Creating and Modifying Supply Pegging—Exercises

IMPORTANT
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.

Basic Data Setup

Supplier

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

Windows:
Supplier

  1. Enter a supplier.
  2. Save your changes.

General exercise for Supplier.

Customer

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

Windows:
Customer

  1. Enter a customer.
  2. Save your changes.

General exercise for Customer.

Purchase Inventory Sales Part

Windows:
Sales Part
Inventory Part
Purchase Part
Supplier for Purchase Part
New Part Assistant

  1. Create a purchased inventory sales part, and connect a supplier to the part, preferably using the New Part Assistant.

General exercise for Sales Part

General exercise for Inventory Part

General exercise for Purchase Part

General exercise for Supplier for Purchase Part

Required Data

Create Customer Order Line

Purpose: The purpose of this lesson is to create customer order lines.

Windows:
Customer Order

  1. Open the Customer Order window and create a customer order, then create a customer order line for one piece of a purchased inventory sales part.
  2. Create another customer order, and add a line for five pieces.
  3. Create a third customer order, and add a line for three pieces.
  4. Verify that the supply code is Invent Order for all lines.

Create Purchase Order Line

Purpose: The purpose of this lesson is to create purchase order lines.

Windows:
Purchase Order

  1. Open the Purchase Order window and create a purchase order, then create a line for one piece.
  2. Create another purchase order, and add a line for three pieces.
  3. Create a third purchase order, and add a line for seven pieces.

Main Exercise

Purpose: The purpose of this lesson is to create and maintain supply peggings.

Windows:
Customer Order
Purchase Order
Manual Pegging of Customer Order Line
Pegged Purchased Customer Order Lines
Register Purchase Order Arrivals
Purchase Order Receipt

Create Pegging Between CO Line and PO Line

  1. Open the Customer Order window, and search for the customer order containing the line for one piece.
  2. Select the customer order line, right click and select Manual Pegging. The Manual Pegging of Customer Order Line window will open. In the table part of the window, the created purchase order lines are displayed.
  3. Find the purchase order line for one piece, and enter one in the Qty Pegged column in the table part of the window. Save. The CO line is now pegged to the PO line.

Create Multiple Peggings Between CO and PO Lines

  1. Open the Customer Order window, and search for the customer order for five pieces.
  2. Select the customer order line, right click and select Manual Pegging. The Manual Pegging of Customer Order Line window will open. In the table part of the window, the created purchase order lines are displayed.
  3. Find the purchase order line for seven pieces, and enter five in the Qty Pegged column in the table part of the window. Save.
  4. Return to the Customer Order window. Select the customer order for three pieces, right click and select Manual Pegging. The Manual Pegging of Customer Order Line window will open. Try to peg all three pieces of this customer order line to the purchase order line for seven pieces. What happens?
  5. Change from three to two pieces, then save. Peg the remaining piece to the PO line for three pieces.
  6. Open the Pegged Purchased Customer Order Lines and search for your part and study the content. Total four pegged lines will display.

Modify Peggings Between CO Line and PO Line

  1. Open the Pegged Purchased Customer Order Lines window and search for your part.
  2. Refine the query to display only peggings for the customer order line for three pieces. Two lines will display.
  3. Change the peggings so that the customer order line for three pieces is pegged to the purchase order line for three pieces only. First reduce the pegged quantity for the part of the customer order line that is pegged to the purchase order line for seven pieces by entering zero in the Quantity Pegged column. Then increase the pegging from one to three for the purchase order line for three pieces.

Receive Pegged Purchase Order Lines

  1. Open the Purchase Order window and search for all three purchase orders. Release them all.
  2. Open Register Purchase Order Arrivals and search for the purchase orders.
  3. Receive them all into an arrival location.
  4. Open Pegged Purchased Customer Order Lines and search for your part. Have the peggings been removed?
  5. Open Customer Order window, and check status of the customer order lines. Are the CO lines reserved?
  6. Open the Purchase Order Receipt window, and search for all three purchase orders.
  7. Receive all three purchase orders into a picking location.
  8. Revert to Pegged Purchased Customer Order Lines and rerun the query to search for your part. Have the peggings been removed?
  9. Revert to Customer Order window, and rerun the query, check status of the customer order lines. Are the CO lines reserved?