Knowledge Center

The Requirements step displays information about the purchase requirements for the selected product. Select the week up to which you want to include purchase requirements. The required quantity is automatically recalculated based on the selected week.

The step provides an overview of the required quantity, incoming supply, and any shortages. It also displays the product's lead time and relevant inventory settings, such as maximum stock, reorder point, and reorder quantity, if configured. This information helps determine how much needs to be purchased and when the product is required. You can select Cover net requirement to cover the total net requirement or select a specific week from the table to cover requirements up to that week.

The table below displays the products requirements and supply by week, allowing you to determine how far ahead the purchase should cover the requirements.

Select the relevant week to update the Purchase quantity based on the requirements up to that week. Once you have assessed the requirements and selected the appropriate period, click Next to proceed to the Suppliers step.

The Suppliers step displays the available suppliers for the selected product, allowing you to compare purchasing conditions before selecting a supplier. The step contains three tabs:

The lead time and suggested purchase quantities may be calculated based on several factors. Click or hover over the relevant information icons to view additional details about the calculations.

The information includes the supplier, supplier product name, quantity, price, lead time, and quotation validity period. If a quotation has been converted into a purchase agreement, the agreement's validity period may also be displayed.

If no quotations or agreements are available for the selected product, the message There are no available quotes items is displayed.

Select a transaction type to view supplier invoices, purchase order backlog, or goods receptions. Depending on the selected transaction type, the information includes transaction status, supplier, quantity, price, amount, currency, and transaction date. Additional supplier information, such as supplier classification and historical delivery performance, may be displayed.

You must select a supplier before proceeding to the next step.

The Purchase quantity step displays the suggested quantity to be ordered from the selected supplier. The step includes information about the purchase quantity, package quantity, and minimum order quantity, if configured.

If the supplier has defined price breaks, the available price levels are displayed together with the quantities required to obtain each price. You can select an applicable price level. The Price steps section displays the available purchase prices and quantity conditions for the selected supplier. If multiple price steps are available, select the price and manufacturer part number (MPN) you want to continue with. The step also includes an overview of the product's historical consumption and inventory levels for the last 12 months.

This information shows:

Once you have reviewed the purchase quantity and selected the appropriate price step, click Next to proceed to the Select attachments step.

The Select attachments step allows you to select files to be included as attachments on the Purchase order (SPO) item. Available files may include documents linked to the product or supplier, as well as product images. You can filter the available files by file type to locate relevant attachments.

Select the files you want to include. The selected files will be attached to the purchase order item when the order is created.

The Order step provides an overview of the Purchase order (SPO) that will be created. The step displays the selected product, purchase quantity, requested delivery date, deadline date, net price, and currency.

The Requested delivery date is the date entered as the requested delivery date on the purchase order.

The Deadline date indicates the latest date the purchase order should be sent to the supplier to ensure that the products arrive in time to meet the requirements. You can also add a Supplier note to provide additional information to the supplier.

The following options are available:

For example, if the required quantity is 75 units, you can split the delivery into 65 units required on 14 September and 10 units required on 14 October. This creates two purchase order items with separate requested delivery dates.

Only purchase orders that meet the required conditions, such as matching supplier, location, and currency, are available for selection.

By default, the purchased quantity is assigned to the orders that generated the original purchase requirements. If the ordered quantity exceeds these requirements, for example due to a supplier's minimum order quantity, this option allows the remaining quantity to be assigned to other eligible orders.

When enabled, the purchase order is registered directly to status 3 instead of remaining in status 1. Once the information has been reviewed, click Create to create the purchase order.

The Requirements step displays an overview of all selected products and their purchase requirements.

Each selected product is displayed on a separate line, with information such as:

An information icon is available for the adjusted requirement, providing details about how the quantity is calculated. Review the requirements for the selected products before proceeding.

The Suppliers step displays information about the supplier associated with the selected products. Since all selected products must be purchased from the same supplier, the supplier is already determined when opening the pop-up. The step also contains a Transactions tab, where you can review transactions for the selected products.

Select a product from the dropdown list to view its associated transactions, including:

The Select attachments step allows you to select attachments for each product included in the purchase order.

All selected products are listed on the left side of the pop-up.

The selected attachments are linked to the corresponding purchase order items when the purchase order is created.

The Order step provides an overview of the purchase order to be created, including all selected products. You can select the currency in which the purchase order should be created, provided the supplier supports multiple currencies. You can also choose whether to create a new purchase order or add the products to an existing Purchase order (SPO) in status 1.

Existing purchase orders must meet the applicable conditions, including matching supplier, location, and currency.

Each selected product is displayed on a separate line with information such as:

The purchase quantity can be adjusted directly in this step, allowing you to override the suggested quantity calculated by RamBase.

You can also add a supplier note to individual purchase order items. The note is included in the purchase order output sent to the supplier.

The note icon indicates whether a note has been entered:

Select Register on creation to automatically register the purchase order when it is created. When enabled, the purchase order is registered directly to status 3 instead of status 1. Click Create to create the purchase order with one item for each selected product. Once the purchase order has been created, you are returned to the Purchase requirements management (PUM) application. This checkbox is only available when the company setting "Show Docby Popup Before Registering Purchase Order (SPO) and Change Request (SRC)" is disabled.

The Suppliers step displays the available suppliers for the selected product and allows you to compare purchasing conditions before selecting a supplier.

At the top of the pop-up, information about the selected requirement is displayed, including the product name, product unit, location, required quantity, source order, and customer.

