Purchase Management Module User Manual
Contents
1. h j P iei am Mii i E gaa j Liu usw F El mies Ze gens Langanga onyt xr vo 3 Language Selection EE inis ute 5 Last Activity List faker Turri 2 Control Panel d ear 4 Search Engine dery Magar pe AS i TS Wrecsam a beer MWD aw et 13 11 33 ja Purchase Management Module System Overview 1 Menu Bar hw mw 10 5 E DET M LM Ee P pelao pei E At Menu Bar you can choose different functions by clicking the Function Name and then choose the screen that you want or 1 8 Purchase Management Module System Overview 2 Control Panel AddNew A LI Updateiu 7 Delete p Glerevienipl E mail E apor oe Disabled buttons are shown in Grey Color At Control Panel there are buttons for you to control the activities and processes that you want to make The characters of buttons are in grey color while the buttons are disabled The most popular ones are AddNew Button Add a new entry Update Button Update a specific record and selection Delete Button Delete an existing record Confirm Button Confirm and Save a change or an addition of entry Cancel Button Cancel a change or an addition of entry Others include Preview Button Preview reports or print out Approval Button Approval for documents eg Sales Quotation Sales Order 1 9 Purchase Management Module System2. EEF map WD Ires ba ECH TR o aoa Felis Lier LJ Curry Cig LS Media LRT LI A c T BARR C ai a am i BE Mm RAT a LJ Fra EA imge NC bessere Geer build Ki e e Yg a LI Eb Comers era Li ss z gee T ngl SAA sedan Ia s ui man mu gn Create a new Vendor Invoice Steps 1 In G L Interface click Vendor Invoice 2 Click ddMew button 3 Select the Prefix Code Company Code Vendor Code Vendor Invoice Account Code Payment Term and Currency 4 Type the Amount 5 Select the dates of Invoice Date Tran Date and Due Date 6 Click Siem button to confirm the input 10 3 Purchase Management Module General Ledger Interface b Detail Tab Update Detail in the Vendor Invoice Steps 1 In G L Interface click Vendor Invoice go to Detail Tab 2 Click ddMew button 3 Select the GRN Code 4 Click ceti button to confirm the input 5 To add another GRN record repeat steps 2 4 c Misc Charge Add Misc Charge for the Vendor Invoice Steps 1 2 3 4 5 In G L Interface click Vendor Invoice go to Misc Charge Tab Click amp ddMew button Type the Description Total Amount and Account Code Click FP Sie button to confirm the input To add another Misc Charge repeat steps 2 4 10 4
3. E Home product sales X Project Sim aterial e Purchase PO Type Master O AddNewtA Gr update u Delete D3 y Canfirmic order Type Code sl Pp e Main Type Code TYPEL Deseription POTYPEL User ID EA Entry Date 2004 07 15 S Entry Time 12 28 43 Cancel lz 1 1 ojo Create a new Type Code in PO Type Master Steps 4 In Master File click PO Type Master 5 Click AtddMW button 6 Type Type Code Description click f rr button Update a new Type Code in PO Type Master Steps 1 In Master File click PO Type Master 2 Click Update button 3 Amend the data click 9nf rm button 2 21 Purchase Management Module Master File b Detail BP uns T project V Praduct IT EIS P Hacer Purchase P purchase PU Twpr Hasber Ces Al CP Updatenun E Geierei GB Eerst fN Et Remaweth d Contirmich X Cancel 4 e Type Cade i Desoription PD TYFEl Name 3 L L Create a new record in Detail Steps 1 In Master File click PO Type Master Click Detail 2 Type Code Description will be auto generated 3 Click AddMewW button 4 Type Approved By User Name Email ID Email Group Email Noti Interval Date Remark click Sanfran button Update the information in Detail Tabr Steps 1 In Master File click PO Type Master Click Detail 2 Click Update button 3 Amend the data click Sentira button 2 22 Purchase Managemen
4. ddM amp w button Type Vendor Code Vendor Name English Vendor Name Chinese Name Abbreviate Address E mail Address Contact Person Telephone No and Fax No of the new Vendor Code Click the Pop Up buttons 2 double click the Buyer Ship Via Ship To Delivery Term and Payment Term you want to choose Type Allowance and or Maximum Allowance Click the Pop Up button from the Currency field gt double click the Currency you want to choose Optionally select Vendor Type and Flex Account Code for the Vendor Click Senfirm button to confirm the input 2 3 Purchase Management Module Master File 2 4 Vendor Item Master Ap TN TT RTE TR Limidad kk Fus Karr Mirra di Le a Magda rh Wu EU SRW Ap Mag A A As E hri ala Sebo bee F Puri iar Br nre fem aor eds mee Irma hoi Che Barsa en A Fra aa EASA woe mia warm TM Casa r o A a mE e ei Curam tad Tema Lam Jaan Dan Exi Furirmarm Cie i HRS Park Da b BS niwed Al OF enert Daae ku isis Lada inna pna t ri dearripiinn Ted ar tinen Ha Frrk C Tarts HO Tall E EA BL Pa Bick C Ei Ni EA mmm jan SANA ii rare Fu BR P ol CF e a a A A A Y Jm our gece Create a new Vendor Item No Steps 1 In Master File click Vendor Item Master 2 Click ddMew button 3 Click the Pop Up button from the Vendor Code field gt double click the Vendor Code y
5. i Global System Purchase Management Module User Manual RF emp SS BR dl e ossi Solutions Limited HFT RA Se m d e g censi Solutions Limited i Global System Copyright 2004 i Global Solutions Limited All rights reserved Purchase Management Module User Manual Version 1 02 This product and related documentation are protected by copyright and are distributed under licenses restricting their use copying distribution and de compilation No part of this product or related documentation may be reproduced in any form by any means without prior written authorization of i Global Solutions Limited Trademark i Global System is a registered trademark of i Global Solutions Limited Other product names mentioned in this manual may be a trademark or registered trademarks of their respective companies and are hereby acknowledged Printed in Hong Kong Contents Page About Plus Manual nas snsd ly Conventions Used in This Manudl iiit aseo tese ettet hambatan y 1 ISC ONCE Mee 1 1 1 1 arras A E RF HS RF O Y FN HS YH 1 1 1 2 Purchase Management Features a 1 2 1 3 Termo lO id pd 1 4 1 4 S eu E ju DR ana tania baba tanaka Y RT a n 1 6 1 5 Workspace Component 205 Ic Mta eet 1 7 1 6 5 stem book A 0 NN tastes 1 13 1 3 Operation Modes OP tho Syste ea 1 14 2 MAS TOTO Luna 2 1 2 Sapto Master S cete tiet Soda stan tU MI CI M ME LEO I CIL 2 2 2 Buyer eeh 2 2 2 3 le AS E 2 3 2 4 Vendor Item Masto EE 2 4 2 5 Kee EE 2 5 2
6. iii About This Manual This manual has been developed to guide you through the Purchase Management Module of i Global System with comprehensive step by step method of instruction This manual was designed in a modular format for the purpose of grouping major topics and placing emphasis on key product features This manual is organized as follows Chapter 1 System Overview Overviews on the Purchase Management Module highlights features and defines terminology Chapter 2 Master File Setup Describes procedures how to set up the master records Chapter 3 Vendor Ouotation Mentions how to effectively manage Vendor Ouotation Chapter 4 Purchase Requisition Provides operation details to support Back to back Order materials purchasing mode Chapter 5 Planned Purchase Order Describes how to converse system suggested Planned Purchase Orders to firm Purchase Order Chapter 6 Purchase Order Shows Purchase Order processing functions and operation procedures Chapter 7 Enquiry Depicts how to enquire necessary information from the system Chapter 8 Report Gives both transactional and management stock report generation for control and management purposes Chapter 9 Number Prefix Defines the document number prefix for better control Chapter 10 General Ledger Interface Posts account data into General Ledger 1V Conventions Used in This Manual The following typeface conventions are used throughout this manual Bold Bold
