Using Charge or No Charge—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

Create Supplier

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Supplier

  1. Open the Supplier window.
  2. Create C.S.C. Rome as a supplier with supplier number XX1020.
  3. Create C.S.C. Cape Town as a supplier with supplier number XX1030.

General exercise for Creating Supplier

Create Customer

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Customer
Supplier/Purchase/General

  1. Open the Customer window.
  2. Create C.S.C. Cape Town as a customer with customer number XX1030. Enter Normal as the default order type.
  3. Link customer XX1030 to supplier XX1030.

General exercise for Creating Customer
General exercise for Creating Supplier

Create Purchased Inventory Part

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Inventory Part
Receive Inventory Part
Supplier for Purchase Part

  1. Open the Inventory Part window.
  2. Create Lilac Tire Paint as an inventory part and give it part number XX88-421.
  3. Enter Purchased as the part type and yourself as planner.
  4. Click the Inventory Part/Default Locations tab and enter a default picking location.
  5. Click the Inventory Part/Cost tab and update the estimated material cost.
  6. Repeat steps 2 through 4 for Yellow Tire Paint (XX88-579) and for Tire (62-869).
  7. Receive 500 pieces each of the two different paints into a picking location.
  8. Connect the two paints to supplier XX1020 and the tires to supplier XX1030.

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

Create Stored Sales Part

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Sales Part

  1. Open the Sales Part window.
  2. Create Lilac Tire Paint as a sales part using part number XX88-421.
  3. Do the same for Yellow Tire Paint (XX88-579).

General exercise for Creating Stored Sales Part

Required Data

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

Site Purchase Component Method
Your own Customer Order

General exercise for Entering Site

Main Exercise

Purpose: The purpose of this exercise is to show you the flow used for providing a supplier with material or components that the supplier needs to either manufacture or pack parts that you are purchasing.

Windows:
Purchase Order
Ship Supplier Material
Supplier Material for Purchase Order Line

Sending Material to Supplier (to Be Charged or Not)

  1. Open the Purchase Order window.
  2. Create a purchase order to buy 100 tires from C.S.C. Cape Town. Note/write down the purchase order number.

Note: The tires should be treated with Tire Paint before their delivery, and you need to supply C.S.C. Cape Town with the paint. Each tire needs two bottles of paint of each color.

  1. Select the part order line. Then right-click and click Component Parts. Enter the components Lilac Tire Paint and Yellow Tire Paint. Decide whether or not you want to charge the items to your supplier.
  2. Release the purchase order.

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

  1. Analyze the customer order by selecting the part order line. Then right-click and click Component Customer Order.
  2. Reservation, picking, and shipping will be the same as for a normal customer order.