Trigger a Non-Stocked PO Request from a Work Order

This instruction explains how you create a purchase request that is based on a work order material line in 'Purchase Requisition. Open' (PPS180). This is normally required when the work is approved and the materials can be ordered.

Outcome

A purchase request is created for the item needed to complete the job. The purchase request may be turned into a purchase order.

Information about the purchase request is stored in the Planning Proposal Purchase Request (MPOPLP) file.

Before you start

  • The starting conditions listed in Issuing Tools and Materials and Handling Permits must be met.
  • Non-stocked material must already be linked to the work order in 'Work Order. Open Line' (MOS101) and should have details about the quantity, price and supplier on the E and F panels in (MOS101).
  • For non-stocked based material lines, make sure that parameter 41 in 'Settings - Purchasing' (CRS780) is set to enable the system to generate non-stocked purchase requests. Ensure that a type 20 order type is used. Type 20 order types are defined in 'PO Type. Open' (PPS095).

Follow these steps

  1. Start 'Work Order. Open Line' (MOS101/B).

    The program can be reached either from 'Work Order. Open' (MOS100), option 'Materials and operations', or from 'Work Schedule. Open Toolbox' (MOS195), option 'Materials and operations'.

  2. Select the material line and select Open to display the E panel.

  3. Press F14=Create PO to generate a purchase request.

    The purchase request can be checked by pressing F15=Planned PO in the material line. If the request has become an order, then F15 will display 'Purchase Order. Open' (PPS200), sorting order 7. The status of the work order line will be raised to 80.

    Note that the line value will be updated when the PO is created.

    The downstream invoicing and invoice matching instructions are listed in the document. This has a specific section that explains the outcome of invoice matching of POs that originate from a work order purchase request.

  4. By pressing function key F18, any price variance from invoice matching 'Supplier Invoice. Match GR Line' (APS360) will be transferred to WO material line cost.

    Lines not selected during matching will have the cost remaining on the material line (as the lines are expected to be matched later). Any update of cost will create a CRACTR record with accounting event MO10. The WO will be updated only by the difference from what is matched, meaning an invoice can be matched several times (e.g. separate lines) and have the accumulated cost reflected on material line on WO.

Related topics