Handling Purchase Requisitions—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 is given by default on the purchase requisition.

Windows:
Sites per User

1. Connect your Coordinator ID to your User.

General exercise for Site

Required Data

Entering a Purchase Requisition

Purpose: The purpose of this exercise is to enter the two purchase requisitions required for doing the main exercises, i.e., releasing and converting a purchase requisition to both a request for order quotation and a purchase order.

Note: If you have completed the lesson for entering a purchase requisition, you just have to enter one more purchase requisition with the same information as the existing one.

1. Enter the purchase requisition header. Enter yourself as the requisitioner.
2. Enter five purchase requisition lines with the following information:

Part Requisition Lines

No Part Requisition Lines

*You should enter a technical specification for the service kit.

Note: Replace XX with your initials.

3. Write down the purchase requisition number.
4. Enter one more purchase requisition with the same information as the first one. Write down the purchase requisition number.

General exercise for Entering Purchase Requisitions.

Main Exercise(s)

Releasing and Converting a Purchase Requisition

Purpose: The purpose of these exercises is to learn about releasing and converting purchase requisitions with purchase requisition lines for stored purchase parts, non-stored purchase parts, and no-number purchase part (purchase part without part number) to a purchase orders or a request for order quotation.

Windows:
Purchase Requisition
Request for Order Quotation
Order Quotation Lines
Purchase Orders
Purchase Order Lines

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 will purchase a new one. The requisition will include both an installation and a service kit.

In case 1, you do not know which supplier that gives you the best offer; therefore, you want to make a request for order quotation.

In case 2, you already know which supplier to use.

Case 1:Releasing and Converting to a Request for Order Quotation

1. Release the purchase requisition by right-clicking in the header and clicking Release.
2. Convert the purchase requisition, line-by-line, into a request for order quotation. Select the first line. Right-click on the line and select Requisition to Request in the Operations menu. The Requisition to Request – Parameters dialog box opens. Accept the default values for buyer, currency, and purchase unit of measure. Enter a latest reply date and click Create New to create a new request for order quotation. Write down the request number and click OK.
3. Repeat this for the other lines, but add them to the same request for quotation as the first line. Do this by clicking on the appropriate request line in the table. Make sure that the Add to Request field displays the correct request number and click Add Existing.
4. View the request for quotation.

Note: If you want to update the prices from suppliers quickly without using the Request for Quotation process, you can use the Update Price Manually right mouse button option. It is also taken as a confirmed price by the system.

Case 2:Releasing and Converting to a Purchase Order

1. Release the purchase requisition by right-clicking in the header and clicking Release.
2. Convert the purchase requisition, line-by-line, to a purchase order. Select the first line. Right-click on the line and click Requisition to Order. The Requisition to Order Parameters dialog box opens. Accept the default values for coordinator and buyer. Click Create New to create a new purchase order. Write down the purchase order number and click OK.
3. Repeat this for the other lines, but add them to the same purchase order as the first line. Do this by clicking on the appropriate order line in the table. Make sure that the Purchase Order No field displays the correct order number and click Add to Order.
4. View the purchase order.