NexsysOne Bulk PORs
The purpose of this job aid is to walk the Supply Chain Team through the process of creating and submitting bulk PORs in NexsysOne. There are two possible methods for bulk POR creation, both of which will be outlined in this job aid. Bulk PORs are typically submitted once a month in accordance with the supply chain cadence of ordering.
Method 1: Bulk PORs from the MRP Report
Generating bulk PORs from the MRP Report allows the user to view the forecasted supply and demand for particular items and create bulk PORs based on this information.
Navigate to ProjectOne > Procurement > MRP Report. For more information on how this report is set up, visit the MRP Report Job Aid.
Add filters to the MRP Report as needed to include the warehouse and date range you are interested in.
Interpret color codes to determine what needs to be ordered.
Green: That week’s demand is appropriately accounted for based on the On Hand Quantity and expected supply.
Orange: That week’s demand drives projected On Hand Quantity below the safety stock amount.
Red: That week’s demand drives projected On Hand Quantity below zero.
Purple: That week’s demand drives projected On Hand Quantity below zero with current orders needed sooner than the product’s lead time.
Click to select line items you would like to bulk order. Note that multiple line items can be selected at once and will appear dark gray once selected.
Click the ‘Generate Bulk POR’ icon. This will generate a POR in draft mode that includes the selected line items.
Navigate to ProjectOne > Procurement > Bulk POR.
Sort Bulk POR ID by descending. Because these ID numbers are automatically generated in a sequential order, this will sort the bulk PORs by most recent. Select your newly created POR from the list.
Update bulk POR details in the left hand column and click ‘Save’.
Update item quantities if needed by double clicking the line item. Note that a default recommended quantity will be applied based on upcoming demand indicated in the MRP Report, but can be edited as needed. For example, the Minimum Order Quantity may be greater than the recommended quantity or the item may require a different amount based on the Fixed Lot Multiple quantity.
Additional items can be added if necessary by selecting the ‘New Bulk POR Item’ in the top right.
Once complete, click ‘Submit’. Depending on the MRP classification and total price, the appropriate parties will be notified for approval.
Method 2: Bulk PORs from the Bulk POR Section 
Creating a bulk POR directly from the Bulk POR section of NexsysOne involves building the POR from scratch and individually adding all necessary items.
Navigate to ProjectOne > Procurement > Bulk POR.
Select the ‘New Bulk POR’ icon in the top right corner.
Appropriately fill out the fields to create a POR. Then click ‘Save’, which will save the POR in draft status.
Note: For the Ship To address, you will select from GCs, FSLs, and Warehouses based on their addresses in the system. To send a shipment to a custom location, set Is Dropship to Yes, and additional fields will open up to allow you to enter any address.
Sort Bulk POR ID by descending. Because these ID numbers are automatically generated in a sequential order, this will sort the bulk PORs by most recent. Select your newly created POR from the list.
Update bulk POR details in the left hand column and click ‘Save’.
Add all necessary items by selecting the ‘New Bulk POR Item’ in the top right.
Once complete, click ‘Submit’. Depending on the MRP classification and total price, the appropriate parties will be notified for approval.
Bulk POR Receipts
Once materials are received by the warehouse, warehouse employees will mark the items as received using the Warehouse Management System (WMS). When this has occurred, a Bulk POR Receipt will be created in NexsysOne and the items will be added to the On Hand Stock quantity indicated in the MRP Report. Bulk POR Receipts will be housed in the ProjectOne > Procurement > Bulk POR Receipt section of NexsysOne.