Using Automatic Order Processing—Exercises
IMPORTANT |
It is extremely important that you set up and work within your own site to maintain you 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. |
Basic Data Setup
Order Processing Type
Purpose: The purpose of this exercise is to show you how to enter an order processing type.
Windows:
Procurement Basic Data/Order Processing Types
- Enter an order processing type, using XX1 as the format, where XX should be replaced by your initials.
- Enter an appropriate description of your order processing type.
- When defining the events, use the values in the table below:
Event |
Days Before Latest Order Date |
Release purchase requisition |
5 |
Requisition to orders |
4 |
Release purchase order |
3 |
Print purchase order |
2 |
General exercise for Order Processing Types
Purchase Part
Purpose: The purpose of this exercise is to show you how to enter a purchase part.
Windows:
Purchase Part
- Enter a purchase part with XX-98-100, where XX should be replaced by your initials, as the part number and Car Washing as the description.
- Use Hour as the default purchase unit of measure.
- Connect your order processing type to your purchase part.
General exercise for Purchase Part
Supplier for Purchase Part
Purpose: The purpose of this exercise is to show you how to connect your purchase parts to the supplier.
Windows:
Supplier for Purchase Part
- Enter a new combination of Purchase Part XX-98-100 and Supplier 5040.
- The price should be 15 USD.
General exercise for Supplier for Purchase Part
Required Data
Entering a Purchase Requisition
Purpose: The purpose of this exercise is to prepare a purchase requisition that can be handled by
automatic order processing.
- Enter the required information in the header portion of the window.
- Enter a purchase requisition line. Order 10 hours of Car Washing (XX-98-100).
- Leave the purchase requisition in Planned status.
General exercise for Entering a Purchase Requisition
Main Exercise
Purpose: The purpose of this exercise is to show you how to perform automatic order processing.
Windows:
Automatic Order Processing
Purchase Order
- Enter your site and order processing type in the
Automatic Order Processing window. In the other fields, enter the wildcard value (%).
- Click OK to process all the orders at once.
- View your purchase requisition in the
Purchase Requisition window. What happened to it?
- Select the requisition line, right-click, and then click Purchase Order. The
Purchase Order window is displayed on the screen. View the purchase order. What happened to it?