Creating purchase request

This page allows you to create a purchase request. Tell me more.

Select the “Create Purchase Request” link under the “Purchase Requisition” business component.

The “Create Purchase Request” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this screen. 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 “PR Document Information” group box:

Purchase Request #

A unique number identifying the purchase request. This number is generated by the system based on the numbering type specified, at the time of creating the purchase request.

Enter the following in the “PR Document Information” group box::

Numbering Type

Use the drop-down list box to select the numbering type for generating the purchase request number. Mandatory. The system lists the “Active” numbering types defined for the “Purchase Requisition” transaction type in the “Create Numbering Class” activity in the “Document Numbering Class” business component.

Process parameter setting: The default numbering type that you see in the field depends on the definition of the parameter “Default Numbering Type?” under the category “Purchase Request” in the Set Purchase Options activity of Logistics Common Master. If the value of the parameter is ‘0’, the field displays no default numbering type. However, if the parameter is set as ‘1’, the drop-down list box displays one of the numbering types in the list as the default numbering type.

The system displays the following:

PR Date	The date on which the purchase request is raised. The system displays the current date as the PR date, in the date format specified in the “Date Format” field.
Status	The status of the purchase request. The status of the PR could be one of the following:
	Fresh – When all the mandatory details are recorded for the purchase request.
	Draft – When some of the mandatory details are yet to be recorded for the purchase request.

Enter the following field:

PR Type	Use the drop-down list box to select the type of the purchase request. The system lists based on the Buyer Control for the Category Purchase Request in the “Logistics Common Master” business component. If the Purchase Request is set as “Required”, the system lists all the PR Types mapped to the login user’s primary buyer group. If the Purchase Request is set as “Not Required”, the system lists the following types:
	Owned – If the PR is raised for parts owned by the organization unit.
	PBH – If the PR is raised for parts that are covered under PBH agreement.
	Others – If the PR is raised for parts owned by others .
	Service – If the PR is raised for a service. The system ensures that this type is not selected if the Reference Document Type is “Material Request” By default the system displays “Owned”.
PR Category	Use the drop-down list box to specify the PR category. The system lists the PR categories defined in the “Create Common Category” activity in the “Logistics Common Master” business component, that are in the “Active” status.
PR Priority	Use the drop-down list box to select the priority of the purchase request. All the active priority codes defined under Manage Priority Codes in Logistics Common Master are available for selection. The system defined values are as follows: AOG – If the PR is raised for the aircraft on ground. This is the situation where the parts have to be purchased immediately because the aircraft is grounded for maintenance and there is a shortage of parts. VLOW – If the PR is raised for a part which has long duration for replacement. Normal – If the PR is raised for normal stock replenishment of parts. The user-defined values are also displayed. A few examples of user-defined values are as follows: Expedite – If the PR is raised for urgent stock replenishment of parts. Critical – If the PR is raised on a part, without which an urgent maintenance activity cannot be carried out.

User Status

Use the drop-down list box to set the user defined status for the purchase request. The system lists all the user statuses defined in the “Create User Status” activity in the “Logistics Common Master” business component, in the “Active” status.

Expense To

Use the drop-down list box to specify the financial book available for the company requesting the purchase. The system lists all the “Active” Finance Books available for the company and mapped to the login organizational unit as defined in the “Account Group” business component. The system leaves the field blank, by default.

The system ensures that the Purchase Request Type is “Service”, if a value is entered in this field.

Expense Type

Use the drop-down list box to specify the PR expense type. The system lists the values “Revenue” and “Capital” and sets the field to “Revenue” by default.

Ordering Location

Use the drop-down list box to specify the ordering location in which the purchase request is raised. Mandatory.

Note: The ordering location selected must be defined as one of the PO locations for the part in the “Part Administration” component, if the “PR Type” is other than “Service”. Else the ordering location must be defined as one of the PO locations for the service in the “Part Administration” component.

Part Type

Use the drop-down list box to specify the type of the part for which the purchase request is raised. The system provides the options “Raw material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Kit” and “Miscellaneous”. All the part types are predefined by the system

Note: The system ignores the value selected in this field, if the “PR Type” is set to “Service”.

The system displays the following:

Buyer Group

A unique code that identifies the buyer group to which the buyer is associated

Enter the following field:

Aircraft Reg #

The registration number of the aircraft.

Help facility available.

Destination

Use the drop-down list box to specify the destination location in which the purchased parts must be stored. Mandatory.

Note: The organization unit must be mapped to the ordering location organizational unit, in the organizational model.

The system displays the following:

PR Value

The total value of all the parts specified in the purchase request document.

