Handling Purchase Requisition for Express Orders—Exercises

Basic Data Setup

Entering User Information

Purpose: The purpose of this exercise is to connect your coordinator to your user. The result is that the coordinator becomes the default coordinator on the purchase requisition.

Windows:
Sites per User

1. Connect your coordinator ID to your user.

General exercise for Site

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. Use PCS as the unit of measure.
3. Use 100 USD as the estimated material cost.
4. 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

Required Data

Entering a Purchase Requisition for Express Orders

Purpose: The purpose of this exercise is to show you how to enter a purchase requisition for express orders as required for the exercises below.

1. Enter the purchase requisition header. Enter yourself as the requisitioner. Enter 5 in the Order Code field.
2. Enter a purchase requisition lines with the following information:

General exercise for Entering Purchase Requisition for Express Orders.

Main Exercises

Purpose: The purpose of these exercises is to learn how to release purchase requisitions for express orders, i.e., without having to manually convert to a purchase order.

Windows:
Purchase Requisition
Purchase Orders

Releasing a Purchase Requisition for Express Orders

1. Release the purchase requisition by right-clicking in the header and select Release.
2. The Purchase Express Order(s) Successfully Created window appears. Write down the purchase order number and click OK to accept.
3. The Report Print dialog opens and you have the option to print out your purchase order and send it to your supplier.
4. Open the Purchase Orders window and query for your purchase order. What status does the order have?