New features added, version 7.5.1, 7.5.2, 7.5.3, 8.1
Program PORK, Requisition to PO Conversion, is used to create purchase orders from requisitions. Requisition lines must be approved before they can be selected in this program.
All approved requisitions are displayed and can be selected for purchase order creation. All selected requisition lines for the same vendor will be placed automatically on the same purchase order unless purchase order numbers are assigned manually.
All requisition information can be maintained before the purchase order is created, including the detail information on the More Detail screen.
When adding quantities to a purchase order line, the purchase order line will be re-priced for the new quantity. Any manually entered prices will be overwritten.
The quantity available will be displayed in red if it is negative.
Requisitions for Multiple Plants
Requisitions for Blanket Purchase Orders
Creating Purchase Orders from Requisitions
Purchase Order Creations Parameters
Items will have different color descriptions based on the type of item entered.
* Red: kit items
* Green: model items
* Brick Red non-maintain on hand items
* Blue non stock items
* Black all other item types
* Purple service requisitions
* Orange The item exists on an open pull card in program IPSM, Inventory Pull Card Definition, where the from unit code and plant code are the same as the logged in unit code and plant code, and the to unit code and plant code are different than the logged in unit code and plant code.
The information displayed here is dependent on the Centralized Purchasing flag for the user in program SPUM, System Authorization Maintenance.
* If the flag is set to on, all approved requisitions for all plants are displayed in this program.
* If the flag is set to off, only requisitions entered and approved in the users current plant will be displayed for selection.
When Centralized Purchasing is being used, and requisitions from multiple plants can be selected for purchase order creation, all items selected for the same vendor will be placed on the same purchase order for the selected ship to location.
* The purchase order will be created in the user's current plant.
* For requisitions from other plants, when the purchase order line is created, distribution details will be entered in the lower block for the plant from which the item was requisitioned. This means that the item can only be received into that plant.
Requisitions for items and vendors with blanket purchase orders will generate a blanket purchase order release when the purchase order is created in this program. The following requirements must be met:
* The requisition is entered for an item, purchase unit of measure, and vendor for which a blanket purchase order exists.
* The required date for the requisition line falls within the effective dates for the blanket purchase order.
The blanket purchase order release will be created according to the requisition values and not the blanket purchase order values. For example, order quantity, cost, and description.
1. Enter your initials.
2. In the Buyer pop-list, select the buyer that will be assigned to the purchase orders that you are creating.
* The program will query all approved requisitions for items that have been assigned this buyer in program ICPM, Inventory Planning Data Maintenance, and the approved requisitions for items that have not been assigned a buyer code.
* If you leave this pop-list blank, all existing approved requisitions will be queried, but you must select a buyer before creating purchase orders.
* If the employee number assigned to the user's security record in program MUSC, User Security Maintenance, is the same as the buyer code, this pop-list will default to the buyer code when the user enters the program.
3. In the Ship To pop-list, select the ship to location that will be assigned to the purchase orders that you are creating.
4. Place your cursor in the lower block and press [Execute Query] to display all approved requisitions.
* You can enter query information before pressing [Execute Query]. For example, if you only wished to create purchase orders for a specific item, you would enter the item number and press [Execute Query].
5. You can maintain the requisition information displayed here.
* You can change the item number, vendor number, purchase order unit of measure, order quantity, unit cost, and due date.
* The PO_COST_VARIANCE_ALLOWED parameter for the plant in program MURM, Initialization Parameter Maintenance, determines whether the price on the purchase order will be compared against the purchase order unit cost for maintain on hand items to see if it is within tolerance levels. The change in unit price is checked against the last cost retrieved when the line was re-priced.
* The background of the Order Qty field will change to red if the purchase order quantity is greater than the highest quantity break for which the purchase order line item qualifies. This feature does not apply to forms running through a browser.
* The background of the Order Qty field will change to yellow if the purchase order quantity is greater than 50% of the range it is in, as long as the quantity is less than the greatest minimum quantity. This feature does not apply to forms running through a browser.
* If the vendor quote only has one quantity break record in program VEQM, Vendor Quote Maintenance, the background of the Order Qty field will not change color.
6. To view or maintain the requisition line detail information, press the [More Details] 
button.
* Enter the project number to which this requisition is assigned, if appropriate.
* Enter the project line to which this requisition is assigned, if appropriate.
* Enter the vendor item number, if desired.
* Set the Service flag to on if this requisition line is for a service.
* Set the Taxable flag to on if the requisition line is taxable.
* Enter the stock quantity, if it is different from the quantity displayed here. This quantity is calculated from the order quantity and unit of measure conversion factor.
* The item description and item POS description is displayed here.
7. To view the vendor pricing for the item, purchase unit of measure, and vendor combination, press the [Vendor Pricing] 
button.
* Information includes the item number, vendor number, unit price, minimum quantity, and effective dates.
* The color of this button will change to red if the purchase order quantity is greater than the highest quantity break for which the purchase order line item qualifies.
* The color of this button will change to yellow if the purchase order quantity is greater than 50% of the range it is in, as long as the quantity is less than the greatest minimum quantity.
* This button is grayed out if there is one or less quantity break for the vendor quote.
* For the web version, the button does not change color. Instead, there is a red dot next to the button if there are multiple quantity breaks for the item.
8. To view and maintain requisition line comments, press the [Comments] 
button next to the Req No field.
* Requisition line comments can be maintained before and after the purchase order has been created.
9. You can change the order in which the approved requisitions are displayed using the Sort By pop-list. The following options are available:
* Due Date, Item: display in order of due date and item number.
* Item, Vendor: display in order of item number and vendor number.
* Req No: display in order of requisition number.
