Why:
Purchase proposals are created in Fusion for orders that are to be placed with non- Volvo suppliers. Proposals can be created in two ways:
• Automatic purchase proposals can be created, where Fusion calculates the proposal amount based on the number of units sold over a certain length of time, for Fusion to do this information must be set up in the Volume Value and Order point Table.
• A 'Manual' purchase proposal can be created adding whatever part numbers are required; this can be for a local supplier or Volvo. When a proposal is manual, a check box is displayed to enable D20 transactions to be sent or not. If the parts are to be supplied by Volvo, via DSP, the box can be checked and the order sent. However if the box is not checked the proposal will be dealt with locally and sent to a non-Volvo supplier.
Purchase proposals for DSP orders are created by the market company, but can still be maintained in the same way as those created for non-Volvo suppliers.
Note! Please note that when
a purchase proposal is concluded, it becomes a purchase order!
Where:
From the Supplier View, select Supplier > Create Purchase Proposal. This will display a Create Purchase Proposal window.
For manual purchase proposals, from the Supplier View select Supplier > Maintain Purchase Proposal. This will display a Purchase Proposal for Supplier window.
How to Create Automatic Purchase Proposals:
Automatic purchase proposals can be created for an individual supplier or groups of suppliers by inputting the appropriate information in the Create Purchase Proposal window.
The order class is based on a setting in the parameter file and can't be changed.
Indicate the number of months you want to calculate the average weekly sales over and also whether you want to include the current period, then click Recalculate followed by OK to confirm.
The proposed order quantity recommended by the system is usually rounded to the nearest bulk pack quantity (if applicable) and in its calculation, the system takes into account any back orders.
A purchase proposal report is then printed that lists all proposed part numbers.
The proposal can now be accessed through the maintenance option. From the supplier view select Supplier > Maintain Purchase Proposal. Highlight the proposal and right-click to display the list of actions.
How to Create Manual Purchase Proposals:
To create a manual proposal, select File > New from the Purchase Proposal for Supplier window. Input the purchase order number and other header information and click OK. The proposal should now be displayed in the Purchase Proposal for Supplier window. Double-click the new proposal and select File > New. This will display an Add Part Number to Proposal window. Input the details for the part you want to order and click OK. Keep doing this until you've listed all the parts you require from this supplier.
How to Conclude Purchase Proposals:
To conclude both automatic and manual purchase proposals, highlight the proposal in the Purchase Proposal for Supplier window and select File > Conclude Purchase Order. A window is then displayed confirming the header details.
If you've created a manual proposal but you require additional stock from your Volvo supplier, make sure that the 'Create DSP D20 Transactions' is checked. This will send the information to a holding file from where it will be sent as a stock order the next time DSP runs.
Concluding a proposal will update the stock on order figures in the Parts Master File, as well as the Supplier on Order File.
What else would you like to do?
Maintaining a Purchase Proposal.
The Parts Master File is detailed in The Parts Master File chapter.