Entering Requests for Supplier Agreement Quotation—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 enter a supplier so that it can be used during the main exercises.

Windows:
Supplier

  1. Enter a supplier.
  2. 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

  1. Enter a purchase part.
  2. 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

  1. Enter an assortment.
  2. 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

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

General exercise for Buyer

Main Exercises

Entering a Request for Agreement Quotation

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.

  1. Create a new record. Enter the currency and buyer in the header. The request for supplier agreement quotation should be valid for a month.
  2. Enter a request line with the desired part number.
  3. Enter the total quantity that will be purchased during the year.
  4. Enter a standard order quantity that will be used for each purchase.
  5. Specify the dates so that the period becomes a year.
  6. Enter an assortment request line.
  7. Specify the estimated amount that you think will be bought during the year.
  8. Specify the dates so that the period becomes a year.
  9. Click the Suppliers tab, and enter the suppliers to which the request for supplier agreement quotation should be sent.
  10. Release the request for supplier agreement quotation.
  11. Highlight all the suppliers to which you want to send the request.
  12. Print the request.

Entering Multiple Lines on a Request for Agreement Quotation

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.

  1. 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.
  2. Right-click and then click Create Part Request Lines to enter your selection and default values.
  3. 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.
  4. 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.
  5. Specify the dates so the period becomes a year.
  6. Click OK. The system will automatically create the lines.
  7. If you want to change the quantity or the standard order quantity on one or more specific lines, do that now.
  8. Click the Suppliers tab, and enter the suppliers to which the request for supplier agreement quotation should be sent.
  9. Release the request for supplier agreement quotation.
  10. Select all the suppliers to which you want to send the request.
  11. Print the request.