Creating RFQs and PRs—Exercises

Basic Data Setup

Creating Design Objects

Purpose: The purpose of this exercise is to create design objects.

Windows:
Design Object
 Design Objects

  1. Create design objects for the following classes to use in the exercises to come:
    Class Design Object ID
    PUMP CENTRIFUGAL PC1
    PUMP CENTRIFUGAL PC2
    PUMP CENTRIFUGAL PC3

General exercise for Creating a Design Object.

Creating a Document for a Design Object

Purpose: The purpose of this exercise is to create a document for a design object.

Windows:
Design Object

  1. Create a document for a design object as follows: 
    Design Object ID Doc Class Title File Path
    PC1 500 PC1 Specification (Browse and select a word file on your machine)

General exercise for Creating a Document for a Design Object.

Creating Class Relations

Purpose: The purpose of this exercise is to set up class relations.

Windows:
Class/Class Relations

  1. Create Class Relations with the values defined in the table rows for the columns (fields) defined below:
Class Class Relation Description Sub Class
PUMP CENTRIFUGAL can have design part PUMP CENTRIFUGAL
PUMP CENTRIFUGAL can have an additional part BEARING

General exercise for Creating Class Relations

Creating Design Parts

Purpose: The purpose of this exercise is to create design parts which will be used as additional parts.

Windows:

        Design Part
Design Parts

  1. Create design parts for the following classes to use in the exercises to come:
    Class Design Part ID Description
    PUMP CENTRIFUGAL 10600010 Pump Centrifugal APP3

General exercise for Creating a Design Part

Connecting Additional Parts to a Design Object

Purpose: The purpose of this exercise is to connect additional parts to the design objects, to use in the exercises to come.

Windows:
Additional Parts

  1. Create additional parts as follows:
    Sort Order Object ID Design Part ID Description Spare Part Quantity Purchase Part Quantity
    1 PC1 10600010 Pump Centrifugal APP3 1 1
    1 PC2 10600010 Pump Centrifugal APP3 1 1
    1 PC3 10600010 Pump Centrifugal APP3 1 1

General exercise for Connecting Additional Parts to a Design Object.

Enter a Site and Connect to a User

Purpose: The purpose of this exercise is to create a site, connect your user to it and set it as your default site.

Windows:
Site
Sites per User

  1. Create a site, XX1, where XX is replaced with your initials, with an appropriate site description.
  2. Connect your user to the site.
  3. Set the site as your default site.

General exercise for Entering a Site and Connecting a Site to a User

Adding a Project Connection to a Design Object

Purpose: The purpose of this exercise is to add a project connection to a design object, to view the effect of the project connection on the PR.

Windows:
Design Object/Project

  1. Add a project and activity for your design object.

General exercise for Adding a Project Connection to a Design Object

Connecting Project Sites

Purpose: The purpose of this exercise is to connect the site created above for the project, to be used in the exercises to come.

Windows:
Design Object/Project

  1. Connect the site XX1, where XX is replaced with your initials, to your project.

General exercise for Connecting Project Sites

Main Exercise

Purpose: The purpose of this lesson is to create and view a request for order quotation and purchase requisition for design objects.

Windows:
Design Objects
Request for Order Quotation/No Part Request Lines
Purchase Requisition/Part Requisition Lines

Creating a Request for Order Quotation

  1. Open the Design Objects window and search for the design object(s), PC1, PC2 and PC3. Select the row(s) for the design object(s).
  2. Right-click and click Create Request for Order Quotation. The Create Request for Order Quotation dialog box opens up.
  3. In the Site field, use the default site XX1, you set above.
  4. In the Currency field, select the default currency.
  5. In the Buyer field, select the default buyer.
  6. In the Latest Reply Date field, enter the last day to receive the quotation from the supplier(s). This must be a working day in the distribution calendar specified for the site and later than today's date.
  7. In the Wanted Delivery Date field, enter the date when the supplier should deliver the item(s) to an agreed delivery address. This can be a non working day but has to be later than today's date.

Note: The wanted delivery date entered, in the header, will be re-used for all selected objects, by default.

  1. In the Select Information for Individual Design Objects table, use the default values for the Unit, and Quantity field.
  2. Click Delivery Date to apply the wanted delivery date in the header to all proceeding objects
  3. Select PC1 in the Select Information for Individual Design Objects table and then, in the Add Documents for Selected Additional Parts table, select the Add Document check box to attach the document to the request for order quotation for the object.
  4. Click OK.
  5. Back on the Design Objects window, right-click, select the row for a design objects, PC1, PC2 and PC3, and click Request for Order Quotation. The created request for order quotation will be displayed.
  6. Click the No Part Request Lines tab to view the requisition lines that have been created. 
  7. Click Attachments and then click Documents to view the connected document.

Creating a Purchase Requisition

  1. Open the Design Objects window and search for the design object(s), PC1, PC2 and PC3. Select the row(s) for the design object(s).
  2. Right-click and click Create Purchase Requisition. The Create Purchase Requisition dialog box opens up. 
  3. In the Site field, use the default site XX1, you set above.
  4. In the Wanted Delivery Date field, enter the date or that the items should be received into stock. This must be a working day in the distribution calendar specified for the site, and later than today's date. 
  5. In the Buyer field, select the default buyer.

Note: The wanted receipt date and buyer entered in the header, will be re-used for all selected objects, by default. To apply the modification of a wanted receipt date and buyer for a single object to all proceeding objects click Receipt Date and Buyer.

  1. In the Additional Parts of Selected Design Object(s) table, select the row for the additional part, and select the Add Document check box of the Add Documents for Selected Additional Parts table, to attach the document(s) to a corresponding purchase requisition line.
  2. Click OK.
  3. Back on the Design Objects window, right-click, select the row for a design objects, PC1, PC2 and PC3, and click Purchase Requisition. The created purchase requisition will be displayed
  4. Click the Part Requisition Lines tab to view the requisition lines that have been created. 
  5. Click Attachments and then click Documents to view the connected document.