Creating Purchase Order at Arrival—Exercises

Basic Data Setup

Stored Purchase Part

Purpose: The purpose of this exercise is to show you how to create a purchase part by entering it as an inventory part. The purchase part is created automatically when you enter the inventory part.

Windows:
Inventory Part

  1. Enter an inventory part with the part number XXC16 and the description Racing Wheels.
  2. Use PCS as the unit of measurement.

General exercise for Purchase Part

Non-Stored Purchase Part

Purpose: The purpose of this exercise is to show you how to enter a non-inventory registered purchase part, e.g., a service.

Windows:
Purchase Part

  1. Enter a purchase part with the part number XXC30 and the description Wheel Balancing Service.
  2. Use Hour as the purchase unit of measurement.

General exercise for Purchase Part

Supplier

Purpose: The purpose of this exercise is to show you how to enter a supplier that sells the part.

Windows:
Supplier

  1. Enter the British tire supplier XX1000. In the Name field, enter Dunlop.
  2. Click the General tab, specify English as the default language.
  3. Click the Address tab and then the Purchase Address Info tab, right-click and then Supply Chain Matrix for Supplier.
  4. In the To Demand Site tab, enter CIF (Cost Insurance Freight) as the delivery term, TR (Truck) as the ship-via code, 2 as the external transport lead time, and 1 as the internal transport lead time.
  5. Click the Invoice tab and then the General tab. Specify USD as the currency.
  6. Click the Purchase tab and then the General tab. Specify USD as the currency.

General exercise for Supplier

Supplier for Purchase Part

Purpose: The purpose of this exercise is to show you how to connect your purchase parts to the supplier.

Windows:
Supplier for Purchase Part

  1. Enter XXC16 as the purchase part and XX1000 as the supplier. The price should be 100 USD.
  2. Enter XXC30 as the purchase part and XX1000 as the supplier. The price should be 50 USD.

General exercise for Supplier for Purchase Part

Coordinator

Purpose: The purpose of this exercise is to show you how to create a coordinator.

Windows:
Coordinators

  1. Enter yourself as a coordinator.

General exercise for Coordinator

Buyer

Purpose: The purpose of this exercise is to show you how to create a buyer.

Windows:
Procurement Basic Data/Buyers

  1. Enter yourself as a buyer.

General exercise for Buyer

Main Exercise

Purpose: The purpose of this lesson is to show you how to create a purchase order when parts arrive without one.

Windows:
Inventory Part
 Purchase Part
 Register Purchase Order Arrivals

Note: IFS Racing received 20 racing tires and five hours of wheel balancing service on the cars. All of this arrived without a purchase order. You need to create a purchase order to be able to do arrival reporting.

Create Purchase Order at Arrival

  1. Open the Register Purchase Order Arrivals window.
  2. Create a purchase order by right-clicking and then clicking Create Purchase Order. The Create Purchase Order window is displayed.
  3. Enter XX1000 in the Supplier field, or select an existing supplier from the List of Values.
  4. If desired, change the default value in the Site field.
  5. If a coordinator has been connected to your user name, a default value appears in the Coordinator field. If this field is blank, or if you want to change the coordinator, enter the desired coordinator in this field or select an existing one from the List of Values. Save.
  6. Enter a purchase order line by clicking New (on the right side of the window) to select the table area.
  7. In the Part No column, enter XXC16, or select an existing part from the List of Values.
  8. In the Qty in Inv U/M column, enter 20. The Purch U/M field automatically reflects the corresponding value.
  9. In the Ownership list, click either Company Owned or Consignment.
  10. Click New.
  11. In the Part No column, enter XXC30, or select an existing part from the List of Values.
  12. In the Qty in Purch U/M column, enter 5. The Purch U/M field automatically reflects the corresponding value.
  13. In the Ownership list, click either Company Owned or Consignment.
  14. Click OK. Two new lines are displayed in the Register Purchase Order Arrivals window. Note the order number.
  15. Query the purchase order in the Purchase Order window. Verify that the status is Released. This means that you can report the arrival directly.