Automating Purchasing with Requirements - Revision history

Claudefeistel2: /* Working with Requirements */

2010-02-09T15:55:33Z

‎Working with Requirements

Claudefeistel2 at 21:32, 23 December 2009

2009-12-23T21:32:24Z

Claudefeistel2: /* Working with Requirements */

2009-12-22T21:15:54Z

‎Working with Requirements

Claudefeistel2 at 19:29, 21 October 2009

2009-10-21T19:29:26Z

Claudefeistel2 at 15:23, 20 October 2009

2009-10-20T15:23:23Z

Claudefeistel2 at 15:18, 20 October 2009

2009-10-20T15:18:41Z

Claudefeistel2 at 21:41, 19 October 2009

2009-10-19T21:41:45Z

Sichen: /* Creating Requirements */

2008-02-29T19:39:18Z

‎Creating Requirements

Sichen at 19:35, 29 February 2008

2008-02-29T19:35:30Z

Sichen at 00:33, 2 November 2007

2007-11-02T00:33:20Z

@@ Line 56: / Line 56: @@
   *  You can look up Requirements manually with [Find Requirements].
-When you have approved requirements, you can use an one of the three "Approved Requirements" buttons, refer to [[Approved Requirements Screen]], to see the vendors with approved requirements of each type (Product, Internal, or Transfer).
+When you have approved requirements, you can use any one of the three "Approved Requirements" buttons, refer to [[Approved Requirements Screen]], to see the vendors with approved requirements of each type (Product, Internal, or Transfer).
 You can review order information produced from the Requirements, produce the orders, or cancel the requirements on these pages.

@@ Line 64: / Line 64: @@
-[[Requirements]] << Manual pages
+[[Requirements]] << Manual pages >> [[Material Resources Planning]]
 Tab pages >> [[Material Resources Planning|Planning Tab and MRP]]
 [[Procurement Processes]] << Section pages >> [[Inventory Processes]]

← Older revision		Revision as of 21:15, 22 December 2009
Line 62:		Line 62:
	For details about using the Requirements processing screens to handle your needs for additional inventory,		For details about using the Requirements processing screens to handle your needs for additional inventory,
	refer to [[Step By Step: Using the Inventory Requirements]].		refer to [[Step By Step: Using the Inventory Requirements]].
		+
		+
		+	[[Requirements]] << Manual pages
		+
		+	Tab pages >> [[Material Resources Planning\|Planning Tab and MRP]]
		+
		+	[[Procurement Processes]] << Section pages >> [[Inventory Processes]]

@@ Line 25: / Line 25: @@
 * '''Requirement for order when ATP Reaches Minimum Stock for Product-Facility''' – a Requirement is created for the quantity of the order item if the ATP is below minimum stock, without regard to reorder quantity.  (This is often used for simple automated purchasing.)
 * '''Drop ship only''' – The item is only drop shipped.
-* '''Auto drop ship on low quantity''' – Item is drop shipped based on quantity.
+* '''Auto drop ship on low quantity''' – Do Not Use, not supported in '''opentaps'''.
 '''Additional Configuration for Requirements'''

← Older revision		Revision as of 15:23, 20 October 2009
Line 62:		Line 62:
	You can review order information produced from the Requirements, produce the orders, or cancel the requirements on these pages.		You can review order information produced from the Requirements, produce the orders, or cancel the requirements on these pages.

−	For details about using the Requirements processing screens to handle your needs for additional inventory, refer to [[Step By Step: Using the Inventory Requirements]].	+	For details about using the Requirements processing screens to handle your needs for additional inventory,
		+	refer to [[Step By Step: Using the Inventory Requirements]].

@@ Line 29: / Line 29: @@
     '''???(Note that this setting has not been verified.)???!!! What???'''
-When requirements are automatically created, they are created in the warehouse defined by the facilityId of the product store of the order.  Minimum stock and reorder quantity are defined as part of the [[Inventory Stock Levels]] for a product.  If you set a days to ship, a required by date will be created as well on your Requirements.
+'''Additional Configuration for Requirements'''
-If you want to create purchase orders or drop shipments automatically, create suppliers for your product under the [Catalog] > [Product] >> [Suppliers] tab, and designate one supplier as the “Main Supplier” under the “Supplier Order Pref” field.  The requirements will then be automatically created for with this supplier.
+When Requirements are created automatically, they are created as follows:
 ===Working with Requirements===
-Once your requirements have been created, go to the [[Open Requirements Screen]] in the [[Purchasing Reference Manual|purchasing application]].  You can look up the Requirements here manually, or you can use the [Approve Requirements] tab to look up a list of all outstanding Requirements and approve them in bulk.
+To work with the Requirements you have created navigate to this screen:
-After you have approved requirements, you can use [[Approved Requirements Screen]] to see the vendors with approved requirements for them.  The “# Products” is for the number of distinct products approved for this vendor.  For example, if product A has been approved with quantities 2 and 3, it comes as 1 product in this column.  Select a warehouse where you would like a purchase order to be shipped, click on [Prepare Order] to go to the next [[Prepare Purchase Order Screen]], where you can review the quantities and prices of products to be ordered and create a purchase order for the items.
+For details about using the Requirements processing screens to handle your needs for additional inventory, refer to [[Step By Step: Using the Inventory Requirements]].

