Using Automatic Order Processing—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain you 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

Order Processing Type

Purpose: The purpose of this exercise is to show you how to enter an order processing type.

Windows:
Procurement Basic Data/Order Processing Types

  1. Enter an order processing type, using XX1 as the format, where XX should be replaced by your initials.
  2. Enter an appropriate description of your order processing type.
  3. When defining the events, use the values in the table below:
Event Days Before Latest Order Date
Release purchase requisition 5
Requisition to orders 4
Release purchase order 3
Print purchase order 2

General exercise for Order Processing Types

Purchase Part

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

Windows:
Purchase Part

  1. Enter a purchase part with XX-98-100, where XX should be replaced by your initials, as the part number and Car Washing as the description.
  2. Use Hour as the default purchase unit of measure.
  3. Connect your order processing type to your purchase part.

General exercise for Purchase Part

Supplier for Purchase Part

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

Windows:
Supplier for Purchase Part

  1. Enter a new combination of Purchase Part XX-98-100 and Supplier 5040.
  2. The price should be 15 USD.

General exercise for Supplier for Purchase Part

Required Data

Entering a Purchase Requisition

Purpose: The purpose of this exercise is to prepare a purchase requisition that can be handled by automatic order processing.

  1. Enter the required information in the header portion of the window.
  2. Enter a purchase requisition line. Order 10 hours of Car Washing (XX-98-100).
  3. Leave the purchase requisition in Planned status.

General exercise for Entering a Purchase Requisition 

Main Exercise

Using Automatic Order Processing

Purpose: The purpose of this exercise is to show you how to perform automatic order processing.

Windows:
Automatic Order Processing
Purchase Order

  1. Enter your site and order processing type in the Automatic Order Processing window. In the other fields, enter the wildcard value (%).
  2. Click OK to process all the orders at once.
  3. View your purchase requisition in the Purchase Requisition window. What happened to it?
  4. Select the requisition line, right-click, and then click Purchase Order. The Purchase Order window is displayed on the screen. View the purchase order. What happened to it?

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