Entering Requests for Order Quotations—Key Exercises
IMPORTANT |
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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
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Basic Data Setup
Supplier
Purpose: The purpose of this exercise is to create a supplier record.
Windows:
Supplier
- Create a supplier record.
- Save your changes.
General exercise for Supplier.
Purchase Part
Purpose: The purpose of this exercise is to enter a
non-inventory registered purchase part.
Windows:
Purchase Part
- Create a purchase part record.
- Save your changes.
General exercise for Purchase Part.
Buyer
Purpose: The purpose of this exercise is to create
a buyer record.
Windows:
Procurement Basic Data
- Create a record for yourself as a buyer.
- Save your changes.
General exercise for Buyer.
Main Exercise
Purpose: The purpose of this exercise is to learn how to
enter an request for order quotation.
Windows:
Request for Order Quotation
Assume that your company needs to buy some parts. To get the
best purchasing conditions and prices, we will start by sending a request for
quotations to the suppliers.
- Create a new record. Enter the currency and buyer in the header. The request for
order quotation
should be valid for one month.
- Enter a request line with a desired part number.
- You must also enter the quantity, unit of measure and wanted delivery
date.
- Enter the suppliers that the request for order quotation should be sent to
in
Suppliers tab.
- Release the request for order quotation by right-clicking in the header
and then clicking the appropriate menu option.
Note: Highlight all the suppliers to whom you want to
send the request.
- Create a new record. Enter the currency and buyer in the header. Ensure
that the request for order quotation is valid for a month.
- On the
Part Request Lines tab, enter request lines by right-clicking in the table area and then clicking
Create Part Request Lines.
- Under Selection in the dialog box that displays, specify the parameters for the request for
order quotation lines.
- Under Default Values in the dialog box, enter the quantity and wanted delivery date. These values will be entered on each line when the lines are created.
- Click OK. The system will automatically create the lines.
- If you want to change the quantity or the wanted
delivery date on one or more specific lines, do that now.
- In the
Suppliers tab, enter the suppliers
to which the request for order quotation should be sent.
- Release the request for order quotation by
right-clicking in the header and then clicking Release.
Note: Highlight all the suppliers to whom you want to
send the request.