Processing Supplier Agreement Quotations Manually—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.

Purchase Part

Purpose: The purpose of this exercise is to show you how to enter a non-inventory registered purchase part.

Windows:
Purchase Part

  1. Enter a purchase part.
  2. Save your changes.

General exercise for Purchase Part

Supplier Assortment

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

Windows:
Procurement Basic Data

  1. Enter an assortment.
  2. Save your changes.

General exercise for Supplier Assortment

Buyer

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

Windows:
Procurement Basic Data

  1. Enter yourself as buyer.
  2. Save your changes.

General exercise for Buyer

Required Data

Request for Agreement Quotation

Purpose: The purpose of this exercise is to set up the basic data required for running this particular functionality.

Windows:
Request for Agreement Quotation
Agreement Quotation

  1. Enter a request for supplier agreement quotation.
  2. Connect more than one supplier to the request for supplier agreement quotation.
  3. Enter the price that you have received from the suppliers in the Agreement Quotation window.

General exercise for Entering Request for Agreement Quotation

Main Exercise

Purpose: The purpose of this lesson is to show you how to process a quotation manually.

Windows:
Agreement Quotation Approval

Approving the Quotation

  1. Select a previously answered quotation that has not been approved. If no such quotation is available, then create one.
  2. Approve a quotation from a supplier.
  3. You are prompted to indicate whether the quotation should be converted to a supplier agreement. Click No.
  4. You are prompted to indicate whether rejection letters should be printed. Click No.
  5. Select the approved line and then right-click. Note that the Create Supplier Agreement option is enabled and the Approve option is disabled.

Note: Use the quotation that you created above for the rest of the exercises.

Rejecting the Quotation

  1. Select the rest of suppliers, and reject them.
  2. You are prompted to indicate whether rejection letters should be printed. Click No.
  3. Select a rejected line, and right-click. Note that the Print Rejection Letter option is enabled.

Printing Rejection Letters

  1. Select a supplier that has been rejected.
  2. Right-click and then click Print Rejection Letter to print the letter.

Note: Instead of printing the rejection letter, you can use the preview feature to view the letter on the screen.

Converting into a Supplier Agreement

  1. Select a supplier that has been approved.
  2. Right-click and then click Create Supplier Agreement to create a supplier agreement.
  3. You can choose to either create a new supplier agreement or add to an existing one.

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