You use this program to review and update live blanket purchase orders that require corrective action to meet planned demand.
Reviewing material purchasing requirements is an ongoing activity undertaken by buyers to ensure that they are meeting the material requirements plan generated during each planning interval. In the case of Blanket Purchase Order (BPO) contracts, it involves comparing the current releases on the live contract against what is needed at the relevant dates and making the necessary adjustments, if possible and within the terms of the BPO contract.
- Toolbar and menu
- Review Criteria
- Contracts
- Contract Line Details
- Review Blanket Purchase Orders
- Processing
- Notes and warnings
- Application Help Pane
| Field | Description |
|---|---|
| Start Review |
Select this to start the review process. |
| Change Criteria | Select this to change the Review Criteria. This option is only enabled after you select the Start Review option. |
| Save Form Values | This option is only enabled in Design mode (see Automation Design). Your selections are saved and applied when the program is run in automated mode. |
This pane enables you to indicate a range of criteria on which to base the review.
| Field | Description |
|---|---|
| Suppliers | |
| Supplier selection | Indicate the supplier(s) for whom you want to include blanket purchase orders in the review. |
| Contracts | |
| Contract selection | Indicate the contract(s) for which you want to include
blanket purchase orders in the review. You can only review blanket purchase orders with a contract type of Call-off single that are not defined as Fixed. To view suggested requisitions for fixed contract blanket purchase orders, you use the Purchase Order Review program. |
| Stock codes | |
| Stock code selection | Indicate the stock code(s) for which you want to
include blanket purchase orders in the review. If you selected the option: Browse stock codes with requirements (Requirements Planning Setup - General 1 tab), then the Stock Codes with Requirements listview is displayed when you browse on stock codes. Otherwise, the Browse on Stock Codes listview is displayed. |
| Warehouses | |
| Warehouse selection | Indicate the warehouse(s) for which you want to include
blanket purchase orders in the review. If you selected the option: Consolidate selected warehouses (Requirements Planning Setup) then this program assumes all suggestions are linked to the warehouse defined against the selected contract (i.e. the warehouse defined against the suggested requisitions is ignored). |
| Product classes | |
| Product class selection | Indicate the product class(es) for which you want to include blanket purchase orders in the review. |
| Buyers | |
| Buyer selection | Indicate the buyer(s) for whom you want to include blanket purchase orders in the review. |
| Planners | |
| Planner selection | Indicate the planner(s) for whom you want to include blanket purchase orders in the review. |
| Include options | |
| Non-stocked lines | Select this to include non-stocked lines attached to a
contract in the review. This option is selected by default. You would typically deselect this option if you wanted to view only stocked lines. |
| Lines with no demand | Select this to include lines on a contract that have no
demand in the review. This option is selected by default. You would typically deselect this option if you wanted to view only those lines with a demand against them. |
| Previously excluded contracts | Select this to view contracts that you previously excluded from the review. |
| Quantity received since calculation | Select this to reduce the recommended order quantity by any quantity received between the time of last running the Requirements Calculation and reviewing Blanket Purchase Orders. |
The program presents the contracts of the relevant stock codes for you to review. When you select to review an order, the system displays a line for each of the relevant BPO dates with the on order, MRP suggested and recommended quantities as well as the accumulated shortage or oversupply. You can implement suggestions by selecting to apply the changes presented.
| Field | Description | ||||
|---|---|---|---|---|---|
| Include | Select this to include the contract currently highlighted in the listview in the review for implementation. | ||||
| Exclude | Select this to exclude the contract currently highlighted in the listview in the review from implementation. | ||||
| Apply All | Select this to update your live date with all the
suggestions from the Requirements Calculation program.
Excluded contracts are not updated.
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| Save | Select this to save any include/exclude changes you made to the Contracts listview. | ||||
| Req Planning Query | Select this to use the Requirements Planning Query program to view the requirement planning details for the line currently highlighted in the listview. | ||||
| Include Previously Excluded | Select this to redisplay contracts previously excluded from the listview. | ||||
![[Warning]](images/warning.png)
The information in this pane relates to the line currently highlighted in the Contracts listview, providing the line is selected as included.
| Column | Description |
|---|---|
| Supplier |
The following queries can be accessed from this field by typically using your left mouse button:
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| Stock code |
The following options can be accessed from this field by typically using your left mouse button:
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| Contract |
The following options can be accessed from this field by typically using your left mouse button:
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This screen is displayed when you select the Review order function. The suggestions and recommendations for each contract, by stock code are displayed for information purposes. You cannot change any of the suggested or recommended values.
