Entering and Modifying Supplier Agreement Quotations Using Spreadsheet Data Manager—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 enter a supplier that will be used during the main exercises.

Windows:
Supplier

  1. Enter a supplier.
  2. Save your changes.

General exercise for Supplier.

Purchase Part

Purpose: The purpose of this exercise is to enter purchased inventory parts.

Windows:
Purchase Part
Inventory Part

  1. Open Inventory Part and create a new purchased inventory part.
  2. Open Purchase Part and complete the creation of the purchased inventory part.

General exercise for Purchased Inventory Part and Purchase Part

Required Data

Set Up Output Channels

Purpose: The purpose of this lesson is to set up output channels for Microsoft® Excel.

Windows:
File/Options/Output Channels

  1. Open the Options/Output Channels tab. Click the Excel icon, comma-separated file. Click OK.
  2. Test the channel by opening any overview window or tab, query to find values, then click the Excel icon.

Entering Request for Supplier Agreement Quotation

Purpose: The purpose of this lesson is to create the request for supplier agreement quotation, which will be updated using the Spreadsheet Data Manager (SDMan).

Windows:
Request for Agreement Quotation

  1. Open the Request for Agreement Quotation window.
  2. Click New and enter the values for the header fields.
  3. Click the Request for Agreement Quotation/Part Request Lines tab, right-click and click Create Part Request Lines.
  4. When the dialog box opens, enter the part request lines.
  5. Click the Request for Agreement Quotation/Suppliers tab and enter information for at least one supplier.
  6. Save and release the request for Supplier Agreement quotation.

General exercise for Entering Supplier Agreement Request for Quotation

Send Supplier Agreement Request for Quotation

Purpose: The purpose of this lesson is to simulate sending the supplier agreement quotation to the supplier(s).

Windows:
Agreement Quotation Lines

  1. Open the Agreement Quotation Lines window and query for the agreement just created. If the request for supplier agreement quotation was created for more than one supplier, add selection criteria for each supplier.
  2. Click the Excel output channel icon. The lines will be copied to a new Excel sheet.
  3. Hide or delete the columns that will have no interest to the supplier.
  4. Modify the information so that the supplier knows where to insert quotations.
  5. Optionally print the quotation to file, and attach both the supplier agreement request for quotation file, as well as the Excel file in the mail to the supplier.

Main Exercise

Purpose: The purpose of this lesson is to process the supplier agreement quotation received from the supplier(s).

Windows:
(SDMan is installed locally and is available from within MS Excel using the IFS Applications menu option.)
Agreement Quotation
Agreement Quotation Approval

Enter Quotations

  1. Simulate that the Excel quotation file is received from the supplier, i.e., open the Excel sheet that were sent to the supplier and enter quotation values. Enter price in the Price/Curr column, price unit of measure in the Price U/M column, zeroes in the Discount and Additional Cost columns.
  2. Insert a result message column.
  3. Open the SDMan, select the Agreement Quotation option, click Next.
  4. Click the Modify Part Lines option. Click Next.
  5. While in the Data Range field, either select the Excel lines holding the quotation information, or enter the cell references directly into the Data Range field.
  6. Click the Result field (the cursor will shift focus to the Select placement for... field), then enter the letter for the Excel column where the result values should be inserted. For example, if your Excel Result column is column A, you would enter A.
  7. Click the Request No field, then enter the letter for the Excel column where the Request No is found, e.g., column B.
  8. Repeat until all mandatory fields are mapped, then click Next.
  9. Finally, click Finish to update the supplier agreement quotation.
  10. If no errors are found, the Result column is updated to Transferred. If the Result column displays Error, the cause of the error(s) displays in the appropriate Result Excel columns as a comment. Resolve the error(s), and retry.
  11. Open the Agreement Quotation window and search for the quotation. Verify the entered data.
  12. Complete the process in IFS Applications, i.e., approve the quotation(s), send rejection letter, and convert to supplier agreement.