Requirements

The Procurement -> Requirements shows a report with a list of all the purchasable items that are required for specific orders (Source), when these are required (Requirement date), and when these should be ordered the latest (Action date) according to lead time.

For creating a Purchase Order for a single line:

• Click Create a Purchase Order on the item's line to create a new PO.
  • The PO, once saved, will be automatically linked to where these materials where demanded.

For creating a Purchase Order for several lines at once:

1. Select the lines by marking the checkboxes.
   • To select all line from the same vendor, first, select one line, then use the checkbox on the top-right, which now is not greyed out anymore.
   • All selected items must be purchasable from the same vendor.
2. Then, click the button Create purchase orders in bulk on the top-right.
   • The PO, once saved, will be automatically linked to where these materials where demanded.

Usage tips

1. If these items are available in stock and should be taken off the list, then bookings need to be finalized for these:
   • Book materials for a Manufacturing Order.
   • Book items for a Customer Order.
2. Customer Orders, for which bookings have never been raised, are not displayed here.
   • Demand needs to be created while trying to book the item to the CO.

Important notes

• The software shows the first 10000 parts sorted by the date when the part is required.