Processing Supplier Agreement Quotations Manually—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
- Enter a supplier.
- 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
- Enter a purchase part.
- 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
- Enter an assortment.
- 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
- Enter yourself as buyer.
- 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
Agreement Quotation
- Enter a request for supplier agreement quotation.
- Connect more than one supplier to the request for supplier agreement quotation.
- Enter the price that you have received from the suppliers in the
Agreement Quotation window.
General exercise for Entering Request for
Agreement Quotation
Main Exercise
Purpose: The purpose of this lesson is to show you how to process a quotation manually.
Windows:
Agreement Quotation Approval
- Select a previously answered quotation that has not been approved. If no such quotation is available, then create one.
- Approve a quotation from a supplier.
- You are prompted to indicate whether the quotation should be converted to a supplier
agreement. Click No.
- You are prompted to indicate whether rejection letters should be printed. Click No.
- Select the approved line and then right-click. Note that the Create Supplier
Agreement option is enabled and the Approve option is disabled.
Note: Use the quotation that you created above for the rest of the exercises.
- Select the rest of suppliers, and reject them.
- You are prompted to indicate whether rejection letters should be printed. Click No.
- Select a rejected line, and right-click. Note that the Print Rejection Letter option is enabled.
- Select a supplier that has been rejected.
- Right-click and then click Print Rejection Letter to print the letter.
Note: Instead of printing the rejection letter, you can use the preview feature to view the letter on the screen.
- Select a supplier that has been approved.
- Right-click and then click Create Supplier Agreement to create a supplier
agreement.
- You can choose to either create a new supplier agreement or add to an existing one.