Using Quick Entry of Supplier in Purchase Requistions—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-58-102, 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

Main Exercise

Purpose: The purpose of this lesson is to enter a new supplier while in the process of creating a purchase requisition.

Windows:
Purchase Requisition
Supplier
Supplier for Purchase Part

Quick Entry of Supplier from 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 the line in the Purchase Requisition/Part Requisition Lines tab.
  2. Order 20 racing wheels (part number XX-58-102).
  3. Enter the date when the parts are needed in the Wanted Receipt Date column.
  4. Save (F12).
  5. Right-click on the line and click Quick Supplier Registration. The Quick Supplier Registration dialog box appears.
  6. In the Template Supplier field, enter the ID of the supplier that you want to use as a template, i.e., 5060. You can either enter the ID manually or click the List button to choose from the List of Values.
  7. In the New Supplier field, enter the ID for the new supplier, for example, XX-999.
  8. In the New Supplier Name field, enter Supplier from Template.
  9. In the Association field, you can enter the association number of the new supplier.
  10. In the Supplier Address fields, enter the complete address for the new supplier.
  11. Click OK to close the Quick Supplier Registration dialog box.
  12. Save the purchase requisition line when completed. The Create Supplier for Purchase Part? dialog box opens.
  13. In the U/M field, enter the unit of measure that will be used when administering purchase orders for the part from the new supplier. The unit of measure will serve as the unit with which the part is purchased, as well as the unit with which the supplier is paid. You can enter the this manually or click the List button to choose from the List of Values.
  14. In the Price field, enter the new supplier's price per unit for the part.
  15. Click OK to close the Create Supplier for Purchase Part? dialog box.

Viewing the Results

  1. Open the Supplier window and view the results. Compare your supplier with the template information (supplier 5060). What information is copied?
  2. Open the Supplier for Purchase Part window and view the results.

Completing a Quick-Registered Supplier

  1. Complete your newly created supplier with any lacking information.
  2. In the Supplier/Purchase/General tab, clear the New Quick Registered Supplier check box.
  3. Save when completed.