Project Purchasing#
Plant engineering allows you to trigger purchasing documents directly from the project plan lines.
Create Purchase Quote#
Via Create Purchase Quote function, you can create the quote directly to the vendor from the project plan line.
The following requirements must be met:
- it is not a position already transferred
- for each line a vendor no. is specified
- the project is not in the Completed status
- if it is an position without a planning date, it must be a comment line
Otherwise, a note will be showed.
After a successful check, a page will open where you can make the following decisions:
| Field | Description |
|---|---|
| Create new Document | Activate this toggle when you want to create a new document. Otherwise, for add the position to an existing document specify this document in field Append to Document No. |
| Document Date | Specify the Document Date for the purchase quote. When adding to existing documents, the document date of the source document will be used. |
| Append to Document No. | If you would like to add to an existing purchase quote (Create new Document= No), you can specify here which one should be updated. |
| Line Arrangement | Specify whether a line structure should be created when generating a new document. Option: • (empty) no Line Arrangement • Subtotal • Bundle If you add to existing documents, this selection is not showed and the structure of the existing document is retained. |
Confirm your selection with "Ok".
All selected lines with Budget or Both Budget and Billable line types are transferred to the purchase quote. The project number in the header of the purchase document is also updated to match the project number from the project from which it was created. The requested quantity corresponds to the remaining quantity of the project planning line minus the quantity already reserved for this purpose.
The document number of the quote will be shown in the Purchase Document Number field. By clicking on the number, you can open and view the document.
You can convert the purchase quote into an order at a later stage in the process. In doing so, the Purchase Document Number field in the project plan line will be updated with the order number.
If any of the following fields in the project plan line are changed, the system attempts to transfer the modification to the purchasing line as well:
- Description
- Description 2
- Line Type
- No.
- Work type
- Variants code
- Quantity
- Unit code
- Cost price
- Sales Price (LCY)
- Line Discount %
- Planned delivery date
- Location Code
- Bin Code
- Currency Code
Note
The new currency code must correspond to the currency code of the purchase document, if not an error message will appear.
Create Purchase Order#
Via Create Purchase Order function, you can create the order directly to the vendor from the project plan line.
The following requirements must be met:
- it is not a position already transferred
- for each line a vendor no. is specified
- the project is not in the Completed status
- if it is an position without a planning date, it must be a comment line
Otherwise, a note will be showed.
After a successful check, a page will open where you can make the following decisions:
| Field | Description |
|---|---|
| Create new Document | Activate this toggle when you want to create a new document. Otherwise, for add the position to an existing document specify this document in field Append to Document No. |
| Document Date | Specify the Document Date for the purchase order. When adding to existing documents, the document date of the source document will be used. |
| Append to Document No. | If you would like to add to an existing purchase order (Create new Document= No), you can specify here which one should be updated. |
| Line Arrangement | Specify whether a line structure should be created when generating a new document. Option: • (empty) no Line Arrangement • Subtotal • Bundle If you add to existing documents, this selection is not showed and the structure of the existing document is retained. |
All selected lines with Budget or Both Budget and Billable line types are transferred to the purchase quote. The project number in the header of the purchase document is also updated to match the project number from the project from which it was created. The requested quantity corresponds to the remaining quantity of the project planning line minus the quantity already reserved for this purpose.
Based on the setting of the Reserve field, if Never is selected, the purchase line will be created such that the project number and project task from the planning line are transferred to the purchase line. By posting the document, the position is charged directly to the project.
If Optional is selected for Reservation, the fields Project No. and Project Task will not be filled, and project consumption must be carried out manually.
Note
KUMAVISION factory365 specific referencing fields are filled in the background, so that the purchase order item is considered in the project chart of accounts or also in the commitment consideration.
If one of the following fields is changed in the project plan line, the system tries to transfer the change to the purchase line as well:
- Description
- Description 2
- Type
- No.
- Work type
- Variants code
- Quantity
- Unit code
- Cost price
- Sales Price (LCY)
- Line discount %
- Planned delivery date
- Location Code
- Bin Code
- Currency Code
Note
The new currency code must correspond to the currency code of the purchase document, if not an error message will appear.
Requisition Worksheet#
Also you can create the purchase request or purchase order via the Requisition Worksheet by selecting Project Transfer to Requisition Worksheet. To do this, choose Actions > Purchasing Documents > Project Transfer to Requisition Worksheet from the ribbon in the project planning line.