Raising Purchase Request

Raise PR

This page allows you to raise a consolidated purchase request for the standard and non-standard items that are required for carrying out the service work order. Tell me more.

Select the “Raise PR” link at the bottom of the in the “Bulk Schedule Service Work Order” page.

The “Raise PR” page appears

Enter the following.

WO No.	The work order for which you must raise purchase requests. Ensure that the work order is in the “Scheduled” or “In Progress” status. (Alphanumeric, 18).
	Press <Enter>.
Unit/WO	Work Order and the units of work order.

The system displays the following fields:

Description	The system displays the description of the work order alongside upon selecting the work order number.
Unit Description	The description of the unit.
Sch. Start Date	The scheduled start date of the work order
Sch. Compl. Date	The scheduled completion date of the work order.
Status	The status of the work order.
Work Group	The work group responsible for the service work order.

The system retrieves the details of standard spare parts that are specified for the work order and all the tasks of the work order in the “Item Details” multiline. You can also enter new items and raise the purchase request.

Enter the following in the “Item Details” multiline.

Item Code	The unique code of the item (Alphanumeric, 32).
	Help facility available
Variant	The variant of the item. (Alphanumeric, 8).
Warehouse	The warehouse of the item specified for the work order. (Alphanumeric, 10).
UOM	The unit of measurement of the item. (Alphanumeric,10).
Item Status	The status of the item as in the warehouse. (Alphanumeric, 25).
Sch. Qty.	The scheduled quantity of the item Data entry in this field is mandatory if you are selecting the item for reservation. Ensure that the quantity is a positive number (Integer,28)
To be Reserved Qty.	The quantity of item that was reserved. (Integer,28)
Need Date	The date by which the quantity is needed (Date Format). Data entry in this field is mandatory if you require to raise a purchase request for this item. Ensure that the date is not earlier than the current system date
Hard Pegging	Use the drop-down list box to specify whether hard pegging must be done for reservation of parts for the work order. The system provides the options: · Yes – Select this option to indicate that hard pegging must be done for reserving the parts. · No – Select this option to indicate that no hard pegging need to be done for reserving the spare parts. · The system leaves the field blank by default

The system displays the following in the multiline.

Description	The description of the item.
Disposition Item	Indicates whether the item is a disposition or a non-disposition item in the inventory. The system displays “Yes” if the item is a disposition item or “No” if it is a non-disposition item.
Reserved Qty.	The quantity that was reserved for the work order.
PR To Raise Qty.	The quantity for which purchase request must be raised.
Issued Qty.	The quantity that has already been issued for the work order.
Est. Qty	The quantity that is estimated for the work order.
Stock UOM	The unit of measurement of the stock.

To save and reserve items

Check the boxes in the “Select” columns of the “Item Details” multiline to select the items to be reserved.
Click the “Save and Reserve” pushbutton to save the details of the items and to reserve the selected items.

The system performs the following:

· If no items are selected in the multiline, the system saves the details of the items that are entered in the multiline as spare part requirements of the work order.

· If items are selected in the multiline, the system creates a demand for the “Item – Variant – UOM – Warehouse” combination for the quantity specified in the “To Be Reserved/Un Reserved Qty” field.

· If there is already a demand for the same “Item – Variant – UOM – Warehouse” combination, the system modifies the existing demand.

· If the number of items as specified in the “To Be Reserved Qty.” field is available in the inventory, the system reserves the quantity and refreshes the “Reserve Qty.” field with the quantity that is reserved

· If the number of items is not available, the system does not reserve the items and displays the quantity in the “Problem Qty.” field.

Note: You can select only a disposition item for reservation.

To unreserve items

Check the boxes in the “Select” columns of the “Item Details” multiline to unreserve the items.
Click the “UnReserve” pushbutton to unreserve the selected items.

· The system unreserves any spare part for which reservation is already done.

· Any demand that is being created for the selected item is also deleted.

To raise purchase request

Check the boxes in the “Select” columns of the “Item Details” multiline to select the parts for which purchase requests must be raised.
Click the “Raise Purchase Request” pushbutton to raise a consolidated purchase request for all the selected items.

Note: The system raises a consolidated purchase request for all the selected items and refreshes the “PR Qty.” field in the multiline.

To delete the selected items

Click the Delete icon in the toolbar above the multiline to delete the selected items.

Note: You cannot delete an item for which the “Issued Qty.” is greater than zero.

The system deletes the spare part from being specified for the work order and also removes any demand that is already created for procuring the specific item.

The system displays the following details in the “Data History” group box:

Created By	The login ID of the user who created the work order.
Created Date	The date and time at which the work order is created.
Last Modified By	The login ID of the user who last modified the work order.
Last Modified Date	The date and time at which the work order was last modified.

To proceed

Select the View PR Details link to view the purchase request details.

The “View PR Details” page appears.

Raising consolidated purchase requests for the service work order – An overview

This page allows you to raise a consolidated purchase request for the standard that are required for carrying out the service work order. You can raise a purchase request for the service work order that is selected in the previous page. You can also enter a service work order in this page and raise a consolidated purchase request for the items that are required for it.

The system retrieves the standard that are required for carrying out the service work order. You can specify the quantity for which purchase request must be raised and the date by which the quantity is needed. For a non-standard spare part, you can specify the cost per unit of utilizing the spare part. You can select the items and generate a consolidated purchase request for them.