Additional Functionality

The additional functionalities available in procurement tracking are described in this topic.

Update Procurement Signal Fields

The Refresh Procurement Signal Fields action in the Project Card can be manually used to:

  • recalculate the expected procurement delays or the signal colors if the setup in the project map changes.
  • update the actual procurement delays.

This action is available by choosing Actions > Functions.

Best Practice
The Calculate Procurement Signal report should be set up as a job queue entry to update the procurement signal and the actual delays once a night. As the calculation is based on a date, it is best to run the report after midnight.

Maintain Project Postponements

If projects are postponed into the future, the project requirements dates (procurement end date) of requirements that have already been triggered can be adjusted manually by the project manager (the Procurement Status of the line in the Project Processing Procurement page must first be set to Planning). When the procurement end date is changed, the fields of the procurement signal are recalculated. This also applies to the fields of the same name in the respective requirement covers (order line, production order, and assembly order)

If the new dates mean that the requirements are expected too early, a negative value is calculated and entered in the Procurement Delay (Expected) field, which is the expected days in arrears.

Recognize Negative Delays from the Perspective of the Department Fulfilling Requirements

Using the example of the purchasing department: A filtered list can be defined via the Purchase Lines page, which only displays the order lines that are delivered too early due to project deadline postponements (Procurement Delay (Expected) filter set to <0).

If necessary, the suppliers can be informed of the new dates.

The production and assembly departments can use the same procedure to filter the list of production orders or assembly orders and reschedule them if necessary.

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