Reporting Arrival—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
Inventory Locations
Purpose: The purpose of this exercise is to set up the
inventory locations that are required to report arrival of the purchase parts.
Windows:
Inventory Locations
- Open the
Inventory Locations
window and
create inventory locations of these types: Arrival (at least two), Quality
Assurance, Pallet Arrival, Pallet Buffer, and Picking.
General exercise for Inventory
Locations
Purchase Part
Purpose: The purpose of this exercise is to enter a
non-inventory registered purchase part, e.g., a service, and three inventory
registered purchase parts.
Windows:
Purchase Part
Inventory Part
- Enter a non-inventory registered purchase part with the part number
XX-98-103,
replacing XX with your initials, and the description Paint Job. Use Hour as the purchase unit of measure.
- Enter three inventory registered purchase parts for lilac, yellow, and
black paint, using the part numbers XX-88-201, XX-88-202, and XX-88-203. Replace
XX with your initials. Choose suitable units of
measure and enter estimated material costs.
- Enter pallet data for part XX-88-201, using the pallet
buffer location as the putaway zone.
General exercise for Purchase Part
General exercise for Enter
Purchased Inventory Part
General exercise for Managing
Pallets on Delivery Location
Supplier
Purpose: The purpose of this exercise is to enter the
supplier for the purchased parts.
Windows:
Supplier
- Create a new record with an identity of XX-190, replacing XX with your
initials, and the name Racing Color Company.
- On the
General tab, click English as the default
language.
- On the Address/Purchase Address Info tab, right-click and
then click Supply Chain Matrix for Supplier. In the
To Demand
Site tab enter CIF (Cost
Insurance Freight) as the delivery term, 30 (Road Transport) as
the ship-via code, 2 as the external transport lead time, and 1 as the internal
transport lead time.
- On the Invoice/General tab, click USD as the currency.
- On the Purchase/General tab, enter yourself as the buyer and
USD as the currency.
General exercise for Supplier
General exercise for
Setting Up Supplier-to-Site Supply Chain Parameters for Trading
Supplier for Purchase Part
Purpose: The purpose of this exercise is to connect the
purchase parts to the corresponding supplier.
Windows:
Supplier for Purchase Part
- Connect the purchase part XX-98-103 (Paint Job) to supplier XX-190 (Racing Color
Company), using the Receive into Arrival receive case.
- Connect the purchase part XX-88-201 (Lilac Paint) to supplier XX-190 (Racing Color
Company), using the Receive into Arrival receive case.
- Connect the purchase part XX-88-202 (Yellow Paint) to supplier XX-190 (Racing Color
Company), using the Receive into QA receive case, Inspect at QA, and
inspection code A (100% Inspection).
- Connect the purchase part XX-88-203 (Black Paint) to supplier XX-190 (Racing Color
Company), using the Receive into Inventory receive case.
General exercise for Supplier for
Purchase Part
Required Data
Purchase Order
Purpose: The purpose of this exercise is to show you the
required data that is used in the exercises below.
-
In the
Purchase Order window, enter a
purchase order for supplier XX-190 (Racing Color Company), including one
purchase order line for each of the purchase parts XX-98-103, XX-88-202, and XX-88-203.
Enter two purchase order lines for the purchase part XX-88-201. Enter
a third purchase order line for the purchase part XX-88-201, using
a quantity that is 3.5 times the quantity per pallet. (This purchase order
line is to be used when reporting arrival of parts on pallets.) Also,
enter a no-number purchase order line (in the
No Part Order Lines
tab) for some paint brushes. Release the purchase order and make a note of
the purchase order number.
General exercise for Entering
Purchase Orders
General exercise for Handling
Purchase Orders
Main Exercise
Purpose: The purpose of this lesson is to show you how
to report the arrival of the different types of purchase parts, including
printing the arrival report. You will also learn how to split the arrival of a
purchase order line into multiple inventory locations.
Windows:
Register Purchase Order Arrivals
- Open the
Register Purchase Order Arrivals
window.
- Query for one of the purchase order lines with the correct part (XX-88-201).
- Select the purchase order line, and right-click and then click Receive
Order. The
Receive window appears.
- If desired, enter a receipt reference in the field with the same name.
