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Procedure documentationGenerating Documents from Saved Recommendations

Prerequisites

You have executed an MRP run and saved the order recommendations for this scenario.

Procedure

  1. To view saved order recommendations, choose Start of the navigation path MRP Next navigation step Order Recommendation End of the navigation path.

    The Order Recommendation – Selection Criteria window appears.

  2. Filter the order recommendations you want to process and choose OK.

    For more information, see Order Recommendation - Selection Criteria.

  3. The Order Recommendation window appears, displaying the filtered recommendations of the selected MRP scenario.

    For more information about the fields in this window, see Order Recommendation.

  4. You can view a list of reports for the recommended item if necessary. To do so, select a recommendation, right-click in the Item Code column, and choose a report.

    • Qty in All Warehouses

      Use this report to view the Available, In Stock, Committed, and Ordered quantities of the selected item. To change the warehouse for receiving the quantities to be procured, select the alternative warehouse and choose the Choose button. To cancel your operation and go back to the Order Recommendation window, choose Cancel.

    • Alternative Items

      Use this report to view the alternative items for the selected item. To replace the recommended item, select an alternative item and choose the Choose button. To cancel your operation and go back to the Order Recommendation window, choose Cancel.

    • Preferred Vendors List

      Use this report to view and compare preferred vendors. To replace the recommended vendor, select an alternative vendor and choose the OK button. To cancel your operation and go back to the Order Recommendation window, choose Cancel.

    • List of Bills of Materials

    • Last Prices

      If you have specified a vendor code for the selected recommendation, the report displays the latest prices for the selected vendor. Otherwise, the report displays the latest prices for all vendors. You can use the selection criteria to filter last prices information, if necessary. For more information, see Last Prices Report.

    • Special Prices

      To view the special prices report, make sure you have specified a vendor for the selected recommendation. If you do not specify a vendor, the following error message appears: No special prices found; specify vendor code.

    • Discount Groups

      To view the discount groups report, make sure you have specified a vendor for the selected recommendation. If you do not specify a vendor, the following error message appears: No discount group found; specify vendor code.

  5. Make necessary changes to the recommendation.

    Different recommendation types have different ranges of editable fields. Cells in white indicate that you can change the value for this grid.

  6. To create documents from the recommendations, select the Create checkbox for recommendation lines from which you want to generate documents.

  7. To consolidate the documents to be generated, from the toolbar, choose Form Settings (Form Settings).

    In the Form Settings window, select the General tab.

    To group recommendations that share common attributes into one document, select the Consolidate Recommendations checkbox. The application groups recommendations according to the following rules:

    • For purchase orders and purchase quotations, group recommendations with the same vendor into one purchase order or purchase quotation.

      The consolidated document may contain multiple lines due to different warehouses, items, due dates, and delivery dates.

    • For production orders, group recommendations with the same due date into one production order.

      You can manually change the Due Date for recommendations. After you make the changes, the application takes the changed due date into calculation.

    • For inventory transfer requests, group the recommendations with the same From Warehouse and Due Date.