Entering Test Results for Purchasing (Outside Operation)—Key Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your 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

Viewing a Control Plan for Purchasing

Purpose: The purpose of this exercises is to view a Purchasing control plan used for entering test results for a purchase order receipt.

Menu Path: Quality Management/Control Plan/Control Plan – Purchasing

  1. Open the Control Plan – Purchasing window.
  2. Query for the control plan for part no. 29-OSP Camshaft, Heat Treated.
  3. Verify that a control plan with Active status exists for the part.

General Exercise for Control Plan—Purchasing

Required Data

Creating a Shop Order with Outside Operation

Purpose: The purpose of this exercise is to show how to create a shop order with an outside operation.

Menu Path: Shop Order/Shop Orders/Shop Order

  1. Open the Shop Order window.
  2. Create a new record.
  3. Enter part no. 29-321, Camshaft.
  4. Right-click in the header and then click Release. When an outside operation is released, a purchase requisition is created.
  5. Reserve and issue material for the shop order.
  6. Right-click in the header and then click Report. The Shop Order Operations Reporting window appears.
  7. On the Operations tab, select operation 10, right-click, and then click Report Time.
  8. Close the window.
  9. Refresh the Shop Order window.
  10. Click the Operation tab and select operation 20.
  11. Right-click and then click Ship WIP to Supplier. 
  12. The Ship Outside Operation Item to Supplier window appears. Select the Ship Full Quantity to Supplier check box and click OK.

General Exercise for Outside Operations

Main Exercises

Creating a Purchase Order from a Purchase Requisition

Purpose: The purpose of this exercise is to show how to create a purchase order from a purchase requisition.

Menu Path: Purchasing/Purchase Requisition/Purchase Requisition

  1. Open the Purchase Requisition window.
  2. Query for the purchase requisition that was created when the outside operation was released. Note: If you do not remember which purchase requisition you created, go to the Shop Order window, right-click in the header, and then click Report. On the Shop Order Operations Reporting window that appears, click the Subcontract tab and look at the Req. No field. It will show the purchase requisition number that was created when you released the shop order.
  3. Right-click in the header and then click Release.
  4. Select the purchase requisition line. Then right-click and click Requisition to Order. The Requisition to Order Parameters window appears.
  5. Click the Create New button. A purchase order is now created.

Releasing a Purchase Order

Purpose: The purpose of this exercise is to show how to release a purchase order.

Menu Path: Purchasing/Purchase Order/Purchase Order

  1. Open the Purchase Order window. (Alternatively, you can select the purchase requisition line in the Purchase Requisition window, then right-click, and click Purchase Order.)
  2. Query for the order you created in the previous exercise.
  3. Verify that the Receive Case field for the part order line is set to Receive into Arrival. You can also use the receive cases Receive into Arrival, Inspect at QA and Receive into QA, Inspect at QA.
  4. Release the purchase order by right-clicking in the header and then clicking Release.
  5. Verify that the status has changed to Released.

Registering Purchase Order Arrival

Purpose: The purpose of this exercise is to show how to create a purchase order receipt, which will later be used to create an analysis.

Menu Path: Purchasing/Receipt/Register Purchase Order Arrivals

  1. Open the Register Purchase Order Arrivals window.
  2. Query for the purchase order you released in the previous exercise.
  3. Right-click on the line and then click Receive Order. The Receive window appears.
  4. Click OK to complete purchase order arrival.

Connecting a Control Plan

Purpose: The purpose of this exercise is to show how to connect a control plan other than the default control plan to a purchase order receipt.

Menu Path: Purchasing/Receipt/Purchase Order Receipt

Note: You probably want to use the control plan from earlier exercises. In that case, you should not change the control plan.

  1. Open the Purchase Order Receipt window and query for the purchase order you created.
  2. Right-click and then click Connect Control Plan.
  3. The Connect Control Plan for Order Line window appears. The current control plan is shown under Existing Control Plan.
  4. You can connect another control plan to the receipt under New Control Plan. Click List to view the existing control plans.
  5. Choose a control plan and then click OK. Note: Do not change the control plan if you want to use the control plan you used in previous exercises.

Creating an Analysis

Purpose: The purpose of this exercise is to show how to create an analysis from a purchase order receipt.

Menu Path: Purchasing/Receipt/Purchase Order Receipt

  1. Open the Purchase Order Receipt window and query for the purchase order you created.
  2. Right-click and then click Create Analysis.
  3. The Create Analysis – Purchasing window appears. Selecting the Print Test Instruction check box is optional. For this exercise, select the check box. Then click OK.
  4. You receive a message informing you that an analysis has been created and asking you whether you would like to enter test results. Click Yes.
  5. The Report Print window appears. Click Preview.
  6. View the report and verify that the right test operations are listed. Then close the report.
  7. The Analysis Results – Purchasing window appears. 
  8. Verify that the status of the test operation lines is Incomplete.

Entering Test Results for a Variable Test Operation Line

Purpose: The purpose of this exercise is to show how to enter test results with Variable data.

Menu Path: Quality Management/Control Plan/Control Plan – Purchasing
Quality Management/Analysis/Analysis Results

  1. You can begin this exercise in three ways:

    Go back to the Analysis Results – Purchasing window, which you opened in the previous exercise.

    OR

    Open the Control Plan – Purchasing window and query for your current control plan. Click the Purchase Order Analysis tab and select the analysis you created in the previous exercise. Then right-click and click Analysis Result. The Analysis Results – Purchasing window opens.

    OR

    Open the Analysis Results window from the Navigator and query for your analysis. The Analysis Results – Purchasing window opens.
  2. Select the Variable test operation line. The results will be shown in the lower table.
  3. Enter your test results and save the record. If you have entered results outside the inner/outer min/max, you will receive a message and the status of the test result line is set to Out of Specification. You can go ahead and save the record if the test results are correct. If you have entered results inside the inner/outer min/max, the status will be set to Within Specification.
  4. Right-click on the test operation line and then click Complete Registered Results.
  5. Verify that the status of the test operation line has changed to Complete.

Confirming Test Results

Purpose: The purpose of this exercise is to show how to confirm test results. When the test results are confirmed, they can be included in control chart and capability indices calculations.

Menu Path: Quality Management/Control Plan/Control Plan – Purchasing
Quality Management/Analysis/Analysis Results

  1. You can begin this exercise in three ways:

    Go back to the Analysis Results – Purchasing window, which you opened in a previous exercise.

    OR

    Open the Control Plan – Purchasing window and query for your current control plan. Click the Purchase Order Analysis tab and select the analysis you created in a previous exercise. Then right-click and click Analysis Result. The Analysis Results – Purchasing window opens.

    OR

    Open the Analysis Results window from the Navigator and query for your analysis. The Analysis Results – Purchasing window opens.
  2. Right-click in the header and then click Confirm Registered Result.
  3. Verify that the status has changed to Confirmed. Once the analysis is confirmed, you can use the data for SPC follow-up.

Creating Additional Analyses

Purpose: The purpose of this exercise is to show how to create additional analyses from a purchase order receipt.

Menu Path: Purchasing/Receipt/Purchase Order Receipt
Quality Management/Control Plan/Control Plan – Purchasing

  1. Create at least 19 more analyses by running the purchase order flow again. You can use the same purchase order receipt as before. Note: If you do so, you will receive a message informing you that an analysis has already been created. Ignore the message and create additional analyses.
  2. Enter test results for these analyses.
  3. Open the Control Plan – Purchasing window, click the Purchase Order Analysis tab, and view the created analyses. These analyses will later be used in control chart and capability indices exercises.