| Field | Description |
|---|---|
| Apply Changes | Select this to update your live blanket purchase orders with the changes displayed in the listview. |
| Cumulative quantities | Select this to display quantities on a cumulative basis as the date increases, instead of the individual quantities for each date line. |
| Column | Description |
|---|---|
| On order | Indicates the quantity on the live Blanket Purchase order for the selected stock item. |
| MRP suggested | The suggested quantity to purchase is based on the demand for the item, but may change depending on the batching rule defined against the item (Stock Code Maintenance). |
| Recommended |
This is a comparison between what is on order on the same date and what is suggested. For example: The BPO is for a purchase of 200 on 21/07/05, but the MRP suggested is only for 150. The recommended quantity on order will be 150. If this is within the fixed period or past due, then the current order quantity always becomes the recommended. Otherwise the suggested quantity usually becomes the recommended. |
| Accum short/over |
This indicates the net value, calculated as what is required (pegging), offset against the suggested blanket purchase order. For example: If there is a quantity of 10 in the MRP Suggested column and the Minimum order quantity is 15, then a quantity of 15 is displayed in this column. If there is a quantity of 10 in the MRP Suggested column and the Minimum order quantity is 5, then a quantity of 10 is displayed in this column. A negative value in this column indicates that no valid contract currently exists or your demand exceeds the available quantity of the contract. For example, if you have a demand for 100 and 80 available on the contract, then this column will display -20 as you are 20 units short of demand. A negative value may be due to the contract having expired (date), or the supplier being on hold, or the contract quantity having been reached, etc. |
| Received | This indicates the quantity received since the Purchase Order Review was run and includes any receipts processed up to the time you run the Blanket Purchase Order Review program, providing you selected the option: Quantity received since calculation before selecting the Start Review option. |
The requirements calculation runs through the blanket purchase order header file and reads in all the blanket purchase orders associated with a contract type of Call-off single which are not defined as being a Fixed contract. This effectively suppresses suggested requisitions from being displayed in the Purchase Order Review program and instead passes them to the Blanket Purchase Order Review program. If there is demand for items which are linked to these blanket purchase orders, then the purchase order lines are removed and the program creates new blanket purchase order lines as suggested requisitions in accordance with the required supply.
Existing Blanket Purchase Order (in the live system) are matched to any suggestions and maps the changes required.
All supplies that are past due and all scheduled supplies that fall within the days defined at the Firm period for MRP review (Days) option against the contract (Contract Maintenance) are accumulated. These schedules are not changed. Any supply outside of this firm period is created as a new scheduled release, or, if a scheduled release already exists it is adjusted according to demand.
When new schedules, or purchase order lines, are created the program reads in the minimum order quantity from the contract and never creates a scheduled release for a quantity less than this. (i.e. where a suggested requisition is for a quantity less than that specified as the minimum against the contract, the contract minimum is used).
See also Notes and warnings.
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Because blanket purchase order header and detail files are not copied to the snapshot files, any changes made within this program immediately updates your live data.
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The Blanket Purchase Order Review program does not recognize a blanket purchase order until after you make the first purchase order release using the Blanket Purchase Order Release program.
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You can only review blanket purchase orders with a contract type of Call-off single that are not defined as Fixed. To view suggested requisitions for fixed contract Blanket Purchase orders, you use the Purchase Order Review program.
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Blanket purchase orders are automatically released when the Automatically release contract option is enabled against the Blanket Purchase Order contract (Contract Maintenance) and you are running the Blanket Purchase Order Review in automated mode.
Application Help Panes provide step-by-step instructions for various functions within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program. The intention is that the pane provides information that is uncluttered and easy to navigate.
You can embed an Application Help Pane:
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in the main SYSPRO menu
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in any program with panes, if not using roles
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when adding a role layout in Design Mode.
Inserting Application Help
You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.
Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.
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Open the program for which you want to insert application help into a customized pane.
This functionality is only available for a program that has panes.
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Right-click any form field.
You can also click the triangle menu icon that appears in the title area of a pane.
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Select Insert Application Help from the context-sensitive menu.
The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.
Removing the Application Help pane
If you no longer want to display application help in a pane for your current program, you can simply remove it.
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Select the Close icon in the right-hand corner of the application help pane.
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Confirm that you want to delete the pane.