Creating Project Purchase Requisitions for Serial Items—Exercises

Basic Data Setup

Inventory Location

Purpose: The purpose of this exercise is to create an inventory location for the receipt of project-specific items to inventory. 

Windows:
Inventory Locations

1. If you have not already done so, create the following new inventory location at your site:

General exercise for Entering Inventory Location

Required Data

Approving the Project Product Structure

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

1. Approve the project product structure.

General exercise for Approving Project Part Definitions and Project Items

Connecting Activities to Project-Specific Items

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

1. Connect project activities to project-specific items in the project product structure.

General exercise for Connecting Requirement Actvities

Running the Gross Requirements Calculation (GRC)

Purpose: The purpose of this exercise is to familiarize you with the required data that is used in the exercises below.

1. Perform the gross requirements calculation (GRC) for your project.

General exercise for Running the Gross Requirements Calculation (GRC)

Main Exercises

Purpose: The purpose of this exercise is to create a purchase requisition for a project-specific serial item.

Windows:
Project Product
Project Product/Demand
Project Product/Supply
Project Navigator/Activity
Part
Purchase Requisition
Purchase Order
Supplier for Purchase Part
Register Purchase Order Arrivals
Prerequisite: Perform these exercises instead of the exercises found in Creating Project Purchase Requisitions key exercises, and if you have done the Defining Serial Numbers exercises.

Creating Project Purchase Requisition for a Serial Item and Converting it into a Purchase Order 

1. Open the Part window, and query for the top part, 20–10XX (Engine 1600).
2. On the General tab, select the After Delivery Serial Tracking and Inventory Serial Tracking check boxes, if they are not already checked.
3. Save your changes.
4. Repeat steps 1–3 above for the next-level part 20–11XX (Engine Block 1600).
5. Open the Project Product window, and query for your project XXPD–01.
6. Click the Demand tab.
7. On the MPL tab, right-click and then click Calculate Gross Requirements to perform the GRC again.
8. Select the project-specific serial purchased item, right-click, and then click Create Request. A message appears prompting you if you want to create a request for the part. 
9. Click Yes. The Create Request window appears.
10. Click Create New.
11. Click the Supply tab and then the Procured tab. Make sure that a record has been created for the procurement of this project item.
12. Note the purchase requisition number. 
13. Right-click and then click Purchase Requisition to view the requisition.

Note: The Purchase Requisition right mouse button option is enabled if IFS/Purchasing is installed and existing in the executable.

14. Open the Purchase Requisition window.
15. On the Part Requisition Lines tab, query for the purchase requisition number in your site.
16. Look at the information in the Project ID and Activity Seq fields to verify that the purchase requisition has been preposted with the correct project.
17. If you have not already done so, connect a supplier to the part by selecting the line, right-clicking, and then clicking Supplier for Part.
18. Open the Supplier for Purchase Part window.
19. Connect part 20–11XX to Supplier 5000. Specify a price of 250 USD per piece. 
20. Save your changes, and close the window.
21. Return to the Part Requisition Lines tab.
22. In the Supplier column, select the Supplier 5000 from the List of Values. 
23. Click OK.
24. Go to the connected activity in Activity tab in Project Navigator window, and then release it.
25. In the header portion of the window, right-click and then click Release to release the purchase requisition.
26. Select the current purchase requisition line, right-click, and then click Requisition to Order to convert the requisition to a purchase order. The Requisition to Order Parameters window appears.
27. Click Create New. The Puchase Order(s) Successfully Created window appears.
28. Click OK.

Reserving Serial Number for the Purchased Item and Receiving the Purchase Order

1. Open the Purchase Requisition window, and query for your purchase requisition at your site.
2. On the Part Requisition Lines tab, select the record, right-click, and then click Purchase Order to view the purchase order. 
3. Note the purchase order number. 
4. In the header portion of the window, right-click, and then click Release to release the purchase order.
5. Click OK to the information message.
6. Confirm it by going to the header and right-clicking and then click Confirm. 
7. Click OK to the information message. An information message appears. A message appears indicating the confirmation of the purchase order.
8. Open the Register Purchase Order Arrivals window, and query for the order number at your site.
9. Select the order, right-click, and then click Receive Order with Serials to receive the purchase order into inventory. The Receive with Differences window appears.
10. In the Receive Case list, click Receive into Inventory.
11. In the Location No field, use the List of Values to select the project inventory location PROJ that you created above. Click OK.
12. In the Serial No column, enter the desired serial number for part 20–11XX (Engine Block 1600).
13. Click OK.
14. Return to the Project Product window and query for your project XXPD–01.
15. On the Items tab, make sure that the serial number that you entered above appears in the Serial No field for part 20–11XX.
16. Select the item, right-click, and then click Serials/Unreserve Serial. Note that this option appears dimmed because you are not allowed to unreserve the serial number for a serial purchased item without going through the Part Catalog.