Enter the following field:

Remarks

Any comments pertaining to the creation of the purchase request (Alphanumeric, 8000).

Enter the following fields in the “Purchase for & Expense Details” group box:

Purchase For

Use the drop down list box to specify for whom the purchase request is required. The system defined values are as follows:

Self
Customer

Pur for Trading Partner #

The code of the trading partner for whom the purchase request is required.

Help facility available.

Click the "Go" pushbutton to retrieve the trading partner details defined in the Customer Master business component.

The system displays the following:

Trading Partner Name

The name of the trading partner defined in the Customer Master business component.

PO & Inv. Org.

The Organizational unit of the trading partner.

In the drop-down list box provided adjacent to the ‘PO & Inv. Org.’ field, specify the finance book for which the procurement happens. The system lists all the ‘active’ finance books defined in the “Create Finance Book” activity of the “Organization Setup” business component along with a blank value. The system leaves the field blank, by default.

Numbering Type

Numbering Type defined for the trading partner.

Enter the following field:

Expense To

Use the drop down list box to specify the financial book available for the company requesting the purchase. The system lists all the “Active” Finance Books available for the company and mapped to the login organizational unit as defined in the “Account Group” business component.

Enter the following fields in the “Default Entries” group box:

Default CAPEX Proposal #

A unique number identifying the capital expense proposal (Alphanumeric, 40).

Help facility available.

Default Need Date

The date on which the material will be consumed or needed (Date Format). Ensure that this date is not earlier than the current date.

Note: If the need date for many parts are same, then you enter the “Default Need Date” and leave the “Need Date” blank. The system assumes the date entered in the “Default Need Date” as the need date for all the parts in the multiline.

Enter the following in the “Requirement Details” multiline:

Part #

The number identifying the part for which the purchase request is raised (Alphanumeric, 40). Mandatory. The part number must have been defined in the “Create Part Main Information” activity of the “Part Administration” business component, and must be in “Active” status. The part entered here is of type same as the part type selected in the “Part Type” drop-down list box, if the “PR Type” is other than “Service”.

Help facility available.

This help page can be invoked only if the “PR Type” is other than “Service”.

Note: If the “PR Type” is other than “Service”:

Ensure that the part number entered is defined in the “Part Administration” business component.
Ensure that the part number entered is in active reference status in the “Edit Main Information” page and active planning status in the “Maintain Planning Information” page of the “Part Administration” business component.
The part number must have been marked as “Purchasable” in the “Maintain Planning Information” activity of the “Part Administration” business component.

Note: If the “PR Type” is set as “Service”:

Ensure that the service number entered in the “Part #” field is defined in the service master in the “Part Administration” business component.
Ensure that the service number entered is in active reference status in the “Edit Service Main Information” page and active planning status in the “Maintain Service Planning Information” page of the “Part Administration” business component.

Note: If the PR expense type is “Revenue” and if the “PR Type” is other than “Service”, then all the specified parts must be of the expense type “Revenue” as defined in the “Part Administration” business component.

Note: If the PR expense type is “Capital” and if the “PR Type” is other than “Service”, at least one part must be of expense type “Capital” as defined in the “Part Administration” business component.

If the PR Type is “Others” and if the Purchase for is selected as “Customer”, then the system ensures that the Part # entered is not a Non-Stockable Part.

Click the “Get Details” pushbutton, to retrieve the part details

The system ensures that the following is true;

The entered Mfr. Part # and Mfr. # is a valid combination.
If the Mfr. # field is blank and the Mfr. Part # entered is same for more than one internal Part #, the system considers the Supplier # entered as Mfr. # to retrieve the internal Part #. The user must enter the Mfr. #, if Supplier # is not available or for the combination of Mfr. Part # and Supplier # internal Part # cannot be retrieved.
If a value exists in the Part #, Mfr. Part # and Mfr. # fields, the system ensures that the combination of Mfr. Part # and Mfr. # corresponds to the Part #.
If a value exists in the Part # and Mfr. Part # fields and the Mfr. # is blank, the system ensures that the Mfr. Part # corresponds to the Part # entered.
If a value exists in the Part # and Mfr. # fields and the Mfr. Part # is blank, the user must enter the Mfr. Part #.

Enter the following:

Note: The system displays or hides the Mfr. Part # and Mfr. # based on the options set in “Set Inventory Process Parameter” activity in the “Logistics Common Master” business component.

If the “Enable Manufacturer Part # control in transaction” is set as "Yes", the system displays both the Mfr. Part # and Mfr. # in the multiline.
If the “Enable Manufacturer Part # control in transaction” is set as "No", the system hides both the Mfr. Part # and Mfr. # in the multiline.

