NextGen FSM
NextGen FSM
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Add position

Add Position to Procurement Request: Functional Overview

The Add Position functionality allows an Operations Manager or Warehouse Clerk to insert a new material line into an existing Procurement Request (PR). This feature increases operational flexibility and reduces administrative workload by eliminating the need to create multiple PRs for related materials.

By keeping related materials within a single document, the system improves traceability and reporting while strictly enforcing material governance by limiting selections to admitted catalogs.

Preconditions & Availability

The Add Position action is tightly controlled and conditionally available based on the procurement type and current status.

  • PR Type Rule: The action is strictly available only for Independent Procurement Requests. If the PR type is TR Linked, the option is never present or active, regardless of the document's status.

  • Header Status Rule: The PR Header must be in an editable state (e.g., Draft or Open).

  • Restriction: If the PR is in any finalized, processing, or read-only status (e.g., Confirmed, Authorization Pending, Authorization Refused, Successfully Sent, Sent with Errors, Pending Cancellation, Canceled, Fully Satisfied, Partially Satisfied,, Not Satisfied, ), the action is completely hidden or disabled.

Material Selection & Filtering

To enforce procurement policies, the system restricts which materials can be requested:

  • Central Warehouse Catalog: Users can select materials only from the admitted materials list of the Central Warehouse.

  • Dynamic Filtering: The material selection list is dynamically filtered by:

    • Warehouse: Automatically inherited from the PR header and set as [Read-only].

    • Material Management Type

    • Material Brand

    • Class

    • Item Type

    • Goods Group

  • Validation: Non-admitted materials fall outside the permitted scope and cannot be selected by the user.

Position Creation Behavior

When the user clicks the "Add Position" button, the system appends a new line item to the PR with the following initialization rules to guarantee a clean state:

  • Position ID: System-generated, unique numeric identifier.

  • Position Status: Set to Incomplete.

  • Material: Set to Null (Awaiting user selection).

  • Requested Quantity: Set to 0 (User must input a valid quantity).

  • Link to TR Position: Set to Null.

  • In Kit: Set to False.

  • External Integration Fields: External Movement Type, External Cost Attribution, External Cost Account, and External Auxiliary Account are all set to Null.

  • Transactional Fields: Delivered Quantity, Reservation Code, Error Code, and Error Message are all set to Null.

(Note: Default values for certain fields may be automatically inherited from the header settings).

Validation & Data Integrity

Before the user can save the newly added position, the system enforces strict compliance checks:

  • Quantity Validation: The system strictly validates that the Requested Quantity is greater than 0.

  • Mandatory Completion: The system blocks the save operation if any configured mandatory fields (procurement attributes or descriptive properties) are missing. For further details, please refer to the following page https://overit-spa.atlassian.net/wiki/spaces/GP/pages/105458663426.