7. Country Code Contact Person Telephone No Fax No and Port Description of the new Ship To 4 Click SS button to confirm the input 2 1 Purchase Management Module 2 2 Buyer Master cr wen rer ema TAD mu Oe 2 LT ESL SR LL i A 11 Bee Cun I pal om T production E Furrhaim Duyar Hasier amet KIA Buser Nazaire o E Mail dgrang gada ra gara em tm et zl eg Liar ID Eriry Data par sie Al Lin dated d Delete Contimici concerto Burtr P E Burer Warr Create a new Buyer Steps 1 In Master File click Buyer Master 2 Click ddMBW button 3 Type Buyer and Buyer Name with E mail Address gt click Confirm Master File 2 2 Purchase Management Module Master File 2 3 Vendor Master Nela P arria B sr esf Telarsai Berl TWE adr WET o LBS Me NN OGNI Lin icm 1b 1 ES ee dal ed L eta Bregen Weeer ede Y E F Heei N rn Erer ar Tse redwr Maa uuu dai ONE ER c D d Pres aca M rer s arer Berra Cheese n Ker Teen Arribo CS kadar prana m aerei 1 TI E Pei t teg mcn epa coms Creme Broan Mer Teihea ka Br 1234 Rare Fees A Far ber H1Z 417 sp Zeg yn RIR Ceker Term ese H Ting To mer ETT peira Terei BR cones bp A rr Speer Tree Hus lema Ling Create a new Vendor Steps 1 2 3 4 5 6 7 In Master File click Vendor Master gt Click
8. 6 Vendor SMP To Master iii Y Rd ed DY 2 6 2 Payment Term Master EE 2 1 2 8 Sip EE 2 8 29 Target Price Eat 2 9 2 10 Delivery Fort Maser EE 2 10 2 11 Work Centre Master cot a ana nata ESA RE 2 11 212 EE 2 12 2 13 Unit Or Measurement Master iio toads 2 13 2 14 Purchase UM Conversio E 2 14 2 15 EE 2 15 2 16 Periodi Exchange Rate Masters nm ans 2 16 27 Amnabyse ode EE 2 17 2 18 Packang Code Master I e dd si e ER UR Te EEGEN 2 18 2 19 PI Type MAS ten de GO EE 2 19 2 20 PO Type EE 2 2 Vendor E 3 1 3 Vendor Quotation Mantenance eene enne enne ener nenne 3 Purchase ROQUISINON o ve EA AAA A e a e a 4 1 4 Purchase Requisition Maintenance ies keset bet rer eoo Busco ma diese veces 4 4 2 Pep ova eet 4 5 Planned Purchase Order un cnc ahi sera aa 5 1 5 1 Planned Purchase Order Generali 5 1 5 2 Planned Purchase Order Amend ment en ree manula 5 3 5 3 Planned Purchase Order Convert to Purchase Order 5 5 Purchase Order E 6 1 6 1 Purchase Order Mantencion PAD ae tales os 6 1 6 2 PO Approv EE 6 8 7 ERNUS ia 7 1 7 1 Vendor Master ae EE 7 1 12 Vendor Quotation Transaction Enquiry sese sese esse eee 7 2 7 3 Hem Master EmQuiry sena e A an mua 7 3 7 4 Purchase Order Eupen a pig cud GO CG FN OR 7 4 7 5 Category Master Engu yc spi a niet an Ee 7 5 7 6 Purchasing Order ele UE 7 6 8 EE 8 1 9 EE 9 1 10 General Ledger Interface maan 10 1 10 1 EST 10 1 10 2 Vendor Tu ae E 10 2 10 3 Rl Oe TINY eT aa oma Y FY NF mada Y FR Y 10 3
9. Dolar Book amp meun cir T Lar IC Entry Die Eonz 05 15 Entry Tima 15 32 28 I Adde Fura d pep corermizi X cancel Currency el ET Iancizbon Currency Description Exchange Rate liz BET M ea rs Fann Ui Create a new Currency Steps 1 In Master File click Currency Master 2 Click ddNew button 3 Type Currency Exchange Rate and Description 4 Click Earn button Master File 2 15 Purchase Management Module Master File 2 16 Periodic Exchange Rate Master CE Ll akad Salwttiane Limits Why Furchacs Bicra QEB 2 5 z l HT OER WN 0 bitp LED L B 1 GG Be admi dafunlt argu kh L hore Perrodut zuer Material Purchase P purchase Perlodic Esih Late Mailer Currancy WS TrrrHH rear Month 1200700 Exchange Paket 0006 TYF Y YM FU Y n ar Horah Lurrency X Y YT Y RIA car Mosih Exchange Bate Fick HED 200201 1 Firk HEM nnau 1 First of all you need to create a Currency before you create update or delete a Periodic Exchange Rate of the selected Currency Create a new Period Exch Rate Steps 1 In Master File click Periodic Exch Rate Master 2 Click AtddM amp W button 3 Click the Pop Up button from the Currency field gt double click the Currency you want to choose 4 Type a Year Month and Exchange Rate 5 Click SEN button to confirm the input 2 16 Purchase Management Module Maste
10. Furchave Work Centre Harter Wart Centre PEGE Descripsoni GOH Address HIN Capita Lir has mE Daily Capsotp ZD DOD Handlar Centre Type ha c ct A o GROUP She A Court E Sab BB B GROUP A P shift C SG Cou B Create a new Work Centre Steps 1 In Master File click Work Centre Master 2 Click AtddMBW button 3 Type Work Centre Description Address E Mail Address Contact Person Telephone No Fax No Capacity Unit and Daily Capacity 4 If you want the Work Centre to be set as default value in Purchase Order Select the Box Default PO Y N 5 Click cupi button Purchase Management Module Master File 2 12 Item Master Drain rua anra gt Purchase Group Hag Bb Buy hw 1 DER Piya F Corpa FOG Hem P Prana areg rz verdor E H Errhanugu Fa TE Pria Beck rne E SC Arg Cot MON gt ar eed Cont io Zeg See corer al Update an Item Number Steps 1 In Master File click Item Master 2 Pick the Item No that you want to update from the Browser click Update 3 Update the data 4 Click Edge button to confirm the input 2 12 Purchase Management Module 2 13 Unit Of Measurement Master EE L aba Salutionr Linitsd i gece Porchace Birra m depo EEO P IE Wm GER O a 2 EE Some WR cl P Purchase 11001 Master Dado update ld GeletedDin confirm X Canclini LN E uni Descrigan Create a new Unit Of Meas
11. Information Report Report 8 1 Purchase Management Module Report a Master File List Steps 1 2 3 4 In Report click Master File List Click on the Master File Report you want to choose Enter the From To Range of the Code Click Preview button to preview and or print the report b Material Costing Report Steps 1 NO Co 4 In Report click Material Costing List Type From To Item No or click Pop Up button to choose the Item No Type From To Category or click Pop Up button to choose the Category Code Click Preview button to preview and or print the report c Purchase Order Status Report Steps 1 2 3 4 In Report click P O Status Report Type Fron To Project No Item No P O Date P O No Vendor Code and or Buyer Code or click Pop Up button to choose Select Options from the Pull Down Menu Select Printing Seguence from the Pull Down Menu 8 2 Purchase Management Module Report 5 Click Preview button to preview and or print the report d O S Purchase Order Report Steps 1 In Report File click O S Purchase Order Report 2 Type From To Assembly No Category Item No Require Date P O No P R No Buyer Code Vendor Code and or Company Code or click Pop Up button to choose 3 Select Options from the Pull Down Menu 4 Select Printing Sequence from the Pull Down Menu 5 Click Preview button to preview and or print the re