@@ Line 3: / Line 3: @@
 ===What are Requirements?===
-Requirements are records opentaps uses to denote when inventory is needed either for manufacturing or for orders.  There are two types of Requirements: Product Requirements and Internal Requirements.  Product Requirements are used to create purchase orders, and Internal Requirements are used to create production runs.
+Requirements are the records '''opentaps''' uses to denote when inventory is needed either for production or for resale business.  These two types of of Requirements, Product Requirements and Internal Requirements, are used as follows:
 ===Creating Requirements===
-Requirements are usually created automatically either when [[Material Resources Planning]] (MRP) is generated or when customer orders cause them to be created.  To create requirements with MRP, use the [[Run MRP Screen]] in the [[Purchasing Reference Manual|purchasing application]].  '''IMPORTANT NOTE: we recommend that you use MRP instead of the following requirements settings, as they do not support modifying or canceling requirements when the order is modified or canceled.  The information below is presented for reference only.'''
+Requirements can be created automatically in either of these two ways, but only one method should be used:
-To create requirements automatically as orders are created, set the “Requirement Enum” field of the Product.  The different requirement settings are:
+   '''???(Note that this setting has not been verified.)???!!! What???'''
 When requirements are automatically created, they are created in the warehouse defined by the facilityId of the product store of the order.  Minimum stock and reorder quantity are defined as part of the [[Inventory Stock Levels]] for a product.  If you set a days to ship, a required by date will be created as well on your Requirements.

@@ Line 7: / Line 7: @@
 ===Creating Requirements===
-Requirements are usually created automatically either when [[Material Resources Planning]] (MRP) is generated or when customer orders cause them to be created.  To create requirements with MRP, use the [[Run MRP Screen]] in the [[Purchasing Reference Manual|purchasing application]].
+Requirements are usually created automatically either when [[Material Resources Planning]] (MRP) is generated or when customer orders cause them to be created.  To create requirements with MRP, use the [[Run MRP Screen]] in the [[Purchasing Reference Manual|purchasing application]].  '''IMPORTANT NOTE: we recommend that you use MRP instead of the following requirements settings, as they do not support modifying or canceling requirements when the order is modified or canceled.  The information below is presented for reference only.'''
 To create requirements automatically as orders are created, set the “Requirement Enum” field of the Product.  The different requirement settings are:
@@ Line 15: / Line 15: @@
 * Requirement for order when ATP reaches minimum stock for Product-Facility (PRODRQM_ATP) – a Requirement is created for the quantity of the order item if the ATP is below minimum stock, without regard to reorder quantity.  This is what you usually want to use to automate purchasing.
 * Drop ship only (PROD_RQM_DS) – The item is only drop shipped.
-* Drop ship on low quantity – Item is drop shipped based on quantity.
+* Drop ship on low quantity – Item is drop shipped based on quantity.  (Note that this setting has not been verified.)
 When requirements are automatically created, they are created in the warehouse defined by the facilityId of the product store of the order.  Minimum stock and reorder quantity are defined as part of the [[Inventory Stock Levels]] for a product.  If you set a days to ship, a required by date will be created as well on your Requirements.

@@ Line 9: / Line 9: @@
 Requirements are usually created automatically either when [[Material Resources Planning]] (MRP) is generated or when customer orders cause them to be created.  To create requirements with MRP, use the [[Run MRP Screen]] in the [[Purchasing Reference Manual|purchasing application]].
-To create requirements automatically as orders are created, set the “Requirement Enum” field of either a Product or of an entire Product Store.  The different requirement settings are:
+To create requirements automatically as orders are created, set the “Requirement Enum” field of the Product.  The different requirement settings are:
 * None (PRODRQM_NONE) – No requirements are created on ordering.  Only MRP will trigger requirements.
 * Automatic for Every Sales order (PRODRQM_AUTO) – a Requirement is created each time an order is created, for the quantity of the item ordered.