Purchase Operations
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The Purchase Operations WorkSpace, which would be the landing screen for a Buyer, provides the ability to summarize the documents based on the login user’s Buyer Group, summarizing the documents pending for Action based on Priority / Need date, and Document Type (i.e.) Purchase Requests, Requests for Quotation, Purchase Orders, Loan Orders, Release Slips.
Select the Purchase Operations WorkSpace. See Figure 1.
Figure 1 Purchase Operations WorkSpace
Buyer Group Classification
A radio button with the following options is available for classification of the documents based on the Buyer Group. See Figure 2.
4 Buyers Group Wise – Summarizes the documents pertaining to the Buyer Group in which the Login user is a Primary Buyer
4 Across Buyer Group – Summarizes the documents irrespective of Buyer Group.
Figure 2 Buyer Group classification
Document Priority / Need Date Classification
The documents are classified into the following four options based on their Priority / Need Date and the count pertaining to each category is displayed.
4 AOG – Documents whose Priority is AOG (Aircraft On Ground)
4 Overdue – Documents in which the Need Date of the Parts is earlier than the current server date
4 < 1 Week – Documents in which the Need Date of the Parts falls within a week’s period from the current server date
4 > 1 Week – Documents in which the Need Date of the Parts falls after a week’s period from the current server date
The category selected for view would be highlighted as depicted in Figure 3.
Figure 3 Document Priority / Need Date Classification section
Document Type Classification
The documents are classified into the following types based on the kind of action that is pending on the documents. See Figure 4.
4 Pending Req.
4 In-Progress
4 To Process
Figure 4 Document Type Classification section
On expanding the Tree Structure, the child nodes will be available as shown in the table below:
Pending Req. |
In-Progress |
To Process |
Authorized Purchase Requests that are not covered in a Purchase Order. |
Purchase Orders that needs to be Authorized / Released / Amended |
Quarantined Goods Receipts that needs to be resolved. |
Base RFQs for which Supplier Wise RFQ are to be generated. |
Release Slips that needs to be Authorized / Released / Amended |
Orders with Receipts due. |
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Loan Orders that needs to be Authorized |
Exchange Purchase Orders with Issue of the Unserviceable unit due. |
Document Summary
This section is populated on the click of the Document Type from the Tree structure. The grid shows the summary of the documents pertaining to the selected Document Type – Priority Combination. The details displayed in this grid include Document #, Document Priority, Supplier # & Name, Earliest Due Date, Age and Status of the document. The user can still filter the records fetched by using the Search on section.
Figure 5 Document Summary Section
Document Preview
This section displays the key fields of a document like Supplier Information, Part #, Part Description, Quantity, Condition, Cost, Need Date, Warehouse and Document Value.
Figure 6 Document Preview section
Activities / Quick Links
The Activities comprises of the links to the application screens, to accomplish the subsequent action that would be pending for the documents selected. The ‘Quick Links’ section which houses the links to the activities in the application screen, can be used for the creation of a procurement related documents. See Figure 7.
Few links that would be available in these sections includes:
4 PR Based PO
4 Edit Purchase Order
4 Amend Purchase Order
Figure 7 Action links / Quick Links
Charts
This section has the following charts.
4 PO – Receipt Metrics – A Chart displaying the number of Purchase Orders which were raised in a month, Quality of the received parts, adherence to the schedule in the Parts received and Invoice Variance existence in the Purchase Invoices raised based on the Buyer Group selection.
4 Average Processing Time – A chart identifying the average time take for a Purchase Order authorization and a Purchase Request document conversion to a Purchase order in a month, based on the Buyer Group selection.
