Converting Planned Orders into Purchase Requisitions 

Use

If the start date of a planned order lies in the opening period (see Creation Indicator), you must arrange the procurement. For materials procured externally, you should convert the planned order into a purchase requisition.

In exceptional cases, you can also convert planned orders into purchase requisitions for materials produced in-house. This is then useful if there are capacity bottlenecks and only part of the procurement quantity can be produced in-house and the rest must be procured using purchase orders. In this case, the material type must allow both in-house production and external procurement.

The following options are available:

You can convert the total planned order quantity or just part of it. Partial conversion is useful if the requirements situation has changed or you want to produce part of the planned order in-house.

Collective conversion is also possible as a background job.

All purchase requisitions that were created as described above are firmed automatically. They are no longer changed by the system in subsequent planning runs.

Procedure

Total Conversion or Partial Conversion of Individual Planned Order

  1. Starting from the MRP node, choose Planned order ® Convert to purchase requisition ® Individual conversion.

    2. The initial screen for the individual conversion of planned orders now appears.

  2. Enter the number of the planned order you would like to convert into a purchase requisition and choose .

    3. The detail screen for the individual conversion of planned orders now appears.

    The first part of the screen displays the data of the planned order and the second part of the screen shows the data of the purchase requisition. This data is partly drawn from the planned order and partly from the material master. If necessary, you can overwrite this data.

  3. Enter data as required.
  4. In the case of partial conversion only: in the Converted quantity field the system automatically proposes the planned order quantity. Overwrite this value with the quantity that is actually to be converted and transferred to the purchase requisition and choose Enter.

    5. The system displays the message Planned order only partially converted.

    The Planned order quantity is automatically reduced to the remaining quantity. You can correct or delete the planned order quantity. If you delete the planned order quantity, the system automatically deletes the planned order during conversion.

  5. Save your entries.

The planned order is converted totally or partially into a production order.

Collective Conversion Online

  1. Starting from the MRP node, choose Planned order ® Convert to purchase requisition ® Collective conversion.

    2. The initial screen for the collective conversion of planned orders now appears.

  2. Enter the MRP controller number and the plant.
  3. Limit the selection further, if necessary, using the opening date and the procurement type.
  4. Choose .

    5. The system displays a list of all the planned orders that fulfill the selection criteria.

  5. Select the required planned orders.
  6. Choose Convert online or Do not convert online.

With Convert online, the system displays the screen for individual conversion once again before the conversion for each planned order and gives you the opportunity to edit it.

With Do not convert online, the system converts the planned orders selected directly into purchase requisitions.

If necessary information is missing for creating a purchase requisition, the system interrupts the conversion procedure and displays the screen for individual conversion. You can then add the missing data here. If you choose Enter, the system continues with the conversion.

To avoid the interruption of the conversion procedure, you can predefine default data for the purchase requisition. To do this, choose Goto ® Purchase requisition default data and enter the required data. This data applies to all purchase requisitions created in the conversion.

Collective Conversion as a Background Job

Collective conversion as a background job is particularly useful, if you have set the planning run so that purchase requisitions are created directly within the opening period and planned orders are created outside of the opening period. These planned orders must be converted into purchase requisitions on time. You can do this using conversion as a background job.

  1. Starting from the MRP node, choose Planned order ® Convert to purchase requisition ® In background.

    2. The display of available variants appears.

  2. Choose Variants, and enter your variants.
  3. Enter the necessary attributes for the variants.
  4. Schedule the variants.

The system converts the planned orders into purchase requisitions automatically on the dates entered.