Creating a PQL for a Delivery Project—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Required Data

Creating a Project Product Structure

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

  1. Create a project product structure.
  2. Save your changes.

General exercise for Creating Project Product Structures 

Main Exercises

Purpose: The purpose of this exercise is to show you how to create a project quotation list (PQL) for the delivery project.

Windows:
Project Product
Project Product/Part Definition
Project Product/Quotation List

Creating a PQL for a Delivery Project

  1. Open the Project Product window and query for your project XXPD–01.
  2. Click the Part Definition tab.
  3. Note each part's part revision and item occurrences. 
  4. Select the row containing part 20–122 (Camshaft 1600), right-click, and then click Add to Project Quotation List. A message appears prompting you to indicate whether you really want to add the part to the project quotation list.
  5. Click Yes.
  6. Click the Quotation List tab.
  7. Verify that a record for part 20–122 has been added to this list. 
  8. In the Order Quantity field, enter 1.
  9. In the Max Quantity For Blanket field, enter 5. 
  10. In the From Date for Blanket field, enter today's date.
  11. Save your changes.
  12. Right-click and then click Add to Project Quotation List. The Add Miscellaneous Procurement Parts to PQL wizard appears.
  13. Click Next to go to the second wizard window.
  14. Select the Add to PQL check box for part 20–123 (Valve 1600), and then click Next.
  15. In the Order Quantity field, enter 1.
  16. In the Max Quantity For Blanket field, enter 5.
  17. In the From Date for Blanket field, enter today's date.
  18. Click Finish. The wizard automatically closes and returns you to the Quotation List tab.
  19. Verify that a record for this part has also been added to the list.
  20. Delete this new record by selecting this part and clicking Remove from the toolbar.
  21. Verify that the record for this part has been deleted from the list.