Mfr. Part #

The number provided by the manufacturer of the part (Alphanumeric, 40). The manufacturer uses this number as reference.

The system ensures that the value entered in this field is defined in the “Part Administration” business component.

This field is “Enter” key enabled. The system displays a pop-up window which enables you to select the Part # and the Mfr #.

Note; The system displays the pop-up window only if the Mfr. Part # is same for more than one Internal Part #.

Help facility available.

Mfr. #

The code identifying the manufacturer of the part (Alphanumeric, 45).

Help facility available.

The system ensures that the following is true for “Mfr. Part #”;

The entered Mfr. Part # and Mfr. # is a valid combination.
If the Mfr. # field is blank and the Mfr. Part # entered is same for more than one internal Part #, the system considers the Supplier # entered as Mfr. # to retrieve the internal Part #. The user must enter the Mfr. #, if Supplier # is not available or for the combination of Mfr. Part # and Supplier # internal Part # cannot be retrieved.
If a value exists in the Part #, Mfr. Part # and Mfr. # fields, the system ensures that the combination of Mfr. Part # and Mfr. # corresponds to the Part #.
If a value exists in the Part # and Mfr. Part # fields and the Mfr. # is blank, the system ensures that the Mfr. Part # corresponds to the Part # entered.
If a value exists in the Part # and Mfr. # fields and the Mfr. Part # is blank, the user must enter the Mfr. Part #.

The system displays the following.

Part Description

The textual description of the part. If the “PR Type” is other than ”Service”, the system retrieves and displays the part description corresponding to the specified part number, from the “Part Administration” business component. Else the system retrieves and displays the service description corresponding to the specified service number.

Enter the following fields:

Condition	Use the drop-down list box to specify the part condition. The following are the conditions available:
	New – Indicates that the part is new or purchased recently. New Surplus – Indicates that the part has been manufactured or purchased sometime back but not been used till date. Overhauled – Indicates that some maintenance action or servicing has been done on the part, and the part has not been used after servicing. Serviceable – Indicates that the part has been used after servicing The system sets the field blank by default. You must specify the condition, if the Default Part Condition for Components and Default Part Condition for Non-Components is set as “0” in the “Purchase Option Settings” activity of “Logistics Common Master” business component. If the Default Part Condition for Components and Default Part Condition for Non-Components is set as “1”, the system ensures that this field is set as “New”.
Requested Qty	The total quantity of the parts required to be purchased (Decimal). Mandatory. The quantity must be greater than zero.
Note: Quantity can be in fractions only if the purchase UOM has been set as "Allow fractions" in the "Create UOM" activity of the "Unit of Measurement Administration" business component.
Cost Basis	The basis on which the cost of the part is calculated. The system lists the “Active” user defined quick codes of type “Cost Basis” as defined in the Create Quick Codes activity under the “Supplier” business component
Delivery Type	Use the drop-down list box to specify the delivery type, that is, whether the material must be delivered in single or multiple shipments. Single – Indicates that the material must be delivered in a single shipment. Multiple – Indicates that the material must be delivered in multiple batches. The system sets the field to “Single” by default.
Note: If the “PR Type” is set as “Service”, then the “Delivery Type” must be set to “Single” for all the service numbers.
Need Date	The time limit or the date set for the delivery of the part (Date Format). Data entry in this field is mandatory, if the “Delivery Type” is “Single”. Ensure that this date is not earlier than the system date.
Note: Need Date must not be entered if the “Delivery Type” is “Multiple”. Note: If the “Need Date” field is left blank, then the system assumes the date entered in the “Default Need Date” field.
Warehouse #	The number identifying the warehouse in which the purchased parts must be stored (Alphanumeric, 10). Mandatory. The warehouse must have already been defined in the “Storage Administration” business component in the “Active” status. The warehouse must be mapped to the destination organization unit in the “Storage Administration” business component. Help facility available.
Note: The combination of the “Need Date” and “Warehouse” must be unique to the part number. Also, the part type of the part number must be mapped to the specified warehouse.
Purchase Reason	Use the drop-down list box to specify the reason for purchase of the part. The system lists all the ‘active’ reason codes defined under the Reason Code Type ‘Purchase’ in the “Create Reason Code” activity of the “Logistics Common Master” business component.
Aircraft Reg #	The number identifying the aircraft for which the part is being procured. Help facility available.
A/C Model #	The number identifying the Aircraft model. Help facility available.
Contract Type	Use the drop-down list box to specify the type of contract based on which the part must be procured. The system lists the value ‘Service Sale Contract’ and defaults the same.
Contract #	The number identifying the contract based on which the part must be procured. Help facility available.
CAPEX Proposal #	A unique number identifying the capital expense proposal (Alphanumeric, 40). Data entry in this field is mandatory, if the “Expense Type” is set as “Capital” and “Default CAPEX Proposal #” field is left blank, only if the current business component interacts with the “Asset Planning” business component. The value specified in the “Default CAPEX Proposal #” gets defaulted in this field, if the “Expense Type” is “Capital”. Help facility available.

