Using Purchase Exchange Orders — Exercises

Basic Data Setup

Create a Supplier with a Connected Customer Number

Purpose: The purpose of this exercise is to set up a supplier, which is also connected to a customer number.

Windows:
Supplier
Customer

1. Open the Supplier window.
2. Create C.S.C. Rome as a supplier with the supplier number XX1020.
3. Select the Supplier/Purchase tab. Next, right-click and then click Create Customer.
4. Enter a customer statistic group and the order type Normal .

General exercise for Creating Supplier
General exercise for Creating Customer

Defining Condition Codes

Purpose: The purpose of this exercise is to verify, and if necessary, enter condition codes that will be used in the main exercises.

Windows:
Part Basic Data/Condition Code

1. Populate the tab and view the existing values. The code value NORMAL is installed with the system. All other values are user defined. If NEW, USED and UNSERV are not displayed, enter these condition codes.
2. Verify that NEW is set as the default condition code. Save any changes.

General exercise for Condition Codes

Create and Receive a Purchased Inventory Part

Purpose: The purpose of this exercise is to create a purchased inventory part, which should be condition code handled and serial tracked.

Windows:
Inventory Part
Part
Receive Inventory Part
Supplier for Purchase Part

1. Open the Inventory Part window.
2. Create Engine as an inventory part, and give it the part number XX99-001.
3. Enter Purchased as the part type and your name as the planner.
4. Open the Part window, query for the part, and select the check boxes Inventory Serial Tracking, After Delivery Serial Tracking, and Condition Code.
5. Return to the Inventory Part window, click the Inventory Part/Misc Part Info tab, and enter Standard Cost as the inventory valuation method, and Cost per Serial as the cost level.
6. Open the Receive Inventory Part and query for your part. Create a new line and enter 2 in the Quantity Received field, enter a picking location and UNSERV (unserviceable) as the condition code and save.
7. When the Define Cost Structure dialog window opens, enter one line with Cost Bucket 110 and 30 as the unit cost.
8. When the Serial No dialog window opens enter XX1 and XX2 as serial numbers.
9. Connect the engine to supplier XX1020 and enter the following prices in the Supplier for Purchase Part/Condition Code Pricing tab.

8. Create a Sales Part connected to the Purchased Inventory Part. In the Supplier for Purchase Part record, right-click and then click Create Sales Part.

General exercise for Creating Purchased Inventory Part
General exercise for Receiving Inventory Part
General exercise for Connecting Supplier to Purchase Part

Main Exercises

Purpose: The purpose of this lesson is to demonstrate the two different variants of the purchase exchange flow.

Windows:
Purchase Order
Customer Order
Register Purchase Order Arrivals
Manual Supplier Invoice
Inventory Transactions History

Using Exchange Order with Reduced Price

1. Open the Purchase Order window.
2. Create a purchase order to buy one Engine XX99-001 from C.S.C. Rome. The condition code of the part should be USED. Note or write down the purchase order number.

Note: If possible, C.S.C. Rome wants to have an unserviceable engine in exchange. Since you have an unserviceable engine in stock, you should add that as an exchange component.

3. Select the part order line. Right-click and then click Exchange Component. Enter the Engine XX99-001 with the serial number XX1 as the exchange component.
4. Verify that the correct price is retrieved and that the Exchange check box is selected.
5. Release the purchase order.

Note: The system will verify that a customer order has been created.

5. Analyze the customer order by selecting the part order line. Right-click and then click Customer Order Info.
6. Reservation, picking, and shipping is the same as for a normal customer order. Open the Quick Order Flow Handling window and search for the customer order. Follow the order flow until the order is closed.
7. Open the Register Purchase Order Arrivals window and query for the purchase order.
8. Select the purchase order line, right-click and then click Receive Order with Serials. Enter the serial number XX3 and receive the part into a picking location.
9. Open the Inventory Transactions History window and query for the records with the purchase order reference.
10. Study the values and postings of the different transactions.

Using Exchange Order with Core Deposit

1. Open the Purchase Order window.
2. Create a purchase order to buy one Engine XX99-001 from C.S.C. Rome. The condition code of the part should be NEW. Note or write down the purchase order number.

Note: If possible, C.S.C. Rome wants to have an unserviceable engine in exchange. Since you have an unserviceable engine in stock, you should add that as an exchange component.

3. Select the part order line. Right-click and then click Exchange Component. Enter the Engine XX99-001 with the serial number XX2 as the exchange component.
4. Verify that the correct price and core deposit are retrieved and that the Exchange check box is selected.
5. Release the purchase order.

Note: The system will verify that a customer order has been created.

5. Analyze the customer order by selecting the part order line. Right-click and then click Component Customer Order.
6. Reservation, picking, and shipping are the same as for a normal customer order. Open the Quick Order Flow Handling window and search for the customer order. Follow the order flow until the order is closed.
7. Open the Register Purchase Order Arrivals window and query for the purchase order.
8. Select the purchase order line, right-click and then click Receive Order with Serials. Enter the serial number XX4 and receive the part into a picking location.
9. Open the Manual Supplier Invoice window.
10. Enter a new invoice, right-click and then click Purchasing/Match PO Receipts.
11. Study the order lines in the matching dialog box (Values, quantities etc.).
12. Open the Inventory Transactions History window and query for the records with the purchase order reference.
13. Study the values and postings of the different transactions.