Work Order Tender—Exercises
Basic Data Setup
Basic Data for B2B Contracting
Purpose: The purpose of this exercise is to set up the basic
data required for running this particular functionality.
Windows:
B2B Basic Data
Explore Users
- Define a contractor, priorities, discoveries, symptoms, classes, fault types,
performed actions, causes, maintenance organizations and document classes and
formats to be used for B2B contracting.
General exercise for
Basic Data for B2B Contracting.
Party List
Purpose: The purpose of this exercise is to set up the basic
data required for running this particular functionality.
Windows:
Equipment Basic Data
- Create a party list with the Contractor party type.
General exercise for
Party List.
Enter Requisitioner
Purpose: The purpose of this exercise is to set up the basic
data required for running this particular functionality.
Windows:
Procurement Basic Data
- Enter a requisitioner named WO.
General exercise for
Requisitioner.
Required Data
Create Work Order
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
- Open the Prepare Work Order
window and create a work order.
- Click the CO Information tab and add yourself as the coordinator
for the work order.
General exercise for
Create Work Order.
Create Document
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
- Open the Document Titles page and create a new document
General exercise for
Create
a Document.
Main Exercise
Purpose: The purpose of this lesson is to create a requisition
line and invite contractors to tender for the work order, to submit a tender for
the work order, to approve a contractor for the work order and to confirm a work
order tender.
Windows:
Prepare Work Order
Reply on Work Order Tenders portlet(B2B)
Order Quotation Lines
Confirm Work Order Tender portlet(B2B)
Invite to Tender
- Open the Prepare Work Order window and query for the work
order that you created. (F3)
- Click Attachments. The Attachments panel is displayed.
- Click Attach.
- Search for the document you created.
- Select the document and click OK.
- Right-click on the document and click Overview - Document Revisions.
The Document Revisions
window is opened.
- Select the document, right-click, point to Status and then click
Approve.
- Select the document, right-click, point to Status and then click
Release.
- Click the Requisitions tab and create a new record. (F5)
- Select the Create Request for Quotation check box.
- In the Latest Reply Date field, enter the date one month from now.
- In the Approved Contractor List field, select a party list that you
created.
- Save the record. (F12)
- Click the Part Requisitions Lines tab and create a new record
(F5).
- Enter the part number of the inventory part in the Part No field.
- Enter 2 in the Original Quantity field.
- Save the record. (F12)
- Right-click on the Requisitions tab and click Release.
Note: You can also try entering a line on the No Part Requisitions
Lines tab instead of the Part Requisitions Lines tab.
Submit Tender
- Log on to the B2B client as a B2B contractor who has access to the work
order.
- Click the WO No link on the Reply on Work Order Tenders
portlet. The Work Order Tender page is opened.
- Click the WO Documents link. The Connected Documents
page is opened.
- View the released documents connected to the work order.
- Click the Quotation Documents link on the header of the page. The
Connected Documents page is opened.
- Click Add Documents.
- Browse for the document file(s) that you created to connect to the order
quotation and click Finish.
- Click the WO No link on the Reply on Work Order Tenders
portlet. The Work Order Tender page is opened.
- Enter 100 in the Price/Curr field for the part and save the record.
This sets the quotation to Answered status.
Approve Contractor
- Open the Order Quotation Lines window and query for the
Work Order demand code and the number of the work order as order ref 1 or
open the Order Quotation Approval window and
query for the request number of the order quotation submitted above.
- Select the quotation line, right-click and then click
Approve.
Confirm Tender
- Click the Customize Settings icon on the Confirm Work
Order Tender portlet and select My Work Order Tenders to be confirmed
and click OK.
- To confirm a purchase order line, click Confirm.