Skip to content

Project Purchasing#

Plant engineering allows you to trigger purchasing documents directly from the project plan lines.

Create purchase request#

Using the "Create purchase request" function, you can send the request to the supplier directly 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 maintained
  • the project is not in the "Locked" status
  • if it is an item without a planning date, it must be a comment line

Otherwise, a corresponding message appears.

After a successful check, a window will open where you can make the following decisions:

Field Description
Create new document Specify whether you want to create a new document or attach the items to an existing purchase request.
Document date Specify which document date the purchase request should receive.
Attach to document If you want to add to an existing purchase request (Create new document = No), you can specify the document to be updated here.

Determine to which document you want to assign the selected lines. A list of possible documents is displayed for this purpose.
Lines outline Specify here whether a row outline should be created when a new document is created.

When adding documents, you will not be offered the choice and the outline type of the existing document will be kept.

Confirm your selection with "Ok".

Subsequently, all selected lines marked on the line type "Budget" or "Budget and Invoiceable" are transferred to the purchasing request. In addition, the project no. in the header of the purchasing document is maintained with the project no. from the project from which it was generated. The requested quantity corresponds to the remaining quantity of the project planning line minus the quantity already reserved for it.

The document number of the generated request is displayed in the "Purchasing document number" field. By clicking on the number you can open and view the document.

You can convert the purchase request to a purchase order later in the process. In doing so, the "Purchasing document number" field in the project plan line is adjusted with the number of the purchase order.

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
  • UK price (MW)
  • Line discount %
  • Planned delivery date
  • Storage location
  • Stockyard
  • Currency code

Note

Please note that the new currency code must match the currency code of the purchase document, if not, an error message will appear.

Create order#

Using the "Create Purchase Order" function, you can directly create a purchase order for the project plan line out.

The following requirements must be met:

  • it is not a position already transferred
  • for each line a vendor no. is maintained
  • the project is not in the "Locked" status
  • if it is an item without a planning date, it must be a comment line

Otherwise, a corresponding message appears.

After a successful check, a window will open where you can make the following decisions:

Field Description
Create new document Specify whether you want to create a new document or attach the items to an existing purchase order.
Document date Specify which document date the purchase order should receive.
Attach to document If you want to add to an existing purchase order (Create new document = No), you can specify the document to be updated here.

Determine to which document you want to assign the selected lines. A list of possible documents is displayed for this purpose.
Lines outline Specify here whether a row outline should be created when a new document is created.

When adding documents, you will not be offered the choice and the outline type of the existing document will be kept. Confirm your selection with "Ok".

Subsequently, all selected lines marked on the line type "Budget" or "Budget and Billable" are transferred to the purchase order. In addition, the project no. in the header of the purchasing document is maintained with the project no. from the project from which it was generated. The quantity to be ordered corresponds to the remaining quantity of the project planning line minus the quantity already reserved for it.

Depending on the maintenance of the field "Reserve", the order line will be created in such a way that the project no. as well as the project task will be taken over from the plan line into the purchase line when reserving "Never". By posting the document, the position is directly debited to the project.

From Reservation "Optional" onwards, the fields (Project no. and Project task) are not filled and the project consumption must be done manually.

The project line type is always set to Budget.

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
  • UK price (MW)
  • Line discount %
  • Planned delivery date
  • Storage location
  • Stockyard
  • Currency code

Note

Please note that the new currency code must match the currency code of the purchase document, if not, an error message will appear.

Planning proposal#

Alternatively, you can generate the purchase requisition/purchase order conventionally via the planning proposal. To do this, select the "Planning proposal" function via the respective project plan line.