Note: The value entered in this field must be defined in the “Edit Asset Proposal” activity of the “Asset Planning” business component, only if the current business component interacts with the “Asset Planning” business component.

Accounting Usage	Use the drop down list box to select the type of the accounting usage to be used. The system lists all the “Active” user defined “Usages” as defined in the “Account Rule Definition” business component and mapped to an account code and transaction mapping done for the Purchase Order transaction. This field is mandatory if a value is selected in the Costing Usage field. Ensure that this field is not selected if the Expense Type is “Capital” and the Reference Document is “Shop Work Order”, ”Customer Order” or “A/C Maint. Exe. Ref #”. Process Parameter dependency in Set Purchase Options activity of Logistics Common Master
Costing Usage	Use the drop down list box to select the type of the costing usage to be used. The system lists all the “Active” user defined “Usages” as defined in the “Costing Center Rule Definition” business component and mapped to a cost center and the transaction mapping done for the Purchase Order transaction. Ensure that this field is not selected if the Expense Type is “Capital” and the Reference Document is “Shop Work Order”, ”Customer Order” or “A/C Maint. Exe. Ref #”. If this field is selected, the system ensures that the Account Code mapped to the Account Usage has Cost Center mapping Process Parameter dependency in Set Purchase Options activity of Logistics Common Master
Analysis Code	The code helps in further analysis of expense incurred against the particular account (Alphanumeric-5). Mandatory only if the Account Usage is specified for the part. The system ensures that this code is valid and in “Active” status as defined in the “Account Based Budget” business component. Help facility available.
Sub Analysis Code	The code helps in further detailed analysis of expense incurred against the particular account and analysis code. (Alphanumeric-5) Mandatory only if the Account Usage is specified for the part. The system ensures that this code is valid and in “Active” status as defined in the “Account Based Budget” business component. Help facility available.
Preferred Supplier	The preferred supplier from whom the material or the part will be purchased (Alphanumeric, 45). The supplier must be valid for the login organization unit. Help facility available.
Note: If the preferred supplier is not specified, then the system defaults the preferred supplier defined in the “Maintain Purchase Information” activity of the “Part Administration” business component , after Purchase Request creation, if the “PR Type” is other than “Service”. Else the system defaults the preferred supplier defined in the “Maintain Service Purchase Information” activity of the “Part Administration” business component.
Work Center #	The number identifying the work center for which the purchase request is raised for the part number specified. (Alphanumeric, 30). The work center must be “Active” as defined in the “Work Center” business component. It is mandatory to enter a value in this field, if the PR type is "Service" and the "Mandate WC# in PR/PO for Others/Blank Ref Doc Type" field is set as "Yes", in the "Set Purchase Options" activity of the "Logistics Common Master" business component Help facility available.

The system displays the following:

Cost

The cost of the part for the quantity specified in the corresponding “Cost Per” field. Mandatory, if a value is entered in the “Cost Per” field.

Cost Per

The number of parts for which the cost is specified. Mandatory, if a value is entered in the “Cost Per” field.

Purchase UOM

The unit of measurement in which the part is purchased. Purchase UOM is retrieved from the purchase information specified for the part in the “Part Administration” business component.

The system ensures that the entered value is (i) valid, (ii) in “Active” status as defined in the “UOM” business component.

The system also ensures that for PR Type other than “Service”, if a UOM different from Stock UOM of the part is entered, there exists a UOM conversion between both the UOMs in the interacting “Unit of Measurement” business component.

Help facility available.

Enter the following:

	Use the drop-down list box to specify the delivery type, that is, whether the material must be delivered in single or multiple shipments.
	Single – Indicates that the material must be delivered in a single shipment.
	Multiple – Indicates that the material must be delivered in multiple batches The system sets the field to “Single” by default.
Alternate Type	Use the drop-down list box to select the type of the part that can be used, when the requested part is not available. The following options are displayed: “Allowed”, Not Allowed” and “Specific Alternate”. The system displays the value “Allowed” by default. Help facility available.
Alternate Part #	The part number that can be used in case of non-availability of the requested part. Ensure that the part number entered here is an alternate part for the part requested, and is in "Active" status as defined in the “Part Administration” business component. Tell me more Data entry in this field is mandatory, if the alternate type of the part is set to “Specific Alternate”. Help facility available.

