Handling Order 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

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 Order Quotation

Purpose: The purpose of this exercise is to show you how to enter a request for order quotation.

Windows:
Request for Order Quotation

  1. Enter a request for order quotation.
  2. Connect more than one supplier to your request for order quotation.

General exercise for Entering Request for Order Quotation

Main Exercise

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

Windows:
Order Quotation Approval
Order Quotation Approvals
Order Quotation

Approving a Quotation

  1. Open the Order Quotation window, and search for your quotation.
  2. Enter the prices received from the suppliers.
  3. In the Order Quotation Approval window approve a quotation from a supplier. By using the Order Quotation Approvals window, it is possible to select and approve several lines, belonging to a single request, simultaneously.
  4. You are prompted to indicate whether the quotation should be converted into a purchase order. Click No.
  5. You are prompted to indicate whether rejection letters should be printed. Click No.
  6. Select the approved line, and right-click. Note that the Create Purchase Order option is enabled and the Approve option is disabled.

Note: Use the quotation that you created above for the rest of the exercises.
You will be prompted to indicate whether the quotation should be converted into a purchase order only when the Convert Quotations to Purchase Orders check box is selected in the Company/Distribution/General tab. Otherwise, the connected purchase requisition will be updated with the confirmed prices from the quotation. The New Price Confirmed check box in the purchase requisition line will be selected in this case. You have to create the purchase order from the purchase requisition line.

Rejecting a Quotation

  1. Select the rest of the suppliers, and reject them.
  2. You are prompted to indicate whether rejection letters should be printed. Click No.
  3. Select a rejected supplier, 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 Letters.

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

Converting a Quotation into a Purchase Order

  1. Select a supplier that has been approved. Right-click and then click Create Purchase Order.
  2. Indicate whether you want to create a new purchase order or add a line to an existing one.