The step contains three tabs: Suppliers, Quotes & agreements, and Transactions.

A supplier may have multiple purchase prices with different currencies, minimum quantities, or validity periods. The Last invoice section displays information about the most recent supplier invoice for the product, including the supplier, quantity, net price, net amount, currency, and creation date.

The information may include the supplier, supplier product name, remaining quantity, purchase price, lead time, and validity periods.

Select a transaction type to view supplier invoices, purchase order backlog, or goods reception . Depending on the selected transaction type, the information includes transaction status, supplier, quantity, price, amount, currency, and transaction date. Additional supplier information, such as supplier classification and historical delivery performance, may be displayed.

You must select a supplier before proceeding to the next step.

The Purchase quantity step allows you to review the suggested purchase quantity and select the purchase price to be used for the selected product. The step displays the available purchase prices from the selected supplier, including different price steps and currencies, if applicable.

If the supplier has defined price breaks, the available price levels are displayed together with the quantities required to obtain each price. You can select an applicable price level. The Price steps section displays the available purchase prices and quantity conditions for the selected supplier. If multiple price steps are available, select the price and manufacturer part number (MPN) you want to continue with. The step also includes an overview of the product's historical consumption and inventory levels for the last 12 months.

Once you have reviewed the purchase quantity and selected the appropriate price step, click Next to proceed to the Select attachments step.

The Select attachments step allows you to select files to be included as attachments on the Purchase order (SPO) item. Available files may include documents linked to the product or supplier, as well as product images. You can filter the available files by file type to locate relevant attachments.

Select the files you want to include. The selected files will be attached to the purchase order item when the order is created.

The Order step provides an overview of the Purchase order (SPO) that will be created. The step displays the selected product, purchase quantity, requested delivery date, deadline date, net price, and currency.

The Requested delivery date is the date entered as the requested delivery date on the purchase order.

The Deadline date indicates the latest date the purchase order should be sent to the supplier to ensure that the products arrive in time to meet the requirements. You can also add a Supplier note to provide additional information to the supplier.

The following options are available:

For example, if the required quantity is 75 units, you can split the delivery into 65 units required on 14 September and 10 units required on 14 October. This creates two purchase order items with separate requested delivery dates.

Only purchase orders that meet the required conditions, such as matching supplier, location, and currency, are available for selection.

By default, the purchased quantity is assigned to the orders that generated the original purchase requirements. If the ordered quantity exceeds these requirements, for example due to a supplier's minimum order quantity, this option allows the remaining quantity to be assigned to other eligible orders.

When enabled, the purchase order is registered directly to status 3 instead of remaining in status 1. Once the information has been reviewed, click Create to create the purchase order.

The Suppliers step displays the available operation suppliers for the selected subcontracting requirement.

At the top of the pop-up, information about the selected requirement is displayed, including the required quantity, source Production work order (PWO), manufactured product, and location.

The Last invoice section displays information about the most recent invoice associated with the subcontracting operation, including the supplier, manufactured product, quantity, net price, net amount, currency, and creation date.

Additional supplier information is available through the QHSES issues, Supplier classification, and On times deliveries indicators. Select an operation supplier and click Next to proceed to the Select attachments step.

The Select attachments step allows you to select files to be included as attachments on the Purchase order (SPO) item. Available attachments may include documents associated with the subcontracting operation, manufactured product, or source Production work order (PWO).

Select the files you want to include. The selected files will be attached to the purchase order item when the order is created.

The Order step provides an overview of the purchase order to be created for the selected subcontracting operation.

Select the currency for the purchase order and choose Create new purchase order to create a new order. The Products section displays the selected subcontracting operations and allows you to review and adjust the purchasing information for each item.

The Purchase quantity and Net price can be adjusted individually for each operation. Select Register all upon creation to automatically register the purchase order when it is created. This is only available when the company setting "Show Docby Popup Before Registering Purchase Order (SPO) and Change Request (SRC)" is disabled. Once the purchasing information has been reviewed, click Create to create the Purchase order (SPO) for the selected subcontracting operations.

The Requirements step provides an overview of the selected product's replenishment requirements, stock availability, and historical consumption.

The step contains two tabs: Main details and Requirements by order.

The Main details tab displays the suggested purchase quantity, lead time, coverage gap, and next reorder trigger. The following sections are available:

The Suppliers step displays the available suppliers for the selected product, allowing you to review purchasing conditions before selecting a supplier. The step contains three tabs: Suppliers, Quotes & agreements, and Transactions.

The Purchase quantity step allows you to review the suggested purchase quantity and available purchase prices from the selected supplier.

The Select attachments step allows you to select or upload files to be included as attachments on the Purchase order (SPO) item.

The step contains two tabs:

Use the Type filter to narrow down the available files by file type. The file lists display information such as filename, file type, and file size. A preview is available for supported files.

Click Upload files to upload additional attachments.

The Order step provides an overview of the Purchase order (SPO) to be created.

Use Split delivery to divide the purchase quantity into multiple deliveries with different requested delivery dates.

Under Select document, select Create new Purchase order to create a new Purchase order (SPO). If an eligible existing purchase order is available in status 1 (under editing), it may also be possible to add the item to that order.

Select Assign remaining to non assigned to assign purchase quantity to requirements that have not yet been assigned.

Select Register all upon creation to automatically register the purchase order when it is created. This is only available when the company setting "Show Docby Popup Before Registering Purchase Order (SPO) and Change Request (SRC)" is disabled. Once the purchasing information has been reviewed, click Create to create the Purchase order (SPO).