Using Customer Part Acquisition Values—Exercises

Basic Data Setup

Inventory Locations

Purpose: The purpose of this exercise is to set up an inventory location, which is required when reporting the arrival of parts into inventory.

Windows:
Inventory Locations

1. Make sure that you have at least one inventory location of type Picking. 

General exercise for Inventory Locations

Purchased Inventory Part

Purpose: The purpose of this exercise is to enter an inventory registered purchase part. The part needs to be entered as a purchase part, since you will be receiving it as customer-owned using a purchase order.

Windows:
Inventory Part

1. Enter Gear Shift Knob as a purchased inventory part with part number XX-441, replacing XX with your initials.

General exercise for Purchased Inventory Part

Serial Handled Purchased Inventory Part

Purpose: The purpose of this exercise is to enter an inventory registered purchase part that is serial handled. The part needs to be entered as a purchase part, since you will be receiving it as customer-owned using a purchase order.

Windows:
Inventory Part
Part

1. In the Inventory Part window, enter Air Bag as a purchased inventory part with part number XX-442, replacing XX with your initials.
2. In the Part window, query for XX-442 and set up the conditions for serial tracking by selecting the Inventory Serial Tracking check box. Specify Manual as the serial rule, and save the record.

General exercise for Purchased Inventory Part
General exercise for Part Catalog

Supplier

Purpose: The purpose of this exercise is to make sure that the customer from which you will be receiving customer-owned parts is connected to a corresponding supplier. This connection identifies that the supplier and customer represent the same company.

Windows:
Supplier/Purchase/General

1. Make sure that the supplier C1000 is connected to customer 1000.

General exercise for Supplier

Customer

Purpose: The purpose of this exercise is to indicate that you are required to record part acquisition values for all customer-owned stock belonging to customer 1000. The requirement is for you to track the values on serial level, i.e., for serial-tracked parts, one acquisition value is recorded per individual.

Windows:
Customer/Order/General

1. Make sure that the Acquisition Value Level field is set to Serial Level Acquisition Value, for customer 1000.

General exercise for Customer

Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect the purchase part to the corresponding supplier.

Windows:
Supplier for Purchase Part

1. Connect the purchase parts XX-441 and XX-442 to supplier C1000 (Customer 1000), using Customer Owned as the default ownership and Receive into Inventory as the default receive case.

General exercise for Supplier for Purchase Part 

Required Data

Purchase Order

Purpose: The purpose of this exercise is to show you the data that is used in the exercises below.

1. You will be receiving a shipment of ten gear shift knobs (XX-441) and four air bags (XX-442) belonging to your customer 1000. The parts are owned by customer 1000 and are to be used as spare parts, for example, when repairing vehicles owned by this customer. In the Purchase Order window, enter a purchase order for supplier C1000 (Customer 1000) with purchase order lines for each of the purchase parts. 

2. Release the purchase order, and make a note of the purchase order number.

3. In the Register Purchase Order Arrivals window, register the arrival of the purchase order to a picking location. Indicate the serial numbers of the received air bags.

General exercise for Entering Purchase Order for Standard Parts
General exercise for Processing Whole Purchase Order
General exercise for Using Manually Entered Serial Numbers

Main Exercise

Purpose: The purpose of this lesson is to show you how estimated, part acquisition values are created for customer-owned stock, and how you can update these acquisition values.

Windows:
Customer Part Acquisition Value
Customer Part Acquisition Values

You have received a document from customer 1000 with updated acquisition values for the parts that you are keeping in inventory as customer-owned. For gear shift knobs, you receive a standard part value. The serial-tracked air bags have different values per serial. You now need to update the estimated part acquisition values that were created automatically when you received these parts.

Update Customer Part Acquisition Value

To update the customer part acquisition value for one record:

1. Open the Customer Part Acquisition Value window.
2. Query for the appropriate customer part acquisition value.

Note: Examine the current value and source. Which value has been recorded and why?

3. In the upper part of the window, right-click, and then click Update Customer Part Acquisition Value. The Update Customer Part Acquisition Value window appears.
4. In the Acquisition Value field, indicate the value to which the customer part acquisition value should be updated. The value should be in the customer's currency, which is displayed in the Currency field.  
5. In the Source list, indicate the source of the updated customer part acquisition value, which can be either an estimated value or an actual value that has been received or agreed upon with the owning customer. 
6. Optionally, you can add additional information and comments regarding the update in the Note field. By double-clicking the field, you can access a bigger text editor.
7. Click OK. 

To update the customer part acquisition values for one or more records:

1. Open the Customer Part Acquisition Values window.
2. Query for the appropriate customer part acquisition values.

Note: Examine the current values and their source. Which values have been recorded and why?

3. Select the part acquisition values that are to be updated for the customer. Right-click and then click Update Customer Part Acquisition Value. The Update Customer Part Acquisition Value window opens.
4. Follow steps four to seven in the previous instructions.