Creating a PQL from Miscellaneous Procurement—Exercises

IMPORTANT
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Required Data

Registering Miscellaneous Demands to Activities

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

  1. For activities in your subproject structure, register miscellaneous demands including inventory purchase parts, non-inventory purchase parts and no-parts.
  2. You may also register miscellaneous demand which is not attached to any activity.

General exercise for Registering Project Demand 

Main Exercises

Purpose: The purpose of this exercise is to show you how to create a project quotation list (PQL) for the project.

Windows:
Project/Demand/Misc. Parts
Project/Demand/Misc. No Parts
Project/Demand/Misc. Parts/span>
Project/Demand/Misc. No Parts
Project/Quotation List

Creating a PQL from Miscellaneous Demand

Note: Do the following steps from the Demand/Misc. Parts or Demand/Misc. No Part tab in either the Project Navigator or Project window, to add an item to the PQL from registered miscellaneous demand. From the Project window, you can also select a registered miscellaneous demand record which is not attached to an activity.

  1. Open the Project window and query for your project.
  2. In the Navigator, select the activity with registered miscellaneous demand which you would like to add to the project quotation list. The registered miscellaneous demand can be for purchase parts or no-parts.
  3. Alternatively to steps 1-2, open the Project window and query for your project.
  4. Click the Demand tab and then the Misc. Parts or the Misc. No Parts tab, depending on whether you want to add a part or no-part.
  5. Select one of your miscellaneous demand records, right-click and then click Add to Project Quotation List.
  6. A message appears asking you if you want to add the part to the project quotation list. Click Yes.
  7. Note that the Exist as PQL check box is now selected for this part or no-part, in all miscellaneous demand records where the part or no-part exists.
  8. If you are in the Project window, right-click in the project navigator and click Project Details to open the Project window populated with your project.
  9. Click the Quotation List tab.
  10. Verify that the purchase part or no-part has been added to the project quotation list.

Note: Do the following steps from the Quotation List tab, to add an item to the PQL from registered miscellaneous demand.

  1. Continue in the Quotation List tab.
  2. Right-click in the tab and then click Add to Project Quotation List to start the wizard.
  3. The first window Add Miscellaneous Procurement Parts to PQL - Step 1/3 appears. The table lists all parts and no-parts that are registered as miscellaneous demands for your project, and that are not already added to the quotation list.
  4. Click the Add To PQL check box for one or more parts or no-parts to add them to the quotation list.
  5. Click Next. The Specify PQL Dates and Quantities - Step 3/3 window appears. (Step 2/3 will only appear if there is a delivery project connected.)
  6. Optionally revise the values in the Order Quantity, Max Quantity For Blanket, Wanted Delivery Date or From Date For Blanket fields, for any of the selected parts or no-parts.
  7. Click Finish. The wizard automatically closes and returns you to the Quotation List tab.
  8. Verify that these purchase parts or no-parts have also been added to the project quotation list.

Note: Do the following steps to revise items in the project quotation list. 

  1. Optionally revise the values in the Order Quantity, Max Quantity For Blanket or Wanted Delivery Date fields, for any of the selected parts or no-parts.
  2. In the From Date for Blanket field for the purchase parts, enter today's date.
  3. Save your changes.

Note: To be able to proceed and create a blanket request for quotation for a purchase part, you must have values in the Order Quantity, Max Quantity For Blanket and From Date For Blanket fields.

To be able to proceed and create an order request for quotation for a no-part, you must have values in the Order Quantity and Wanted Delivery Date fields.

  1. Remove one of your demand requirements from the project quotation list by selecting the record in the Quotation List tab and deleting it.

Note: For an example of an activity with registered miscellaneous demand that has been added to the project quotation list, you can refer to the the project P101 and the activity 20030.