Updating purchase information for a part
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This page allows you to add or modify the purchase details of a newly created part. Tell me more.
Select the “Maintain Purchase Information” link in the “Select Part #” page. Alternatively, select the hyperlinked part number in the multiline of the same page.
The “Maintain Purchase Information” page appears.
The system displays the following:
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Date Format |
The format in which the date fields are displayed in this page. This format is displayed from the “User Preferences” business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default. |
The system displays the following in the “Purchase Information” group box:
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Part # |
The number identifying the part for which the purchase information must be updated. |
Enter the following field:
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Planning Status |
Use the drop-down list box to set the planning status of the part. The system lists the options “Fresh”, or “Active” and “Inactive”.. |
Note: You can modify the planning status from “Fresh" to "Active", "Active" to "Inactive", "Inactive" to "Active".
The system displays the following fields:
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Part Description |
The description of the part. |
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Key Word |
The keyword used to easily identify the part. |
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Manufacturer Part # |
The manufacturer part number. |
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Manufacturer # |
The manufacturer of the part |
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Manufacturer Name |
The name of the manufacturer. |
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SPEC 2000 Code |
The code by which the manufacturer is identified in SPEC 2000. |
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CAGE # |
The “Commercial and Government Entity” code (CAGE) assigned to the manufacturer. |
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NSCM # |
The “NATO Supply code for Manufacturer” number (NSCM) assigned to the manufacturer. |
If you have already defined the purchase information for the part, the system fills in the following fields in the “Purchase Information” group box.
Enter the following fields in the “Basic Purchase Information” group box, to add or modify the details:
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Preferred Supplier |
The default supplier with whom the order must be placed (Alphanumeric, 45). Mandatory. The preferred supplier must have been defined in the “Create Supplier” activity of the “Supplier” business component and must be in “Active” status. |
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Help facility available. |
The system displays the following:
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Supplier Name |
The name of the preferred supplier. |
Enter the following field in the “Basic Purchase Information” group box:
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Standard Purchase Price |
The standard rate of the part, when purchase requests or purchase orders are generated (Integer). Mandatory. Ensure that the value in this field is greater than zero. |
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The system displays the following:
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The system displays the following:
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Stock UOM |
The unit of measurement in which the part is stocked in the warehouse. |
Enter the following field:
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Minimum Order Qty |
The minimum quantity that is ordered, whenever a purchase request or a purchase order is generated (Integer). The value in this field must be greater than zero. |
Enter the following fields in the “Purchase Planning Information” group box:
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Lead Time Unit |
Use the drop-down list box to select the unit of measurement of the lead-time. The lead time could be measured in “Days”, “Weeks”, “Months” or “Years”. |
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Pre Order Lead Time |
The time required for pre-order processing (Integer). The value in this field must be greater than zero. |
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Process Order Lead Time |
The time taken to process an order (Integer). The value in this field must be greater than zero. |
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Post Order Lead Time |
The time between the date of ordering and the date of supplying (Integer). |
Note: Data selection in “Lead Time Unit” field is mandatory if you have specified ‘Pre Order’, ‘Process Order’ or ‘Post Order’ lead time.
The system displays the following:
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Total Purchase Lead Time |
The total lead time required for the purchase activity to be completed. The total lead time is the sum total of the pre order lead time, process order lead time and the post order lead time. |
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Replenishment Activity By |
The method to be adopted, to replenish the part quantity. It could be “PO” (Purchase Order), “PR” (Purchase Request) or “Stock Transfer”. |
Enter the following fields in the “Inspection Work Unit Details” group box:
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Insp. WO? |
Use the drop-down list box to specify whether the component work order must be executed for the part, during inspection on receipt of the part. The system lists the following options:
The system displays “Not Required” by default. |
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Note: The “Work Unit Type”, “Work Unit #”, “Task Authoring OU” and “COM?” fields will be ignored, if the “Insp. WO?” field is set as “Not Required”. |
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Work Unit Type |
Use the drop-down list box to specify the type of the work unit that must be included in the work order. The system lists the options “Standard Procedure” and “Task”, and displays “Task” by default. |
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Task Authoring OU |
Use the drop-down list box to specify the organization unit (OU) where the work unit must be performed. The system lists all the organization units that are applicable for the task to be performed, as defined in the "Maintenance Task" business component. The system leaves the field blank by default. |
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Work Unit # |
The number identifying the work unit (Alphanumeric, 30). This field is mandatory if you have selected “Required” in the “Insp. WO?” field. Ensure that the work unit is applicable for the organization unit selected in the "Task Authoring OU" field, as defined in the “Maintenance Task” business component. You must specify a valid task # if you have selected “Task” in the Work Unit Type field and a valid standard procedure#, when “Standard Procedure” is selected.Help facility available. Help facility available. |
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COM? |
Use the drop-down list box to specify whether Certificate Of Maintenance must be issued on execution of the work order. The system lists the options “Required” and “Not Required”, and displays “Not Required” by default. |
Enter the following fields in the “Receipt information” group box:
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Receipt +ve Tolerance % |
The maximum excess quantity in percentage, which can be received in comparison to the quantity ordered (Integer). The value in this field must be greater than zero. |
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Receipt –ve Tolerance % |
The minimum deficit quantity in percentage, which can be received in comparison to the quantity ordered (Integer). The value in this field must be greater than zero. |
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Receipt Horizon |
The interim time interval between two purchase requests for the part (Numeric). The value in this field must be greater than zero. |
The system displays the following in the “Ordering Locations” multiline:
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Business Function |
The purchase order that is raised for carrying out the service. |
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Ordering Location |
The organization units that have been designated as “Purchase Order raising locations” for the service |
Note: If “Reorder Activity by” is set as “Purchase Order” or “Purchase Request” for the part, the system lists all the organization units that are authorized to raise purchase orders, in the multiline.
