Sending EDI/MHS Messages—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

Purchased Inventory Part

Purpose: The purpose of this exercise is to create the purchase part by entering it as an inventory part. The purchase part is automatically created when entering the inventory part.

Windows:
Inventory Part

  1. Enter an inventory part with the part number XX-62-300, replacing XX with your initials, and the description F1 Race Tire.
  2. Enter yourself as planner.
  3. Use PCS as the unit of measure.
  4. Use 100 USD as the estimated material cost.
  5. It is advisable to enter default locations (arrival, quality assurance, and picking location) for the inventory part.

General exercise for Purchased Inventory Part

Enter Supplier

Purpose: The purpose of this exercise is to enter a supplier of the part that has the identified requirement.

Windows:
Supplier
Supplier/Message Setup

  1. Enter the British tire supplier XX-170, replacing XX with your initials. In the Name field, enter Dunlop.
  2. In the General tab, use English as the default language.
  3. In the Address/Purchase Address Info tab, use CIF (Cost Insurance Freight) as delivery term and 30 (Road Transport) as the ship via code.
  4. In the Message Setup tab, enter message class ORDERS and media code EDI. Select an address and mark the Method Default check box.
  5. In the Message Setup tab, enter message class ORDCHG and media code EDI. Select an address and mark the Method Default check box.
  6. In the Invoice/General tab, use USD as the currency.
  7. In the Purchase/General tab, enter yourself as buyer. Use USD as the currency.

General exercise for Supplier

Supplier for Purchase Part

Purpose: The purpose of this exercise is to connect your purchase parts to the supplier.

Windows:
Supplier for Purchase Part

  1. Enter a new combination of purchase part XX-62-300 and supplier XX-170.

General exercise for Supplier for Purchase Part

Main Exercise

Purpose: The purpose of this lesson is to create an understanding for the use of EDI when sending messages to the supplier. The messages include sending of purchase orders and sending changes on the purchase order.

Windows:
Purchase Order

Send Purchase Order

  1. IFS Racing needs to buy ten racing tires. Enter a purchase order by using supplier XX-170 and purchase part XX-62-300.
  2. Release the purchase order.
  3. Send the purchase order.
  4. Note the Order Sent check box. Is it selected?

Send Change Request

  1. IFS Racing needs to buy eight racing tires. Enter a purchase order by using supplier XX-170 and purchase part XX-62-300.
  2. Release the purchase order.
  3. Send the purchase order.
  4. Note the Order Sent check box. Is it selected?
  5. The requirements are suddenly changed. Add a five pieces to the quantity.
  6. A new revision is automatically created. Send a request to change the ordered quantity.
  7. Note the Chg Req Sent check box. Is it selected?

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