Using Purchase Order Confirmation Reminder—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 set up a supplier from whom you can purchase goods and services.

Windows:
Supplier

  1. Open the Supplier window.
  2. Enter two suppliers.
  3. Save your changes.

General exercise for Supplier

Purchased Inventory Part

Purpose: The purpose of this exercise is to create the purchase part by entering it as an inventory part. The purchase part is automatically created when entering the inventory part.

Windows:
Inventory Part

  1. Enter an inventory part with the part number XX-58-100, replacing XX with your initials, and the description Racing Wheels.
  2. Enter yourself as planner.
  3. Use PCS as the unit of measure.
  4. Use 100 USD as the estimated material cost.
  5. It is advisable to enter default locations (arrival, quality assurance, and picking location) for the inventory part.

General exercise for Purchased Inventory Part

Supplier for Purchase Part

Purpose: The purpose of this exercise is to enter parts that you can buy from your supplier.

Windows:
Supplier for Purchase Part

  1. Open the Supplier for Purchase Part window.
  2. Enter a new combination of purchase part XX-58-100 and supplier XX-170. The price should be 100 USD.
  3. Save your changes.

General exercise for Supplier for Purchase Part

Main Exercises

Purpose: The purpose of these exercises is to show how a confirmation reminder can be used.

Windows:
Supplier
Purchase Order
Purchase Order Confirmation Reminders

Confirmation Reminder

  1. Open the Supplier window.
  2. Query for one of your suppliers.
  3. Click the Purchase tab and then the Misc Supplier Info tab, and indicate that the confirmation reminder should be printed. Use five days between each reminder and 60 days before delivery.
  4. Create a purchase order for the supplier. The delivery date should be less than 60 days from today's date.
  5. On the Part Order Lines tab, analyze the Order Confirm Reminder, Last Order Conf Rem, and No of Order Conf Rem fields.
  6. Release the order.
  7. Query for the order in the Purchase Order Confirmation Reminders window, and print the reminder by right-clicking and then clicking Print Order Confirmation Reminders. A new window appears. Click Preview to analyze the printout.
  8. Return to the purchase order line and analyze the Order Confirm Reminder, Last Order Conf Rem, and No of Order Conf Rem fields.

Handle Confirmation Reminder

  1. Open the Supplier window.
  2. Query for one of your suppliers.
  3. Click the Purchase tab and then the Misc Supplier Info tab, and enter 60 days before delivery.

Note: The Print Order Reminder check box should be cleared.

  1. Create a purchase order for the supplier. The delivery date should be less than 60 days from today's date.
  2. On the Part Order Lines tab, analyze the Order Confirm Reminder, Last Order Conf Rem, and No of Order Conf Rem fields.
  3. Release the order.
  4. As the delivery date is coming closer, you have not received a confirmation from your supplier. You decide that you want to send a confirmation reminder. On the order line, change Order Confirm Reminder to Print Order Reminder.
  5. Query for the order in the Purchase Order Confirmation Reminders window, and print the reminder by right-clicking and then clicking Print Order Confirmation Reminders. A new window appears. Click Preview to analyze the printout.
  6. On the purchase order line, analyze the Order Confirm Reminder, Last Order Conf Rem, and No of Order Conf Rem fields.
  7. Before sending the reminder to the supplier, you decide to wait two more days. Query for the order in the Purchase Order Confirmation Reminders window. Reset the order confirmation reminder data by right-clicking and then clicking Reset Order Confirmation Reminder Data.
  8. On the purchase order line, analyze the Order Confirm Reminder, Last Order Conf Rem, and No of Order Conf Rem fields.
  9. Confirm the order.

Note: You cannot populate an order in the Purchase Order Confirmation Reminders window after the order has been confirmed.