Converting Planned Orders to Subcontracting Purchase Requisitions

Use

Parts can be repaired or refurbished in an inhouse workshop or by a subcontractor. If the part is relevant for material requirements planning (MRP), the MRP run suggests a planned order for the required quantity. The planner then converts these planned orders into subcontracting purchase requisitions to trigger procurement processes and have an unserviceable part available in stock repaired by an external subcontractor. During the conversion, information required for subsequent processes is also transferred.

During conversion of the planned order you can do the following:

  • View a stock overview and select any unserviceable stock that is to be provided to the subcontractor. You can then transfer the details for the selected stock to the repairable part of the component. The transfer of stock information (plant, storage location, batch/valuation type) to the component to be refurbished takes place if the stock information is valid for the component material and special stock type.

  • If parts are serialized, you can select serial numbers that are unserviceable. The details of the serial numbers are copied to the subcontracting purchase requisition.

  • Select the subcontracting type manually based on the material number of the part for which the purchase requisition is created and the material number of the unserviceable part that is to be provided to the subcontractor. T he user must manually define the MPI for the components.

  • If there is a bill of materials (BOM) for the material for which the purchase requisition is created, the system proposes the subcontracting type.

    Note Note

    A purchase requisition can also be created directly from the MRP run with the subcontracting type as default if there is a BOM for the material for which the purchase requisition is created. For more information, see Creation of Subcontracting Purchase Requisitions from MRP .

    End of the note.

Prerequisites

  • The purchase requisition must have an item category that defines that it is relevant for subcontracted repair, for example L .

  • The purchase requisition must have one of the following subcontracting types:

    • 1 (refurbishment with unchanged material number)

    • 2 (refurbishment with changed material number)

  • For the serial number check, the material must be a serialized material, or else the Serial Number button is not displayed and serial numbers cannot be assigned.

  • You must implement BAdI BADI_ROTSUB_STOCK so that the Stock button is visible and you can transfer stock information..

Procedure

  1. Start of the navigation path Choose Logistics Next navigation step Materials Management Next navigation step Material Requirements Planning (MRP) Next navigation step MRP Next navigation step Evaluations Stock/RequirementsList End of the navigation path or MRP List . Depending on your choice, the Stock/Requirements List: Initial Screen or the MRP List: Initial Screen appears.

  2. On the Individual access tab page, enter the material for which you want to convert the planned order into the subcontracting purchase requisition.

  3. Choose Enter . Depending on your choice the stock/requirements list or the MRP list appears.

  4. Choose next to the planned order that you want to convert into a subcontracting purchase requisition. The Additional Data for MRP Element dialog box appears.

  5. Start of the navigation path Choose Next navigation step Pur.Req End of the navigation path .

    The Convert Planned Order into Purchase Requisition screen appears.

  6. To define the purchase requisition as subcontracting-relevant and ensure the Stock and SerNo. buttons are displayed, you must enter the Item Category field with a subcontracting-relevant item category, for example, L. You can select the subcontracting type manually based on the material number of the part for which the purchase requisition is created and the material number of the unserviceable part that is to be provided to the subcontractor.

  7. If there is a bill of materials for the part, it is read and the components are transferred to the planned order.

  8. You can enter components by choosing Enter Components , the components screen is called and the components has a subcontracting-relevant item category. The special stock is entered for the rework component and a rework component must be created, if no component exists.

  9. To select stock information, choose Stock . The Stock Overview: Basic Screen appears. Under Stock Overview , the system displays the available stock information. You can select the stock information you want to transfer to the purchase requisition and choose F3 or Back .

  10. If you want to assign serial numbers to the material, choose SerNo . The Maintain Serial Numbers popup appears. You can select serial numbers without having maintained a batch or valuation type, but if there is a batch/valuation type maintained they should match the master data.

  11. Save the information to finish the conversion of the planned order to the subcontracting purchase requisition. The system returns to the stock/requirements list or MRP list.

Result

You have converted a planned order into a subcontracting purchase requisition..