Managing an Order Proposal

Once you have configured your parts, you can use the Create Order Proposal menu to help the customer to define when the parts need to be reordered.

Creating an Order Proposal

  1. Go to the page Create Order Proposal.
    Note:
    This order proposal take into account quantity in Stock, Reserved, Open Customer Order, Open Purchase Order and their Due Date, Ship Planned Date and Received Planned Date. Details for a part is available on Inventory Part Availability Planning.
  2. Select your Site for this calculation, all others fields can stay by default if you are not expecting a specific calculation.
  3. Click Finish.

    Your order proposal has been created.

You can find your proposal into Purchase Requisition Lines.

Changing a Proposal into an Order

  1. Go to Purchase Requisition Lines, you can find your proposal with the status Planned.
  2. You can release the lines that you want to transform in an order: select your lines and click Release.


    The status changes to Released.
  3. You can convert the requisition to order:
    1. Select your line(s).
    2. Click Convert/Transfer.
    3. Click Requisition to Order.
      Note:
      You can Convert/Transfer several lines only if they are for the same Supplier.
    A pane appears.
  4. In this pane:
    1. You can create a new order, select Create New or add your proposal to an order, select Add to Order and select an order that exists .
    2. To ensure that only one Order is created: select the same Coordinator and Buyer. If they are different, several purchase orders will be created .
      Tip:
      We advise you to put your user account in Coordinator and Buyer fields when you perform this step.
    3. Click OK.


    A dialog appears, you can access your purchase order.

    In this purchase order, you can change Quantity, Lines, Planned Delivery Date.