will be defaulted with the value entered in the Header and you can modify the value. |
Note: All the rows of a single schedule for a particular need date should have the same AC usage
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Analysis Code |
Analysis code mapped to the Account Code. (Alphanumeric, 5) This will be defaulted with the value entered in the Header. You can modify the value. |
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Help facility available |
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Sub Analysis Code |
Sub analysis code mapped to the Analysis code. (Alphanumeric, 5) This will be defaulted with the value entered in the Header. You can modify the value. |
Note: There should be atleast one schedule quantity-need date combination in the multiline for a PR line number
The sum of all the “Schedule qty” in the multiline should be equal to the “Required Quantity” in the PR line number if the status of PR is “Draft”,” Returned” or “Fresh”
The warehouse-cost center combination cannot repeat in the multiline for a particular need date
For a PR line item whose schedule type is “Staggered” more than one schedule should exist.
Click the “Specify Schedules” pushbutton to save the schedule details.
The system displays a success message.
The Schedule details will be mapped to the Purchase Request.
The status of the document will be updated as “Fresh”.
Click the “Approve PR” pushbutton if you want to approve Purchase Request without changing the defaulted Quality details.
The system displays a success message.
The Purchase Request is approved and is eligible for Request for Quotation or Purchase Order.
The status of the document will be updated as “Approved”.
To Proceed carry out the following
Select the “Specify Quality Attributes” link at the bottom of the page to specify the Quality Attributes for the Items in the Purchase Request.
Select the “Specify Drop ship Address” link at the bottom of the page to specify the drop ship address details if the Purchase Request is of type “Drop ship”.
Select the “Specify Budget & Proposal Details” link at the bottom of the page to specify the Budget details for items in the PR. If the PR is of type “Capital” then the Proposal details can also be specified in this page.
Specify Delivery Schedule & Usage – An Overview
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This page allows you to enter the schedule details for the line items.. On giving the line number of the item in the PR the system displays all the item details such as the code identifying the item, the variant code of the item, the description pertaining to the item, the number of units required of the item and the unit of measurement of the line item. You can distribute the quantity into various schedules by giving various need dates and warehouse where the items has to be delivered.
If it is a single schedule for a PR line, the items are delivered all at a time on the need date specified (Though in this case the warehouse or CC Usage can be different). If it is staggered schedule, the items are delivered in parts on different need dates. During staggered delivery, the period in which the deliveries are going to be made should be specified. The staggered delivery can happen in any time intervals.
You can approve the PR if it is of “General” type and does not have any quality specification.
