Entering Requests for Supplier Agreement Quotation—Exercises
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Basic Data Setup
Supplier
Purpose: The purpose of this exercise is to enter a supplier so that it can be used during the main
exercises.
Windows:
Supplier
- Enter a supplier.
- Save your changes.
General exercise for Supplier
Purchase Part
Purpose: The purpose of this exercise is to enter a non-inventory registered purchase part so that it
may be used during the main exercises.
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 enter a supplier assortment so that it may be used during the
main exercise.
Windows:
Procurement Basic Data
- Enter an assortment.
- Save your changes.
General exercise for Supplier Assortment
Buyer
Purpose: The purpose of this exercise is enter yourself as a buyer so that information can be used during
the main exercises.
Windows:
Procurement Basic Data
- Enter yourself as buyer.
- Save your changes.
General exercise for Buyer
Main Exercises
Purpose: The purpose of this lesson is to familiarize you with requests for
supplier agreement quotation.
Windows:
Request for Agreement Quotation
Note: Assume that your company needs to buy some parts continuously during a given year. To get the best
purchasing conditions and prices, you will start by sending requests for quotation to the suppliers.
- Create a new record. Enter the currency and buyer in the header. The request for
supplier agreement quotation should be valid for a month.
- Enter a request line with the desired part number.
- Enter the total quantity that will be purchased during the year.
- Enter a standard order quantity that will be used for each purchase.
- Specify the dates so that the period becomes a year.
- Enter an assortment request line.
- Specify the estimated amount that you think will be bought during the year.
- Specify the dates so that the period becomes a year.
- Click the
Suppliers tab, and enter the suppliers to which the request for
supplier agreement quotation should be sent.
- Release the request for supplier agreement quotation.
- Highlight all the suppliers to which you want to send the request.
- Print the request.
Purpose: The purpose of this exercise is to learn how to create multiple lines on requests for
supplier agreement
quotation.
Windows:
Request for Agreement Quotation
Note: Assume that your company needs to continuously buy some parts during a given year. To get the best
purchasing conditions and prices, you will start by sending requests for quotation to the suppliers.
- Create a new record. Enter the currency and buyer in the header. Ensure that the request for
supplier agreement quotation is valid for a month.
- Right-click and then click Create Part Request Lines to enter your selection and default values.
- Enter the total quantity that will be purchased during the year. Note: Will be the same for all the lines. If you want specify different quantities for the different lines, you can do this later, after all the lines are created.
- Enter a standard order quantity to be used for each purchase. Note: The system will use this quantity for all the lines. You can change the quantities on individual lines later, when all the lines are created.
- Specify the dates so the period becomes a year.
- Click OK. The system will automatically create the lines.
- If you want to change the quantity or the standard order
quantity on one or more specific lines, do that now.
- Click the
Suppliers tab, and enter the suppliers to which the request for
supplier agreement quotation should be sent.
- Release the request for supplier agreement quotation.
- Select all the suppliers to which you want to send the request.
- Print the request.