Handling Supplier Agreement Quotations—Exercises

IMPORTANT
If you are a student, 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.

Basic Data Setup

Supplier

Purpose:  The purpose of this exercise is to show you how to enter a supplier.

Windows:
Supplier

  1. Enter a supplier.
  2. Save your changes.

General exercise for Supplier.

Purchase Part

Purpose: The purpose of this exercise is to show you how to enter a non-inventory registered purchase part.

Windows:
Purchase Part

  1. Enter a purchase part.
  2. Save your changes.

General exercise for Purchase Part

Supplier Assortment

Purpose: The purpose of this exercise is to show you how to enter a supplier assortment.

Windows:
Procurement Basic Data

  1. Enter an assortment.
  2. Save your changes.

General exercise for Supplier Assortment

Buyer

Purpose:  The purpose of this exercise is to show you how to enter a buyer.

Windows:
Procurement Basic Data

  1. Enter yourself as buyer.
  2. Save your changes.

General exercise for Buyer

Required Data

Request for Agreement Quotation

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Request for Agreement Quotation

  1. Enter a request for supplier agreement quotation.
  2. Connect more than one supplier to your request for supplier agreement quotation.

General exercise for Entering Request for Agreement Quotation

Main Exercise

Enter and Approve Supplier Agreement Quotation

Purpose: The purpose of this exercise is to show you how to enter quotation information, such as prices and discounts received from the suppliers, and to use this information to create a supplier agreement.

Windows:
Agreement Quotation
Agreement Quotation Approval

Note: This exercise assumes that responses to your request for quotation have been received. This information should be gathered and evaluated.

  1. Search for your quotation.
  2. Enter prices, discounts, and additional cost information received from suppliers.
  3. In the Agreement Quotation Approval window, compare the prices received from the suppliers.
  4. Approve the supplier with the best price.
  5. Create a supplier agreement, and print rejection letters for the suppliers that were not chosen.
  6. Use the right mouse button option to view the supplier agreement that was created.