Beruflich Dokumente
Kultur Dokumente
Exercise - 006
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Exercise - 006
Purchase Requisitions
Introduction
This section takes you through creating Purchase Requisitions. You will
create a requisition with three line items; one for an inventory item, one for a
non-stocked item (materials) and finally one for a service.
Here you create the PR for an item which is non-rotating and do not requires
inspection.
Step
1
Action
From the Start Center, select Go To > Purchasing > Purchase
Requisitions.
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10
11
12
13
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Here you create the PR for an item which requires inspection and item is a
rotating item.
Step
1
Action
From the Start Center, select Go To > Purchasing > Purchase
Requisitions.
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11
12
13
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Exercise - 006
Purchase Order
Introduction
EXERCISE 6.3
Creating a PO
& Ordering
Items
You can use the Purchase Orders application to create purchase orders,
either from purchase requisitions (PRs), requests for quotation (RFQs), or
from scratch.
Case -1 Purchase Order creation from Purchase Requisition Step
1
Action
From the Start Center, select Go To > Purchasing > Purchase
Requisitions.
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Exercise - 006
4.
Once created POs from PRs, you would observe that PRs are
automatically in close status. Do you know WHY?
5.
EXERCISE 6.4
Approve the
PO
Action
From the Start Center, select Go To > Purchasing > Purchase
Order.
Select both the POs [one by one] and Approve.
Click Change Status icon to approve the POs.
Assign storeroom = CENTRAL before approving PO-TRNG2
for VAL-500.
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Exercise - 006
Introduction
Step
1
Action
From the Start Center, select Go To > Purchasing > Receiving.
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Exercise - 006
Introduction
Step
1
Action
From the Start Center, select Go To > Purchasing > Receiving.
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Exercise - 006
Lets consider that all 12 line items are in good condition and
passes the inspection
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Exercise - 006
Introduction
To assign the asset number for the item procured through PO PO-TRNG2,
follow the steps below.
Step
1
Action
From the Start Center, select Go To > Purchasing > Receiving.
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Exercise - 006
You can input serial # details over here. At this point, you can also
make use of barcode reader [integration would be required] and
read the serial number using the handheld device.
Click the Item Assembly Structure icon, you would see that both
the child item of VAL-500 are there and you can apply that as
well.
6
View the inventory balance for both the items FIL-100 and VAL500 using INVENTORY application.
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Exercise - 006
Introduction
In this exercise you will reconcile the vendors invoice using the invoice tab.
Step
1
Action
From the Start Center, select Go To > Purchasing > INVOICES.
Values
Description
Vendor Invoice
28.35
PO
PO-TRNG1
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10.
Values
Description
VAL-500
Vendor Invoice
47.38
PO
PO-TRNG2
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Action
Change status of both the invoices to Approve.
Clear the Close PO field in the dialog box and click OK.
Click the INVOICE tab. In the cost pane, system has automatically
calculated the values for the pretax total, total tax, and invoice
total fields.
Change the status to PAID status and click OK. The transaction
date is added to the Paid Date field and the status is changed to
PAID
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Exercise - 006
Introduction
To create RFQ for ITEM VAL-100 and FIL-500 follow the steps below.
Step
1
Action
From the Start Center, select Go To > Purchasing > Request for
Quotations
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FIELD
VALUE
Required Date
Todays date
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Introduction
Step
1
Action
Click the RFQ Lines tab
VALUES
Item
FIL-100
Quantity
Order Unit
EACH
Conversion Factor
Storeroom
CENTRAL
FIELD
VALUES
Item
VAL-500
Quantity
Order Unit
EACH
Conversion Factor
Storeroom
CENTRAL
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10
After you receive the quotations from these 2 vendors, you can
enter them on the quotations tab to have a complete record of the
quotations. Once entered quotations, you can compare them and
award the lines based on the comparison.
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Introduction
Action
Pick UP the same RFQ that you have created in previous exercise.
Click the Quotation tab
Click OK
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VALUES
Order Unit
EACH
Unit Cost
6.5
Tax Code
MA
Todays date
VALUES
Order Unit
EACH
Unit Cost
8.5
Tax Code
MA
Todays date
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10
11
Click OK
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VALUES
Order Unit
EACH
Unit Cost
6.6
Tax Code
MA
Todays date
VALUES
Order Unit
EACH
Unit Cost
8.4
Tax Code
MA
Todays date
13
14
15
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16
Select the awarded checkbox for the line item in the Quotation
for Vendor pane
17
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Introduction
Action
Select the same RFQ created in previous exercise.
Click Create PO
Click OK.
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