Initial Exercise—Procurement 1

Initial Exercises

Purpose: The purpose of these initial exercises is to demonstrate the basic functionality in Procurement, which entails:

IMPORTANT
These initial exercises are intended for instructor use. 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.

Entering Purchase Requisitions

Purpose: The purpose of this exercise is to introduce the student to the basic functionality for entering a purchase requisition with both a purchased inventory part and a no-number part.

Prerequisites:

Data Type Value Description
Site Site 1 Main Plant
Requisitioner * IFS Applications
Purchased Inventory Part 58-100 Racing Wheels
Supplier 170 Dunlop
Supplier for Purchase Part Purchase Part 58-100 with

Supplier 170

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Windows:
Purchase Requisition

Steps: To complete this exercise, perform the following steps.

  1. Open the Purchase Requisition window.
  2. Create a new record (F5).
  3. In the Requisitioner field, enter *.
  4. Save your changes (F12).
  5. Click the table on the Part Requisition Lines tab and create a new record (F5).
  6. Order five racing wheels by entering purchased inventory part 58-100 in the Part No field. In the Quantity field, enter 5.
  7. Enter the wanted delivery date in the Wanted Receipt Date field.
  8. Save your changes (F12).
  9. Click the No Part Requisition Lines tab and create a new record (F5).
  10. Enter a description of your one-time purchase, using the values shown in the table below.
Description Quantity Wanted Receipt Date Purch U/M Supplier Price/Curr
Welding Machine 1 Wanted Delivery Date PCS 170 100
  1. Save your changes (F12).
  2. Note the value in the Requisition No field.

Handling Purchase Requisitions

Purpose: The purpose of this exercise is to introduce the student to the basic functionality for handling a purchase requisition with both a purchased inventory part and a no-number part.

Prerequisites: The required data includes a purchase requisition with both a purchased inventory part and a no-number part. The purchase requisition should have Planned status.

Windows:
Purchase Requisition

Steps: To complete this exercise, perform the following steps.

  1. Open the Purchase Requisition window.
  2. Query for your purchase requisition (F3).
  3. Right-click in the header and then click Release to activate the purchase requisition.
  4. Click the Part Requisition Lines tab and select your line.
  5. Right-click and then click Requisition to Order. The Requisition to Order Parameters window appears.
  6. Click Create New. The Purchase Order(s) Successfully Created window opens. Note your order number. Click OK.
  7. Click the No Part Requisition Lines tab and select your line.
  8. Right-click and then click Requisition to Order. The Requisition to Order Parameters window appears. In the table, you will see orders, to which you can add this purchase requisition line.
  9. Click the line with the same order number used by the part requisition line.
  10. Click Add to Order. The Purchase Order(s) Successfully Created window opens. Click OK.

Handling Purchase Orders

Purpose: The purpose of this exercise is to introduce the student to the basic functionality for handling a purchase order with both an inventory-registered purchase part and an unnumbered part.

Prerequisites: The required data includes a purchase order with both a purchased inventory part and a no-number part. The purchase order should be in Planned status.

Windows:
Purchase Order

Steps: To complete this exercise, perform the following steps.

  1. Open the Purchase Order window.
  2. Query for your purchase order (F3).
  3. Right-click in the header and then click Release to activate the purchase order.
  4. Right-click and then click Print Order to print the purchase order. In the Report Print window that appears, click OK.
  5. Send the printout to the supplier.
  6. Once you receive confirmation from the supplier, right-click and then click Confirm to change the status of the order to Confirmed.

Note: If you are going to continue with the initial exercises in Receipt, write down your order number.