Entering Purchase Requisitions— Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain you 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

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

Purchase Part

Purpose: The purpose of this exercise is to enter a non-inventory registered purchase part, e.g., a service.

Windows:
Purchase Part

  1. Enter a purchase part with the part number XX-98-101, replacing XX with your initials, and the description Wheel Balancing Service.
  2. Use Hour as the purchase unit of measure.

General exercise for Purchase Part

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

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-98-101 and supplier XX-170. The price should be 50 USD.

General exercise for Supplier for Purchase Part

Main Exercise(s)

Purpose: The purpose of this lesson is to learn about entering a purchase requisition with 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). The purpose is also to understand the text processing for no-number purchase part.

Windows:
Purchase Requisition

To prepare for the upcoming Grand Prix, which takes place in two months, you are checking the racing equipment. You realize that IFS Racing needs to buy 20 racing wheels. The racing wheels will be stored in your warehouse.

IFS Racing also needs to buy wheel balancing service on the cars. This must be done within two weeks.

The welding machine has worked for several years. However, to be fully prepared for the Grand Prix, you will suggest that you purchase a new one. The requisition will include both an installation and a service kit.

Hint: If you will continue with the lesson for handling the purchase requisition, write down your purchase requisition number.

Entering a Purchase Requisition

Header

  1. Create a new record (F5) for the purchase requisition header.
  2. Enter yourself as the requisitioner.
  3. Save (F12).

Line with Inventory-registered Purchase Parts

  1. Create a new record (F5) for your first purchase requisition line (F5) in the Purchase Requisition/Part Requisition Lines tab.
  2. Order 20 racing wheels (part number XX-58-100).
  3. The supplier appears automatically. Why?
  4. Enter the wanted delivery date in the Wanted Receipt Date column. The date should be one month ahead from today's date.
  5. Save (F12).
  6. Study the Latest Order Date. Is it different from the Wanted Receipt Date? If so, why?

Line with Non Inventory-registered Purchase Parts

  1. Create a new record (F5) for your second purchase requisition line in the Purchase Requisition/Part Requisition Lines tab.
  2. Order five hours of wheel balancing services (part number XX-98-101).
  3. The supplier appears automatically. Why?
  4. Enter the wanted delivery date in the Wanted Receipt Date column. The date should be two weeks ahead from today's date.
  5. Save (F12).

Lines with No-number Parts

  1. Create a new record (F5) for your third purchase requisition line (F5) in the Purchase Requisition/No Part Requisition Lines tab.
  2. Enter one no part requisition line for the welding machine and one for the service kit. Use PCS as the unit of measure, and the supplier XX-170 for both the lines. Also, enter adequate prices.
  3. Enter a no part requisition line for the installation. Use Hour as the unit of measure, XX-170 as the supplier, and enter an adequate price for the installation. The installation will take five hours.
  4. Add a technical specification of the service kit by using the text processing functionality. Do this by selecting the appropriate line, and right-clicking and then clicking Text Processing. Enter the text and click OK.
  5. Save (F12).
  6. The Wanted Receipt Date should be two weeks ahead for all three lines. Adjust your dates and save your changes.
  7. What happens to the Latest Order Date when saving the changes?