Procurement Assistant (SAP Business One)

Of the Procurement assistant for Customer orders in SAP Business One analyses open finished articles and generates demand indicators such as Production orders or orders. The assistant can be triggered in various ways:

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Manually within a Production order.
Directly from a customer order or offer.
About the Procurement assistants for customer orders.
From Customer orders using the module Material Requirements Planning.

Functionality:
The wizard can combine several demand triggers into one production order summarise. If no grouping takes place, the connection to the original demand trigger is retained. Parts lists are not automatically cancelled and components are not procured independently.

Steps of the assistant:

Analysis of the source documents:
The wizard checks open finished articles from Customer orders, Offered, Deliveries or a combination of these documents. The system checks whether items are defined as stock, sales or purchase items, whether a bill of materials is stored or whether they are drop shipment items.
Selection of articles and customers:
Items to be procured and the corresponding customers are selected.
Target document:
The wizard defines the target document: an order, supplier request, order request or production order.
Positions and supplier:
Items for the supplier enquiry are defined. The preferred supplier is selected from the item master data or adjusted manually.
Order data:
The order details for supplier orders are defined.
Summary:
An overview of the order data is displayed.

Note on automatically generated purchase requisitions:
In the voucher "Purchase requisition" is entered in the "Remarks" automatically the text "Origin: Disposition" to indicate the automatic generation of the transaction.