5.1.1.� Purchase Requests by Planner Code

To view Purchase Requests by Planner Code, select the "Purchase Requests by Planner Code" option. The following screen will appear:

Note

Purchase Requests are considered to be a valid source of supply by the planning systems.

Purchase Requests by Planner Code

Tip

Purchase Requests may be created using the right-click menus available in several displays. For example, you can generate Purchase Requests from Inventory Availability and also Planned Order reports.

When displaying Purchase Requests by Planner Code, you are presented with the following options:

All Warehouses: Select to display Purchase Requests by Planner Code for all Warehouses.
Selected: Specify Warehouse whose Purchase Requests by Planner Code you want to display.
Start Date: Purchase Requests by Planner Code entered on and after this date will be displayed.
End Date: Purchase Requests by Planner Code entered on and before this date will be displayed.
All Planner Codes: Select to display Purchase Requests for all Planner Codes.
Selected: Specify Planner Code whose Purchase Requests you want to display.
Pattern: Enter a Planner Code pattern to select a range of Planner Codes. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Note

Purchase Request quantities are based on the Inventory Unit of Measure (UOM). However, some Vendor Item Sources may specify an alternate UOM. If this is the case, the system will automatically convert the requirement to the Vendor's UOM when the Purchase Request is released.

Purchase Requests: Display lists Purchase Requests for the specified Planner Code, using the specified parameters.

Note

When a Purchase Request is released, the requested Item will automatically populate a Purchase Order Item screen. If Item Sources have been defined for the Item, then Item Source Prices will be used—that is, unless the Vendor price has been specifically overridden for Purchase Requests generated from Sales Orders. Project Numbers may also be transferred from Sales Orders. In this way, Sales Orders and Purchase Order Line Items may be linked to the same Project.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on a Purchase Request in the Purchase Requests list enables you to select from the following menu options:

View Running Availability: Select to view Running Availability for the specified Item Site.
Release P/R: Select to release the specified Purchase Request to Purchasing.
Delete P/R: Select to delete the specified Purchase Request.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.