Creating a PQL from Miscellaneous Procurement—Exercises
IMPORTANT |
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Required Data
Registering Miscellaneous Demands to Activities
Purpose: The purpose of this exercise is to familiarize you with the
data that must be in place before you can perform the exercises below.
- For activities in your subproject structure, register miscellaneous
demands including inventory purchase parts, non-inventory purchase parts
and no-parts.
- You may also register miscellaneous demand which is not attached to
any activity.
General exercise for Registering
Project Demand
Main Exercises
Purpose: The purpose of this exercise is to show you how
to create a project quotation list (PQL) for the project.
Windows:
Project/Demand/Misc. Parts
Project/Demand/Misc. No Parts
Project/Demand/Misc. Parts/span>
Project/Demand/Misc. No Parts
Project/Quotation List
Note: Do the following steps from the Demand/Misc. Parts or
Demand/Misc. No Part tab in either the
Project
Navigator or
Project
window, to add an item to the PQL from registered miscellaneous demand. From the
Project
window, you can also select a registered miscellaneous demand record
which is not attached to an activity.
- Open the
Project window and query for your project.
- In the Navigator, select the activity with registered miscellaneous demand which you would like to add to the project quotation list. The registered miscellaneous
demand can be for purchase parts or no-parts.
- Alternatively to steps 1-2, open the
Project
window and query for your project.
- Click the
Demand tab and then the
Misc. Parts or
the Misc. No Parts tab, depending on whether you want to add
a part or no-part.
- Select one of your miscellaneous demand records, right-click and then click Add to Project Quotation List.
- A message
appears asking you if you want to add the part to
the project quotation list. Click Yes.
- Note that the Exist as PQL check box is now selected for this part
or no-part, in all miscellaneous demand records where the part or
no-part exists.
- If you are in the
Project window, right-click in the project navigator and click Project Details to
open the
Project window populated with your project.
- Click
the Quotation List tab.
- Verify that the purchase part or no-part has been added to the project
quotation list.
Note: Do the following steps from the Quotation List
tab, to add an item to the PQL from registered miscellaneous demand.
- Continue in the Quotation List tab.
- Right-click in the tab and then click Add to Project Quotation List
to start the wizard.
- The first window Add
Miscellaneous Procurement Parts to PQL - Step 1/3 appears. The table lists all
parts and no-parts that are registered as miscellaneous demands for
your project, and that are not already added to the quotation list.
- Click the
Add To PQL check box for one or more parts or no-parts to add them to the quotation list.
- Click Next. The
Specify PQL Dates and Quantities - Step 3/3
window appears. (Step 2/3 will only appear if there is a delivery project
connected.)
- Optionally revise the values in the Order Quantity, Max Quantity
For Blanket, Wanted Delivery Date or From Date For Blanket
fields, for any of the selected parts or no-parts.
- Click Finish. The wizard automatically closes and returns you to
the Quotation List tab.
- Verify that these purchase parts or no-parts have also been added to the
project quotation list.
Note: Do the following steps to revise items in the project quotation
list.
- Optionally revise the values in the Order Quantity, Max Quantity
For Blanket or Wanted Delivery Date fields, for any of the
selected parts or no-parts.
- In the From Date for Blanket field for the purchase parts, enter today's date.
- Save your changes.
Note: To be able to proceed and create a blanket request for quotation
for a purchase part, you must have values in the Order Quantity, Max
Quantity For Blanket and From Date For Blanket fields.
To be able to proceed and create an order request for quotation for a
no-part, you must have values in the Order Quantity and Wanted Delivery Date
fields.
- Remove one of your demand requirements from the project quotation list by
selecting the record in the Quotation List tab
and deleting it.
Note: For an example of an activity with registered miscellaneous
demand that has been added to the project quotation list, you can refer to
the the project P101 and the activity 20030.