Modifying purchase request

This page allows you to modify the selected purchase request. You can modify purchase requests that are in “Draft”, “Fresh” or “Stage” status. Tell me more.

• Select the “Edit Purchase Request” link from the bottom of the “Select Purchase Request” page. Alternatively, select the hyperlinked purchase request number in the multiline of the same page.

The “Edit Purchase Request” page appears.

The system displays the following.

The system displays the following in the “PR Document Information” group box:

• Enter the following.

• Enter the following field:

• Modify the following  in “PR Documentation Information” group box, if required:

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.

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

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

The system displays the following:

• Enter the following in the "Purchase For & Expense Details" group box:

The system displays the following:

• Enter the following field:

• Enter the following in the “Requirement Details” multiline, to modify the part details:

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

1. Ensure that the part number entered is defined in the “Part Administration” business component.

2. 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.

3. 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”:

1. Ensure that the service number entered in the “Part #” field is defined in the service master in the “Part Administration” business component.

2. 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 #.

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.

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:

• Enter the following:

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.

The system displays the following:

• Enter the following:

Note: 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, reference document type, reference document number, task number, task sequence number and material request line number. .

The system displays the following:

Note: The system regenerates the line numbers when a part is deleted from the multiline.

Deleting parts from the purchase request

• Select the box in the “Select” column of the multiline to mark a part for deletion.

• Click the “Delete” icon in the toolbar above the multiline, to delete the part from the purchase request.

The system regenerates the line numbers in the multiline.

Note: The system does not allow you to delete all the rows in the multiline.

• 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”.

The system displays the following in the “Other Information” group box:

• Click the notes icon on the right side to view the history of reason for return indicating the various return comments made from time to time by users returning the documents back for edition.

• Click the “Edit Purchase Request” pushbutton to update the modified details.

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.

If the transaction UOM specified for the alternate part 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.

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

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

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 both the  “Task #” and “Task Seq. #” fields are entered 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. 1. The “Task #” must be in“Planned”, “Scheduled”, “In-Progress”, “Deferred”, “Incomplete” 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.

• 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

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

• 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 #”.

• Retrieves the “Primary Work Center” from the “Customer Order”, if the Reference Document Type selected is “A/C Maint. Exe. Ref #”.

• 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”.

• 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

• 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 # at the 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 and Task # or Task Seq. # is entered.

• If the Reference Document Type selected is “Hangar Work Order” or “Component Work Order”:

1. 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 that 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 #” as Ref. Document Type.

• The Finance Book of the CAPEX Proposal # and the purchase request are the same, if PR line # has Ref. Document Type as Blank or “Others”.

• The Finance Book of the CAPEX Proposal # and the Warehouse # are the same, if the PR Type is 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

The system updates the status of the PR to “Fresh”, if the schedule information matches the quantity required for all the parts.

The system updates the following in the “Record Statistics” group box:

To proceed, carry out the following

• Select “Edit Schedule Information” link from the bottom of the page, to modify the schedule information of the purchase request.

• 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 Details” link at the bottom of the page, to modify the user-defined details for 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.

Modifying purchase request – An overview

This page allows you to modify the selected purchase request. You can modify purchase requests that are in “Draft”, “Fresh” or “Stage” status. The authorization level, of the purchase request selected for modification, must be less than the authorization level assigned to the login user.

Details such as part type, need date or the ordering location can be modified. You can also modify the condition, requested quantity and the need date.

The system regenerates the line numbers for the parts in the multiline after modification. The system stores the login user ID and the server date along with the modification details.

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

Modify purchase request type

Modify the purchase request priority

Modify purchase request 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

Modify the purchase request type

You can modify 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.

Modify purchase request priority

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

• Set the “PR Priority” field as “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 as “Critical”, if an urgent maintenance task cannot be performed without the part.

• Set the “PR Priority” field as “Expedite”, if the stock of the part has to be replenished urgently.

• Set the “PR Priority” field as “Normal”, if the part is procured as a part of the usual stock replenishment activity.

Modify purchase request category

You can modify the category of purchase request using the quick codes that are already defined in the system.

• Set the “PR Category” field to an appropriate option, to categorize the purchase request document.

Specify the part type of the part

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

• Set the “Part Type” field as “Raw Material”, if the part procured is a raw material.

• Set the “Part Type” field as “Component”, if the part procured is a component.

• Set the “Part Type” field as “Expendable”, if the part procured is expendable.

• Set the “Part Type” field as “Tool”, if the part procured is a tool.

• Set the “Part Type” field as “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 as “Kit”, if the part procured is a kit.

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

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

• Set the “Condition” field as “New”, new part is required.

• Set the “Condition” field as “New Surplus”, if the part has been purchased sometime back and not used till date.

• Set the “Condition” field as “Overhauled”, if some maintenance work is performed on the part.

• Set the “Condition” field as ‘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 modify the delivery type to state whether the parts need to be delivered in single shipment or the delivery can be staggered into multiple batches.

• Set the “Delivery Type” field as “Single”, if you wish to receive the parts in single shipment.

• Set the “Delivery Type” field as “Multiple”, if you wish to receive the parts in multiple batches.