Supplier for Purchase Part—Basic Data and Requirements 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

Purchased Inventory Part

Purpose: The purpose of this exercise is to enter 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-58-100 (replacing XX with your initials) and the description Racing Wheels.
  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

Purchase Part

Purpose: The purpose of this exercise is to enter a non-inventory registered purchase part, e.g., a service.

Windows:
Purchase Part

  1. Enter a purchase part with the part number XX-98-101 (replacing XX with your initials) and the description, Wheel Balancing Service.
  2. Use Hour as the purchase unit of measure.

General exercise for Purchase Part

Supplier

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

Windows:
Supplier

  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 the delivery term and 30 (Road Transport) as the ship via code 1.
  4. In the Invoice/General tab, use USD as the Currency.
  5. In the Purchase/General tab, enter yourself as buyer. Use USD as the Currency.

General exercise for Supplier

Main Exercise

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

Windows:
Supplier for Purchase Part

Connecting a Supplier for Purchase Part

  1. Create a new record (F5).
  2. Enter a new combination of the racing wheel XX58-100 and supplier Dunlop (XX-170).
  3. Enter a price. If the company tax regime is VAT, and if the part is taxable, it is possible to enter the price or the price inclusive of tax. Entering either of the values will result in the recalculation of the other. (This is similar to the calculation of the additional cost fields).
  4. Save your changes (F12).
  5. The wheel balancing is also supported by supplier XX-170. Enter the purchase part XX-98-101 for the supplier.
  6. Enter a price. If the company tax regime is VAT, and if the part is taxable, it is possible to enter the price inclusive of tax provided that the Use Price Incl Tax check box is selected. Entering either of the values will result in the recalculation of the other. This is similar to the calculation of the additional cost fields.
  7. Save your changes (F12).