Automatic Load Building
&USE&
In the automatic load building function, the system combines existing purchase requisitions and purchase orders. It only takes into account purchase requisitions and purchase orders with a single vendor for a single site or site group.
&INTEGRATION&
For more information on the possible process variants that can be used, see Load Building .
&PRECONDITION&
You must have set the
Automatic Purchase Order
indicator in the purchasing data of the vendor master, and the
Automatic Purchase Orders Allowed
indicator in the master records for the articles involved.
Features
The system determines all the open purchase requisitions and promotion purchase orders placed with one vendor for each site or for a site group and groups them together in a single load. It determines the total weight, total volume, total units and total value for each load. The results are documented in the list of results:
The following cases can occur:
The load meets all the requirements contained in the restrictions.
The system generates an appropriate purchase order. You can use the submission number to define a release strategy (see Release Procedure ).
The load does not meet the minimum requirements contained in the restrictions (for example, because the value is too low).
The system determines the articles that are to be ordered automatically in load building. From there it uses the forecast data to determine the articles with the smallest days' supply for increasingly long periods. The system increases the number of pieces of this article until the restrictions for the load have been met. The maximum number of days for which the system determines future requirements can be defined as required. The system does, however, keep the shelf-life expiration date of the merchandise in mind.
As a result:
For articles with existing purchase items, an item is added in a new purchase order
For articles that already have purchase order quantities, the existing quantities are increased.
For articles without existing purchase orders and purchase requisition items an item is added in a new purchase order
If the system reaches the minimum requirements for the load during this procedure, it generates a purchase order and releases this automatically. Otherwise, it generates a purchase order, but locks it and flags it for manual rework in the log.
The load does not meet the maximum requirements contained in the restrictions (for example, because the load is too heavy).
The system creates the purchase order and flags it for manual rework.
The system lists all the purchase orders created and processed by automatic load building and the purchase requisitions and additional quantities for purchase orders that were optimized but not created.
Activities
To run automatic load building, go to the
Purchase Order screen
and choose
Order Optimizing
PO-Based Load Building
Load Building Run.
