You must create a purchase order line for each of the outside processing items you are buying. You can modify purchase order lines to reference jobs or schedules other than those referenced in the requisition.

Automatically Generating Purchase Orders from Requisitions

Use the AutoCreate Documents window in Purchasing to generate purchase orders from approved requisitions. See: Autocreate Purchase Order Options

Manually Creating Purchase Orders and Lines

You can manually define a purchase order which includes one or more outside processing items. You can charge any resource on a job or repetitive schedule which has a charge type of PO Move or PO Receipt. You can even charge multiple jobs or repetitive schedules by including several distributions for a purchase order line. See: Entering Purchase Order Distributions.

Job Changes Generated to Related Purchasing Documents

Job date, status, and quantity changes can be passed to related purchasing documents. You can choose to have these changes fully automatic, automatic subject to approval, or manually created. The Purchase Order Approval and Requisition workflows are launched to initiate these changes to Purchasing. To support quantity increase or decrease changes, the purchase order or requisition quantity is updated - instead of creating a new requisition. The purchasing documents are automatically canceled when job status changes to Complete-No-Charges, Cancelled, or Closed.

For date changes to jobs, these workflows are only initiated if preset tolerance value set in the Work in Process Parameters window, are exceeded. This feature is applicable to discrete jobs, repetitive schedules, and maintenance work orders.

Need-By Date Tolerance values are used to initiate the workflow for automatic job date changes. These values are used by the Update OSP Need-by Date concurrent program. If the concurrent program is not submitted, these values are ignored. The concurrent program initiates the workflow for automatic job date changes when the number of days set in the Days Early field and Days Late field is exceeded.

Viewing Purchase Orders

You can view purchase order information including which jobs and/or repetitive schedules you are charging in the Purchase Orders window. You can view all purchase orders linked to a job or repetitive schedule by submitting the WIP Outside Processing report. See: WIP Outside Processing Report.