Create Required Orders

This function addresses the Suggested Orders generated from:

•	The Replenishment Routine plus

•	Items and Descriptors whose ‘Supply Method’ is ‘Source on Demand'.

This routine allows you to modify and/or approve their requirements before finally converting them into physical Orders.

An initial selection panel lets you select all or a portion of the Suggested Orders and displays the results in another panel. You have the option to:

•	Select the lines to convert to Order(s)

•	Combine the Lines into a single Purchase Order if Purchased.

•	Combine the Lines into a single Assembly Order if Assembled.

Opening Screen

This screen allows you to select the range of Suggested Orders that you wish to process further.

Entry and Display fields

Information Panel: This gives information about the Replenishment Run that created these records and shows:

•	The maximum date addressed in the Suggested Orders file

•	The Number of Purchase requirements addressed in the Suggested Orders file

•	The Number of Assembly requirements addressed in the Suggested Orders file

•	The Number of Items requiring to be Transferred as addressed in the Suggested Orders file

Display Requirements up to Date: From the drop-down calendar select the date after which the Suggested Orders will not be selected for view in the next step

Display Requirements for: From the drop-down list select the type of orders to be displayed in the next step. The options are ‘Assembly Orders’, ‘Purchase Orders’, and 'Transfers'.

Filters - These filters further refines the above 'Display Requirements' selection. The displayed filters relate to the selection made under 'Display Requirements For'. I.e.

Purchase Orders

Filter for Single Supplier

Filter for specific Site

Assembly Orders

Filter for Single Item Code

Filter for specific Site

Transfers

Filter for specific Site

Buttons

OK: This will use the criteria entered above and populate the screen shown in the next step with the selected Suggested Orders

Cancel: Any entries made in this Opening screen will be ignored and the Create Required Orders process will be ended

Create Required Orders

Information Panel: This gives information about the Suggested Order file and shows

•	The maximum date addressed in the Suggested Orders file

•	The Display Requirements option selected in the opening screen (Purchase Orders, Assembly Orders, or Transfers)

Settings: This gives information about the filters that you applied on the previous screen. These are:

•	Filter 1 selection in the opening screen

•	Filter 2 'Site' selection made in the opening screen

Single or Combined Order: This will only be displayed if the Requirements are for Purchase or Assembly Orders.

You can create orders that reflect the individual Suggested Order or can combine them into a single order as follows:

For Assembly Orders: select the Radio Button from -

•	Individual Assembly Order for each demand source

•	Combine requirements into single order by Item Number

For Purchase Orders: select the Radio Button from -

•	Create Separate orders for each demand source

•	Combine requirements into single order by Supplier

Sub Assembly Explosion Policy: This field is displayed if the Create Required Orders selection is for 'Assembly Orders'. This allows you to not only create the Assembly Order for the Selected Line(s) but also for Sub-Assemblies throughout the product structure of the selected line(s). A drop-down list is presented from which you can select one of the following options:

•	No Explosion. This denotes that only the selected line will be converted into an Assembly Order

•

Explode Source On Demand. The selected line and all its lower-level sub Assemblies whose Default Supply Method (as defined against the sub-assembly's Item Master record) is 'Source On Demand' will be converted into an Assembly Order and each will contain reference to the Assembly Order of the selected line

•	Explode All. The selected line and all its lower-level sub Assemblies will be converted into individual Assembly Orders and each will contain reference to the Assembly Order of the selected line

List Tab

This tab displays the selected Suggested orders. You can make further selections in this screen relating to which Suggested Order you want converting into actual orders. All fields except the ‘Select’ field are display only. You can make changes to each line by highlighting the line and click on the ‘Details’ tab

Display fields

Select: ‘Check’ the checkbox if you want the Item’s Suggested Orders to be converted into an actual Order or Transfer. You have the option to click on the ‘Select All Required’ Button at the bottom of this panel to select all the records. You may also click on the ‘De-select All Required’ Button at the bottom of this panel to ‘un-select’ all the records

Required Date: This shows the date the Suggested order is required to be available. This can be amended by selecting another date from the drop-down calendar. Using the revised date Ostendo will recalculate the Order Date based on the Leadtime held against the Item or Descriptor.

Required Qty: Display only field showing the Quantity required by the Suggested Order

Purchase Date (or Assembly Date): Display only field showing the Date when the Order should be placed (Required Date less Leadtime). Not shown for 'Transfers'

Purchase Qty (or Assembly Qty): Display only field showing the Quantity required as amended in the Detail tab

Transfer Qty: Quantity to be transferred. This can be amended if required

Code Type: Display only field showing the Type of Line. This can be Item Code or Descriptor Code (Purchasing only)

Code: Display only field showing the Item Number or Descriptor Code (Purchasing Only) to be ordered

Unit: Display only field showing the base unite of the Item Number or Descriptor Code

Fixed Price: If you have negotiated a Buy Price that is different to the standard Buy Price then you should ‘check’ this checkbox and enter the negotiated price in the next field. This will then copy through to the generated Purchase Order

Fixed Buy Price: This is prefilled with the evaluated Buy Price. If the previous field is ‘checked’ then the price in this field can be amended.

Description: Display only field showing the Description of the Item or Descriptor taken from the master record

Supplier: Only visible in the Purchase lines screen and shows the default Supplier for the Item or Descriptor

Data Display Options

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

Buttons

Select All Required: Clicking this Button will place a check-mark in the Select column against all displayed Items

De-select All Required: Clicking this Button will remove check-marks from the Select column against all displayed Items

Generate Orders for Selected Requirements: All Suggested Orders against the Items that have been selected will be converted into a Purchase Order (or Assembly Order) with status ‘Open’

Close: This will close the Create Required Orders screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Related: This will bring up a list of functions that are related to Create Required Orders. You may open and maintain information in those screens whilst still remaining in the Create Required Orders screen.

Reports: This will bring up a list of Reports that are related to Create Required Orders. You can immediately run the report whilst still remaining in the Create Required Orders screen.

Details Tab

This tab displays a selected Suggested order and allows you to amend certain information against that order. The fields that can be amended are related to whether the Item is Purchased or Assembled. The following fields are available for amendment.

Purchased Items and Descriptors

Select: ‘Check’ the checkbox where you want the Item or Descriptor’s Suggested Order to be created into an actual order.

Purchase Order Date: From the drop-down calendar you can amend the date when the Item or Descriptor should be ordered

Purchase Order Type: From the drop-down list you can amend the Purchase Order Type to be generated from this Suggested Order

Supplier: From the drop-down list you can amend the Supplier against which this Order is to be generated

Purchase Qty: You can amend the Purchase quantity from the Suggested Order Quantity

Fixed Buy Price: This is prefilled with the evaluated Buy Price. If the previous field is ‘checked’ then the price in this field can be amended.

Assembly Items

Select: ‘Check’ the checkbox where you want the Item’s Suggested Order to be created into an actual order.

Assembly Order Date: From the drop-down calendar you can amend the date when the Item should be ordered

Order Qty: You can amend the Assembly Order quantity from the Suggested Order Quantity

Source of Requirement

Required Date : ths date field can be modified if necessary.

Required From : Display field showing the source of the requirement.

Requirement Order Type : Display field - either Job or Assembly or Sales

Requirement Order No. : Display field

Required Qty : Display field

Requirement Unit : Display field

Task Name: Display field

Buttons

Close: This will close the Create Required Orders screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

Split Requirements: If this is selected then a separate panel will appear in which you can split the suggested requirements across one or more Suppliers.

Reports: This will bring up a list of Reports that are related to Create Required Orders. You can immediately run the report whilst still remaining in the Create Required Orders screen.