Handling Purchase Orders with Alternate Purchase Parts—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

Entering Purchase Parts

Purpose: The purpose of this exercise is to enter two purchase parts at the same site. One part will subsequently be used as the primary purchase part, the other as the alternate purchase part.

Windows:
Purchase Part

  1. Open the Purchase Part window and create a new record.
  2. Enter a part with part number XX-58-100 (replacing XX with your initials) and the description Racing Wheels.
  3. Specify yourself as the buyer in the Buyer ID field.
  4. Connect the purchase part to a purchase group by selecting the purchase group for racing tires (20) from the list in the Purchase Group field.
  5. Save the record.
  6. Create a new record.
  7. Enter a part with part number XX-58-200 (replacing XX with your initials) and the description Racing Wheels (Alternate).
  8. Specify yourself as the buyer in the Buyer ID field.
  9. Connect the purchase part to a purchase group by selecting the purchase group for racing tires (20) from the list in the Purchase Group field.
  10. Save the record.

General Exercise for Purchase Part
General Exercise for Purchased Inventory Part

Setting up Alternate Part

Purpose: The purpose of this exercise is to define one part as an alternate to another part.

Windows:
Part

  1. Open the Part window and query for the first part you entered in the above exercise.
  2. Click the Alternate Parts tab and create a new record.
  3. In the Alternate Part No field, enter the second part you created in the above exercise or select it from the List of Values.
  4. Leave the Fully Interchangeable check box selected. It indicates that the relationship between the alternate part and primary part is mutual, i.e., that the primary part can also be used as an alternate to the part entered on the Alternate Parts tab.
  5. Save the record.

General Exercise for Setting up Part Catalog

Supplier

Purpose: The purpose of this exercise is to enter a supplier for the purchase parts.

Windows:
Supplier

  1. Open the Supplier window and create a new record.
  2. Enter the British tire supplier XX-170, replacing XX with your initials. In the Name field, enter Dunlop.
  3. On the General tab, use English as the default language.
  4. In the Address/Purchase Address Info tab, right-click and then click Supply Chain Matrix for Supplier.
  5. 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.
  6. On the Invoice/General tab, use USD as the currency.
  7. On the Purchase/General tab, enter yourself as the buyer. Use USD as the currency.

General Exercise for Supplier

Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect your purchase parts to the supplier.

Windows:
Supplier for Purchase Part

  1. Enter a new combination of purchase part XX-58-100 and supplier XX-170. The price should be 100 USD.
  2. Enter a new combination of purchase part XX-58-200 and supplier XX-170. The price should be 100 USD.

General Exercise for Supplier for Purchase Part

Required Data

Creating a Purchase Order

Purpose: The purpose of this exercise is to create a purchase order for the main exercise below.

Windows:
Purchase Order

  1. Open the Purchase Order window and create a new record.
  2. In the purchase order header, enter supplier XX-170 (replacing XX with your initials) and a receipt date of two weeks from today's date.
  3. On the Part Order Lines tab, enter one purchase order line with the following information:
Part Number Quantity Wanted Delivery Date
XX-58-100 20 One month from today's date

Note: Replace XX with your initials.

  1. Save the record and write down the purchase order number.

General Exercise for Entering Purchase Orders.

Main Exercise

Purpose: The purpose of this exercises is to show how to replace a purchase part with an alternate purchase part.

Windows:
Purchase Order

Adding an Alternate Part to a Purchase Order

  1. Open the Purchase Order window.
  2. Query for your the purchase order you created above.
  3. Release the purchase order by right-clicking in the header and then clicking Release.
  4. The supplier informs you that the requested part is currently not available but that an alternate can be delivered right away.
  5. Replace the original part with an alternate part. To do so, select the purchase order line on the Part Order Lines tab, right-click, and then click Add/Change Alternate Parts.
  6. In the Add/Change Alternate Parts window that appears, the part number of the original purchase part (XX-58-100) and its quantity (20) are shown in the window header.
  7. In the lower part of the window, XX-58-200 is shown as the alternate part number.
  8. Enter 20 in the Quantity field.
  9. Click OK.
  10. On the Part Order Lines tab, a new order line is now shown. If you scroll to the right, you will see a reference to the original part in the Original Part No and Original Part Description fields.
  11. Process the purchase order for part no. XX-58-200 as described in the Handling Purchase Orders lesson.