12. Operation Users can access the system by simply using the Mouse to select the Function B Keyboard Operation System Menu Operation After the Login process users may use the lt Alt gt key to toggle to the System Menu then press the underlined character key for a Function Functional Screen Operation When a System function is selected a Functional Screen will be displayed which allows the user to perform specific application functions Users can use lt Alt character key in gt to access the command Button Click the Command Button AddNew A or press lt Alt A gt to return the System into the Add Mode Examples Functions Keys Confirm C lt Alt C gt Purchase Management Module Master File 2 Master File 2 1 Ship To Master cap en EWN KRW IAD WR gum m Fieri hai tO led DAN wm cam qaa 6 Mi E i kise IS DE 1 ED 1 s arla aL maja i e n e eee bm e a o rebel gr Mei Bu eai si Piim honar Le ami Ha Ta i Zh n T3 Carora TRIET GR OO LTD Tum FEH A Shag du raal EE Bakio eo mol GE TER CCRN CENTRE i HE TAHAEF Ex t HORG K 06 Pi Hd dades X Me wRr nias d s Caamry Code p ewe Perah e Ka iek mebtterg e Du qi Fax B i Iit aas fen Daa maa dB ne Bn D ugnbrie JJ Oates Do fred SH eil Create a new Ship To Steps 1 In Master File click Ship To Master 2 Click ddMew button 3 Type Ship To Description Address E mail Address
13. delivery schedule e defines currency payment terms ship to and bill to information isconsidered a scheduled receipt by MRP 1 2 Purchase Management Module System Overview Purchase Transaction Purchase Order can be generated from two sources On one hand Purchase Requisition is prepared based on vendors quotation After management approval Purchase Requisition then can be converted into Purchase Order On the other hand Planned Purchase Order is generated automatically from MRP Material Requirements Planning and may be converted as Purchase Order after management approval Purchase Order can also be approval by buyer s confirmation Besides purchase transaction also includes generating GRN automatically from the system based on Purchase Order received for responsibility checking It also supports RTV Return To Vendor process Users can optionally choose to define PO received through IQC process Purchase Transaction will finally be passed to Accounting Payable for further accounting processing Purchase Requisitior MRP Approval Generated PPO Vendor xotation irchase Orde Purchase Orders Goods Receiving Notes were em zm zm b Return to Vendor Kette IQC Process War
14. mola me wmuexa es fo 1 In Enguiry click Category Master Enquiry 2 Click the Pop Up button from the Category Code field gt double click the Category Code you want to choose 3 Select Options from the Pull Down menu gt click Search button 7 5 Purchase Management Module Enguiry 7 6 Purchasing Order Enquiry Y i clebal Solutions Limited igpzunzerDl Furcharze ZR EI G S40 ROD TAO Mo SE lt r nn ag 5 A ee C EEE DO n http 198 188 1 232 52 ein defwalt aspa E home X product LR P Material Purchase purchase P O Enquiry Miscellaneous P O NO From IPODODODO4 pro voten PODODODOS ASearch s BoutputEcel E Li CutputxML Cx gem 1 In Enquiry click P O Enquiry 2 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 3 Type From To Warehouse 4 Select Options from the Pull Down menu click Search button 7 6 Purchase Management Module 8 Report All the reports in the Purchase Management Module can be The following are the list of reports in the Purchase Management Module a b c d e g h i Enguired Retrieved Previewed Text Searched Printed Faxed E mailed Exported Master File List Material Costing Report Purchase Order Status Report O S Purchase Order Report Purchase Analysis Chart Purchase Analysis Report Planned Purchase Order Report Mail Alert P O
15. 2 19 PR Type Master a Main ER Lana Zpreieeg X prs duet Prata V Purchase PR Type Master 7 AddNemiA Updated Z Delete pi Order Type Coda Man Dotad Tree Cada TYPE2 D escoripbaniEIG AMOUNT 2 User ID LT Entry Date 2004 07 07 Entry Time 18 03 23 Create a new Type Code in PR Type Master Steps 1 In Master File click PR Type Master 2 Click ddMew button Confirm 3 Type Type Code Description gt click button Update a new Type Code in Pr Type Master Steps 1 In Master File click PR Type Master 2 Click Update button 3 Amend the data click Sentira button 2 19 Purchase Management Module Master File b Detail Bum V Project A Product rue Material Purchase Dirwentary V Purchase PR Type Master Pani Detal Type Code PER Descipson BIG AMOUNT 2 User Marne a Create a new record in Detail Steps 1 In Master File click PR Type Master Click Detail 2 Type Code Description will be auto generated 3 Click ddMeW button 4 Type Approved By User Name Email ID Email Group Email Noti Interval Date Remark click Santra button Update the information in Detail Tab Steps 4 In Master File click PR Type Master Click Detail 5 Click Update button 6 Amend the data click Senirm button 2 20 Purchase Management Module Master File 2 20 PO Type Master a Main
16. Enquiry y lt WWW UU a In BWLED el be rotes eut mam Produit fas Mara Demak Frodacbon e limar aan Language E Intentsd cei Cent rer ww Tt en LADD wd e ET uge 1 In Enquiry click Item Master Enquiry 2 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 3 Type From To Warehouse 4 Select Options from the Pull Down menu click Search button 7 3 Purchase Management Module Enguiry 7 4 Purchase Order Transaction Enquiry SEE war 3AT MORES IND Weg aieea 22332 0m umar ges 3 25 37 4929 fastet nt Ranza Dyrna i Pro A reo AA T SR aa SA rom n pact s fan Got amati lesi Tali me r je WI C daat passer Jk am G 1 In Enquiry click P O Transaction Enquiry 2 Click the Pop Up button from the P O No field gt double click the P O No you want to choose 3 Select Options from the Pull Down menu click Search button 7 4 Purchase Management Module Enguiry 7 5 Category Master Enquiry De c ad a ERO DES mw dm awm 4 47 d AH Pun rm D ent wa faket nt abuse be at Proxiucbon Sns limit ystad T L mm AE LB irs L Ce si LA LLU pn 1m tal n E Freen ful 7 irme ot i SI Premi ali ara et ho all mh a
17. I button 11 If you want to approve the P R Click Approval button Search a P R No Refer to Chapter 1 5 Search Engine Update a Purchase Requisition in Master Steps 1 To update an existing P R No use the search function to search a P R No 2 Click Update button and then amend the data 3 Click ESA button to confirm the input Delete a Purchase Requisition in Master File Steps 1 To delete an existing P R No use the search function to search an P R No you want to delete gt click Pelete button 2 Click OK button to confirm the process Preview Print a Purchase Requisition Steps 1 To print a Purchase Requisition use the search function to search an P R No you want to print gt click Preview button to print the Purchase Requisition Purchase Management Module Purchase Reguisition b Detail Blame Tyner Deut Bates Perchase Y purchase Purchase Meja ba LI Aadamestah CF adatti E Geketei Dt i eUl x pu H Meri E di tara EJ lain Data Appeal PAR Ro GE PR Kes Pu Moo m 2004 08 14 Create a new record in Detail Steps 1 In P R Maintenance Click Detail 2 Click ddMew button 3 Click the blank and type the Item No Description UOM Date P R Reg Oty Remark 4 Click SE button to confirm the input c Approval Home X Project Ti Product sales Material V purchase Purchase Requisition 3 Update Delete D EFInsertD BERemave R AddMewr A Main D
