Purchase order suggestion

In this procedure you can analyze purchased parts and create a list with actions in form of purchase order suggestions in order to avoid shortages in quantity and time. You can also load rescheduling suggestions of purchase orders as well as unnecessary orders. If you have installed the option Warehouse you can also load purchase order suggestions for stock orders.

First you make your selections and configure which information should be included in the list. You also choose how the list should be presented. When you load the list, rescheduling suggestions appear in the list. You also see which orders are unnecessary and can be deleted. The suggestions presented in the list are always up to date. However, suggestions to register new purchase orders are calculated using the net requirement calculation.

The net requirement calculation is based on the part’s stock balances, orders, and planning settings. For order suggestions loaded from the net requirement calculation, you can update the orders' supplier, suggested quantity, price, setup price, etc. You update this by using the Change supplier etc. button .

Sustainability

If you are using the functionality called Sustainability by Monitor, the analysis will take CO2e values into consideration when generating purchase order suggestions, and the Change supplier etc. button will show this icon when there is a supplier with a lower CO2e emission.

Conversion/generation of suggestions

You can turn the suggestions in the list into actual purchase orders, reschedule existing orders, and change supplier. The replanning/generation is made by checking the Apply box for the rows in question and clicking the button in the toolbar. After this, the updated purchase orders will be displayed in a window. There you can choose to print the purchase order, which will open the procedure used for this purpose. By using the button you can go to the Register purchase order procedure with the order in question already loaded. There you can change the information on the order.

Suggestions of stock orders are released into actual stock orders for purchase. At the same time a stock order for sales is created in the other warehouse. The order rows are identical to the purchase order and customer order with regard to part number and quantity. The delivery date on the customer order is the delivery date on the purchase order + the transport time entered for the customer (the order's warehouse). The customer order's order number is shown on the purchase order and vice versa.

Distribute purchases between suppliers

When you mark the Apply checkbox for a suggestion created from a distribution, all suggestions created from this distribution will become marked. This is because if two out of three suggestions are generated and a new requirement calculation is made, new suggestions would be created to cover the shortage. This would lead to a purchasing imbalance for the suppliers with distributed purchase.

  • It is not possible to change the quantity for a purchase order suggestion distributed by percent.

  • It is not possible to change supplier for a distributed purchase order suggestion. If a change of supplier is required, go to the Part register procedure, open the Purchase tab and click the Distribute purchase button and there you can configure the supplier you want to use as Next. Then run a new net requirement calculation.

Delete unnecessary orders

You can load orders that seem to be unnecessary (orders without requirement) after the requirement calculation. You can delete these orders manually by going to the Register purchase order procedure from the list. Under the Selection tab you must mark the alternative Unnecessary orders in the setting called Order suggestionClosed Order suggestions are suggestions made for manufacturing or purchase orders generated by the system in order to cover stock shortages of manufactured parts as well as purchased parts.. In the column Action (in the list) you will see the icon for orders without requirement. If you execute the generation/replanning with such rows, a window opens including the orders in question. From there you can choose to print the purchase orders, which will open the procedure used for this purpose. By using the button you can go to the Register purchase order procedure with the order in question loaded. There you can delete the order.

If you, for example, have added a selection row for purchase order number in this procedure, rows for other purchase orders will also be shown in the list, not only the selected order number. This is because the selection needs to consider all future events (orders) and not only the selected order number to be able to calculate rescheduling suggestions. The entire planning window must be loaded before the calculation can provide an accurate result. This applies even though you did not choose (in the settings) to display order suggestions for rescheduling.