Enter Rental Line, Express Requisition
Explanation
The purchase requisition is built in two levels, consisting of a requisition header and
one or several requisition lines. The second step in a new entry is to enter purchase
requisition lines.
Requisitions for rental parts are entered on the
Rental Part Requisition Lines
tab.
Note that this activity description only covers the entry of
rental part lines on express
purchase requisitions, i.e., purchase requisitions having order code 5 (Express).
When entering a purchase requisition for a new supplier that has not yet been entered,
it is possible to make a quick registration of the new supplier using an existing supplier
as a template. In doing so, supplier information that is not company-specific is
automatically copied from the template supplier to the new supplier, while additional
information is entered in the
Quick Supplier Registration dialog
box.
Prerequisites
- The purchase requisition header must have been entered and saved.
- The purchase part must have been entered and saved.
- The acquisition type must have been set as Rental
Only or Purchase and Rental.
- The supplier that is entered on the part line must be permitted to handle express
orders. This permission is granted on the Supplier/Purchase/General
tab.
- The technical coordinator, if applicable, must
have been entered on the Inventory Basic Data/Technical Coordinators
tab.
System Effects
As result of this entry, a purchase requisition line with status Planned
is created.
Window
Purchase Requisition
Related Window Descriptions
Purchase Requisition
Purchase Requisition/Rental Part Requisition Lines
Quick Supplier Registration
Create Supplier for Purchase Part
Additional Cost Details Customer Order
Quick Order Flow Handling
Procedure
To enter a rental purchase requisition line for a previously entered supplier (or when the
supplier is not known):
- On the
Purchase Requisition/Rental Part Requisition Lines tab, select
New. In the Part No field, either indicate the part number by
entering it directly or search for it by using the List of Values.
- In the Quantity field, indicate the number of parts to be ordered.
- In the Wanted Receipt Date field, indicate
the date when the parts are needed
- In the Planned Rental Start Date field,
indicate the date on which the rental is planned to be started.
- In the Planned Rental End Date field,
indicate the date on which the rental is planned to be finished.
- In the Chargeable Days ID, Date Exception ID,
Period Rounding fields, indicate the parameters according to which the
chargeable days should be calculated.
- In the Schedule ID field, indicate the
pattern the rental transactions should be generated.
- In the Supplier field, the supplier that is defined as the primary supplier of this
part is automatically indicated. You can change the supplier by using the List of Values if
several suppliers are defined for the part. If there are suppliers connected to the part but none of them
is set as primary, you can
select from among them by using the List of Values. You can also leave the
Supplier field
blank if you do not know which supplier is to be used.
- Save when completed.
To enter a rental purchase requisition line for a new supplier without a supplier record,
using a supplier template:
- On the
Purchase Requisition/Part Requisition Lines tab, select
New. In the Part No field, either indicate the
part number by entering it directly or search for it by using the List of Values.
- In the Quantity, indicate the number of parts to be ordered.
- In the Wanted Receipt Date, indicate the date when the parts are needed.
- In the Planned Rental Start Date field,
indicate the date on which the rental is planned to be started.
- In the Planned Rental End Date field,
indicate the date on which the rental is planned to be finished.
- In the Chargeable Days ID, Date Exception ID,
Period Rounding fields, indicate the parameters according to which the
chargeable days should be calculated.
- In the Schedule ID field, indicate the
pattern the rental transactions should be generated.
- Right-click and then click Quick Supplier Registration. The
Quick
Supplier Registration dialog box opens.
- In the Template Supplier field, enter the ID of the supplier that
you want to use as a template. You can enter the ID manually or click List to choose the ID
from a List of Values.
- In the New Supplier field, enter the ID for the new supplier.
- Enter the name of the new supplier in the New Supplier Name field.
- In the Association field, you can enter the association number for the new supplier.
- In the Supplier Address field, enter the complete address for the new supplier.
- Click OK to exit the
Quick Supplier Registration
dialog
box.
- Save the purchase requisition line when completed. The
Create Supplier for
Purchase Part? dialog box opens.
- In the U/M field, enter the unit of measure that will be used when administering
purchase orders for the part from the new supplier. This will serve as both the unit in
which the part is purchased, as well as the unit by which the supplier is paid. You can
enter the unit of measure manually or click List to choose the ID from a
List of Values.
- In the Price field, enter the new
supplier's price per unit for the part and In the Rental Price field, enter the new supplier's price per unit
per day for the part.
- Click OK to exit the
Create Supplier for Purchase Part?
dialog box.
Optional steps (remember to save your entries):
- Add any additional costs in the Additional Cost
or Additional Cost Gross/Curr fields.
Note: If you enter additional cost amounts
directly on the Additional Cost
or Additional Cost Gross/Curr fields, you will not be allowed to enter additional cost
details using additional cost types via the right-mouse button options.
- Change or add miscellaneous information, such as notes and document
text.
- Add or change the supplier contact if you have one with
the supplier. You can either use the List of Values (if the person has been
entered in
Supplier/Comm Method or
Supplier/Address/General
Address Info) or enter one manually. The supplier contact will be
transferred to the purchase order when the requisition line is converted.
- Specify or change the technical coordinator either manually or by using the List of Values. If a technical coordinator has been entered for the purchase part (or inventory part), this technical coordinator will
appear by default on the purchase requisition.