Add milestones and lead times to a procurement schedule

Develop a unique sequential list of milestones related to a procurement schedule. The list of milestones defines the order of actions to be performed to complete procurement activities related to the procurement schedule. You can list procurement activities such as issue a Technical Material Requisition (TMR), create a Purchase Order (PO), pay bills, close procurement contracts, and so on. To view, modify, or create a procurement milestone or a lead time, see the s50033 Procurement Milestones screen.

1. Navigate to the s50037 Procurement Schedules screen.

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

3. In the Procurement Schedules grid, select a row.

4. Select anywhere in the Procurement Schedules Milestones grid.

5. In the Home menu, in the Record group, select Create.

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

6. Select the General tab, from the Schedule Item Type dropdown, select one of the following:

   • M (Procurement Milestone): Displays all active milestones defined as Corporate or Project in the s50033 Procurement Milestones screen.

   • LT (Procurement Lead Time): Displays all active lead times defined as Corporate or Project in the s50033 Procurement Milestones screen.

7. From the Id dropdown, select the required ID of the milestone. The IDs are defined in the s50033 Procurement Milestones screen.

   The Calculation Sequence determines the unique sequence of the milestone. The default value of calculation sequence begins at 10 for the first record and goes on to 20, 30, and so on. If you define the sequence number for a milestone in the s50033 Procurement Milestones screen, the sequence number is applied by default when you select the milestone ID from the Id dropdown. You can also manually update the sequence.

8. In the Duration field, enter the duration of the activity in working days.

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

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

    The milestone or lead time is added to the procurement schedule.

    Note: To add multiple milestones or lead times to a procurement schedule, repeat steps 5–10.