Professional Documents
Culture Documents
The sales team needs to requisition two laptops for a sales road show. As
the head of the sales team, you create a purchase request for the laptops.
Purchasing A/P
Purchase Request
Item No.
Z00001
Required Qty
Checked
Because the purchase request is over the limit of 250 and the purchase
request requires management approval, the document is saved by a draft.
The Authorization window opens so that you can approve the request.
Approved
3-2
Now assume that you have the buyer role. Run the Purchase Request Report in
order to fulfill any purchase requests.
In the menu, choose Purchasing A/P Purchasing Reports
Purchase
Request Report
In the selection criteria window, enter the following information.
Field Name or Data Type
Values
Checked
3-2-2
3-2-3
Once you have determined the need to purchase the item, create a
purchase order.
Ensure that only the checkbox for Z00001 is selected.
Ensure the vendor code V70000 is entered in the Vendor Code field.
Choose the button Create.
Select Purchase Orders in the dropdown box.
Choose Yes to confirm the message that the creation of purchase orders is
irreversible.
Close the report window.
3-2-4
What are a few ways that you can tell from the purchase request that a
purchase order has been created?
_________________________________________________
_________________________________________________
Reopen the purchase request document.
Choose Purchasing A/P Purchase Request.
Then choose the Last Data Record icon.
The status of the purchase request is now Closed.
The Target Document icon is no longer greyed out.
The option Target Document appears in the context menu.
You can view the related purchase order in the relationship map.
3-3
V10000
BP Code
V1010
BP Code
V20000
Repeat the same steps with item number A00002.
Values
Set Name
PQ1
Set Description
PQ1
Choose Next.
In the Base on Items window, enter the following values:
Field Name or Data Type
Values
Item No.
A00001
Item No.
A00002
Next Monday
Next Monday
Choose Next.
Group this view by Item and enter the following quantities:
Field Name or Data Type
Values
Group
By Item
Required Quantity
A00001
Required Quantity
A00002
Choose Next and execute the wizard by selecting Save Parameter Set
and Execute then choose Next.
As soon as the purchase quotations are generated by the system, enter the
vendors responses for the corresponding quotations.
In the menu, choose: Purchasing - A/P
the last three quotations.
V10000
Field Name or Data Type
Values
Quoted Date
Next Friday
Item
A00001
Quoted Qty.
Unit Price
200
Item
A00002
Quoted Qty.
Unit Price
120
V1010
Field Name or Data Type
Values
Quoted Date
Next Tuesday
Item
A00002
Quoted Qty.
Unit Price
95
V20000
3-4
Values
Quoted Date
Next Monday
Item
A00001
Quoted Qty.
Unit Price
205
Quotation Comparison
3-4-1 As soon as you have entered all data into the Purchase Quotations, have a
look at the entered data in the Purchasing Reports, Purchase Quotation
Comparison Report.
Choose Purchasing A/P
Comparison Report.
Purchasing Reports
Purchase Quotation
Enter the current Group No. of the documents you created into the
selection criteria. The system supports you by displaying the best data in
red.
To complete the process, create a purchase order for both items out of the
particular purchase quotations. For item A00001, create a purchase order
out of the purchase quotation for vendor V10000. For item A00002 create a
purchase order out of the purchase quotation for vendor V1010.
Then manually close the purchase quotations for vendors V20000 and
V30000 in the documents by right clicking in each document and selecting
Close.
3-4-2 You decide you wish to create a purchase quotation for another item.
Since you do not wish to compare vendors, you create the quotation
manually.
In the menu, choose: Purchasing A/P
Purchase Quotation
Field Name or Data Type
Values
Vendor
V20000
Required Date
Item No.
A00003
Required Qty.
Unit Price
155
Add this document and confirm the question regarding the document
total with Yes.
After you received the vendors responses, enter them in the purchase
quotation you just created.
Field Name or Data Type
Values
Quoted Date
Quoted Qty.