- Select the Print Arrival
Report check box.
- Select the Print Serviceability Tag check
box to order the serviceability tag report for the component being received.
- In the Location No field, select Arrival.
- Click OK. The Report Print window appears.
- Click OK to print the arrival report or click Preview for an
on-screen preview. Study the information on the report.
- Open the
Register Purchase Order Arrivals
window.
- Query for the purchase order line with the correct part (XX-88-202).
- Select the purchase order line, and right-click and then click Receive
Order. The
Receive window appears.
- If desired, enter a receipt reference in the field with the same name.
- Select the Print Arrival
Report check box.
- Select the Print Serviceability Tag check
box to order the serviceability tag report for the component being received.
- In the QC Analyst field, select your quality control analyst.
- In the Location No field, select Quality Assurance.
- Click OK. The Report Print window appears.
- Click OK to print the arrival report or click Preview for an
on-screen preview. Study the information on the report.
- Open the
Register Purchase Order Arrivals
window.
- Query for the purchase order line with the correct part (XX-88-203).
- Select the purchase order line, and right-click and then click Receive
Order. The
Receive window appears.
- If desired, enter a receipt reference in the field with the same name.
- Select the Print Arrival
Report check box.
- Select the Print Serviceability Tag check
box to order the serviceability tag report for the component being received.
- In the Location No field, select Picking.
- Click OK. The Report Print window appears.
- Click OK to print the arrival report or click Preview for an
on-screen preview. Study the information on the report.
- Open the
Register Purchase Order Arrivals
window.
- Query for the purchase order line with the correct part (XX-98-103).
- Select the purchase order line, and right-click and then click Receive
Order. The
Receive window appears.
- If desired, enter a receipt reference in the field with the same name.
- Select the Print Arrival
Report check box.
- Select the Print Serviceability Tag check
box to order the serviceability tag report for the component being received.
- Click OK. The Report Print window appears.
- Click OK to print the arrival report or click Preview for an
on-screen preview. Study the information on the report.
- Open the
Register Purchase Order Arrivals
window.
- Query for the purchase order line with the correct part (the paint brush).
- Select the purchase order line, and right-click and then click Receive
Order. The
Receive window appears.
- If desired, enter a receipt reference in the field with the same name.
- Select the Print Arrival
Report check box.
- Select the Print Serviceability Tag check
box to order the serviceability tag report for the component being received.
- Click OK. The Report Print window appears.
- Click OK to print the arrival report or click Preview for an
on-screen preview. Study the information on the report.
- Open the
Register Purchase Order Arrivals
window.
- Query for the purchase order line with the part XX-88-201 and a quantity that is
3.5 times the quantity per pallet for the inventory part.
- Select the purchase order line, and right-click and then click Receive
Order. The
Receive window appears.
- Select the pallet arrival location.
- If desired, enter a receipt reference in the field with the same name.
- Select the Print Arrival
Report check box.
- Select the Print Serviceability Tag check
box to order the serviceability tag report for the component being received.
- Click OK. The Report Print window appears.
- Click OK to print the arrival report or click Preview for an
on-screen preview. Study the information on the report.
- Open the
Register Purchase Order Arrivals
window.
- Query for one of the purchase order lines with the correct part (XX-88-201).
- Select the purchase order line, and right-click and then click Receive
Order. The
Receive window appears.
- In the Receive window, select Split. The
Receive
with Differences window appears.
- If desired, enter a receipt reference in the field with the same name.
-
In the New Operational Condition field, enter
the new operational condition for the serial. Entering
a value in this field is optional. Note: If this field is left blank
when moving the serial to inventory, the serial will receive its current
operational condition.
- Select the Print Arrival
Report check box.
- Select the Print Serviceability Tag check
box to order the serviceability tag report for the serial being received.
- In the Purchase Qty to Receive
field, modify (decrease) the quantity as desired.
- Click New.
- In the Purchase Qty to Receive
field of the new line, enter the quantity that is to be placed at a
different inventory location.
- In the Location No field of the new line, select an appropriate
location.
- Repeat steps 8–10 if you wish to split the the arrival into further
inventory locations.
- Click OK. The Report Print window appears.
- Click OK to print the arrival report or click Preview for an
on-screen preview. Study the information on the report.