Enter the following fields in the “Ordering Locations” multiline:
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Applicable |
Use the drop-down list box to select “Yes” or “No” to indicate whether the organization unit contained in the multiline row is applicable for the service. The system displays “Yes” by default, if the login OU is listed as an ordering location. |
Note: This field must be set to “Yes” in at least one row of the “Ordering Locations” multiline.
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Default Ordering Location |
Use the drop-down list box to select “Yes” or “No” to indicate whether the organization unit can still be designated as a default ordering location. The system displays “Yes” by default, if the login OU is listed as an ordering location. |
Note: If this field is set to “Yes”, the ordering location will be considered as the default location for the part in the login organization unit.
Note: If PO has multiple ordering locations, only one can be set as Default Ordering Location for the PO. This is true for other business functions also.
Click “Update Purchase Information” pushbutton to update the purchase details.
Status Updation:
The planning status of the part is set as selected in the “Planning Status” field. Updates the status of the New Part Request documents, if the part is available in any of the New Part Request documents as either the New Part or Created Part.
For a “Saleable” part the system sets the planning status to “Active” only when you have specified sales UOM and standard sales price in the “Maintain Sales Information” page.
If the planning status is changed from “Fresh” to “Active”, the system updates the status to “Active”.
If the planning status is changed from “Active” to “Inactive”, the system updates the status to “Inactive”.
The system ensures that the additional valuation information is maintained for the part with “Expensing Policy" set as "Core Value on Phase Out" in the “Maintain Planning Information” activity of the current business component, if the “Planning Status” is Active.
Supplier Part Mapping
The system automatically maps the part to the preferred supplier in the Supplier component, if the Part to Preferred Supplier Mapping parameter is set to “Required” in the Set Options activity.
The system displays the following in the “Record Statistics” group box:
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Created By |
The login ID of the user who defined the purchase details of the part for the first time. |
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Created Date |
The date on which the purchase details were incorporated for the first time. |
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Last Modified by |
The login ID of the user who last modified the purchase details of the part. |
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Last Modified Date |
The date on which the purchase details were last modified. |
To proceed, carry out the following
Select the “Maintain Sales Information” link at the bottom of the page to update the sales information of the part.
Select the “Maintain UOM Conversion” link at the bottom of the page to update the UOM Conversion details of the part.
Select the “Maintain Part Supplier Mapping” link at the bottom of the page to associate suppliers to a specific part.
Refer to the topic “Maintain Part Supplier Mapping – A summary of the activity” for more details.
Select the “Maintain Part Manufacturing Information” link at the bottom of the page to manage manufacturing details for the part.
Select the “Upload Documents” link at the bottom of the page to upload documents associated with the part to the “Object Attachments” repository.
Select the “View Parts Main Information” link at the bottom of the page to view the main details of the part.
Select the “View Associated Doc. Attachments” link at the bottom of the page to view the documents associated with the part from the “Object Attachments” repository.
Updating purchase information for a part – An overview
Details such as the standard purchase price, the unit of measurement in which the part is purchased and the lead time required for an order can be defined. This page also allows you to define the ordering locations of the part.
The system stores the login user ID and the server date along with the modification details.
Specify the preferred supplier
Specify receipt tolerance for the part
Specify whether Inspection work order (CWO) is required to be generated for the part on receipt
You can identify the unit of measurement in which the part can be purchased.
Enter the value in the “Purchase UOM” field.
Specify the preferred supplier
The preferred supplier refers to the default vendor or supplier to whom the order for the part must be placed from the ordering location.
Enter the supplier code in the “Preferred Supplier” field.
The details of the purchase lead time can be entered.
Select the appropriate option in the “Lead Time Unit” drop-down list box to specify the unit of lead time.
Enter the time required to process the purchase request in the “Pre Order Lead Time” field.
Enter the time taken to generate purchase order for the purchase request in the “Process Lead Time” field.
Enter the time required for the vendor to issue the parts to the warehouse in the “Post Order Lead Time” field.
Specify receipt tolerance for the part
You can define the percentage of tolerance allowed between the quantity and the value of the stock ordered and received. Receipt tolerance specifies the maximum excess/deficit allowed in the quantity received in comparison to the quantity ordered for the part.
Enter the receipt tolerance percentage in the “Receipt +ve Tolerance (%)” and “Receipt -ve Tolerance (%)” fields.
Specify whether Inspection work order (CWO) is required to be generated for the part on receipt
You can define whether the Inspection Work Order (CWO) is required to be generated for the particular part on receipt.