Realization of Proposed Order Window

The Realization of Proposed Order window consists of two panes. Material demand information recorded on the Demand Slip is displayed on the left pane. While demand delivery information is entered to the fields of the right pane; demand delivery information is recorded separately for each line located on the Proposal Realization window.

Material and/or service information is displayed on separate lines on the Demand Delivery window with the following column information:

• Demand Slip Number
• Type
• Code
• Description
• Variant Code
• Variant Description
• Delivery Date
• Quantity
• Undelivered Quantity
• Unit

When information on the Demand Delivery window is recorded without delivering the whole quantity of the demand, "There are outstanding demand transactions. Do you want to continue?" warning message is displayed.

When slips are recorded by clicking on "OK" button, demands can be generated on the same slip for outstanding and undelivered quantities.

If demands are delivered partially, the Status field of the related line is displayed as delivering. In such cases, the Status of the Demand Slip also changes to Delivering. If the line is delivered completely, the related Status field changes to Closed. The Demand Slip remains in the

Delivering status until all lines are closed. Cancelled demand lines are not displayed on the Demand Delivery window.

After selecting the related line, delivery information of demand lines is recorded on fields located at the right pane of the window. The fields and functions on this pane are:

Delivery Type: Indicates the delivery method. This field contains the following options:

• Purchase
• Production Order

The demand quantity of a single line can be delivered through multiple Production Orders or Order Slips.

The generation method used for proposal transactions is specified according to the Delivery Type of materials.

If the Delivery Type is Purchase:

If materials will be delivered through purchase transactions, Purchase is selected as Delivery Type when proposals are recorded. The number and date of the order slip are recorded on the Slip Nr. and Slip Date fields. The AR/AP and AR/AP Title fields display the code and title of the AR/AP from which materials or services will be purchased. Accounts Receivable/Payable are listed by clicking on "…" icon, and the appropriate definition is selected. If the AR/AP from which the material will be purchased is recorded on the Customers / Suppliers tab of the Material or Service, related records are automatically transferred into this field. If the Demand Slip is required to be recorded without specifying an AR/AP, a warning message is displayed indicating the existence of slip lines without and AR/AP.

The Delivery Quantity field indicates the quantity to be delivered with the current purchase order. The demand is transferred as default into the Quantity field of slip line. If the demand cannot be delivered completely, actual quantity to be delivered is entered on this field. A further demand is generated later for any outstanding quantities. Payment method and unit price information of order totals are recorded on the Payment Method and Unit Price fields. The Payment Plan assigned to the AR/AP specified on the Customers / Suppliers tab of material is transferred automatically into the Payment Method column, and can be modified when necessary. The information entered here is transferred as default into the Order Slip.

Purchase Prices defined for materials are transferred as default into the Unit Price column. The user may also enter unit price. Unit price options are listed by clicking on "..." icon, and a selection can be made.

Delivered and outstanding quantities of each demand and delivery line are tracked at the bottom of Proposed Orders and Production Orders Realization window. Order Slips with Approved status are automatically generated when the slip is recorded. The procurement date specified on the Proposal Slip is used as the Slip Date and Procurement Date of the generated order. As many Proposal Slips as required can be delivered through the same Order Slip by entering the same slip number.

If the Delivery Type is Production Order:

If demanded materials will be delivered through production, Production Order should be selected as Delivery Type on proposal slip lines.

Bills of material and revisions to be used in production are specified on the BOM Code and Revision Code fields of the demand slip line. The BOM Code entered on the BOM Relation window of the material is transferred as default into the BOM Code field of the proposal slip, and can be changed if necessary.

When the appropriate BOM is entered and recorded, production orders are generated with a Start Date equal to the Procurement Date of proposal, and with Not Started status. The planning method of the generated Production Orders is forward. The output relation field is used to track the proposal slip used to generate the production order.

Existing production orders without full output relations can also be used for proposal realization, instead of issuing a new Production Order.

Production Order selection criteria are:

• The Production Order should be released.
• The status should be Not Started or Work In Process.
• Output relations should not be established for the whole planned production quantity.
• The related Planned Input from Production Slip Date should be before the Procurement Date.

Combine Orders

Used to combine orders related to the same AR/AP during production planning proposal realization. Orders are combined by processing the Order Frequency specified on the AR/AP and the related Order Date. If orders related to the same AR/AP are to be combined in order to realize material proposals with different delivery dates, the value to be processed is the Order Frequency (Day) value displayed on the Customers / Suppliers tab of the Material.

Conditions which are required to generate proposal order transactions are specified using the Production Planning Proposals Realization option. The filter options are: