Visualize Success 2011 Alan Chorney Professional Services Visual South, Inc. Purchase Requisition Lifecycle.

Visualize Success 2011

Alan Chorney

Professional Services

Visual South, Inc.

Purchase Requisition Lifecycle

Visualize Success 2012

Accessing Requisition Entry• Under Purchasing, Requisition Entry

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Enter Line Items• Reference single vendor in header or a different

vendor for each line

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Approving Requisition• Only Requisitions in “Approved” status can be converted

to a PO or RFQ• There are 2 methods to Approve a Req

– Manual Approval• Set Status manually to APPROVE either at saving or coming back to req

and changing status

• Set a user Req maximum amount

• Limit user status to only draft or in process by user

– Approval Team• Requires sign off by individual or group members

– Requires members to review TASK MAINTENANCE to view Req and approve or reject

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Approval Teams• Requisition is signed off by individual(s) of

Approval Team

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Approved RFQ• Meter(s) filled in if approved

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Requisition Categories• Used to further define a requisition

– Ie: Capital Expenditure, Maintenance, etc

– Define these in Purchase Req window

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Other Features• Under EDIT

– Add Purchase Parts EM/WO• Automatically brings into Req lines all purchased parts and/or outside

services\

• References the W/O number

– Copy Purchase Requisition• Generate a new Req from a previously saved Reg

• Edit Req as necessary

• Under Info– Show PO generated from Req

– Show RFQ generated from Req

• Under Print– See Tasks

– Print open Req list

Visualize Success 2012

Accessing Requisition Entry• Under Purchasing, Vendor RFQ

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RFQ- Generate from Requistion• In Vendor RFQ entry, under EDIT, Generate RFQ from Req

• RFQ can reference multiple Vendors, multiple Quantities

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Enter & Approve Vendor Quote• Enter Vendor quoted price – under EDIT, VENDOR

QUOTE– In header, call up vendor returning quote pricing

– Highlight each line of RFQ and enter quoted price

– Repeat processes for each vendor on RFQ

• Approve vendor quote – under FILE, APPROVE QUOTE– Print REQUEST FOR QUOTE LOG to see all vendor

quoted ;prices for each part & quantity as a guide

– For each part, choose which vendor you are approving• Multiple vendors can be approved on the same RFQ for different parts

– Approving quotes will close RFQ

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Enter Vendor’s Quotes• Enter vendor’s pricing quote for each part• Add specs, dates, vendor info

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Review Vendor RFQ• View all vendor quotes & quantities

– Under File, Print Request for Quote Log

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Approve Vendor Quote• Select vendor by part – select multiple vendors for different

parts– Under File, Approve Vendor Quote

– Approving quotes will close RFQ

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Other Features of RFQ• Under EDIT

– Generate RFQ from Requisition

– Copy existing RFQ to a new RFQ• Add, delete lines on copied RFQ

• Can use this feature to setup templates

• Under Info– Show PO generated from RFQ

– Show Requisition generated from RFQ

• Under Print– Print open RFQ

– Print RFQ by Part id

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Generate RFQ fr Quote Master• RFQ reflects all parts in all quantities associated

to customer quote

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Generate RFQ fr Customer Quote• From a customer quote (estimating window), generate

RFQ– Customer quote below

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Generate RFQ fr Quote Master• RFQ will generate for all purchased parts

Visualize Success 2012

P O Entry – Generate from RFQ • Under purchase order entry, edit

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Multiple Vendors• If the RFQ was approved with multiple vendors

then multiple POs will be generated

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Some Other Features of PO• Under Edit

– Generate PO from Requisition– Copy a PO from a PO

• Setup template Pos

– Assign Supply to Demand• Assign PO to a workorder or customer order

Visualize Success 2012

Thank you• alan.chorney@visualsouth.com