Changing Supplier for Purchase Part—Basic Data and Requirements Exercises

Basic Data Setup

Purchase Group

Purpose: The purpose of this exercise is to enter a purchase group for the purchase part. This will be used as a selection method in one of the main exercises.

Windows:
Procurement Basic Data/Purchase Groups

1. Create purchase group XX3 (replacing XX with your initials).

General exercise for Purchase Group

Purchased Inventory Part

Purpose: The purpose of this exercise is to create purchase parts by entering them as inventory parts. The purchase parts are automatically created when entering the inventory parts.

Windows:
Inventory Part

1. Enter an inventory part with the part number XX-58-120 (replacing XX with your initials) and the description Magnesium Wheels.
2. Enter yourself as planner.
3. Use PCS as the unit of measure.
4. Use 100 USD as the estimated material cost.
5. Repeat this for XX-58-121 (replacing XX with your initials) and the description Cragar Wheels.

Note: You can use the Copy/Paste Object function and just change the part number and part description before saving.

General exercise for Purchased Inventory Part

Purchase Part

Purpose: The purpose of this exercise is to connect one purchase inventory part to the previously entered purchase group. You should also enter non-inventory registered purchase parts, e.g., services, that will be used in one of the main exercises.

Windows:
Purchase Part

1. Connect the purchase inventory part XX-58-121 to the purchase group XX3.
2. Enter a set of purchase parts with the IDs AXX, BXX, CXX, and DXX (replacing XX with your initials). Use Cleaning A, Cleaning B, Cleaning C, and Cleaning D, as the description. Example: For part AXX, use the description Cleaning A.
3. Use Hour as the purchase unit of measure.

Note: You can use the Copy/Paste Object function and just change the part number and part description before saving.

General exercise for Purchase Part

Supplier

Purpose: The purpose of this exercise is to create various suppliers to be connected to the purchase parts.

Windows:
Supplier

1. Enter the following suppliers: XX-175 with description Avon, XX-176 with description Aero Race, XX-177 with description Goodrich, and XX-178 with description Continental (replacing XX with your initials).
2. In the General tab, use English as the default language.
3. In the Address/Purchase Address Info tab, use CIF (Cost Insurance Freight) as the delivery term and 30 (Road Transport) as the ship via code.
4. In the Invoice/General tab, use USD as currency.
5. In the Purchase/General tab, enter yourself as buyer. Use USD as the currency.

Note: You can use the Copy Supplier function. When doing this, you just need to enter the new ID and description of the next supplier.

General exercise for Supplier

Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect the purchase parts to corresponding suppliers. These connections will be changed later from one supplier to another.

Windows:
Supplier for Purchase Part

1. Connect the magnesium wheel (XX-58-120) to the suppliers Continental (XX-178) and Avon (XX-175).
2. Connect the Cragar wheel (XX-58-121) to the supplier Aero Race (XX-176).
3. Connect the cleaning services (AXX, BXX, CXX, and DXX) to the supplier Goodrich (XX-177).
4. Enter relevant prices for all your connections.

General exercise for Supplier for Purchase Part

Main Exercise

Purpose: The purpose of this lesson is to change a supplier for a purchase part. Besides specifying a different supplier, you can also use different parameters, such as a purchase group or an alphabetical interval for the purchase parts.

Windows:
Change Supplier for Parts
Supplier for Purchase Part

Indicating a Specific Supplier

IFS Racing buys magnesium wheels (XX-58-120) from both Continental (XX-178) and Avon (XX-175). However, they have decided to purchase the part solely from Avon.

1. Change suppliers from Continental (XX-178) to Avon (XX-175). You either can enter the IDs or retrieve them by clicking List.
2. Make sure that changes have been effected. Click Count to check that one change will occur.
3. Click OK.
4. What has happened? Check your connections in the Supplier for Purchase Part window.

Creating a New Supplier Connection

After several months, IFS Racing finds a new supplier (Aero Race) for the magnesium wheels (XX-58-120).

1. Change suppliers from Avon (XX-175) to Aero Race (XX-176). You either can enter the IDs or retrieve them by clicking List.

Note: This connection did not exist for the magnesium wheel, i.e., you have not entered this connection in the Supplier for Purchase Part window

2. Make sure that changes have been effected. Click Count to check that one change will occur.
3. Click OK.
4. What has happened? Check your connections in the Supplier for Purchase Part window.

Specifying a Purchase Group

The Cragar wheels (XX-58-121) are purchased from Aero Race. This purchase part belongs to the purchase group XX3 within IFS Racing. At this point, Aero Race supplies both the magnesium wheels (XX-58-120) and the Cragar wheels (XX-58-121); however, IFS Racing decides to source the Cragar wheels (XX-58-121) from Continental.

1. Change suppliers from Aero Race (XX-176) to Continental (XX-178). You either can enter the IDs or retrieve them by clicking List.

Note: If you click Count now, two changes will occur that involve purchase parts XX-58-120 and XX-58-121. Do not click OK.

2. Under For Parts, enter XX3 in the Purchase Group field.
3. Make sure that changes have been effected. Click Count to verify that only one change will occur.
4. Click OK.
5. What has happened? Check your connections in the Supplier for Purchase Part window. Why is just one of the purchase parts affected by the change?

Specifying an Alphabetical Interval

IFS Racing also receives the services AXX, BXX, CXX, and DXX from Goodrich (XX-177). However, they decide to source BXX and CXX from Avon (XX-175).

1. Change suppliers from Goodrich (XX-177) to Avon (XX-175). You either can enter the IDs or retrieve them by clicking List.
2. Under For Parts, enter B and D in the From Purchase Part and To Purchase Part fields, respectively.

Note: The alphabetical interval defines the purchase parts to be affected excluding the last letter limit. For example, A–D will affect three purchase parts (AXX, BXX, and CXX). Thus, B–D will change the supplier for BXX and CXX to Avon.

3. Make sure that changes have been effected. Click Count to check that only two changes will occur.
4. Click OK.
5. What has happened? Check your connections in the Supplier for Purchase Part window.