Introduction
The module is located in the Purchases > Purchase Requests area and allows for the creation, management, and monitoring of purchase requests, enabling the operator to internally process the request for materials to be purchased based on reports of inventory shortages, requests from various company departments, or demand forecasts.
Preliminary Configuration of the Module
Before using the module, it is necessary to fill in the following tables and parameters:
- Purchase Request Numeration: entry of the numbering to be used for Purchase Requests.
- Purchase Requests Types: creation of types of Purchase Requests.
- Parameters for Purchase Requests: specific settings for managing Purchase Requests.
Links to Other Modules
Logistics
From the Safety Stock report, located under the area Logistics > Management Reports > Safety Stock, it is possible to generate the restocking Purchase Requests for items that have availability lower than their reorder point.
Planning and Production
General planning and MRP can generate planned purchase orders based on the requests for materials needed for production. Such orders can be transformed into Purchase Requests automatically or manually through the Release Planned Orders procedure.
Offer Requests
The Purchase Request can generate an Offer Request using the RDO Generator button located within the Purchase Request.
Purchase Orders
Once authorized, the Purchase Request can be transformed into a Purchase Order through the Automatic Orders Generation procedure.