Using Direct Delivery—Exercises

Basic Data Setup

Customer

Purpose: The purpose of this exercise is to enter a customer.

Windows:
Customer

1. Enter customer C.S.C. Gothenburg with XX-444 as the customer ID, replacing XX with your initials.

General exercise for Customer

Purchased Inventory Sales Part

Purpose: The purpose of this exercise is to create a sales part. The inventory part and purchase part are automatically created when you enter the sales part.

Windows:
Sales Part
Inventory Part

1. Open the Sales Part window and enter the sales part XX-88-123, replacing XX with your initials. Use the description Tire Paint.
2. Open the Inventory Part widow, click on the Costs tab, and enter an estimated material cost for the inventory part.

General exercise for Sales Part
General exercise for Enter Purchased Inventory Part

Supplier

Purpose: The purpose of this exercise is to enter the supplier of the part that has the identified requirement.

Windows:
Supplier

1. Enter the British tire supplier XX-170, replacing XX with your initials. In the Name field, enter Dunlop.
2. In the General tab, use English as the default language.
3. In the Address/Purchase Address Info tab, right-click and then click Supply Chain Matrix for Supplier.
4. In the To Demand Site tab, enter CIF (Cost Insurance Freight) as delivery term, 30 (Road Transport) as the ship-via code, external transport lead time 2, and internal transport lead time 1.
5. Save and go back to the Supplier window.
6. In the Invoice/General tab, use USD as the currency.
7. In the Purchase/General tab, enter yourself as buyer. Use 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 your purchase part to the supplier.

Windows:
Supplier for Purchase Part

1. Enter purchase part XX-88-123 and supplier XX-170.

General exercise for Supplier for Purchase Part

Required Data

Entering Customer Order

Purpose: The purpose of this exercise is to enter a customer order that is to be delivered directly to your customer from your supplier.

1. Open the Customer Order window. Create a customer order for customer XX-444, who would like to purchase a certain quantity of sales part XX-88-123. Since the delivery is to be made directly from your supplier XX-170, click Purch Order Dir in the Acquisition field.
2. Release the customer order, and a purchase requisition will automatically be created for purchase part XX-88-123. Select the customer order line. Then right-click and click Purchase Info. The Purchase Requisition window opens. Note the number of the purchase requisition.

General exercise for Entering Customer Order

Handling Purchase Requisition

Purpose: The purpose of this exercise is to convert the purchase requisition to a purchase order.

1. Open the Purchase Requisition window and query for your purchase requisition. Release and convert the purchase requisition for purchase part XX-88-123 to a purchase order from supplier XX-444. Make a note of the purchase order number.

General exercise for Releasing and Converting a Purchase Requisition to a Purchase Order

Handling Purchase Order

Purpose: The purpose of this exercise is to release the purchase order.

1. Open the Purchase Order window and query for the created purchase order. Note the order code and delivery address. Release the purchase order.

General exercise for Handling Purchase Orders

Main Exercise

Purpose: The purpose of this exercise is to familiarize you with the functionality for registering direct delivery from your supplier to your customer.

Windows:
Register Direct Delivery

Registering Direct Delivery

1. Open the Register Direct Delivery window and query for your purchase order.
2. Select the purchase order. Then right-click and click Direct Delivery to Customer. At the prompt, click OK.