Entering Project Item Procurement Options—Exercises

Required Data

Creating a 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. Create a project product structure.
  2. Save your changes.

General exercise for Creating Project Product Structures 

Main Exercise

Purpose: The purpose of this exercise is to enter project supply options and to demonstrate the results of selecting different procurement options for the project items in the project product structure.
 

Windows:
Project Product
Project Product/Items
Project Product/Demand/MPL
Project Product/Supply/Shop Orders
Project Product/Supply/Pur Req Lines
Project Product/Supply/DOP Headers
Project Product/Supply/Project MRP

Entering Supplier Options for Project Items and Creating Supply Requests

  1. On the Project Product window, query for your delivery project.
  2. On Items tab, check that for your project-specific items, a supply option has been entered by default, as based on the part type. Make sure that your project-specific items have different supply options.
  3. Note that all standard planned items don't have a supply option entered for them. Try to enter a supply option to one of them and observe what happens.

Note: In order to see the results of selecting different supply options (as described in the next steps), it is recommended that you have a designed project delivery structure with connected released activities to some items (at least the top item), and that all items are inventory parts. 

  1. Go to the MPL tab and right-click and then click Calculate Gross Requirements to calculate the demand. Observe what happens and note that the supply option for the specified items were also retrieved correctly.
  2. On the MPL tab, select the item with the Purchase supply option, and then right-click and then click Create Project Supply Request.
  3. In the dialog box that appears, click Create New.
  4. Go to the Supply tab, then to the Pur Req Lines tab and check that a purchase requisition has been created for it.
  5. Go back to the MPL tab and select the item with the supply option Shop Order, and then right-click and then click Create Project Supply Request.
  6. Go to the Supply tab, then to the Shop Orders tab and check that a shop order has been created for it.
  7. Go back to the MPL tab and select the item with the supply option Dynamic Order Processing, and then right-click and then click Create Project Supply Request.
  8. Go to the Supply tab, then to the DOP Headers tab and check that a DOP header has been created for it.
  9. Go back to the MPL tab and select the item with the supply option Project MRP, and then run PMRP.
  10. Go to the Supply tab, then to the Pur Req Lines tab and check that a purchase requisition has been created for it.