Using Quick Entry of Supplier and Part on Purchase Order—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 enter the supplier of the part that has the identified requirement.
Windows:
Supplier
- Enter the British tire supplier XX-170, replacing XX with your initials. In the Name field, enter Dunlop.
- In the
General tab, use English as the default language.
- In the Address/Purchase Address Info tab, right-click and
then click Supply Chain Matrix for Supplier.
- In the
To Demand Site tab, enter CIF (Cost Insurance Freight) as delivery term, 30 (Road Transport) as the ship-via code,
external transport lead time 2, and internal transport lead time 1.
- Save and go back to the
Supplier window.
- In the Invoice/General tab, use USD as the currency.
- In the Purchase/General tab, enter yourself as buyer. Use USD as the currency.
General exercise for Supplier
General exercise for
Setting Up Supplier-to-Site Supply Chain Parameters for Trading
Purchase Part
Purpose: The purpose of this exercise is to enter a non-inventory registered purchase part, e.g., a service.
Windows:
Purchase Part
- Enter a purchase part with the part number XX-98-101, replacing XX with your initials, and the description Wheel Balancing Service.
- Use Hour as the purchase unit of measure.
General exercise for Purchase Part
Main Exercises
Purpose: The purpose of these exercises is to show how you can quickly enter suppliers and connect parts to a supplier.
Windows:
Supplier
Purchase Order
Supplier for Purchase Part
- Open the
Supplier window.
- Query for your supplier.
- On the Purchase/General tab, select the Use as Template check box and enter a template description.
- Save your entry.
- Open the
Purchase Order window.
- Create a new purchase order. Right-click in the window header and then click
Quick Supplier Registration.
- Select a template.
- Enter the new supplier ID XXQUICK (use your initials), name, and address info. Then click OK.
- Query for the supplier you just created. Analyze the New Quick Registered Supplier check box on the
Supplier/General tab.
- Open the
Purchase Order window.
- Use your skills to create a purchase order for supplier XXQUICK.
- Enter a new part order line for part XX-98-101 (that is not connected to supplier XXQUICK).
Note: You cannot use the List of Values to enter this part. It must be entered manually in the Part No field.
- Enter the price and unit of measure in the window that appears.
- Enter a quantity. Save the order line.
- Analyze the new supplier for purchase part record that you have created.