Note: The Alternate Part # must be marked as Purchasable, and must have the PO location as the ordering location in the purchase information of the part, as defined in the “Part Administration” business component.
Remarks	Any remarks or comments pertaining to raising the purchase request for the part (Alphanumeric, 8000).
Ref Document Type	Use the drop-down list box to select the type of the reference document. The reference document can be of the following types: Component Work Order A/C Maint. Exe. Ref # Hangar Work Order Customer Order Material Request. Others The system ensures that this field is set as “Material Request” or “Others”, if the PR Type is other than “Service”. The system sets the field as blank, by default.
The system ensures the following on clicking the “Create Purchase Request” pushbutton: If the Reference Document Type selected is “Component Work Order” and a component work order is entered, the system ensures that the component work order is valid and in “Scheduled”, “In-Progress” or “Completed” status. If the Reference Document Type selected is “Hangar Work Order” and a hangar work order is entered, the system ensures that the hangar work order is valid and in “Scheduled”, “In-Progress” or “Completed” status. If the Reference Document Type selected is “A/C Maint. Exe. Ref #”, and a A/C Maint. Exe. Ref # is entered, the system ensures that the A/C Maint. Exe. Ref # is valid and in “Planned”, “In-Progress” or “Completed” status. If the Reference Document Type selected is “Customer Order” and a customer order is entered, the system ensures that the customer order is valid and in “Confirmed”, “Authorized”, “Under-Amendment”, “Completed” or “Processed” status If the Reference Document Type selected is “Material Request”, and a material request is entered, the system ensures that the material request is (i) valid, (ii) in “Authorized”, “Partially Received” or “Partially Issued” status and (iii) the part is available in the material request. Note: Ensure that a value is entered in the "Work Center #" field, if the PR type is "Service" and if the "Mandate WC# in PR/PO for Others/Blank Ref Doc Type" field is set as "Yes", in the "Set Purchase Options" activity of the "Logistics Common Master" business component. If the value selected in “Ref. Document Type” is not “Blank”, ensure that the Ref Document Number is not null. By default, the “Comments” field will display the standard notes of type “Purchase” defined for a part in the ‘Maintain Notes’ activity under the “Part Administration” component. This is applicable, if the option “Default Standard Purchase Notes in PR’ in the ‘Set Options’ page of the current component is set as ‘Yes’. If the purchase request has been created automatically, the update of “Comments” for this purchase request will be based on “Set Option”.
Ref Document #	The reference document number based on which the purchase request is raised (Alphanumeric, 18). If a “Ref. Document Type” other than “Others” is selected, ensure that the “Ref. Document #” is a valid reference document number of the selected Ref. Document Type. For the PR of expense type “Capital”, the system ensures that the reference document number entered in the multiline is also of expense type “Capital’ Ensure that the reference document number is of expense type ‘Capital’, if the expense type of PR is set as “Capital”.
Note: If the “Ref Document Number” is not null, ensure that the “Ref Document Type” is not null. Note: If a “Ref. Document Type” other than “Blank is selected”, ensure that the Ref Document Number is a valid ref. document number of the selected Ref. Document Type.
Task #	The number of the task requiring the part for which the purchase request is raised (Alphanumeric, 30) Ensure that the task number is in “Active” status as defined in the “Maintenance Task” business component.
Task Seq. #	The sequence in which the tasks must be performed (Integer) in the reference document. Ensure that the sequence number is valid and a positive integer as in the reference document.
MR Line #	The line number in the material request in which the part is available. The system ensures that the Part # - MR Line # combination is valid for the selected PR Type.
Quality Attribute	Use the drop-down list box to select the parameter for the qualitative inspection of the part. The system provides “Standard”, “Customized” and “None” as options. The system displays “None” by default. This field must be set to “None”, if the “PR Type” is set as “Service”.

The system displays the following:

Line #

The number identifying the row in the multiline in which the part is entered. For every part number entered, the system generates the line number sequentially on clicking the “Create Purchase Request” pushbutton.

Note: Atleast one row must be entered in the multiline.

The system ensures that the data entered is unique in each row for a combination of part number, part condition, need date, warehouse number, alternate type, alternate part number, preferred supplier number, work center number, reference document type, reference document number, task number, task sequence number and material request line number.