18. KI pel 7 Carl Raes dan SS i pro HO ea dai an Ti FO Rep li Wendor Cada POL qma Ka Sieg Fares ia LTD 1 D did Add a user who have the right to approve the P O Steps 1 In P O Maintenance Click Approval 2 Click AddNBW button 3 Click the blank and type the Approved By User Name Email ID Replace User Replace Email and Approval Date 4 Click TUR button to confirm the input 6 7 Purchase Management Module Purchase Order 6 2 P O Approval a Approval E Hone EA project V product Sua ann Purchase it PI Approval RetrieveR Y Canfirmigi Apr Tinks Baum 5 CPOUODOQCO B Approve a transaction Steps 1 In P O Maintenance Click P O Approval 2 Input the Date Range and then click Retriever 3 The P O that User who have the right to approve will be auto generated 4 Choose the P O you want to approve and Tick the Appr 5 Click Conte button to confirm the input 6 8 Purchase Management Module Purchase Order b Unapproval EP Home T Project T Product Sees Material Purchase Y purchase P O Approval PC Ha Lap T r k d Reason Code Unapprove a transaction Steps 1 In P O Maintenance Click P O Approval Click Unapproval 2 Input the Date Range and then click Retriever 3 The P O that User who have the right to unapprove will
19. Overview Functions Update Steps 1 View pick the record that you want to update 2 To Update an existing record click the Update button Update the fields you want Click Confirm button 3 To Cancel the changes Click Cancel button Delete Steps 1 View the record that you want to delete 2 To delete an existing record click the Delete button 3 Click Yes button in the Pop Up Message to Confirm Delete No button for Cancel the deletion Purchase Management Module System Overview 3 Language Selector Language Analvzer c English harg Chinese Simplified Chinese Traditional At Language Selector multi languages are supported English Traditional and Simplified You can choose the appropriate language as you like 4 Search Engine Pull Down Menu Type Criteria Here y Search button Pu j lennad CP Se L Sr lg Se e ep Pm poser le anad ha kat aeea kog benar ke KN Cer COPE TE At Search Engine you can select a specific Field from the Pull Down menu and type the search criteria to search a list of records Search records Method 1 Steps 1 Select a Field from the Pull Down menu gt type the search criteria 2 Click Search button Purchase Management Module System Overview Method 2 Step 1 Click the first page button to find the records in the first page of the Table or 2 Click the previous page button to find the record in the previous page of the Table o
20. T r gan gg ama Imm lt aa mm MI EE RH NONE ONCE ER EME ce ER E Hm NN EE OO 125 BW Sean OMB O Dardo Kya Hm Li Para hair LI Dni ahir iL Pidie Werder Code bi al Vendor Mame Ergaet Vendor DL shp Tr wi zl Ship Ta Dwsrriptisn Factney 01 Laer 10 katun Erirs Cats 6304 17 04 l Erirs Tma TERR ete V irtiri Scarce pil Epto E Vendor Code Ghip To T ary Date Entry Time lianr ID Master File Vendor Ship To Master is set up in case that there are more than one Ship To for a Vendor Once a Vendor Ship To is setup record update is not allowed Create a new Vendor Ship To Steps 1 In Master File click Vendor Ship To Master 2 Click ddNew button 3 Click the Pop Up button from the Vendor Code field gt double click the Vendor Code you want to choose 4 Click the Pop Up button from the Ship To field gt double click the Ship To you want to choose 5 Click Se button to confirm the input 2 6 Purchase Management Module Master File 2 7 Payment Term Master c T Llabal Seluticaz ET ta T NT lk CITT LEM EE d Ta WEYD ZN TI ad sao RG IAT pm GE 2 S 8m ORA ww Cl e a GL BALE TD UE ing 17192 168 1 236 DD nem danni aapa EF nme Ti Product EA Material VT 4 age P AA P TTT Tera Saber Mam Payment Term Cade gt N DIESE oo Payment Temi j WITHIN id DAYS AFTER DELIVERY Paymant ha met Chi reas Credit Caps b pher Monthy Statement M Inter
21. Update a Purchase Order in Master File Steps 1 To Update an existing P O No Search P O No you want to update 2 Click Update button and then amend the data 3 Click ES button to confirm the input Delete a Purchase Order in Master File Steps 1 To delete an existing P O N use the search function to search an P O No you want to delete gt click Pelete button 2 Click OK button to confirm the process Approve a Purchase Order Steps 1 To approve a Purchase Order use the search engine to search the P O No that you want to approve gt click APPFO al button to approve the Purchase Order Purchase Management Module Purchase Order b Detail File Add detail information in Purchase Order lad ia ls CYM e ak LS males Alwena A IIS d rear Scouten af Lengua F Home birret V Product Purr lia de Sun LAS SL ira Solutions Limin dl Pd FTE Siemers E DalrtrigD snail sens AAA EI Lan Dad adii Mic Marg RA WO Eat PO key EA Werdor Code krn Yes dar ame Em Sung Papen Camp 1 In Purchase Order click P O Maintenance Click Detail 2 Click Detail File 3 Click AddNew button 4 Type the Non Inv Item No Description UOM Require Date Unit Price Req Qty Remarks 5 Click lee button to confirm the input 6 4 Purchase Management Module Purchase Order c Schedule aed ia lo E a LEA Er Home V preet Veras salen Arena Purt haan chlnssnters Kall
22. be auto generated 4 Choose the P O you want to approve and Tick the unAppr 5 Click SE button to confirm the input 6 9 Purchase Management Module Enguiry 7 Enguiry Enquiry can help to retrieve data on screen instantly according to various criteria 7 1 Vendor Master Enquiry 1 palan Sat Raag TO Pod cr Ih Sate IL bh 1 em Liese mo e EE e E exe r s Jason Ja Tenan A rea rises Te nr mewn Jo TEEWM ME E t i monens n Se r rr D fom _ 5 Steps 1 In Enquiry click Vendor Master Enquiry 2 Click the Pop Up button from the Vendor Code field gt double click the Vendor Code you want to choose 3 Select Options from the Pull Down menu gt click Search button 7 1 Purchase Management Module 72 Vendor Quotation Transaction Enquiry wer war wav ADR IET De LB 909 DWR pene geg do 7 du Pun le o ae peur WE arr rodar ies mara beet D robin musponee art irae dtum E re A OO O o 5 5 ro sl Fogar A mai zl Niat J i D rena fol mirer imn 2 Tp a aP pP Ze L ere LI LS L O Ne G 1 In Enquiry click V Q Transaction Enquiry Enquiry 2 Click the Pop Up button from the Q T No field gt double click the Q T No you want to choose 3 Select Options from the Pull Down menu gt click Search button 7 2 Purchase Management Module Enguiry 7 3 Item Master
