Direct Procurement

Use

Using the direct procurement procedure, you can order BOM components for a planned order directly instead of via the warehouse.

Direct procurement is also possible in connection with make-to-order production and engineer-to-order production.

There are two alternative processes:

using the special procurement key Direct procurement

This process is like the direct production process.

using the item category Non-stock item.

We recommend the process using the special procurement key.

Prerequisites

For the plant and/or for an MRP group, you have defined when the direct procurement is to be triggered. In Customizing for MRP, you have set the indicator in the Direct procurement field of the IMG activity Settings for direct procurement as follows:

Indicator 1 or 3 (these are identical), if direct procurement is to be triggered during MRP
Indicator 2 or blank (these are identical), if direct procurement is only to be triggered after the conversion or creation of a production order.

Process Using the Special Procurement Key for Direct Procurement

You have set the item type stock item for the components in the BOM, which are to be procured directly.
If you want to use direct procurement for a particular component all the time, you have entered the special procurement key for direct procurement in the material master for the component (MRP 2 view).
If you want to use direct procurement for a particular BOM only, you have entered the special procurement key for direct procurement in the corresponding BOM item in the MRP data area. This entry overwrites the entry in the material master.

If you have activated direct procurement in the material master, you can switch off direct procurement for a particular BOM, if you deactivate direct procurement in the MRP data area of the corresponding BOM item under Explosion type. This entry overwrites the entry in the material master.

Process Using the Item Category for Non-Stock Item.

You have set the item type non-stock item for the components in the BOM that are to be procured directly. You have also entered an item number and a detailed long text for the BOM item.

This is the only possible process for materials without a material master.

Features

The system automatically triggers direct procurement at the selected time.

In the planning run, the system does not create dependent requirements for materials without a material master, but does create purchase requisitions directly for them. The system thereby copies the BOM long text into the purchase requisition. The system does not display the materials in the MRP list or stock/requirement list, because they do not have a material number and the system can only display materials with material numbers in these lists.

You set the copying of the long text for the BOM item in Customizing for Purchasing in the IMG activity Define text types and copying rules.

For materials with a material master, MRP creates dependent requirements and (according to the creation indicator for the planning run) planned orders for direct procurement or purchase requisitions for direct procurement. The system displays these in a separate direct procurement segment in the MRP list and the stock/requirements list.

When the planned order for the finished product is converted into a production order, all planned orders for subordinate components that are to be procured directly are automatically converted into purchase requisitions.

The system adapts planned orders for direct procurement and purchase requisitions for direct procurement to changes in date and quantity of the superior assembly, even if they are firmed, so that inconsistencies in planning are avoided. Manual changes are reversed.

When firmed purchase requisitions for direct procurement are changed, the system automatically sends the buyer a mail with the data for the change (see Message Transmission in Direct Production).

You can only make restricted changes to purchase requisitions for direct procurement. Changes to quantities and dates are not possible.