Check the box in the “Select” column of the multiline to mark the purchase request for deletion.
Click the “Delete” icon in the toolbar above multiline, to delete the selected purchase request.
Click the “Help On Service” link at the bottom of the page to retrieve the service details.

Note: This page can be invoked only if the “PR Type” is set to “Service”.

Click the “Create Purchase Request” pushbutton to create the purchase request.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

The system performs the following functions:

Updates the status of the purchase request to “Fresh”.
Updates the status of the PR to “Draft”, if the “Delivery Type” is “Multiple”.
Does not consider the “Task #” and ““Task Seq. #” values, if the Reference Document Type is left blank.
Ensures that both the “Task #” and “Task Seq. #” fields are left blank, if the Reference Document Type is selected as “Customer Order” or “”Material Request”.
Ensures that both the “Task #” and “Task Seq. #” fields are entered, if the Reference Document Type is selected as “A/C Maint. Exe. Ref #”.
Ensures that the Task # is in “Planned”, “In-Progress”, “Deferred”, “Incomplete” or “Completed” status, if the “Task #” or “Task Seq. #” field isentered and the Reference Document Type is selected as “A/C Maint. Exe. Ref #”.
Ensures that PR Type is selected as “Others” or “Services”, if Purchase for is selected as “Customer”.
Ensures the following, if the Reference Document Type selected is “Hangar Work Order” or “Component Work Order”:
A valid “Task Seq. #” corresponding to the “Reference Document #” is entered, if the “Task #” field is left blank. The system checks the status of the task and retrieves the “Task #” from the Reference Document.
A valid “Task #” is entered, if the “Task Seq. #” field is left blank. The system retrieves the “Task Seq. #” from the Reference Document based on the following conditions:

1. The “Task #” must be in “Scheduled”, “In-Progress” or “Completed” status
2. The “Task #” has not been repeated in the Reference Document.
A valid “Task #” is entered, if the “Task Seq. #” field is left blank. The system checks whether the same “Task #” exists in the Reference Document.

Note: A Task can be repeated in the Work Order.

Retrieves the “Task #” from the Reference Document if (i) the Reference Document Type selected is “A/C Maint. Exe. Ref #”, (ii) a valid “Task Seq. #” corresponding to the Reference Document # is entered (iii) the “Task #” field is left blank and (iv) the task is in “Planned”, “In-Progress”, “Deferred”, “Incomplete” or “Completed” status
Retrieves the “Work Center #” based on the following conditions:
The “Work Center #” is retrieved from “Hangar Work Order” or Component Work Order”, if the (i) “Reference Document #” is available and (ii) “Task #” and “Task Seq. #” fields are left blank.
The “Work Center #” is retrieved from “Hangar Work Order” at Work Order level, if the “Reference Document #”, “Task #”and the “Task Seq. #” are available and the Reference Document Type selected is “Hangar Work Order”.
The “Work Center #” is retrieved from “Component Work Order” at the Task level, if the “Reference Document #”, “Task #” and “Task Seq. #” are available and the Reference Document Type selected is “Component Work Order”.
The “Work Center #” is retrieved from “A/C Maint. Exe. Ref #” at the Task level, if the “Reference Document #”, “Task #” and “Task Seq. #” are available and the Reference Document Type selected is “A/C Maint. Exe. Ref #”.
The system checks if the Part Classification is allowed in the receipt warehouse, based on the Part Classification mapped to the warehouse in the “Storage Administration” business component.

Note: If the Part Classification is set as “None” or not defined in the “Part Administration” business component, the part is classified as Non-Repairable

Retrieves the “Primary Work Center” from the “Customer Order”, if the Reference Document Type selected is “Customer Order”.
Ensures that the “Work Center #” available and the “Work Center #” in the Reference Document are the same, if the Reference Document Type selected is “Hangar Work Order”, “Component Work Order”, “A/C Maint. Exe. Ref #” or “Customer Order”.
By default, the system displays the “CAPEX Proposal #” in the multiline based on the following conditions:
Displays the “CAPEX Proposal #” from the “A/C Maint. Exe. Ref # - Task level,”, if the Expense Type is set as “Capital”, the Reference Document Type is selected as “A/C Maint. Exe. Ref #,” and a valid A/C Maint. Exe. Ref # document with task information is entered.
If the Reference Document Type selected is “Hangar Work Order” or “Component Work Order”:

1. The system displays the “CAPEX Proposal #” from the “Hangar Work Order”” or “Component Work Order” Task level, provided a valid “Task #” is entered.
2. The system displays the “CAPEX Proposal #” from the Work Order level, provided the “Task #” and “Task Seq. #” fields are left blank.
3. The system displays the “CAPEX Proposal #” available in the “Default “CAPEX Proposal #”” field, provided the “Task #”, Task Seq. #” and the Work Order level “CAPEX Proposal #” fields are left blank.

