Generating Purchase Orders Based on Demand

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Overview

Purchase orders can be created based on demand for replenishment. Requirements are assessed considering all relevant demand orders, including:

  • Demand for sales orders
  • Demand for kitting orders
  • Demand for internal orders

Demand Fulfillment Settings

To enable a special workplace for purchase order generation:

  1. Go to Master data and settings > Warehouse and delivery.
  2. Click Demand fulfillment and select the Assigned order fulfillment checkbox.
  3. Under Demand fulfillment, select the Advanced option.

Generating Purchase Orders Based on Demands

  1. Go to Warehouse and deliver > Demand-driven orders.
  2. In Step 1, apply the required filters. For example, you can filter demands by items or warehouse.
  3. In the Supply source type field, select Purchase.
  4. Click Next.
  5. In Step 2, select a Procurement strategy if there is any.
  6. Click Next.
  7. In Step 3 the system will automatically:
    • Show the demand to procure in accordance with min/max settings.
    • Preset the quantity of materials (see the To order column).
    • Show the key min/max settings, such as Balance, Minimum inventory, Maximum inventory, and other. Select the checkboxes of the item you want to order and click Next.
  8. This step is usually skipped in this process. Click Next.
  9. In Step 4, the system will automatically:
    • Fill the demand to procure in accordance with sales, transfer, and kitting orders.
    • Preset the quantity of materials and show reference documents.
    • Recalculate and round the purchasing UOM and quantity in accordance with the order package options and the minimum delivery lot (see the To order column).
  10. Select the checkboxes of the items you want to order in the To order column.
  11. If required, edit the To order, Procurement strategy, Source of supply, and Delivery date.
  12. Click Next.
  13. In Step 5, check item data before creating purchase orders, then click Create orders. The system will automatically:
    • Create purchase orders.
    • Fill data from the demand.
    • Leave a comment confirming that the purchase order is created in the application.
    • Try to post the document and set the Pending approval status.
    • If there is not enough information to post the document, save the purchase order as a draft to fill and post it afterward.
  14. In Step 6, check a list of purchase orders created. Open each document, add the missing details, and Post it.
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