Purchase Readiness

Buyers and planners review Purchase Recommendations before a planning meeting or purchase order decision. The suggestions combine demand, timing, suppliers, quantities, and source details. A recommended quantity is not approval to spend.

Before you start

Open OpsEngine > Apps > Demand Brain > Open Purchase Recommendations in the correct entity. Refreshing recommendations needs Purchasing or Inventory Control Full Access; saving a plan needs View P/O Planner.

Review a completed recommendation

1. Select the latest completed calculation, called a run. An in-progress run does not yet have final results. Set Needed By and grouping options for the buying period. Use Supplier Summary when supplier totals, minimums, value, or credit matter.
2. Check each line's part, facility, Recommended Qty, unit, Needed By, Order By, supplier, and Buy Value or Est. PO Value.
3. Expand source detail. Check whether demand comes from a sales order, build, forecast, or another source, and whether an open order or plan already covers it.
4. Assign missing supplier, price, unit-conversion, lead-time, or date information to its owner. Confirm availability and terms with a supplier outside Versa when needed.
5. Use Planning mode when ready; it groups by needed-by date.
6. Enter the buyer's Qty To Add and select Add selected to plan. Check that important recommendations now have a plan, a reason to defer, or an owner for correction.

If you don't see what you expect

• Results out of date: Refresh after source data changes, then review the newly completed run.
• Cannot save a plan: Check View P/O Planner permission.

The plan records a buyer's decision. It still needs approval and an issued purchase order before stock can increase.