Project pegging in Procurement

To identify costs, demand, and supply for a project, in Infor LN 10.2.1, you can implement project pegging and specify the items for which project pegging is required.

Project pegging in Procurement includes the pegging of project costs for purchase requisitions, requests for quotation, and purchase orders. If the item on the purchase requisition, request for quotation, or purchase order requires a peg, a peg distribution must be linked to these purchase objects. In a peg distribution, the required quantity of the parent business object is distributed across distribution lines for combinations of project/budget, project element and/or project activity. For example, if a distribution is used to peg the ordered quantity on a purchase order line, the goods are purchased for and the costs are booked to these projects, elements, and activities.

If purchase order lines are project pegged, commingling of purchase order lines is subject to project combination checks. Commingling rules regarding project pegging, which you can specify in Project Pegging under Common, determine if lines with different pegs can be commingled into one purchase order line. In general, commingling is processed by planning group, which includes the commingling rules for the linked projects. However, commingling for export license required items is restricted by project. This means that if projects are different, separate purchase order lines are created. To further restrict commingling, you can specify commingling exceptions, which are the pegs that must be excluded from commingling.

Example

Project 1 with activity 10 and project 1 with activity 20 both have a requirement for an export licensed item.

  • Without an exception, 1 purchase order line with 2 distribution lines are created.
  • With an exception for one or both of the activities, which means one purchase order line per project peg, 1 purchase order with 2 purchase order lines are created.

If a peg distribution is linked, planned inventory transactions and (financial) integration transactions are not logged on order line level, but on peg distribution level.

During receipt and invoice handling, the pegs with the highest priority are handled first.

New fields

The new Export License Required check box determines if an export license is required when the item is purchased. This check box was added to the following sessions:

  • Items - Purchase (tdipu0101m000)
  • Item - Purchase (tdipu0601m000)
  • Items - Purchase Business Partner (tdipu0110m000)
  • Request for Quotation Lines (tdpur1502m000)
  • RFQ - Quotations (tdpur1506m000)
  • Purchase Requisition Lines (tdpur2502m000)
  • Prepare Conversion Purchase Requisition Lines (tdpur2502m100)
  • Purchase Order Lines (tdpur4101m000)
  • Purchase Order Line Details (tdpur4101m200)

The new Peg Distribution check box determines if a peg distribution is linked to the business object. This check box was added to the following sessions:

  • Request for Quotation Lines (tdpur1502m000)
  • RFQ - Quotations (tdpur1506m000)
  • Request for Quotation Lines History (tdpur1551m000)
  • RFQ - Quotations History (tdpur1556m000)
  • Purchase Requisition Lines (tdpur2502m000)
  • Prepare Conversion Purchase Requisition Lines (tdpur2502m100)
  • Purchase Requisition Line History (tdpur2514m000)
  • Purchase Order Lines (tdpur4101m000)
  • Purchase Order Line Details (tdpur4101m200)
  • Purchase Order Line Quantities and Dates (tdpur4101m300)
  • Potential Purchase Back Orders (tdpur4101m700)
  • Purchase Receipts (tdpur4106m000)
  • Correct Purchase Receipt (tdpur4106s100)
  • Change Price and Discounts after Receipt (tdpur4122m000)
  • Purchase Order Lines Monitor (tdpur4501m500)
  • Purchase Order Line History (tdpur4551m000)
  • Purchase Actual Receipt History (tdpur4556m000)

To generate, copy, and print pegging information, pegging fields were also added to various generate, copy, and print sessions, such as the following:

  • Generate Request for Quotations (tdpur1220m000)
  • Copy Purchase Requisitions (tdpur2204s000)
  • Copy Purchase Order (tdpur4201s000)
  • Copy BOM Components to Order (tdpur4812s000)
  • Print Purchase Orders (tdpur4405m000)
  • Print Purchase Order Lines (tdpur4409m000)
  • Print Purchase Invoices (tdpur4404m000)
New commands

These commands are new and appear in multiple sessions:

  • Project Contract Information. If the project that is specified on the business object is linked to a contract, you can use this command to view the contract details in the Contract (tpctm1600m000) session.
  • Peg Distribution. If a peg distribution is linked to the business object, you can use this command to view, enter, and maintain the peg distribution details in the Purchase Peg Distribution (tdpur5100m000) session.
  • Peg Distribution History. If a peg distribution is linked to the business object, you can use this command to view the peg distribution history details in the Purchase Peg Distribution History (tdpur5550m000) session.

If the Multiple Required Dates check box is selected for a distribution line, in the Purchase Peg Distribution (tdpur5100m000) and Procurement Data by Peg (tdpur5500m000) sessions, you can click the following commands to view the various date requirements and relations:

  • Pegging - Downstream
  • Next Level Requirements
  • Top Demand Order References