Enter Order Part Request Line
Explanation
The request for quotation is built in two levels, consisting of a request header and
one or more request lines. The lines are divided into
two tabs, one where you enter the purchase parts and one where you enter
no-number parts.
By right-clicking and then clicking Create Part Request Lines, you can search for specific purchase parts or inventory parts, and then automatically add them as part request lines.
If alternate parts are defined for the purchase part, you can view them by
selecting the line, right-clicking, and then clicking Alternate Purchase Part
Base Data. Any specified alternate parts on the site will then be displayed.
If the company tax
regime is VAT, the price and tax calculations are controlled by the setting on
the Use Price
Incl Tax check box. The default setting of the check box is retrieved from the
site. The setting can be changed before saving, if necessary.
If the request for order quotation is created from a purchase requisition line,
the default setting is retrieved from the purchase requisition line and the
setting cannot be changed.
Prerequisites
- A request for order quotation header must have been entered and
saved.
- The demanded part should be entered in the purchase part record.
- If you want to specify a condition code, this functionality must be
enabled on the part record on the
Part/General tab.
This is available only for lot/batch- and serial-tracked parts.
- The technical coordinator, if applicable, must have been entered on the
Inventory Basic Data/Technical Coordinators
tab.
System Effects
The desired purchase parts are connected to the request for order quotation.
Window
Request for Order Quotation
Related Window Descriptions
Request for Order Quotation
Request for
Order Quotation/Part Request Lines
Create Part Request Lines
Procedure
If adding one line at the time (used for a limited number of lines):
- Either populate or query for the appropriate request for order quotation.
- Click the
Part Request Lines tab for
the desired request for order quotation.
- Select New.
- Enter the part number for the part you want to include in the
request, either manually or by using the List of Values. In the corresponding
fields,
enter the quantity you want to
buy and the date you want the parts to be available for you. It is possible to change the unit
of measure in which you buy the part if necessary.
- Repeat steps 3 through 4 for all the purchase parts that you want to include.
- Save when completed.
If adding several lines at the time:
- Either populate or query for the appropriate request for order quotation.
- Select the
Part Request Lines tab for the desired order
quotation.
- Right-click and then click Create Part Request
Lines.
- To find the parts you want to register, enter your search criteria in the selection part of the window. You can manually enter the search criteria or use the List of Values to select them.
- In the Quantity field, enter the quantity
you want to buy. (The quantity value for each line should be the same.)
- In the Wanted Delivery Date field, enter the date you want
the parts to be available for you. This date will be the
same for all the created lines.
- Click OK when completed.
The system will automatically populate other fields with a default value. The purchase U/M value will be retrieved from the part record, and the technical coordinator will be retrieved from the purchase or inventory part record, if those values were entered on the record. If no values for these fields were entered on the records, the fields for this window will be empty.
Optional steps (remember to save your entries):
- Specify the condition code for the part by selecting from available values
in the Condition Code field.
- 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 request for order quotation.
- Enter a note or connect a document text to the request line by selecting the line and
clicking Notes or Document Text.