Course Description for Procurement Intermediate Part II

This course covers how IFS Applications can be used to purchase the goods and services required by a company.

The following areas are explained in this course:

Course Length

The estimated time to complete this course is 10 hours and 30 minutes.

Target Audience

This course is designed primarily for application consultants who will be working within Distribution.

Purchase Requisition

This chapter outlines how to use estimated prices for parts without part numbers.

Prerequisites

Before starting the lessons in this chapter, you should have completed the System Data chapter in the IFS Applications Define Distribution Basics Intermediate course and the Purchase Requisition chapter in the IFS Applications Procurement Intermediate Part I course.

Chapter Length

The estimated time to complete this chapter is 20 minutes.

Target Audience

This chapter is designed primarily for people who will be working in this area.

Request for Supplier Agreement Quotation

This chapter outlines how to enter part request lines and assortment request lines on a request for a supplier agreement quotation. Also explained is how to connect suppliers to the requests for supplier agreement quotations, and how to print the request.

Prerequisites

Before starting the lessons in this chapter, you should have completed the System Data chapter in the IFS Applications Define Distribution Basics Intermediate course.

Chapter Length

The estimated time to complete this chapter is 30 minutes.

Target Audience

This chapter is designed primarily for people who will be working in this area.

Supplier Agreement Quotation

This chapter outlines how to compare supplier agreement quotations, and reject or approve them. Instructions on how to turn approved supplier agreement quotations into supplier agreements is explained, as well as how to print rejected supplier agreement quotation letters. An explanation is also provided for manually performing each step in the supplier agreement quotation flow.

Prerequisites

Before starting the lessons in this chapter, you should have completed the System Data chapter in the IFS Applications Define Distribution Basics Intermediate course.

Chapter Length

The estimated time to complete this chapter is 1 hour.

Target Audience

This chapter is designed primarily for people who will be working in this area.

Purchase Authorization

This chapter outlines how purchase authorization can be set up in order to be applied automatically on purchase requisitions and/or purchase orders. Setting up authorizers, authorization groups, and authorization templates are explained. Rules for purchase requisitions and purchase orders are explained as well as the usefulness of approved suppliers lists. Information on monitoring and authorizing purchase requisitions and orders are also explained.

Prerequisites

Before starting the lessons in this chapter, you should have completed the System Data chapter in the IFS Applications Define Distribution Basics Intermediate course.

Chapter Length

The estimated time to complete this chapter is 3 hours.

Target Audience

This chapter is designed primarily for people who will be working in this area.

VAT

This chapter explains how to work with VAT within procurement. Explanations for setting up domestic suppliers, international suppliers, and suppliers within the European Union are provided. Information on how to create a tax report is also explained.

Prerequisites

Before starting the lessons in this chapter, you should have completed the System Data chapter in the IFS Applications Define Distribution Basics Intermediate course.

Chapter Length

The estimated time to complete this chapter is 45 minutes.

Target Audience

This chapter is designed primarily for people who will be working in this area.

Purchase Charges

This chapter explains how to work with charges within procurement. This includes information about how charges can be set up to be applied automatically on purchase orders, and how to manually enter charges on purchase orders.

Prerequisites

Before starting the lessons in this chapter, you should have completed the System Data chapter in the IFS Applications Define Distribution Basics Intermediate course.

Chapter Length

The estimated time to complete this chapter is 1 hour and 30 minutes.

Target Audience

This chapter is designed primarily for people who will be working in this area.

Invoice Matching

This chapter outlines how supplier invoices can be matched with purchase order receipts. The differences between normal matching and two-way automatic matching are also explained.

Prerequisites

Before starting the lessons in this chapter, you should have completed the IFS Applications Receipt Intermediate course.

Chapter Length

The estimated time to complete this chapter is 45 minutes.

Target Audience

This chapter is designed primarily for people who will be working in this area.

Postings

This chapter gives an overview of the postings created when you are working with purchasing. Events that create transactions that will be transferred to IFS Financials are also explained.

Prerequisites

Before starting the lessons in this chapter, you should have completed the IFS Applications Receipt Intermediate course.

Chapter Length

The estimated time to complete this chapter is 45 minutes.

Target Audience

This chapter is designed primarily for people who will be working in this area.

Follow-up and Analysis

This chapter gives an overview of work follow-up and analysis on how a company is performing within purchasing.

Prerequisites

Before starting the lessons in this chapter, you should have completed the System Data chapter in the IFS Applications Define Distribution Basics Intermediate course.

Chapter Length

The estimated time to complete this chapter is 20 minutes.

Target Audience

This chapter is designed primarily for people working in this area, and for people working in other product areas but who need to have some understanding about the functionality.