23. ck the V Q No that you want to add detail 3 Click Detail File 4 Click ddMeW button 5 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 6 Click the Pop Up button from the UOM field gt double click the UOM you want to choose 7 Type Quot Qty Purchase Lead Time and Unit Price 8 Tick Primary Quotation if applicable 9 Enter the Vendor Item No Pack Qty and Minimum Order for the Item 3 3 Purchase Management Module Vendor Ouotation 10 If you want to update the Vendor Item Master at the same time tick Update Vendor Item File 11 Click Sinis button to confirm the input Search an Item No Refer to Chapter 1 5 Search Engine Update detail information in Vendor Quotation Steps 1 In Vendor Quotation click V Q Maintenance 2 Pick the V Q No that you want to add detail 3 Click Detail File 4 Click the Pick button on the left of the Item No you want to update or use the search function to search an tem No 5 Click Update button and then amend the data 6 Click EU button to confirm the input Delete detail information in Vendor Quotation Steps 1 In Vendor Quotation click V Q Maintenance 2 Pick the V O No that you want to add detail 3 Click Detail File 4 Click the Pick button on the left of the Item No you want to delete click Delete button or use the search function to search an tem No 5 Click OK button t
24. d L LITTERE LE Pura ASIE i hlabal tabutirss Limibsd Dadali C Listen LL Dirt D i i itr a un Debs en ams PO kee Micia pono CPOOIDOEOL b sc or PUDDDDDD 8 varder Coda ti wardar aca ka Bung Papers Co LTD Hem Ma rr Mars Os 4 Update schedule in Purchase Order Steps 1 In Purchase Order click P O Maintenance 2 Click Detail Click Schedule 3 The PO Key P O No Vendor Code and other information will be auto generated 4 Click Update button 5 Amend and input the information Click Confirm 6 button to confirm the input 6 5 Purchase Management Module Purchase Order d Misc DAS 9 fe Pegel O a Lad LL EL OF Home i Project Product Scales Material Purchase w Pir TL UT d HT Order Lei gi Main Detail Schede Me approwa Ban NO CP00000001 PO Ker Vendor Code 001 Vendor Mare i Brinzertig BeRemovelR y Confemix Add misc information in Purchase Order Steps 1 In Purchase Order click P O Maintenance 2 Click Misc File 3 Click ddNew button 4 Type the information click EE button Update misc information in Purchase Order Steps 1 In Purchase Order click P O Maintenance 2 Click Misc File 3 Click Update button and then amend the data 4 Click leg button to confirm the input 6 6 Purchase Management Module Purchase Order e Approval joi a mo cw oe LE Hare Vane El Fragset aer Wang an NEMO ideal ruedas d caen ue STE
25. ehouse 1 3 Purchase Management Module System Overview 1 3 Terminology Terms and meanings of purchase management are described as follows Terms Base Currency Inventory Inventory Item Item Number Location Multiple Warehouses Lot PO Lines Purchase Order Purchase Price Purchase Requisition Definitions A monetary unit used by each the Company Any stock at any stage in the supply chain Inventory may consist of finished goods intermediate products or raw materials Inventory items are defined as those items purchased for resale and include equipment facilities and raw materials Inventory is always valued at purchase price and includes no value added costs as opposed to the traditional cost accounting practice of adding direct labor and allocating overhead as work in process progresses through the production process An alphanumeric code that identifies an item Every item must have a unique item number A physical or logical stocking position or area within a warehouse Physical places or logical areas such as receiving shipping inspection or accounting department on a given Purchase Order A particular batch of an item such as pharmaceuticals and perishables Purchase order line detail A formal authorization for purchase of material from a vendor or supplier The comparison of the standard material price to the actual material price Requisition is a request for purc
26. est Beate Sei b 0 gt Emrarks Adda A Fu pde A aleta Confrmco X Cante Je amer Term Code x Wi Farmar Tarm E Fayment Term Code Payment Term Credit Days Enb Create a new Payment Term Steps 1 In Master File click Payment Term Master 2 Click P amp ddMew button 3 Type Payment Term Code Payment Term Description and Credit Days 4 Tick After Monthly Statement if applicable Confirm 5 Optionally input other information click button 2 7 Purchase Management Module 2 8 Ship Via Master Y i Globel Solutions Listed igsuser l Purchase lero QA dal RE A NE ME heip 182 168 1 259 ED ain dafanlt w n Y produet sses Material Purchase Purchase Ship Vie Master O Man Ship Wis AF Chip ia Harne AIR To Daar Y W F user ED Entry Daba 2003 0407 Entry Time fz 3030 Fl addNen A C Update u d Delete p Confirmic X Canclini ship Wia Mami BI Create a new Ship Via Steps 1 In Master File click Ship Via Master 2 Click ddM w button 3 Type Ship Via and Ship Via Name gt click Confirm Master File button 2 8 Purchase Management Module Master File 2 9 Target Price Maintenance Ls eri Fmrrhmur Marak mBHsrmuu mp auc en exw IAT gg Qua E C PE O SCHEER WI Fa ag Fa E bi p Average Com GR Standard Cort D 3000 Target Priza BWER Dugem Castigi eseu 1
27. etail Approval PAR Mo lgc 0000001 Approved Bv User Name Email ID Asa _ Name 3 address 3 Add a user who have the right to approve the P R 4 3 Purchase Management Module Purchase Reguisition Steps 1 2 3 4 In P R Maintenance Click Approval Click amp ddMew button Click the blank and type the Approved By User Name Email ID Replace User Replace Email and Approval Date Click Eo button to confirm the input 4 4 Purchase Management Module Purchase Reguisition 4 2 P R Approval a Approval Fiore VBrmjecst 5 Product K sse ugal Pehar wl Ml TR Approval Estan Fl Confimmigz Lik Fang To Jr nl Desceptar Er raska Wu ne PALMERA be FEN Lal Approve a transaction Steps 1 In P R Maintenance Click DIR Approval 2 Input the Date Range and then click Retrieve 3 The P R that User who have the right to approve will be auto generated 4 Choose the P R you want to approve and Tick the Appr 5 Click DAU button to confirm the input 4 5 Purchase Management Module Purchase Reguisition b Unapproval a r FFI aimi gay pee x Femrsmhaug esu adora Benleses me an rn RO IAD Spe QRE O z LER EA WAR el GBU er rame T Praat T pendus Iun Zeiten Burshass L m rib afr et Perr hA nF FR Approval RerieveR d Canhrmi Pa Lre User Ed do da Mana L eds Et tall E man Uer rara Unapprove a transaction Steps 1 In P R Maintenance Cl
28. field gt double click the Payment Term you want to choose Click the Pop Up button from the Buyer field gt double click the Buyer you want to choose Click the Pop Up button from the Ship Via field gt double click the Ship Via you want to choose Click the Pop Up button from the Delivery Term field gt double click the Delivery Term you want to choose Type Remarks if reguired Click RBE button Approve a Vendor Ouotation Steps 1 To approve a V O No click the Pick button on the left of the V O No you want to approve gt click PPFO al button to approve the Vendor Quotation 3 2 Purchase Management Module Vendor Ouotation b Detail File Eslminr mu Lima bod meri EL LD Birrruailh lax renr aplat n Tag ag NER PER CAG MEE QRR gt SS o o SEI amp KEU C SE fint 1 HE Qe ig eg CURE BB EW Mela vm Tma rs nr dina s Yi la E NO a KMR Lira 1 Vig arias cugri garre cor H wr Kertz REENEN Krr sa Zeit PT Mo A ETA TT La Ei Qna Zana Ti n Parr ood Tm n bam Fem h aa Ad Raa Dam LEE iD Ht Pda P Pini Ely n ra Parma Tudor EE NR xa rs pa i m drdd dl D primit d Deesep i ura B n5 f i L lann Iess Me C ran raa Wiw hem on asi ppi dn buds La Fn DOM 140 A Ly Tv SETS HS DEET TIET TAO HOM Sms mam mai OO Tim FP ha en ue ELE Add detail information in Vendor Ouotation Steps 1 In Vendor Quotation click V O Maintenance 2 Pi
