Entering Requests for Order Quotations—Key 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 create a supplier record.

Windows:
Supplier

  1. Create a supplier record.
  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.

Windows:
Purchase Part

  1. Create a purchase part record.
  2. Save your changes.

General exercise for Purchase Part. 

Buyer

Purpose:  The purpose of this exercise is to create a buyer record.

Windows:
Procurement Basic Data

  1. Create a record for yourself as a buyer.
  2. Save your changes.

General exercise for Buyer.

Main Exercise

Purpose: The purpose of this exercise is to learn how to enter an request for order quotation.

Windows:
Request for Order Quotation

Assume that your company needs to buy some parts. To get the best purchasing conditions and prices, we will start by sending a request for quotations to the suppliers.

Enter Request for Order Quotation

  1. Create a new record. Enter the currency and buyer in the header. The request for order quotation should be valid for one month.
  2. Enter a request line with a desired part number.
  3. You must also enter the quantity, unit of measure and wanted delivery date.
  4. Enter the suppliers that the request for order quotation should be sent to in Suppliers tab.
  5. Release the request for order quotation by right-clicking in the header and then clicking the appropriate menu option.

Note: Highlight all the suppliers to whom you want to send the request.

 

Enter Multiple Lines on a Request for Order Quotation

  1. Create a new record. Enter the currency and buyer in the header. Ensure that the request for order quotation is valid for a month.
  2. On the Part Request Lines tab, enter request lines by right-clicking in the table area and then clicking Create Part Request Lines.
  3. Under Selection in the dialog box that displays, specify the parameters for the request for order quotation lines.
  4. Under Default Values in the dialog box, enter the quantity and wanted delivery date. These values will be entered on each line when the lines are created.
  5. Click OK. The system will automatically create the lines.
  6. If you want to change the quantity or the wanted delivery date on one or more specific lines, do that now. 
  7. In the Suppliers tab, enter the suppliers to which the request for order quotation should be sent.
  8. Release the request for order quotation by right-clicking in the header and then clicking Release.

Note: Highlight all the suppliers to whom you want to send the request.