Setting Up Automatic Order Processing—Basic Data and Requirements Exercises

Main Exercise

Entering an Order Processing Type

Purpose: The purpose of this exercise is to define the events that will be included and the time span for the purchase requisitions and purchase orders that will be processed. An order processing type enables you to automate the release of purchase requisitions and purchase orders, convert purchase requisitions to purchase orders, and print purchase orders, depending on the events that are included. You can start the process manually, or schedule the days(s) and time to start it automatically.

Windows:
Procurement Basic Data/Order Processing Types

  1. Create a new record.
  2. Enter an order processing type, using XX1 as the format, where XX should be replaced by your initials.
  3. Enter an appropriate description of your order processing type.
  4. Save your changes.
  5. Place the cursor in the table, and create a new record.
  6. Enter the following events:
    7. Event Days Before Latest Order Date
    Release purchase requisition 5
    Requisition to orders 4
    Release purchase order 3
    Print purchase order 2
  7. Save your changes.