29. ge 5 1 Purchase Management Module Category Code Range 6 Type Select Start date 7 Click cuius button Planned Purchase Order 5 2 Purchase Management Module Planned Purchase Order 52 Planned Purchase Order Amendment EZE awr m ER TAD e E mme mme TE LAI m WS Oia kU Fart bann PEN Amendeeni LES e we FFOI No Frage m em eis gara y rao err Fio AA bernie Ago D n Ny OH re HR vado coii 1 Ais ta seh greai foprased hp BBS Bag Got HM Putz AM M Dekan Dea SPA BEER Eur POT Unk Pret BFG PEO Fred Pre seem D E La Earl ru A ARmrahe Part cd Maria Cf Line d Geieseital owner rei A First of all you need to read a PPO No before you accept or abort an tem of the selected PPO No Read a Planned Purchase Order Steps 1 In Planned Purchase Order click PPO Amendment 2 Click the Pop Up button from the PPO No field gt double click the PPO No you want to choose 3 Click the Pop Up button from the PPO No field gt double click the PPO No you want to choose D click Read button 5 3 Purchase Management Module Planned Purchase Order Accept Detail Information of PPO Steps 1 After you read the PPO click the Pick button on the left of the Line you want to choose 2 Click SECEPE button Abort Detail Information of PPO Steps 1 After you read the PPO click the Pick button on the left of the Line you wan
30. hase of specified material in a particular quantity by a given time 1 4 Purchase Management Module System Overview Terms Definitions Schedule Delivery Date The date when a purchased item must be received into inspection to meet the due date It is calculated as the due date minus days in inspection Purchase Unit of Measure Items can be purchased in one guantity and stocked in another using a conversion quantity Purchasing performs this calculation automatically Purchase unit of measure provides greater flexibility Receiving The function encompassing the physical receipt of material the inspection of the shipment for conformance with the purchase order quantity and damage the identification and delivery to destination and the preparation of receiving reports Unit of Measure A unit in which the quantity of an item is managed stocking purchasing selling or alternate Warehouse A grouping of inventory locations or stocking positions A warehouse may represent a physical space or a logical condition for inventory 1 5 Purchase Management Module System Overview 1 4 System Login ru AES E i n r ZE Lm E asi Ms ie ME m mm Sall m Steps 1 Double click the System icon from the folder 2 After the Login Screen is displayed input your User ID and Password 3 Press Enter 1 6 Purchase Management Module System Overview 1 5 Workspace Components Eg Screen of Sales Quotation
31. ick P R Unapproval 2 Input the Date Range and then click Retrieve 3 The P R that User who have the right to approve will be auto generated 4 Choose the P R you want to approve and Tick the Unappr 5 Click Sisi button to confirm the input Purchase Management Module Planned Purchase Order 5 Planned Purchase Order 51 Planned Purchase Order Generation lb Sal ati tae l midad da LLUS Fee rha Jud Bioanal Lateran IHD mip Sio ema TAD Tkp OEN sl ME ER ege 5 0 253 00 EE ED aia dido IKE Wa 1 i l E E rer P sir al free haa Prager i us Deti hete EF Lali irn Plan FAG Fre zb n Tem ii EA Bugs E is Sue hare Raja Hamus Cran n ta A Twm Hp Em 3 H dein mt 2 reen Er El Depi Cece l 3 CR B Wen Cepbe zl tel P e Ra z Ze zl PR H Tal J tar data t a Create a Planned Purchase Order Steps 1 In Planned Purchase Order click PPO Generation 2 Click the Pop Up button from the PPO No field gt double click the PPO No you want to choose 3 Click the Pop Up button from the Company Code field gt double click the Company Code you want to choose 4 Click the Pop Up button from the Buyer field gt double click the Buyer you want to choose 5 Select the Range based on the following criteria Company Code Range Work Centre Range Item No Range Sales Order No Range P R Date Range P R No Ran
32. ick button on the left of the Prefix you want to update or use the search function to search a Prefix 2 Click Update button and then amend the data 3 Click ES button to confirm the input Delete a Prefix Steps 1 To delete an existing Prefix click the Pick button on the left of the Prefix you want to delete or use the search function to search a Prefix 2 Click OK button to confirm the process 9 1 Purchase Management Module General Ledger Interface 10 General Ledger Interface 10 1 G L Interface Steps 1 In G L Interface click G L Interface 2 Type From To Transaction Date 3 You can see the File on Server Location is displayed automatically 4 Click Confirm button to generate the exported file 10 1 Purchase Management Module General Ledger Interface 10 2 Vendor Invoice Prefix END MIS BT BAR IBI Feet ea ga CO 88 Zo m Zeng grum Einfa F IL db et arret Deb pa am cL lt Dei m S MEI W RV Create a new Vendor Invoice Prefix Steps 1 In G L Interface click Vendor Invoice Prefix 2 Click ddMew button 3 Type Prefix Prefix Description and Initial No 4 Click SE button to confirm the input 10 2 Purchase Management Module General Ledger Interface 10 3 Vendor Invoice a Main Tab IND NE Eo ir Gert O ed jm Vo prem dL e um sg LL ERE mni gue che pue Munes Park Pl d R B g s iren Ligas dial FE
33. ld gt double click the Company Code you want to choose 4 Type the P O No and Description 5 Click the Pop Up button from the Type field gt double click the Type you want to choose 6 Click the Pop Up button from the Status field gt double click the Status you want to choose 6 1 Purchase Management Module Purchase Order 7 8 9 10 11 12 13 14 15 16 17 Click the Pop Up button from the Vendor Code field gt double click the Vendor Code you want to choose Click the Pop Up button from the Vendor Name field gt double click the Vendor Name you want to choose Click the Pop Up button from the Request Date field gt double click the Request Date you want to choose Click the Pop Up button from the Payment Term field gt double click the Payment term you want to choose Click the Pop Up button from the Delivery Term field gt double click the Delivery Term you want to choose Click the Pop Up button from the Ship Via field gt double click the Ship Via you want to choose Click the Pop Up button from the Currency field gt double click the Currency you want to choose Type Exchange Rate Click the Pop Up button from the Buyer field gt double click the Buyer you want to choose Type Remarks if reguired Click NEON button Search a Purchase Order Number Refer to Chapter 1 5 Search Engine 6 2 Purchase Management Module Purchase Order
