Setup
The set up for procurement tracking focuses on the creation and assignment of the procurement signals. Once created, the procurement signals are assigned to the Projects Setup and Project Types Setup as defaults but can also be assigned to or changed in the individual projects.
Procurement Signals
Procurement signals can be selected on the Project Card, which activates the procurement signal calculation for the project. This allows you to control for each project whether and for which procurement channels the procurement signal and delays should be calculated.
In the Project Procurement Signal Codes page, various fields are used to control for which procurement channels the procurement signal, and the delays are to be calculated. The following rules apply:
- Calculation of actual procurement delays: for all procurement channels
- Calculation of expected procurement delays: for all procurement channels except time entry
The fields in the Project Procurement Signal Codes page are described in the following table.
| Field | Description |
|---|---|
| Code | Specifies a unique identifier of the procurement signal. |
| Description | Specifies a short description of the procurement signal. |
| Calendar Type | Influences the calculation of distortions: - Calendar Year: Calculation of delays in calendar days (non-working days are included). - Base Calendar: Calculation of delays in working days (only working days are counted). The base calendar of the location is used. If empty, the base calendar from the Company Information is used. |
| Signal Tolerance Green | Specifies the number of tolerated delay days for the green procurement signal. This setting only has an influence on the expected delay; if the delay is less than or equal to this value, the green signal is displayed. |
| Signal Tolerance Yellow | Specifies the number of tolerated delay days for the yellow procurement signal. This setting only affects the expected delay. If the delay is greater than the signal tolerance for green and less than or equal to this value, the yellow signal is displayed. |
| Assembly | Activates the calculation of the procurement signal for Procurement Channel = Assembly Order. |
| Assembly Date Confirmation needed | When activated, the procurement signal is only calculated if a confirmed end date has been entered in the assembly order header. |
| Inventory | Activates the calculation of the procurement signal for Procurement Channel = Inventory Request. NOTE: The defined tolerances have no influence. The requirement can either be covered by the expected available stock on the desired date or not. |
| Manufacturing | Activates the calculation of the procurement signal for Procurement Channels = Construction Order and Production Order. A calculation is performed from the "Firm planned" status. |
| Manufacturing Date Confirmation needed | When activated, the procurement signal is only calculated when a confirmed end date has been entered in the production order header. Calculation Base is "Confirmed End Date". |
| Purchase | Activates the calculation of the procurement signal for Procurement Channels = Requisition, Purchase Quote, and Purchase Order. Calculation takes place from the "Purchase order" status. |
| Purchase Date Confirmation needed | When activated, the procurement signal is only calculated when a promised receipt date has been entered in the order line. |
| Time Recording | Activates the calculation of the procurement signal for the Procurement Channel = Time Entry. NOTE: Only the actual delay will be charged. |
Projects Setup
In the Procurement FastTab of the Projects Setup page, a standard procurement signal code can be set in the Default Procurement Signal Code field that will be used to pre-assign the procurement signal in new projects.
Project Types Setup
In the Project Types Setup page, a standard procurement signal code can be set in the Default Procurement Signal Code field that will be used to pre-assign the procurement signal in projects based on the selected Project Type.
Project Card
In the Planning FastTab of the Project Card, the procurement signal code can be selected or changed in the Proc. Signal Code field. The tolerance values are transferred from the setup to the Project Card and can be adapted to the specific project.
The fields on the Planning FastTab are described in the following table.
| Field | Description |
|---|---|
| Proc. Signal Code | Activates and controls the calculation of the procurement signal and the delays for a project according to the setup. |
| Proc. Signal Tolerance Green | Specifies the Signal Tolerance Green value from the selected Proc. Signal Code field. This value can be changed for specific projects as well as in the line of the Project Processing Procurement page. |
| Proc. Signal Tolerance Yellow | Specifies the Signal Tolerance Yellow value from the selected Proc. Signal Code field. This value can be changed for specific projects as well as in the line of the Project Processing Procurement page. |
Feedback
Senden Sie Feedback für diese Seite . (Beachten Sie, dass diese Umfrage auf Englisch ist.)