Settings for Release of Planned Purchase Order

Abstract

Purchase order consolidation groups are used in the release function for planned purchase orders and can be defined as a way of determining how planned purchase orders are consolidated into one or more discrete purchase orders.

Records are created and maintained in'PO Consolidation Group. Open' (PPS019), where it is possible to select a list of objects and fields to consolidate by. The records can then be connected to the supplier in 'Supplier. Define Purchase Financial' (CRS624/E) and/or 'Purchase Order Type. Open' (PPS095/H), whereas the latter will override the PO consolidation group of the supplier (CRS624).

The file containing the planned purchase order will create a sorting order based on the PO consolidation group that will be used in the release flow. If no PO consolidation group is created, the function will use a default sorting order. The key for the default sorting order contains the company number, facility, supplier, PO consolidation group, order type, and currency code.

Limitations

The autojob (MMS940) can generate a different result depending on the waiting time of the job. This could happen when function program PPS914 (Create PO from planned orders) has handled all records that have been released from (MMS940) before the function is ready for release of planned purchase orders. This can lead to a new purchase order being created, even if the record has the same consolidation value as the record that was handled prior to this one.

Outcome

Before you start

The basic settings for the supplier must be entered according to Settings for Supplier and Items.

The basic settings for a purchase order type must be entered according to Settings for Purchase Order.

Flowchart

Workflow

Example of planned purchase order release

This table shows an example of 10 released planned purchase orders with different consolidation characteristics:

Record Supplier Order type Consolidation key Sorting key PO number
1 Supplier A ABC DFT

Buyer = Per

Delivery term= 001

Del method= Truck

PO001
2 Supplier 1 ABC 001

Buyer = Per

Delivery term= 001

Del method= Truck

PO002
3 Supplier 1 ABC 001

Buyer = Per

Delivery term= 001

Del method= Truck

PO002
4 Supplier 1 ABC 001

Buyer = Per

Delivery term= 001

Del method= Truck

PO002
5 Supplier 1 ABC 002

Delivery term= 001

Del method= Truck

PO003
6 Supplier 2 ABC 001

Buyer = Per

Delivery term= 001

Del method= Truck

PO004
7 Supplier 2 ABC 001

Buyer = Per

Delivery term= 001

Del method= Truck

PO004
8 Supplier 2 BCD 002

Delivery term= 001

Del method= Truck

PO005
9 Supplier 2 BCD 002

Delivery term= 001

Del method= Train

PO006
10 Supplier 2 CDE 003

Delivery term= 001

Stock zone= AB1

PO007

The table is sorted in the same order as each record consolidation key. This is how the records are handled:

Follow these steps

At least one PO consolidation group must exist to enable a control of how the planned purchase orders are to be consolidated. If no group is created, the system will automatically create a default group with a default key setup.

  1. Open 'PO Consolidation Group. Open' (PPS019) and define a record on the B panel. The PO consolidation group is used to create the sorting key that will be created for all planned purchase records in 'Planned Purchase Order. Open' (PPS170) and 'Planned Purchase Order. Open' (PPS171).

  2. On the E panel, select which objects and fields to consolidate by.

  3. Open 'Supplier. Define Purchase Financial' (CRS624) for your selected supplier, go to panel E, and attach your PO consolidation group.

  4. Open 'Purchase Order Type. Open' (PPS095) and attach your PO consolidation group on the H panel.

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