34. m Ne el a Heem He Descestinn Fesject ho Product Peri DLwrZYdlapzzn280 2073287 140 RR EUR HEX PUE CE A Update the Target Price Steps 1 In Master File click Target Price Maintenance 2 Pick up an Item No from the Item No Table click Update button 3 Update the Target Price Click Confirm 4 button to confirm the input 2 0 Purchase Management Module 2 10 Delivery Term Master ET ram TW Liga ted Ti pLTo4 EN TI IIH RBT BED cm TAD Ebo QUEE 3 d co c WR BWR PE Pee La HE DO AE hure 00192 LEB 1 232 ie dalt wpa Home rodut Hae MMaterial Purchaze P nert hann Delirery Term Master Deliver Termi DE Gescrgbantzn CT Usar iD SA Entry Daba Fox Dae Entry Time 12 34 25 L1 Additis D updatatyn f Geleier CoefrmiC X Cancel H N Calvary Term Deicnptian Delivery Term Description Embry Date Embry Time User ID Pack CIF CIF 00 04 07 12 34 25 ad bech Fh En SOT APARATO a Create a new Delivery Term Steps 1 In Master File click Delivery Term Master 2 Click ddNew button 3 Type Delivery Term and Description click Confirm button Master File 2 10 Purchase Management Module Master File 2 11 Work Centre Master CE YNDE bed dT i i d Y d 2 T gt Micra Emmy Mig tau tu TA WB OSE O 2 HK SEX HB O oo HOE T E keep IDEE DEB DOD ED sim da walk erte EF Hara T Praduct un Bastel Purchase i
35. o confirm the process 3 4 Purchase Management Module Purchase Reguisition 4 Purchase Reguisition 4 1 Purchase Requisition Maintenance a Master X Breed Pre fue e den WT LJ Para bare TH TT TT OTT BT T TE ETTEN rr 4 it P Umi pad AA i al Amores all Ka Lee a Cac Cammang Coda Ios uren fone Sobran Gr e gros Fil Ha FED Tree IG Ha Caminar mn Peta Ee SNI Pr cor gigs asini s Bari G wech UDR E z i un oa fi uDTCir R bag engt El cip eeng umi d EE oe r 5 GO as Lens m iar 4 i F ST Create a new Purchase Reguisition in Master File Steps 1 In Purchase Reguisition click DIR Maintenance 2 Click AtddMBW button 3 Click the Pop Up button from the Company Code field double click the Company Code you want to choose 4 Click the Pop Up button from the Type field gt double click the Type you want to choose 5 Click the Pop Up button from the Status field gt double click the Status you want to choose 6 Click the Pop Up button from the Currency field gt double click the Currency you want to choose 7 Click the Pop Up button from the Buyer field gt double click the Buyer you want to choose 4 1 Purchase Management Module Purchase Reguisition 8 Click the Pop Up button from the Request Date field gt double click the Request Date you want to choose 9 Type the Description P RNo Exchange Rate if required 10 Click M
36. ou want to choose 4 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 5 Type Vendor Item No Item Description 6 Optionally type the Purchase Lead Time Minimum Order and Pack Qty 7 Optionally select the Last Quotation Date set default date as current date 8 Click ES button to confirm the input 2 4 Purchase Management Module 2 5 Vendor Account Master TI TI NW lah AL R PT rrr Parka Ken ii Leieren Tapi KPD Ay S mo TAG R m OM O O Ee elc l i Sue APE 166 1 FA HZ7 aie daan spe Ba i arat gus P M areis LITTERE TEE P Pro io Desc Purna M rear dacount Hasire Wanda hn er hea Papari MM Account Codai O Accoyr Cadat Art Cod Apa nk Corbi LLL Account Coi ooo Account Cadet y A Atri Code Account Cadet M User ID pure Rre Date Eo04 074a Entry Terre 12 50 34 pismi mirne ri _ ita a b vardar Coda e i werdar Fwyn Erk sr x Wrzdar Code Frndar amet English Account Coded Account Coded br C Cheer Pagers Create a new Vendor Account Steps 1 In Master File click Vendor Account Master 2 Click ddNew button Master File 3 Click the Pop Up button from the Vendor Code field gt double click the Vendor Code you want to choose 4 Type Account Code 1 8 5 Click Senium button to confirm the input 2 5 Purchase Management Module 2 6 Vendor Ship To Master
37. port e Planned Purchase Order Report Steps 1 In Report click Planned Purchase Order Report 2 Choose the Criteria that you want to show 3 Click Preview button to preview and or print the report f Purchase Analysis Chart Steps 1 In Report click Purchase Analysis Chart 2 Choose the Criteria that you want to show 3 Click Preview button to preview and or print the report 8 3 Purchase Management Module Report g Purchase Analysis Report Steps 1 In Report click Purchase Analysis Report 2 Choose the Criteria that you want to show 3 Click Preview button to preview and or print the report h Mail Alert Steps 1 In Report click Mail Alert 2 Choose the Criteria that you want to show 3 Click Freien button to preview and or print the report i P O Information Report Steps 1 In Report click P O Information Report 2 Choose the Criteria that you want to show 3 Click Preview button to preview and or print the report 8 4 Purchase Management Module Number Prefix 9 Number Prefix a Purchase Order Prefix Planned P O Prefix Create a new Purchase Order Prefix Steps 1 In Number Prefix click P O Prefix or Planned P O Prefix 2 Click 8dMeW button 3 Type Prefix Prefix Description and Initial No 4 If you want to set the Prefix as default prefix select Default Prefix 5 Click SU button to confirm the input Update a Prefix Steps 1 To Update an existing Prefix click the P
38. r 3 Click the next page button to find the record in the next page of the Table or 4 Click the last page button to find the record in the last page of the Table 5 Last Activity List i l Pe i BP AAA Sem OOOO Last Activity List shows the screens that you have viewed and edited It gives a way for you to look back the activities that you have done Click the Pull Down Menu and view the history Last Activity List 6 Tab Function me Cana wi bius Bin dd Mi DP QIT Mo SREE Pm K turner code Oo O Bee weie e Cortar rar Erk hii y a obl Zs h gsm enini a Company Lale E Farre Tsd nz Bb geg Cummweyr s lap iskra ma Got Tu NE Decharge ow ooo Seef M Far P Cep te a Tend EE UN Tab Function LT TT LR Aden kim o Cdsmapi Deren mami Fan Information is divided under different Tab Functions You can use Mouse to click the tab function or Press Tab buttons and Enter on your Keyboard to change the tab functions 1 12 Purchase Management Module System Overview 1 6 System Logout When the Application System is finished user may perform logout system to exit the system Steps 1 At Menu Bar Click ei button to logout the system fe BIS C i is Ge Lal m E EIS Y System Language Analyzer Em Roe Purchase Management Module System Overview 1 7 Operation Modes of the System This section highlights the common operation procedures of the System A Mouse
39. r File 2 17 Analyse Code Master J Lc RT p I Solutia Limited Ten eg t NEM Tout mam esp st m RO IAT Wigs GRO O a ER O OER WEB e HOER d hap TLS 168 1 E32 027 ei a Ea wp Home product Bees naten Purchase P porch ase Analyse Code Master Analgze Classi Expacted Ship Date UDF Code T Decent I IKY W Print Sem User 1D igsuser l Entry Time Kann S updstecun 2 Delta y Confirmmizi X Cancel Aoi er 161 Create a new analyse code Steps 1 In Master file click Analyse Code Master 2 Click P ddMew button 3 Type Analyse code and Description 4 Select Analyse Class from the Pull Down Menu 5 Click EES button 2 17 Purchase Management Module 2 18 Packing Code Master XT Su E G TAC WB Gee Osa h me Gama eas ei D Mdb ig FEI 188 1x33 HD arm Bau wai pe Bare mdr abc CRuenw es F Furchaze Packing Code Matter Packing Coder 4 Dersini Deche Usar ID gras I O Brrr Dat 2054 07 08 B Entry Tira 9 24 22 adverso OPusdetetun E DelstelDo of C poher G Mona Picking Code Genen pian Create a newPacking code Steps 6 In Master file click Packing Code Master 7 Click AddM w button 8 Type Packing Code and Description 9 Select Analyse Class from the Pull Down Menu 10 Click Samin button Master File 2 18 Purchase Management Module Master File
