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Documentation > MAC-PAC Reference Library > Distribution > Purchasing > Screens > Vendor Allocation Request > PO370S01 - Request Detail

PO370S01 - Request Detail

 

 

WILLIAMS     PLT BEL             PURCHASING                            7/20/94

 DSP01                         VENDOR ALLOCATION                         DETAIL

                                                                               

                       Request                 X                               

                                                                                

                       Requestor               WILLIAMS                        

                                                                               

                       Begin Date              101094                           

                                                                               

                       End Date                103094                          

                                                                                

                       Quota Calculation :                                     

                                                                               

                               Planned Quantity                    X           

                               Received Qty Not Accounted For                  

                                                                               

                       Request Type:        1                                  

                                                                               

                               1 - By Item                                     

                               2 - By Requisition                              

                                                                                

 F2=Command          F3=Exit             F17=New Plant                         

                                                                               

                                                                                

 

 

This screen allows the user to request that purchase requisitions be allocated to specific vendors and that Purchase Order Releases be applied to existing POs.

To be processed, requisitions must meet all of the following conditions:

1.   The requisition's status must be P (planned) (it must have been generated through either          Requirements Planning or Master Scheduling);

2.   The Purchase Order Generation flag in the Part Master file must be set to Y;

3.   The requisition due date must be between the request's begin and end dates.  The             ending date is calculated by adding the part's fixed leadtime and dock-to-stock leadtime        to the begin date.

Note:  The vendor allocation request can be processed multiple times during one period by modifying the beginning and ending dates.  However, if you submit multiple requests in the same period and changes have been made to the planned quantities, you run the risk that unnecessary requisitions could be created.  In other words, changes for the same period cannot be "backed out" if the vendor allocation request has already been processed.

For each part, releases will be processed for the first 10 Item/Vendor Relationships defined on the system (sorted by Planned Quantity).  The allocation amount calculated for each release line will depend on the quota calculation method using the Planned Quantity or Planned Quantity Not Accounted For.  For each eligible vendor that has a Planned Quantity greater than zero, the allocation process will create a scheduled release for the first open blanket order set up for that item which has not been filled.

The way that release lines are applied to Purchase Orders is determined by which allocation method is selected; By Item or By Requisition.  When processed, each release will take into account:

1.   The minimum order quantity entered during the Item/Vendor relationship       conversation;

2.   The requisition quantity not yet allocated to the different vendors;

3.   The previously calculated allocation quota.

PLANT

Required.  Identifies the plant from which the item requisitions are generated.  Must be a valid plant defined on the Warehouse Description File (IC170M).  The plant code may be changed by pressing F17.

REQUEST

Required.  When an X is entered in this field, it indicates that the user is ready to submit the vendor allocation request.  Once submitted, this job must be released using the processing menu.

REQUESTOR

Optional.  Identifies the person/group that is responsible for the vendor allocation request.  After a request has been submitted, this field will retain its information until it is overridden or cleared.

BEGIN DATE

Required.  Represents the beginning date from which new requisitions will be processed.  Automatically defaults to the date entered when the previous vendor allocation request was submitted.

END DATE

Required.  Indicates the end of the period in which the requisitions will be processed.  The leadtime for each part will be added to the end date, then the requisition due date will be compared to the calculated begin date.  Thus, the end date should define the period within which purchasing activity should be initiated in order to meet future due dates.  The end date must be greater than the system date.

QUOTA CALCULATION PLANNED QUANTITY

Required (if Planned Quantity Not Accounted For is blank).  If this option is selected, the quota is based on the annual quantity expected to be purchased by the vendor.  Quotas calculated using this method are calculated once per vendor allocation request and will be applied to all requisition amounts.

QUOTA CALCULATION PLANNED QUANTITY NOT ACCOUNTED FOR

Required (if Planned Quantity is blank).  If this option is selected, the quota is based on the amount of the annual planned quantity which has not been accounted for.  This is measured using the greater of the Ordered Quantity or the Received Quantity.  Using this method quotas are recalculated each time a requisition amount is processed.  This is because the planned quantity accounted for changes each time a release is generated which in turn changes the quota percentage.  This quota calculation/application cycle is repeated until all the requisitions within the vendor allocation request dates have been processed.

ALLOCATION METHOD

Required.  This field indicates how the releases (generated by applying the quota percentage to the requisition amounts) will be applied to POs:  By Item or By Requisition.

If release lines are allocated by item, each line is applied to a single open PO until all releases have been applied or the maximum PO amount has been reached.  If the maximum amount has been reached, the remaining releases will be left as open requisitions and will be highlighted on report (PO280B).

If release lines are allocated by requisition, each line is applied until all releases have been applied or the maximum PO amount has been reached.  If the maximum amount has been reached, the remaining releases will be applied to other available POs.

In either case, if the releases amount is less than the minimum order quantity, the amount will be recorded as an overallocation.  When this happens, the overallocated amount will be taken into account when future requisitions are processed.

COMMAND KEYS

Enter - Execute the allocation request, if the request field has been selected.

F2    - Display a window where a fast path option or mnemonic can be entered.  Fast path allows the next menu selection to be made directly from this screen.  When the window is displayed, pressing F3 will remove it.

F3    - Exit the program without processing the request.

F17   - Allow the user to enter/change the plant code.