Create a procurement schedule

A procurement schedule is a sequential plan of procurement activities. Create, update, and maintain a procurement schedule. You can create a procurement schedule for a specific project component, Material Requisition (MR), Technical Material Requisition (TMR), or you can create a manual procurement schedule within a project. You can create different procurement schedules for each procurement process within a project, for example, equipment schedule, bulk material schedule, and so on. The duration on a procurement schedule is according to the defined Calendar. For example, for a five day per week calendar, a duration of ten days will be equivalent to two weeks.

1. Navigate to the s50037 Procurement Schedules screen.

2. To refresh the screen, select the F5 key.

3. On the Home menu, in the Record group, select Create.

   In the Procurement Schedules grid, a blank row is created.

4. Select the General tab and enter the relevant details in the following fields:

   • Id: The unique ID of the procurement schedule.

   • Required on Site at: The date when the material is required on site.

5. From the Project dropdown, select the project related to the procurement schedule.

6. From the Responsible dropdown, select a buyer who can modify the schedule, Status, and the Float of a procurement schedule.

   Ensure the buyer has the Can Set Baseline UI Right for the s50037 Procurement Schedules screen. For more information, see Assign UI rights to a user role.

7. From the Type dropdown, select one of the following:

   • COMP: The procurement schedule is related to a project component.

   • M: The manual procurement schedule created outside AVEVA Enterprise Resource Management.

   • MR: The procurement schedule is related to an MR.

   • TMR: The procurement schedule is related to a TMR.

   You cannot list any milestones related to an Event for manual type procurement schedules. You can link milestones and lead times for all other schedule types.

8. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s50037 Field descriptions.

9. On the Home menu, in the Record group, select Save.

   The procurement schedule is created.

   You can add, delete, and view journal remarks for a procurement schedule in the Journal tab.