Requests and packets

A purchase request says what a plant needs, how much, and by when. Each of its lines is decided on its own by a buyer.

Raising a request (requesters)

Requests → New request: the plant (or office) and department, the date it is needed by, and the lines: a material from the catalogue (its unit comes with it) or goods described in words, with the quantity. Send request. You see its progress under My requests, and the bell tells you when a line is accepted or rejected, with the reason.

Many lines at once: Fill from Excel, beside Add a line. The sheet's columns are Material, Description, Quantity, Unit, Specification and Estimated value; a material's code brings its own text and unit, and a code your company does not have goes in as described, with a note. Template gives you the sheet to fill in; choose your file and the page shows its rows like Excel. A cell in red says what is wrong: fix it there (or leave the row out) and press Check again. Use N lines puts the good rows into the form, after the lines you typed. Nothing is saved until you send the form. At most 50 lines at a time.

Importing SAP's open requests (buyers)

Requests → Import from SAP → choose SAP's ME5A export (.xlsx) → Check the file. Every line is checked against your materials, plants and units before anything is saved:

• New lines will be added; Changes update lines imported before; Already there do nothing; Need a fix say why (an unknown material or plant, a deleted line).
• Column names your SAP uses differently can be matched once (Match the columns); SourcePro remembers them.

Then Import. Requesters named in SAP's file are linked to people in SourcePro when their names match.

Deciding lines

Requests lists the lines waiting. Tick one or many, then:

When some of the ticked lines cannot move, the page names them and why; the others move.

Packets

A packet groups accepted lines that will be bought together, from the same vendors. Tick accepted lines → Add to packet → Make packet. SourcePro proposes groupings by material category and plant; you decide. Open packets are under Requests → Packets; from a packet, Make RFQ.

A list of PR lines you already have: Packet from Excel (and Add from Excel inside an open packet). The sheet has two columns, Purchase Requisition and Item; an empty item means every line of that PR that can go in. Each row is checked as the packet would check what it names, and says why a line cannot go in (another plant, not accepted, already in another packet). At most 200 rows.

Rules your company sets (Settings → Rules)

How long lines may wait, whether requesters see prices, the request number pattern (Settings → Numbering), and more. Every rule is the company's own.