The following describes the steps (in sequential order) you would follow when processing a direct purchase. Click to navigate to the applicable section.
- Automatic creation of purchase orders with direct issue
- Delayed creation of purchase orders with direct issue
- Automatic creation of purchase orders without direct issue
- Delayed creation of purchase orders without direct issue
The work flow differs depending on the:
- type of creation for the purchase order (i.e. automatic or manual)
- type of reception you choose
- purchase/manufacturing order type used for the order.
Even though you are not receiving the item into stock, you must perform a purchase reception. This is to indicate to the system that the goods have arrived and have been issued to the manufacturing order.
Automatic creation of purchase orders with direct issue
To create the purchase order automatically, the manufacturing order type must be set with Dir/delayed pur as Direct creation and have a purchase order type attached. For the issue of goods to the manufacturing order, the Issue at pur receipt must be set to YES if the issue is to be made at purchase order reception.
If you choose to use the Receive replenishment line program, the workflow for automatic creation of the purchase order, immediately after the manufacturing order has been created, is as follows:
- Enter the manually created manufacturing order (or create from planning functions) where there is at least one component which is defined as non-stock or fictitious.
- Purchase order is then created in the background for those components for which direct purchase is defined.
- Report the goods as delivered when the supplier confirms the delivery of goods. This is done via the Receive replenishment line menu item. At this time the manufacturing order also issues the same quantity that has been reported as received on the purchase order.
If you do not use the Receive replenishment line program, the work flow is the same as above but instead of doing what is outlined in step 3 you would:
- Print the reception note, and
- Confirm the reception note
Delayed creation of purchase orders with direct issue
To create the purchase order automatically, the manufacturing order type must be set with Dir/delayed pur as Delayed creation and have a purchase order type attached. For the issue of goods to the manufacturing order, the Issue at pur receipt must be set to YES if the issue is to be made at purchase reception.
If you choose to use the Receive replenishment line program, the workflow for delayed creation of the purchase order, after the manufacturing order has been created, is as follows:
- Enter the manually created manufacturing order (or create from planning functions) where there is at least one component which is defined as non-stock or fictitious.
- From the Work with manufacturing direct purchase menu item, you create purchase order for the component defined as direct purchase.
- Report the goods as delivered when the supplier confirms the delivery of the goods. This is done via the Receive replenishment line menu item. At this time, the manufacturing order also issues the same quantity that has been reported as received on the purchase order.
If you do not use the Receive replenishment line program, the work flow is the same as above but instead of doing what is outlined in step 3 you would:
- Print the reception note, and
- Confirm the reception note
Automatic creation of purchase orders without direct issue
To create the purchase order automatically, the manufacturing order type must be set with Dir/delayed pur as Direct creation and have a purchase order type attached. For the issue of goods to the manufacturing order, the Issue at pur receipt must be set to NO if the issue should be made in the normal issue/receive routine for manufacturing orders.
If you choose to use the Receive replenishment line program, the workflow for automatic creation of the purchase order, immediately after the manufacturing order has been created, is as follows:
- Enter the manually created manufacturing order (or create from planning functions) where there is at least one component which is defined as non-stock or fictitious.
- Purchase order will be created in the background for those components that direct purchase are defined.
- Report the goods as delivered when the supplier confirms the delivery of the goods. This is done via the Receive replenishment line menu item. At this time, the goods are stored in transit stock with a reference to the manufacturing order.
- Manufacturing order issue routine suggests picking from transit stock for the received quantity made on the purchase order.
If you do not use the Receive replenishment line program, the work flow is the same as above but instead of doing what is outlined in step 3 you would:
- Print the reception note, and
- Confirm the reception note
Delayed creation of purchase orders without direct issue
To create the purchase order automatically, the manufacturing order type must be set with Dir/delayed pur as Delayed creation and have a purchase order type attached. For the issue of goods to the manufacturing order the Issue at pur receipt must be set to NO if the issue should be made in the normal issue/receive routine for manufacturing orders.
If you choose to use the Receive replenishment line program, the workflow for delayed creation of the purchase order, after the manufacturing order has been created, is as follows:
- Enter the manually created manufacturing order (or create from planning functions) where there is at least one component which is defined as non-stock or fictitious.
- From the Work with manufacturing direct purchase menu item, you create purchase order for the component defined as direct purchase.
- Report the goods as delivered when the supplier confirms the delivery of the goods. This is done via the Receive replenishment line menu item. At this time, the goods will be stored in transit stock with a reference to the manufacturing order.
- Manufacturing order issue routine suggests picking from transit stock for the received quantity made on the purchase order.
If you do not use the Receive replenishment line program, the work flow is the same as above but instead of doing what is outlined in step 3 you would:
- Print the reception note, and
- Confirm the reception note
Related topics
- About processing direct purchase for manufacturing orders
- Set up the parameters for the direct purchase for manufacturing functionality
- Enter a manufacturing order with an automatic creation of the purchase order with direct issue
- Enter a manufacturing order with manual creation of the purchase order and manual issue to manufacturing order