Selective Short Closing

This page allows you to shortclose the purchase request at the line level. Tell me more.

Select the “Selective Short Close” link at the bottom of the “ShortClose Purchase Request” page.

The “Selective Short Close” 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 details in the “PR Document Information” group box:

Purchase Request #	The number identifying the purchase request.
Status	The status of the purchase request.
PR Type	The type of the purchase request, which could be “Owned”, “PBH” “Others” or "Service".
PR Priority	The priority of the purchase request, which could be “AOG”, “Critical”, “Normal” or “Expedite”.
P.R. Date	The date on which the purchase request was raised.
PR Category	The category of the purchase request.
Expense Type	The PR expense type which could be “Revenue” or “Capital”.
Aircraft Reg #	The registration number of the aircraft.
User Status	The user defined status assigned to the purchase request.
Part Type	The type of the part.
Ordering Location	The organizational unit to which you need to forward the purchase request.
PR Value	The value of the purchase request.
Destination	The organizational unit, in which the purchased parts must be stored.
Remarks	The remarks or comments pertaining to the purchase request.

The system displays the following details in the "Purchase For & Expense Details" group box:

Purchase For	The MRO or the Customer for whom the purchase request is required.
Pur. for Trading Partner #	The code of the trading partner for whom the purchase request is required.
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.
Expense To	The financial book available for the company requesting the purchase which is mapped to the login organizational unit as defined in the “Account Group” business component.

The system displays the following in the “Requirement Details” multiline:

Note: The system retrieves only those PRs for which the pending quantity is greater than Zero.

Line #	The number identifying the row in the multiline in which the part is entered.
Part #	The number identifying the part for which the purchase request is raised.
Part Description	A textual description pertaining to the part.
Purchase UOM	The units of measurement in which the part is purchased.
Alternate Type	The alternate type allowed for the part.
Alternate part #	The alternate part number allowed for the part.
Requested Qty	The total quantity of the parts requested to be purchased.
Pending Qty	The remaining quantity of the parts to be purchased. The system calculates the pending quantity based on the following formula: Pending quantity = Requested Quantity - Ordered quantity - Already Short closed Quantity

Enter the following fields in the multiline:

Short Closed Qty	The short closed quantity of the part (Alphanumeric, 28). Mandatory. The "Short Close Quantity" for each line items among the selected line items for short close, must be greater than Zero. Ensure that a positive value is entered here. The short closed quantity entered here must be less than or equal to the pending quantity.
Short Close Comments	Any additional remarks pertaining to the short-close of the purchase request (Alphanumeric, 255). Ensure that the comments is not null for PR Line number that is selected for short close

The system displays the following fields in the multiline:

Order Qty.	The total quantity of the parts ordered to be purchased.
Ref Document Type	The type of the reference document. The reference document can be one of the following types: Component Work Order Tech Log Hangar Work Order Customer Order Others
Ref Document #	The reference document number based on which the purchase request is raised.
Task #	The unique number identifying the task.
Task Seq. #	The sequence in which the tasks must be performed
Condition	The condition of the part, which could be one of the following: New – Indicates that the part is new or purchased recently. 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 is been used after servicing.
Cost	The cost of the parts to be purchased.
Cost Per	The number of parts for which the cost is specified
Delivery Type	Indicates whether the material must be delivered in single or multiple shipments. You can view the schedule information defined for the part, in the “View Schedule Information” page, if the delivery type is “Multiple”.
Need Date	The date by which the part must be delivered.
Warehouse #	The number identifying the warehouse, in which the purchased parts must be stored.
Work Center #	The number identifying the work center for which the purchase request is raised.
Preferred Supplier	The preferred supplier from whom the material or the part must be procured.
Comments	Any remarks or comments pertaining to the parts to be purchased.
Quality Attribute	The parameter for the qualitative inspection of the part, which could be “Standard”, “Customized” or “None”.

Note: The system retrieves the “Task #” and the “Task Seq. #” from the Reference Document, if the Reference Document Type is either “Hangar Work Order” or “Component Work Order”.

Ensure that a record is selected in the multiline.

Click the “ Short Close Purchase Request” pushbutton to close the purchase request selected in the multiline.

Note: The system throws an error message, if any concurrent user tries to modify the PR details.

The system updates the status of the purchase request as “Short closed”,only if all the line items are short closed.

The system performs the following, on clicking the “Short Close Purchase Request” pushbutton:

Ensures that there exists no PO in “Draft”, “Fresh”, “Amended” or “Under Amendment” status, for the selected PR line #.
Ensures that there exists no release slip in “Draft”, “Fresh”, “Amended” or “Under Amendment” status, for the selected PR record.
Updates the “Pending Quantity” using the following formula: Pending Quantity = Requested Qty- Ordered Qty - Already Short Closed Qty - Current Short Closed Qty.
Updates the status of the PR line as "Short Closed", if the pending quantity value is zero for a PR line number.
Updates the status of the PR to "Short Closed", if the order quantity is not greater than zero for any of the line items. Otherwise, the system retains the status as "Authorised", for the PR line number that is to be short closed. The system updates the short close quantity with the current pending quantity.
For the PR line number that is short closed, the system checks whether there is pending demand for the MR number and the Part number combination in Stock Demand Management, if any PR line has Material Request (MR) as reference document. The plan receipt quantity is reduced by the quantity that is shortclosed, if the pending demand exists, and is updated to zero, if the shortclosed quantity is greater than plan receipt quantity.
Reduces the Warehouse Planning Replenishment Quantity by the shortclosed quantity, for the warehouse specified against each PR line number . This is applicable, if the PR line number that is short closed is a replenishment PR.

Selective Short Closing – An Overview

This page allows the user to short close the PR record selected at line level. You can carry out short closing of the PR, based on the pending quantity of the PR. You can also specify whether you wish to short close the PRs based on which (i) a purchase order / release slip is already generated, or (ii) a purchase order / release slip is not yet generated.