Symptom
You created a Purchase Request from within a Project, you filled in the Preferred Service Agent field or the Preferred Supplier field. In the Purchase Requests and Orders work center, the Service Agent or Supplier has not been assigned to the corresponding Purchase Request.
Environment
SAP Business ByDesign
Reproducing the Issue
- Go to the Project Management work center.
- Go to the Projects view.
- Select a project and press the Edit button.
- In the Maintain Project window, go to the Work and Requests tab.
- Press the Create Purchase Request button.
- Fill in the Preferred Supplier field or the Preferred Service Agent field.
- Press the Finish button.
- Go to the Purchase Requests and Orders work center.
- Go to the Purchase Requests view.
- Select the relevant purchase request and press the Edit button.
- Go to the Source of Supply tab.
You notice the Supplier field is empty.
Cause
This is desired behaviour of the system. When you create a purchase request from a project, you can only enter a preferred supplier or respectively preferred service agent. If you open the corresponding purchase request in the Purchase Requests and Orders work center, you'll notice that the Preferred Supplier field or Preferred Service Agent field is filled in correctly. There you can choose to copy the preferred supplier or preferred service agent to the Supplier field. Alternatively you can choose another source of supply.
Resolution
You can set up the automatic creation of purchase orders as well. You need to ensure that a contract exists for the Service ID or Material ID. Then follow these steps:
- Go to the Purchase Requests and Orders work center.
- Select the Define Automatic Document Creation link under Common Tasks.
- Press the Edit button and then the Append button.
- Choose the relevant Product Category and the creation option: Create purchase order automatically.
Keywords
Project to Purchase Request, Supplier, Service Agent, Projects , KBA , SRD-PRO-PMN , Project Management , How To