40. t Module Vendor Ouotation 3 Vendor Quotation 31 Vendor Ouotation Maintenance J K ole Sala CE TE Bd hi iguaserD Parsha D IPO mp SEO epu IAU Mbo t 958 cu PNE OMA eee E H up ME Lig EWN TA aH TT TIBI dia z l kers Tt t Erg 6 6 ewes rian al NA E m Pue hero FO q OE OT n Haj WE quee Dini li B pi o Es fopra wo MalProre Cerai L rec NR A Perce i E EE Far roe Tre Y rele Barra Zs gh 1 haer parar Treat mo Perkara Dati 1 0000 PapeeeiTersi ao Tj pasar PETER El Ska gu AP Dekeerr Temi Fe Ln di Te Her dnd 1 a pa E Bad irr Medan Calan An eror Corre F Curas wo Re z i la acpra al sl KU np B prid od Med Lade Vendor Mameli ngih Siper U wat Dae Peck VO RECO T C Caper Porn PETER 2DDM 04 5 Fick PO EEIZ C Chmur Farn PETER 2504 05 1 a Master File Create a new O T No in Master File Steps 1 In Vendor Quotation click V O Maintenance 2 Click AtddMBW button 3 Typeinthe V Q No Quot Date and Expiration Date default is set as current date 4 Click the Pop Up button from the Vendor Code field gt double click the Vendor Code you want to choose 5 Click the Pop Up button from the Currency field gt double click the Currency you want to choose 6 Type the Exchange Rate 3 Purchase Management Module Vendor Ouotation 7 8 9 10 11 12 Click the Pop Up button from the Payment Term
41. t to choose 2 Click ABO button 5 4 Purchase Management Module Planned Purchase Order 5 3 Planned Purchase Order Convert to Purchase Order cm A0 ERO GEO IAD W mm iJ dl no MA ED Ci ordi Vrae cates Banana rodeo tenis Ganga Come Bagai ES Pa Berger Cmparqr 3i par c Cedric 1 Click the Pop Up button from the PPO No field gt double click the PPO No you want to choose 2 Click the Pop Up button from the P O Prefix field gt double click the P O Prefix you want to choose 3 Click Omm button to confirm the input 5 5 Purchase Management Module Purchase Order 6 Purchase Order 6 1 Purchase Order Maintenance rop ap m m ceu IAD RKE ur NIL Is 18 ir QNBE 02 oo T da enge OG E Bunn Vrae Rd lias uii Discs Sian Fur kaka ara as Order E E ba hod Sethe Le ie diner e i pial E Dea Di i i EL LLLI m aa zi aa x Lie sl GP Commer Ces Keane Ent PAPERS PAD M CPM Tira Thebas h vende Cede Ko feeder res Bad Rea ape Cam Pari Dwin Z Paymawi Tem 0 te Tama ob Rp a Curr HE Bxchaue Ea L DO Barr L RR El mg uix caa wi Ropa ici LI 7 ech rao a CHE LE TREE Ml cetea YH AUU Wei nmi DU k aa pal ubi Er HU Pr rm i a Master File Create a Purchase Order in Master File Steps 1 In Purchase Order click P O Maintenance 2 Click AtddMBW button 3 Click the Pop Up button from the Company Code fie
42. ted after the vendor invoices matched with the relevant receiving documents and purchase orders Purchase Enquiry Item Master Enquiry Vendor Master Enquiry V Q Transaction Enquiry P O Transaction Enquiry Category Master Enquiry Purchase Transaction Master File Data Update er File List Purchase Master File List Transaction Processing Reporl N N RS SS Ne Purchase Analysis 1 1 Purchase Management Module System Overview 1 2 Purchase Management Features Purchase Requisition A purchase requisition is a request to purchase specified material in a particular quantity by a given time A purchase requisition isgenerated manually e can be used for the back to back order purchasing mode asatool for management approval of a purchase order e can be converted to a purchase order e is NOT considered as supply by MRP Planned Purchase Order A planned purchase order is a request to purchase specified material in a particular quantity by a given time which is generated by a MRP run A planned purchase order is generated automatically thru MRP run Purchase Requisition e should be checked verified then converted as purchase order is NOT considered as supply by MRP Purchase Order A purchase order is a formal authorization to purchase material from a vendor or supplier A purchase order e defines item quantity price and
43. text indicates an option to choose or text to type It usually appears in numbered steps Italics Words are italicized for emphasis or to draw your attention to a new term Action Option Name Whenever you see a reference to a menu option the option is identified using the following notation Menu Name gt Option Name For example Type gt Create Icon Function Active Task To show all active tasks opened in the system current task is always on the top Cancel To end current process A EE mw ege Submit Submit To submit an entry Vi Purchase Management Module System Overview 1 System Overview 1 1 Introduction Em Item Master Vendor Quotation Maintenance Buyer Master Purchase Requisition Vendor Master Maintenance Ship Via Master Data For Transaction Processi 77777779 Planned Purchase Order Target Price Maintenance Transaction Purchase UM Conversion Purchase Order Maintenance Purchasing is the function of procuring materials supplies and services i Global System Purchase Management Module assists you in the tracking of vendor item and quotation information purchase requisitions and purchase orders Numerous reports are available to track vendor status delivery schedules and open purchase order items Purchasing is fully integrated with the Inventory Management Module Purchase order receipts can automatically update inventory on hand balances Payable records can be genera
44. urement Steps 1 In Master File click UOM Master 2 Click bdden button 3 Type UOM and Unit Description Click Confirm 4 button Master File 2 13 Purchase Management Module Master File 2 14 Purchase UM Conversion CE Global Selafiisas Limiiad Tei Purchase ne amb 200 RG IAD Mb GOEB 2 RE A A e GC C kaipi DSE LGS d 232 Ea de all apa B ame A prad ue Bea B n steril Purtharr Fisrchape Furchaze UM Conversi n Oo Mn free Nac ENTE BW Descripsan h ws N ka d UOA cc Exchange Bate E 2008 1 Purchase UM UCM Added 3 Led asper L d En ban ON Itam Ro A uc E Item Ho Uc PUD Unit o Rate First of all you need to read an Item Number before you create update or delete a PUOM of the selected Item Number Create a new PUOM Steps 1 In Master File click Purchase UM Conversion 2 Click AtddM amp W button 3 Click the Pop Up button from the Item No field gt double click the Item No you want to choose 4 Click the Pop Up button from the PUOM field gt double click the PUOM you want to choose 5 Type a new Exchange Rate Click Confirm 6 button to confirm the input 2 14 Purchase Management Module 2 15 Currency Master CE Glebil S5alutisazr Limited Lamar furrhaxe BMaiacroxati po Gc SRW pew IA gn QER O sid ee M ege eis Derce ptienf Hang Korg
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