Handling External Repair Orders—Exercises

IMPORTANT
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

Coordinator

Purpose: The purpose of this exercise is to verify that a coordinator and coordinator group have been set up for your site.

Windows:
Coordinators

  1. Open the Coordinators window.
  2. In the Coordinator ID field, enter your name or select it from the List of Values.
  3. In the Coordinator Group field, verify that V (Service) has been defined as the coordinator group.

General Exercise for Defining a Coordinator

Required Data

Viewing Purchase Requisition Headers and Lines

Purpose: The purpose of this exercise is to view the purchase requisitions you created in the Preparing External Repair Orders lesson. These requisitions have to be in place (with Planned status) before you can proceed with the main exercises below.

Windows:
Prepare Work Order

  1. Open the Prepare Work Order window and query for the work order you created in the Preparing External Repair Order lesson.
  2. Click the Requisitions tab and query for the purchase requisitions you created in the Preparing External Repair Orders lesson.

Main Exercises

Releasing a Purchase Requisition Header and Line

Purpose: The purpose of this exercise is to show how to release a purchase requisition header and several requisition lines.

Windows:
Prepare Work Order

  1. Open the Prepare Work Order window and query for the work order you created in the Preparing External Repair Orders lesson.
  2. Click the Requisitions tab and query for the purchase requisitions you created in the Preparing External Repair Orders lesson.
  3. For each of the requisitions, right-click in the header and then click Release. The status of the header and line is changed to Released.

Note: If you wanted to release only the requisition line, you would select the line, right-click, and then click Release.

Converting a Purchase Requisition to a Request for Quotation (RFQ)

Purpose: The purpose of this exercise is to show how to convert a purchase requisition line to a request for quotation (RFQ). In this exercise, you will create two RFQs for the wire harness—one to be sent to Aero Connections, Inc. and the other to Robson R&O.

Windows:
Prepare Work Order

  1. Open the Prepare Work Order window and query for the work order you created in the Preparing External Repair Order lesson.
  2. Click the Requisitions tab and query for purchase requisition for part no. 212, Wire Harness, and for supplier AERO.
  3. On the Part Requisition Lines tab, select the requisition line for part no. 212, Wire Harness, and for supplier AERO.
  4. Right-click on the requisition line and then click Requisition to Request. The Requisition to Request – Parameters dialog box appears. 
  5. In the Parameters area, enter PG as the buyer, USD as the currency. Also enter  the latest date for reply (format: dd/mm/yy). Then click Create New.
  6. A message appears displaying the assigned RFQ number. Note it and click OK.
  7. To view a newly created RFQ in the Prepare Work Order window, select the requisition line and then click Request. The Create Request for Quotation window appears. Close the window when you are done.
  8. On the Requisitions tab of the Prepare Work Order window, query for the purchase requisition for part no. 212, Wire Harness, and for supplier ROBSON.
  9. On the Part Requisition Lines tab, select the requisition line for part no. 212, Wire Harness, and for supplier ROBSON.
  10. Right-click on the requisition line and then click Requisition to Request. The Requisition to Request – Parameters dialog box appears. 
  11. In the Parameters area, enter PG as the buyer, USD as the currency. Also enter  the latest date for reply (format: dd/mm/yy). Then click Create New.
  12. A message appears displaying the assigned RFQ number. Note it and click OK.
  13. To view a newly created RFQ in the Prepare Work Order window, select the requisition line and then click Request. The Create Request for Quotation window appears. Close the window when you are done.

Converting a Purchase Requisition to a Purchase Order 

Purpose: The purpose of this exercise is to show how to convert a purchase requisition line to a purchase order. In this exercise, you will create purchase orders for the outflow valve and the cabin pressure controller.

Windows:
Prepare Work Order

  1. Open the Prepare Work Order window and query for the work order you created in the Preparing External Repair Order lesson.
  2. Click the Requisitions tab and query for purchase requisition for part no. 111, Outflow Valve.
  3. On the Part Requisition Lines tab, select the requisition line for part no. 111, Outflow Valve.
  4. Right-click on the requisition line and then click Requisition to Order. 
  5. To view a newly created purchase order, select the requisition line, right-click, and then click Purchase Order. The Purchase Order window appears. Note the purchase order number.
  6. In the Coordinator field, change the value to your name.
  7. In the Buyer field, change the value to PG.
  8. Save the record. Then close the window.
  9. On the Requisitions tab of the Prepare Work Order window, query for the purchase requisition for part no. 314, Cabin Pressure Controller.
  10. On the Part Requisition Lines tab, select the requisition line for part no. 314, Cabin Pressure Controller.
  11. Right-click on the requisition line and then click Requisition to Order. 
  12. To view a newly created purchase order, select the requisition line, right-click, and then click Purchase Order. The Purchase Order window appears. Note the purchase order number
  13. In the Coordinator field, change the value to your name.
  14. In the Buyer field, change the value to PG.
  15. Save the record.