Initial Exercises—Receipt 1

Initial Exercises

Purpose: The purpose of these initial exercises is to demonstrate the basic functionality in Receipt, which entails:

Note: These exercises can be performed as a continuation of the initial exercises in Procurement, in which case a new purchase order does not need to be created and processed.
IMPORTANT
These initial exercises are intended for instructor use.

If you are a student, 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.

Reporting Arrival

Purpose: The purpose of this exercise is to introduce the student to the basic functionality for reporting the arrival of a purchase order with both a purchased inventory part and a no-number part.

Prerequisites: The prerequisites are shown below.

Data Type Value Description
Site Site 1 Main Plant
Buyer * IFS Applications
Purchased Inventory Part 58-100 Racing Wheels
Supplier 170 Dunlop
Supplier for Purchase Part Purchase Part 58-100 with

Supplier 170

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Manu Path:Purchase Order
 Register Purchase Order Arrivals

Steps: To complete this exercise, perform the following steps.

  1. Open the Purchase Order window and create a new record (F5).
  2. In the Supplier field, enter 170.
  3. Enter the desired receipt date in the Receipt Date field.
  4. Save the information (F12). Make a note of the purchase order number.
  5. On the Part Order Lines tab, select a line and then create a new record (F5).
  6. Order five racing wheels by entering purchased inventory part 58-100 in the Part No field. In the Quantity field, enter 5.
  7. Save the information (F12).
  8. Click the No Part Order Lines tab and create a new record (F5).
  9. Enter a description of your one-time purchase, using the values shown in the table below.
    Description Quantity Purch U/M Price/Curr
    Welding Machine 1 PCS 100
  10. Save the information (F12).
  11. Release the purchase order by right-clicking anywhere in the header and then clicking Release. Click OK in the dialog box that appears.
  12. Open the Register Purchase Order Arrivals window and query for your purchase order (F3).
  13. Select your purchase order lines, right-click, and then click Receive Order. The Receive window appears.
  14. If desired, enter a receipt reference in the field with the same name.
  15. Click OK.

Moving to Stock

Purpose: The purpose of this exercise is to introduce the student to the basic functionality for moving purchased inventory parts from an arrival or inspection location to a stock location.

Prerequisites: The required data includes a purchase order with a purchased inventory part. The purchase order should have Received status.

Windows:
Move Into Stock

Steps: To complete this exercise, perform the following steps.

  1. Open the Move Into Stock window and query for your purchase order line.
  2. Select the purchase order line, right-click, and then click Move to One Location. The Move Purchase Order Receipt window appears.
  3. In the Destination Location field, select a location of type Picking.
  4. Click OK.