Requirements

The Procurement -> Requirements shows a report with a list of all the purchasable components that are required for a customer order or a manufacturing order but have not been booked.

The Procurement -> Requirements allows

  • seeing demand for purchasable items by date,
  • seeing when purchase orders should be placed,
  • creating purchase orders.

The list contains:

  • Part number and description - the required article;
  • Quantity - the number of items required;
  • Manufacturing or Customer Order number - order where these items are required;
  • Requirement date - the date when these items are required;
  • Action date – the last date, when a purchase order must be placed so the items would arrive on time (calculation based on the purchase terms);
  • Vendor - the vendor the item is purchased from.

Usage tips:

  1. If these items are available in stock and should be taken off the list, then bookings need to be finalized for these:
    Instructions: How to book materials for a Manufacturing Order.
    Instructions: How to book items for a Customer Order.
  2. Click Create a purchase order Create a Purchase Order on the items line to create a new PO. The PO, once saved, will be automatically linked to where these materials where demanded.
  3. Customer Orders, for which bookings have never been raised, are not displayed here. Demand needs to be created while trying to book the item to the CO.