* Vendor, Item: display in order of vendor number and item number.
10. Set the selection flag to the left of the purchase order line to on if you wish to create a purchase order line from the requisition.
* Press the [Select All] 
button to set the selection flag to on for all displayed requisition lines. Specific requisition lines can be de-selected after this button has been pressed.
11. Set the selection flag to the left of the purchase order line to off if you do not wish to create a purchase order line from the requisition.
* Press the [Deselect All] 
button to set the selection flag to off for all displayed requisition lines. Specific requisitions can be selected after this button has been pressed.
12. When all desired requisitions are selected, press the [Create PO Lines] button.
13. Purchase order lines will be created for all selected requisition lines, and will be displayed in this program until you exit the program or generate another batch of purchase order lines.
14. Purchase orders are selected and created using the following parameters.
* Purchase order numbers are generated automatically according to the auto-numbering feature set up in program SPAN, Auto Number Control, for purchase orders. You can number the purchase orders manually by entering the desired purchase order number in the PO Number field.
* Purchase orders are entered in the currency assigned to the vendor in program VEMM, Vendor Master Maintenance.
For each requisition line, the purchase order generation process completes the following steps:
a. Checks for open purchase orders in program POEM, PO Entry/Maintenance, for which the print flag is set to on for the same vendor/buyer.
b. Checks the open purchase order lines on that purchase order for the same:
* Item number
* Purchase unit of measure
* Work order and operation sequence
* Project and project line
Preference is given to purchase orders created within the current session.
c. If there is an open purchase order line that meets the above criteria, the requisition line will be added to that purchase order line in the following manner.
* If the requisition due date is the same as the purchase order line due date, the purchase order line quantity will be incremented with the requisition quantity and the pricing will be adjusted appropriately. Any manually entered prices will be overwritten.
* If the requisition due date is different, distribution details will be created for the old due date and quantity and the new due date and quantity. The purchase order line and pricing will be updated to reflect the combined quantities. Any manually entered prices will be overwritten. The purchase order line due date will be the earliest due date.
d. If there is no open purchase order line that meets the above criteria, the creation process will look for an open, unprinted purchase order for the same vendor and buyer and add a new purchase order line with the requisition quantity and due date.
This means that quantities will only added if the purchase order line is for the same work order and operation sequence, project and project line, or sales order and sales order line. Requisitions that are not assigned to any of these will be added to purchase order lines that are not assigned to any of these.
e. Non-stock requisition lines will always have a new purchase order line created.
f. If there is no open, unprinted purchase order in program POEM, PO Entry/Maintenance, for the vendor and buyer, a new purchase order will be generated.
* If other requisition lines exist for a vendor for which a purchase order was created, the purchase order number that was created will be entered in the PO Number field for the other requisition lines for the same vendor.
* You can clear the PO Number field for the other requisition lines for the vendor, select them, and press the [Create PO Lines] button to have a different purchase order created.
* You can manually enter a different purchase order number in the PO Number field to have another purchase order created for the requisition lines when the [Create PO Lines] button is pressed again.
g. When calculating the due date for the purchase order line, the requisition due date is considered. If the requisition due date is past due or if it is less than the current system date plus the purchasing lead time, the due date is adjusted to be the current system date plus the item's purchasing lead time. Requisition due dates that are not past due or within the purchasing lead time of the current system date will be preserved and applied to the purchase order line.
* The purchasing lead time is determined as follows:
The lead time on the vendor quote for this item, purchase unit of measure, and vendor.
The lead time for the item for this plant on the Plant Tab in program ICPM, Inventory Planning Data Maintenance.
The lead time for the item for this manufacturing enterprise on the Default ME Tab in program ICPM, Inventory Planning Data Maintenance.
* If the current system date is 06-20-03 and the lead time for the item is 5 days, the following examples hold true:
Req Due Date PO Line Date
05-29-03 06-25-03
06-20-03 06-25-03
06-22-03 06-25-03
06-26-03 06-26-03
* If the PORK_RECALC_DUE_DATE parameter is set to Y in program MURM, Initialization Parameter Maintenance, the due date will always be recalculated. When it is set to N, it will be recalculated as described above.
15. To view and maintain purchase order line comments, press the [Comments] button next to the PO Number field.
* Purchase order line comments can be maintained after the purchase order has been created.
16. If you requery the lower block, all purchase order numbers will be cleared from the PO Number field for requisition lines that have not been converted to purchase orders.
17. Purchase orders can be viewed and maintained in program POEM, P.O. Entry/Maintenance.
18. If the purchase order could not be created, an error message will be displayed, and the requisition line will appear in red. The error message can be viewed with the [More Details] 
button.
Next to the Req No field, press this button to view and maintain requisition line comments, before and after the purchase order has been created.
Next to the PO Number field, press this button to view and maintain purchase order line comments, after the purchase order has been created.
Press this button to create purchase order lines from the selected requisitions.
More Details
Press this button to view and maintain additional details for the requisition line.
Press this button to select all displayed requisition lines for purchase order creation. The selection flag is set to on. Specific requisition lines can be de-selected after this button has been pressed.
Press this button to display the vendor pricing from program VEQM, Vendor Quote Maintenance, for the vendor, item, and purchase unit of measure.
* The color of this button will change to red if the purchase order quantity is greater than the highest quantity break for which the purchase order line item qualifies.
* The color of this button will change to yellow if the purchase order quantity is greater than 50% of the range it is in, as long as the quantity is less than the greatest minimum quantity.
* This button is grayed out if there is one or less quantity break for the vendor quote.
* For the web version, the button does not change color. Instead, there is a red dot next to the button if there are multiple quantity breaks for the item.