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Ordering from a sourcing award, and approval cover that holds

Raise purchase order on an awarded sourcing event, MRP by sales order, approval delegations with limits and chains, and purchase orders that re-route when HRMS changes.

Raise purchase order from an award

  1. Open Supply Chain › Strategic Sourcing › Sourcing Events and the awarded event.
  2. Press Raise purchase order (Order what was awarded). Give an Exchange rate if the quote is in another currency.
  3. The order is raised from the winning response — supplier, prices, quantities, currency — open and routed for approval like any new order, once. The event shows Awarded to and Purchase order. An event raised from a requisition orders through that requisition.

MRP for a sales order

Sales Orders has Material requirements (MRP): Material Requirements Planning then shows the planning runs that planned for the order and every planned order pegged to it, components included. Planned Orders has a Sales order column and is searched by it. See Material Requirements Planning for a sales order.

Approval Delegations

  • Supply Chain › Procurement Control › Approval Delegations. Up to is in the company’s currency: a document worth more stays with the person handing over. Empty means any amount.
  • Why is required. Saving also hands the signatures already waiting on the person to the cover.
  • One cover at a time for the same documents and dates; a cover who cannot sign in is refused.
  • If the cover is away too, the approval is handed on to their cover, and the routing says so. Delegations also apply to a rule naming a single approver.

Routing by the reporting line

A reporting-line rule needs the buyer’s sign-in linked to their employee (Signs in as on the employee); no cost centre is needed. Linking it, or changing a manager on the Organization Chart, routes open purchase orders again, and the fallback signature is kept as withdrawn with the reason.

The organisation chart in figures

HRMS › People › Organization Chart opens on Organisation in figures — Headcount, Managers, Span of control, Open positions, Departments, Levels — and Headcount by department. Layout switches between Chart (boxes) and Outline (an indented structure, one line each), with Expand and Collapse.