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Closed The purchase requisition is completed and a purchase order is created.... Lab 2.1: Create Purchase Requisition.[r]

Microsoft Dynamics® AX 2012

Procurement

Chapter Overview

(Phiếu yêu cầu mua hàng)

(Đơn hỏi giá)

(Đơn đặt hàng) Purchase Agreement Hợp đồng nguyên tắc

Catalog

Chapter 1: Procurement Process

Chapter 2: Purchase Requisitions

Purchase Requisitions Status

Status Description

Draft The purchase requisition is created, but is not yet

submitted to workflow, or the purchase requisition is recalled from workflow.

In review The purchase requisition is submitted to workflow.

Rejected The purchase requisition is rejected.

Approved The purchase requisition is approved in workflow.

Cancelled The purchase requisition is canceled.

Closed The purchase requisition is completed and a purchase

order is created.

Lab 2.1: Create Purchase Requisition

Scenario

• Ken, the Controller at Contoso requires a few new projectors, project lamps, and file cabinets for his department as a part of renovations in the corporate office Some information on the required products shows

in the following table

Item

number Description Qty Unit Purchase price Vendor

1501 LCD Video Projector

1507 Lamp for LCD Video

Projector Model 01 4 Ea 270.00 USD 9002

Chapter 3: Purchase Orders

The objectives are:

• Review the various forms and list pages for working with purchase orders

• Set up purchasing parameters

• Create a purchase order and add lines to it

• Process a purchase order

• Generate a purchase order receipts list and product receipt

• Review the change management process and set up the system for change management

• Review additional tasks that can be completed for a purchase order

• Review the list pages and inquiries that are available for purchase orders

All Purchase Order List Page

Purchase Order Line View

Purchase Order Header View

Purchase Order Types

When you create a new Purchase order, Microsoft Dynamics AX 2012 offers several options on the

Create Purchase order form.

• There are three Purchase order types to select from, depending on the process or action that the user needs:

Demonstration: Create a Purchase Order

Your instructor will demonstrate how to create a purchase order

5 min

5 min

Demonstration: Add a Line to a Purchase Order

Your instructor will demonstrate how to add a line to purchase order

5 min

5 min

Demonstration: Enter Purchase Order Line

Ship to Multiple Address

The Multiple ship to functionality enables users to specify delivery addresses for each order line.

• Use the Multiple ship to functionality in Purchase orders to perform the following actions:

• Specify multiple receipt addresses for Purchase

orders

• Select if Purchase order documents are printed for

each delivery address or for each order

Demonstration: Adding a Delivery Schedule to a

Purchase Order Line

Your instructor will demonstrate how to enter details about a purchase order line

10 min

Delivery Schedule Form

Demonstration: Adding a Delivery Schedule to a

Purchase Order Line

Your instructor will demonstrate how to add a delivery schedule to a purchase order line

5 min

5 min

Demonstration: Add Charges to a Purchase

Order and Add Charges to a Purchase Order Line

Your instructor will demonstrate how to:

• Add charges to the header of a purchase order

• Add charges to the line of a purchase order

5 min

5 min

Demonstration: Confirm a Purchase Order and

Generate and Print a Purchase order

Your instructor will demonstrate how to:

5 min

5 min

Pro Forma Purchase Orders

The pro forma purchase order confirmation lets you simulate the purchase order confirmation

without updating the status of the purchase order.

Demonstration: Pro Forma Purchase Orders

Your instructor will demonstrate how to process a pro forma purchase order confirmation

3 min

3 min

Demonstration: Finalize a Purchase Order

Your instructor will demonstrate how to:

• Finalize a purchase order

• Finalize a purchase order line

5 min

5 min

Lab 3.1: Create Purchase Order

Lab Scenario

Entertainment Systems You are in training all day,

and the trainer has left you with the following purchase order to create

• One Purchase order for Fog Projectors to be delivered on 9/10/2011

• 20 pieces of item number 1507 to be delivered to

Warehouse 2

• One piece of item number 1707 to be delivered to the Quality Testing Center, that is located at 123 S Main Street, New York, NY 10006

Estimated time: 15 minutes

Lab 3.1: Create Purchase Orders

• Create the purchase orders according to the

specifications from the scenario and make sure that you confirm the purchase order

Receipts List

Generating a receipts list:

• Does not change the status of a purchase order or

create any inventory transactions

• Provides a means for checking and validating shipments before accepting the order

Demonstration: Generate a Receipts List

Your instructor will demonstrate how to generate a receipt list

5 min

5 min

Product Receipt

Generating a Product receipt:

• Creates a physical inventory transaction

• Makes the items available if they are stocked products

• Updates the sub ledger, if the Post to general ledger

parameter is selected

• If all items on a given purchase order are received, the

purchase order Status field changes to Received.

Demonstration: Generate a Product Receipt

Your instructor will demonstrate how to generate a product receipt

5 min

5 min

Posting Product Receipt Form

Demonstration: Generate a Partial Product

Demonstration: Cancel and Correct a Product

Receipt

Your instructor will demonstrate how to:

• Correct a Product Receipt

5 min

5 min

Change Management

Change management enables you to:

• Track changes for approval on all or some

purchase orders

• Create one draft version of a single purchase order at a time

Used with change manageme nt

Draft Status of the order while you

create the purchase order before

the Submit button is clicked.

No No Yes

In process Status of the order after you click

Approved Status of the order after the

workflow is approved When you

do not use change management, this is the default status for the order Inventory transactions are created when the order reaches this status.

Yes Yes Yes

Confirmed Status of the order after the

purchase order is confirmed. Yes Yes Yes

Change Management Process

A sample Change Management process consists

of the following steps:

1 The requester creates a purchase order

2 The requester submits the purchase order for approval

3 The task user reviews and updates the accounting

distributions for the purchase order, if it is necessary

order versions

5 The approver accepts, rejects, or requests changes to

the purchase order

Chapter 4: Request for Quotations

Lab 4.1: Create Request For Quotation

• Scenario

• A Project Manager requires video equipment supplies for

a new office building project that will begin in 30 days All

of the material is needed at the project start date The

Contoso Company does not hold all the required

equipment in stock so a request for quotation is required from its primary vendors Most of the components are

already entered in the system but one is new to this

project

• The following table provides information about the

required materials, including the use of the United States dollar (USD) as its currency

Lab 4.1: Create Request For Quotation

Item number Item name Quantity Unit Max Price for

each Unit

1001 LCD Television

Model 01 Configuration: HD Size: 42"

Lab 4.1: Create Request For Quotation

• A request for quotation case is not yet generated for vendor bidding on this project requirement The Project Manager wants to find a vendor that can provide all the listed materials within the 30 day timeframe at the

cheapest cost

Need to be submitted before 12 PM Friday 15-Aug-2014

1 Create 3 PR, 3 RFQ, 3 PO (create from PR or create

manually)

2 Questions (if any)

Next Week