Entering Purchase Charges—Exercises
IMPORTANT |
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
Enter Purchase Part
Purpose: The purpose of this exercise is to show you how to set up a purchase part that is required for
running this particular functionality.
Windows:
Purchase Part
- Enter the following purchase part: XX62–450 Soft Racing Tire.
- Select PCS as the unit of measure.
General exercise for Purchase Part
Enter Charge Group
Purpose: The purpose of this exercise is to show you how to enter a charge group for use in the exercise
below.
Windows:
Procurement Basic Data/Purchase Charge Groups
- Enter the following charge group: XXFREIGHT.
General exercise for Charge Group
Enter Charge Type
Purpose: The purpose of this exercise is to show you how to enter a charge type for use in the exercise
below.
Windows:
Purchase Charge Types
- Enter the following charge type: XXAIR.
- Connect this charge type to the following charge group: XXFREIGHT.
General exercise for Charge Type
Enter Supplier with Charge Connected
Purpose: The purpose of this exercise is to show you how to set up the basic data required for running
this functionality.
Windows:
Supplier
- Enter the following suppliers: XX–150 Michelin and XX–160 Goodyear.
- Connect Charge Type XXAIR to Supplier XX–150 on your own site.
General exercise for Supplier
General exercise for Supplier with Charge
Enter Supplier for Purchase Part
Purpose: The purpose of this exercise is to show you how to set up the basic data required for running
this functionality.
Windows:
Supplier for Purchase Part
- Connect Supplier XX–150 Michelin and XX-160 Goodyear
to purchase part XX62–450 Soft Racing Tire.
General exercise for
Supplier for
Purchase Part
Required Data
Enter Purchase Order
Purpose: The purpose of this exercise is to familiarize you with the required data that is used in the
exercises below.
- Create a purchase order from Supplier XX–150 using Part Number XX62–450.
General exercise for Purchase Order
Main Exercises
Purpose: The purpose of these exercises is to learn how
charges are connected to purchase orders. It will also show you what the purchase order documents look like when
charges are used. You will also learn how to connect a charge to a purchase order when working with parts without part numbers.
Windows:
Purchase Order
- Open the
Purchase Order window.
- Create or query for a purchase order from Supplier XX–150 using Part Number XX62–450.
- Click the
Charges tab.
- Review the charges that are listed.
- Print and review the purchase order. Where in the document do the charges appear?
- Open the
Purchase Order window.
- Create a purchase order for Supplier XX–160 using Part Number XX62–450.
- Click the
Charges tab and add Charge XXAIR.
- Connect the charge line to the purchase order line
and select the Unit Charge check box.
- Click the
Part Order Lines tab and
update the Quantity field.
- Click the
Charges tab and review the
quantity of the charge line.
- Open the
Purchase Order window.
- Create a purchase order for Supplier XX–160 using Part Number XX62–450.
- Click the
Charges tab and add Charge XXAIR.
- Remove the charge price/base and instead enter a
charge (%).
- Review the
charge amount that appears at the bottom of the
Charges tab.
- Note that if the charge is not connected to a specific
line, the percentage is applied on the total purchase order amount.
- Connect Charge Type XXAIR to Supplier XX–150 and
purchase part XX62–450 on your own site.
- Enter a value in the Min Order Amt/Base
field of 100 on the connected
charge line for the supplier for purchase part.
- Open the
Purchase Order window.
- Create a purchase order for Supplier XX–150 using Part Number XX62–450.
Make sure that the total order amount exceeds 100.
- Save the purchase order line.
- Note the information message which says that
charge XXAIR has been added as it's condition has been fulfilled.
- Review the
charge amount at the bottom of the
Charges tab.
- Note that the added charge line is connected
directly to the purchase order line.
- In the
Purchase Order window, create a purchase order from Supplier XX-160 for a part without a part number.
- In the
Charges tab, add Charge XXAIR for the part.
- Print and review the purchase order.
Review Landed Cost Calculations
- Open the
Purchase Order window.
- Search for any of the purchase orders created in
the above exercises.
- Right-click and then click Calculate Landed Cost
and evaluate the
information shown in the Landed Cost tab. It displays the total cost for each part when considering
discounts, additional costs and charges.
- To view more details for each purchase part,
select any of the the lines and then right-click and open the
Landed
Cost Details window.
- In this window you can view detailed information
about how the landed cost for each purchase order line is built up based on
the charges connected on the order.