Using Purchase Order Revision—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

  1. Enter the British tire supplier XX-170, replacing XX with your initials. In the Name field, enter Dunlop.
  2. In the General tab, use English as the default language.
  3. In the Address/Purchase Address Info tab, right-click and then click Supply Chain Matrix for Supplier.
  4. 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.
  5. Save and go back to the Supplier window.
  6. In the Invoice/General tab, use USD as the currency.
  7. 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

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

Required Data

Enter Purchase Order

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

  1. Enter a purchase order for supplier XX-170 with three order lines for part XX-58-100.
  2. Release the order.

General exercise for Purchase Order

Main Exercise

Purpose: The purpose of this lesson is to show you how to work with revisions of the purchase order.

Windows:
Purchase Order

Revision Handling

  1. Open the Purchase Order window.
  2. Click the Misc Order Info tab and view the purchase order revision number.
  3. Print the order by right-clicking and then clicking Print Order. A new window appears. Analyze the revision number on the printout by clicking Preview.
  4. Change the quantity on one order line.

Note: A new revision is created automatically. The Printed check box is cleared.

  1. Cancel one of the order lines.
  2. Add a new order line.
  3. Print the order. Analyze the revision number on the printout by using the preview function.
  4. Analyze the revision status on each order line.