Retrieves the “CAPEX Proposal #” from the Reference Document, (i) if the Reference Document Type is selected as “Hangar Work Order”, “Component Work Order” or “A/C Maint. Exe. Ref # ”, (ii) the Purchase Request interacts with the “Asset Planning” business component, (iii) the Expense Type of Task is set as “Capital”, (iv) the “CAPEX Proposal #” and the “Default “CAPEX Proposal #”fields are left blank .
Ensures that the entered CAPEX Proposal # is valid to the “A/C Maint. Exe. Ref #” and the Reference Document Type is selected as “A/C Maint. Exe. Ref #” with task information

Note: You must enter the “CAPEX Proposal #”, if (i) the Reference Document Type selected is “Others” or left blank, (ii) the Purchase Request interacts with the “Asset Planning” business component, (iii) the Expense Type of Task is set as “Capital” and (iv) the “CAPEX Proposal #” and the “Default “CAPEX Proposal #”” fields are left blank.

Ensures the following, if the “Buyer Control” option for the Category “Purchase Request” is set as “Required” in the “Logistics Common Master” business component:
The login user is mapped as a primary user to any one of the Buyer Group in “Active” status.
The login user is effective in the “Primary” Buyer Group as on the current date
The login users Primary Buyer Group is mapped to the Purchase Request transaction and to the Purchase Request type selected in the “Buyer Group” business component.
The part type and part category are mapped to the Buyer Group, if the PR Type is other than “Service”.
The total PR Value is lesser than or equal to the login users maximum buying limit in the Buyer Group
Ensures for PR Type “Service” and PR Expense Type “Capital” the following are true:
The Asset Class and the Finance Book of the CAPEX Proposal # is same as the CAPEX Proposal # in the Reference Document, if (i) a value exists in CAPEX Proposal # and (ii) PR Line # has “Component Work Order’, “Hangar Work Order” or “A/C Maint. Exe. Ref #”.
The “Finance Book of the CAPEX Proposal # and the purchase request are the same, when PR Line # has Ref. Document Type set as Blank or “Others”.
The Finance Book of the CAPEX Proposal # and the Warehouse # are the same for the PR Type other than “Service”.
The “Asset Capitalization” and “Maintenance Asset Tracker” business components exist in the organizational unit.
The “Enforce Object to Asset Mapping For” field is checked for “Aircraft” and the Reference Document Type selected is “Hangar Work Order” or “A/C Maint. Exe. Ref #” in the “Set Options” page of the “Account Group” business component.
The “Enforce Object to Asset Mapping For” field is checked for “Component” and the Reference Document Type selected is “Component Work Order”, in the “Set Options” page of the “Account Group” business component
The system ensures that the Expense Type of Task and the Expense Type of Purchase Request are selected as “Capital”, if the (i) Reference Document Type selected is “Hangar Work Order” or “Component Work Order” and (ii) the “Task #” is entered

Note: For the alternate part specified here if the transaction UOM is different from the stock UOM, ensure that conversion between transaction UOM and stock UOM is defined in the “Part Administration” business component, or in the “Unit of Measurement” business component.

Note: For the PR of expense type “Capital”, the system ensures that the reference document type selected in the multiline is also of expense type “Capital’.

The system updates the status of the purchase request to “Fresh”.

The system updates the status of the PR to “Draft” if the “Delivery Type” is “Multiple”.

The system does not consider CAPEX Proposal # specified for the parts, if the “Expense Type” is “Revenue”.

The system displays the following fields “Record Statistics” group box:

Created By	The name of the user who created the purchase request.
Created Date	The date on which the purchase request was created.

The “Created By” field is updated with the ID of the login user and the “Created Date” is set to the server date.

To proceed, carry out the following

Select the “Edit Schedule Information” link at the bottom of the page, to schedule the part details in purchase request.

Note: Entry in the “Add Schedule Information” page is mandatory for parts for which the delivery type is set as “Multiple”.

