Entering Purchase Requisition for Express Orders—Exercises

Basic Data Setup

Purchased Inventory Part

Purpose: The purpose of this exercise is to create a 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

Purpose: The purpose of this exercise is to enter the supplier of the part that has the identified requirement. You should also activate the option for handling express orders.

Note: If you have entered this supplier in an earlier exercise you only have to check the check the Express Order Allowed check box in Supplier/Purchase/General.

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.
8. In the Purchase Express Order group box, select the Express Order Allowed check box.

General exercise for Supplier
General exercise for Setting Up Supplier-to-Site Supply Chain Parameters for Trading

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.
2. The price should be 100 USD.

General exercise for Supplier for Purchase Part

Main Exercises

Purpose: The purpose of this lesson is to learn about entering a purchase requisition for express orders. Purchase requisition lines for inventory-registered purchase parts, non-inventory registered purchase parts, and a no-number part (a purchase part without any part number) are individually specified.

Windows:
Purchase Requisition

To prepare for the upcoming Grand Prix, which takes place in two weeks, you are doing the last check of the racing equipment. You realize that IFS Racing needs to buy four more racing wheels and you will need the equipment as soon as possible. The racing wheels will be stored in your warehouse.

Entering a Purchase Requisition for Express Orders

1. Create a new record (F5) for entering the purchase requisition header.
2. Enter yourself as the requisitioner.
3. Enter 5 in the Order Code field. The description for Express Order is automatically displayed.
4. Save (F12).
5. Order four racing wheels (part number XX-58-100).
6. Enter the wanted delivery date in the Wanted Receipt Date column. The date should be one week ahead from today's date.
7. Save (F12).
8. Study the Latest Order Date. Is it different from the Wanted Receipt Date? If so, why?

Note: If you will continue with the lesson for handling purchase requisitions for express orders, write down your purchase requisition number. Then you can go directly to the main exercise in the next lesson.