Using Revisions on Quotation—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 an request for order quotation.

Windows:
Request for Order Quotation

  1. Enter an request for order quotation.
  2. Connect more than one supplier to your request for order quotation.
  3. Release the request for order quotation.

General exercise for Entering Request for Order Quotation

Main Exercise

Revision Handling

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

Windows:
Request for Order Quotation
Order Quotation
Request for Agreement Quotation
Agreement Quotation

  1. Open the Request for Order Quotation window, and select a previously entered request for quotation in the Released status.
  2. Change the value in the Payment Terms field to something other than the default.
  3. You receive a prompt indicating that a new revision has been created.
  4. Click the RFQ History tab, and note the changes.
  5. In the header portion of the window, right-click and then click Release to release the request.
  6. Print the request. Where can you see which version was last printed?
  7. On a request line, change a date, and save your changes.
  8. Note the status on the request line. Select the request line, right-click, and then click Detail History to view the history of changes made to the line.
  9. Release and print the new revision.
  10. Open the Order Quotation window, and query for your request number. Note that all revisions are available.
  11. Enter the price, discount, and additional cost for the latest revision.

Note: The exercise could also be run in the Request for Agreement Quotation window and the Agreement Quotation window.

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