Select the “Edit Quality Attributes” link at the bottom of the page, to modify the quality attribute values for the part.
Select the “Edit User Defined Values” link at the bottom of the page, to modify the user-defined details for the purchase request.
Select the “Edit Purchase Request” link at the bottom of the page, to edit the purchase request.
Select the “Edit PR-Scrap Note Coverage” link at the bottom of the page, to modify scrap note details against the purchase request.
Select the "Authorize Purchase Request" link at the bottom of the page to authorize the Purchase Request.
Select the “View Part Supply Chain Performance” link to view the part supply chain performance.
Select the "Upload Documents" link at the bottom of the page to upload any relevant documents pertaining to the purchase request.

Refer to the topic “Uploading Documents” in the “Object Attachments” business component for more details.

Select the "View Associated Doc. Attachments" link to view any associated document already uploaded for purchase request.

Refer to the topic “Viewing consolidated document attachments” in the “Object Attachments” business component for more details.

Creating purchase request – An overview

This page allows you to create a purchase request. You can record essential details such as the type of part and the required quantity, the place of receiving and storing the part and the organization unit at which the purchase order must be processed. You can also specify whether the parts must be supplied in a single shipment or in multiple batches. You can specify the latest date by which the part must be delivered. You can also specify the preferred supplier from whom the parts have to be purchased.

If many parts are required on the same date, then you can just enter the “Default Need Date” and leave the “Need Date” blank. The system assumes the date entered in the “Default Need Date” as the need date.

Prerequisites

“Create Numbering Class” activity of the “Document Numbering Class” business component.
“Create Parts Main Information” activity in the “Part Administration” business component.
“Purchase Information” must be defined in the “Part Administration” business component.
”Create Warehouse Information” activity in the Storage Administration business component.
“Create UOM” activity in the Unit of Measurement Administration business component.

What you can do in this page

Specify the purchase request type

Create purchase request of different priorities

Create purchase request of different category

Specify the part type of the part

Specify the condition of the part for which purchase request is raised

Specify the delivery type for the part in the purchase request

Specify the purchase request type

You can specify the type of the purchase request.

Set the “PR Type” field to “Owned”, if the purchase request is being raised for the procurement of parts owned by the organization unit.
Set the “PR Type” field to “PBH”, if the purchase request is being raised for the procurement of parts covered under PBH .
Set the “PR Type” field to “Others”, if the purchase request is being raised for the procurement of other parts.
Set the “PR Type” field to “Service”, if the purchase request is being raised for a service.

Create purchase request of different priorities

Based on the priority and urgency of procurement, you can create purchase request of priorities “AOG”, “Critical”, “Expedite” and “Normal”.

Set the “PR Priority” field to “AOG”, if the part needs to be purchased immediately because the aircraft is grounded for maintenance and it cannot be performed without the part.
Set the “PR Priority” field to “Critical”, if an urgent maintenance task cannot be performed without the part.
Set the “PR Priority” field to “Expedite”, if the stock of the part has to be replenished urgently.
Set the “PR Priority” field to “Normal”, if the part is procured as a part of the usual stock replenishment activity.

Create purchase request of different category

You can categorize the purchase request using the quick codes that are already defined in the system.

Set the appropriate option in the “PR Category” field to categorize the purchase request document.

Specify the part type of the part

You can specify the type of the part for which the purchase request is raised.

Set the “Part Type” field to “Raw Mateial”, if the part procured is a raw material.
Set the “Part Type” field to “Component”, if the part procured is a component.
Set the Part Type” field to “Expendable”, if the part procured is expendable.
Set the “Part Type” field to “Tool”, if the part procured is a tool.
Set the Part Type” field to “Consumable”, if the part procured is of consumable type.
Set the “Part Type” field to “Miscellaneous”, if the part procured is of any other type.
Set the “Part Type” field to “Kit”, if the part procured is a kit.
Set the “Part Type” field blank, if parts of various types are procured.

Specify the condition of the part for which purchase request is raised

You can specify the desired condition of the part for which the purchase request is raised.

Set the “Condition” field to “New”, if a new part is required.
Set the “Condition” field to “New Surplus”, if the part has been purchased or manufactured sometime back and not used till date.
Set the “Condition” field to “Overhauled”, if some maintenance work is performed on the part.
Set the “Condition” field to ‘Serviceable”, if the part is used after servicing.

Specify the delivery type for the part in the purchase request

In the purchase request, you can specify whether the parts need to be delivered in single shipment or the delivery can be staggered into multiple shipments.

Set the “Delivery Type” field to “Single”, if you wish to receive the parts in single shipment.
Set the “Delivery Type” field to “Multiple”, if you wish to receive the parts in multiple batches.

UOM

If the transaction UOM is different from the stock UOM for the alternate part specified here, ensure that conversion between transaction UOM and stock UOM is defined in the “Part Administration” business component, or in the “Unit of Measurement” business component.