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

  1. 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

  1. 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.
  2. 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.
  3. 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

  1. Create a new record with an identity of XX-190, replacing XX with your initials, and the name Racing Color Company.
  2. On the General tab, click English as the default language.
  3. 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.
  4. On the Invoice/General tab, click USD as the currency.
  5. 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

  1. Connect the purchase part XX-98-103 (Paint Job) to supplier XX-190 (Racing Color Company), using the Receive into Arrival receive case.
  2. Connect the purchase part XX-88-201 (Lilac Paint) to supplier XX-190 (Racing Color Company), using the Receive into Arrival receive case.
  3. 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).
  4. 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.

  1. 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

Reporting Arrival into Arrival Location, Single-Handled Stored Part

  1. Open the Register Purchase Order Arrivals window.
  2. Query for one of the purchase order lines with the correct part (XX-88-201).
  3. Select the purchase order line, and right-click and then click Receive Order. The Receive window appears.
  4. If desired, enter a receipt reference in the field with the same name.
  5. Select the Print Arrival Report check box.
  6. Select the Print Serviceability Tag check box to order the serviceability tag report for the component being received.
  7. In the Location No field, select Arrival.
  8. Click OK. The Report Print window appears.
  9. Click OK to print the arrival report or click Preview for an on-screen preview. Study the information on the report.

Reporting Arrival into Inspection Location, Single-Handled Stored Part

  1. Open the Register Purchase Order Arrivals window.
  2. Query for the purchase order line with the correct part (XX-88-202).
  3. Select the purchase order line, and right-click and then click Receive Order. The Receive window appears.
  4. If desired, enter a receipt reference in the field with the same name.
  5. Select the Print Arrival Report check box.
  6. Select the Print Serviceability Tag check box to order the serviceability tag report for the component being received.
  7. In the QC Analyst field, select your quality control analyst.
  8. In the Location No field, select Quality Assurance.
  9. Click OK. The Report Print window appears.
  10. Click OK to print the arrival report or click Preview for an on-screen preview. Study the information on the report.

Reporting Arrival into Stock Location, Single-Handled Stored Part

  1. Open the Register Purchase Order Arrivals window.
  2. Query for the purchase order line with the correct part (XX-88-203).
  3. Select the purchase order line, and right-click and then click Receive Order. The Receive window appears.
  4. If desired, enter a receipt reference in the field with the same name.
  5. Select the Print Arrival Report check box.
  6. Select the Print Serviceability Tag check box to order the serviceability tag report for the component being received.
  7. In the Location No field, select Picking.
  8. Click OK. The Report Print window appears.
  9. Click OK to print the arrival report or click Preview for an on-screen preview. Study the information on the report.

Reporting Arrival, Non-Stored Part

  1. Open the Register Purchase Order Arrivals window.
  2. Query for the purchase order line with the correct part (XX-98-103).
  3. Select the purchase order line, and right-click and then click Receive Order. The Receive window appears.
  4. If desired, enter a receipt reference in the field with the same name.
  5. Select the Print Arrival Report check box.
  6. Select the Print Serviceability Tag check box to order the serviceability tag report for the component being received.
  7. Click OK. The Report Print window appears.
  8. Click OK to print the arrival report or click Preview for an on-screen preview. Study the information on the report.

Reporting Arrival, No-Number Part

  1. Open the Register Purchase Order Arrivals window.
  2. Query for the purchase order line with the correct part (the paint brush).
  3. Select the purchase order line, and right-click and then click Receive Order. The Receive window appears.
  4. If desired, enter a receipt reference in the field with the same name.
  5. Select the Print Arrival Report check box.
  6. Select the Print Serviceability Tag check box to order the serviceability tag report for the component being received.
  7. Click OK. The Report Print window appears.
  8. Click OK to print the arrival report or click Preview for an on-screen preview. Study the information on the report.

Reporting Arrival, Pallet-Handled Part

  1. Open the Register Purchase Order Arrivals window.
  2. 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.
  3. Select the purchase order line, and right-click and then click Receive Order. The Receive window appears.
  4. Select the pallet arrival location.
  5. If desired, enter a receipt reference in the field with the same name.
  6. Select the Print Arrival Report check box.
  7. Select the Print Serviceability Tag check box to order the serviceability tag report for the component being received.
  8. Click OK. The Report Print window appears.
  9. Click OK to print the arrival report or click Preview for an on-screen preview. Study the information on the report.

Reporting Arrival to Split Locations

  1. Open the Register Purchase Order Arrivals window.
  2. Query for one of the purchase order lines with the correct part (XX-88-201).
  3. Select the purchase order line, and right-click and then click Receive Order. The Receive window appears.
  4. In the Receive window, select Split. The Receive with Differences window appears.
  5. If desired, enter a receipt reference in the field with the same name.
  6. 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.
  7. Select the Print Arrival Report check box.
  8. Select the Print Serviceability Tag check box to order the serviceability tag report for the serial being received.
  9. In the Purchase Qty to Receive field, modify (decrease) the quantity as desired.
  10. Click New.
  11. In the Purchase Qty to Receive field of the new line, enter the quantity that is to be placed at a different inventory location.
  12. In the Location No field of the new line, select an appropriate location.
  13. Repeat steps 8–10 if you wish to split the the arrival into further inventory locations.
  14. Click OK. The Report Print window appears.
  15. Click OK to print the arrival report or click Preview for an on-screen preview. Study the information on the report.