Nirav [email protected] · 2011-02-24 · 72. Close the . OK button. 73. Save the record in the . Compare request for quote replies form. 74. Close the . Request for quote

Purchase Requisition – Request for Quote R FQ – Purchase Order

Recorded by: Nirav Mody Recorded date: 23-02-2011 Document created: 23-02-2011 Task notes:

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

1. Click Area Page node:

Form name: Purchase requisitions

Accounts payable -> Purchase Requisition Details.

2. Create a new record in the

Form name: Create purchase requisition

Purchase requisitions form.

3. Change Purchase requisition name from '' to '

4. Click the

Computer System Requisition'.

OK button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

5. Switch to the

Lines tab on the Purchase requisitions form.




8. Change


Item number from '' to '

9. Change

ITEM00000010'.

Item name from '' to '

10. Change

COMPUTER SYSTEM'.

Quantity from '' to '

11. Change

1.00'.

Unit from '' to '

12. Change

NOS'.

Currency from '' to '

13. Change

INR'.

Quantity from '

1.00' to '5.00'.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

14. Switch to the

Dimension tab on the Purchase requisitions form.

15. Change Site from '' to '

16. Change

India'.

Warehouse from '' to '

17. Switch to the

AHM-MW'.

Lines tab on the Purchase requisitions form.

18. Save the record in the

19. Click the


Submit button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

Form name: P R Approval – Submit

27. Change Comment from '

28. Click the

We Need it For BSIL' to 'We Need it For BSIL Team'.

29. Click the

Submit button.

Form name: Workflow history

Actions -> View history menu button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

30. Switch to the

Tracking details tab on the Workflow history form.

31. Click the Refresh button.

118. Close the

Generally It Takes One 1 to Two 2 Minutes to get the Detail Updating.

Form name: Shortcut Key Changed

Workflow history form.

119. Click the

OK button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

121. Click the



122. Switch to the


126. Close the

Workflow history form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

Go to the Log in of Agent or the Person who Makes the form Complete.

Agent Task to Complete Purchase Requisition with Finding Vendor through Request for Quote – R F Q


Nirav M

ody

Niravm

ody@

hotm

ail.co

m




6. Click the

Form name: Select the lines to copy to the request for quote

Functions -> Request for quote menu button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

7. Change from '

8. Click the

No' to 'Yes'.

Form name: Infolog

OK button.

9. Click the


Close button.

Form name: Request for Quote Details

Accounts payable -> Request for Quote Details.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

11. Switch to the

Vendor tab on the Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.



Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.



15. Change


Vendor account from '' to '

16. Change

V-00008'.

Vendor name from '' to '


D K PATEL'.

18. Change



19. Change

V-00011'.


20. Change

Ralco Synergy Pvt. Ltd.'.


21. Change

V-00012'.


22. Make sure the selection is changed in table Request for quote vendor link table to:

Pace Computer Consultants Pvt. Ltd.'.

Vendor account

Lowest status

Highest status

Contact Telephone E-mail Request for quote

Vendor name

India tax form type

V-00003 Created Created Havellet Packard

23. Change Unit price from '

24. Change

0.00' to '52000.00'.

Net amount from '

0.00' to '260000.00'.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

25. Make sure the selection is changed in table Request for quote vendor link table to:

Vendor account

Lowest status

Highest status

Contact Telephone E-mail Request for quote

Vendor name

India tax form type

V-00008 Created Created D K PATEL



Accounts payable -> Request for Quote Details.

27. Switch to the

Vendor tab on the Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

28. Click the

Form name: Sending request for quote

Update -> Send menu button.

29. Click the

OK button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

30. Click the

Form name: Request for quote reply

Inquiries -> Request for Quote Reply Details menu button.

31. Change Quantity from '' to '

32. Change

5.00'.

Status from '

33. Change

Sent' to 'Received'.

Unit price from '

34. Change

0.00' to '51000.00'.

Net amount from '

35. Make sure the selection is changed in table Request for quote to:

0.00' to '255000.00'.

Mark

Request for quote

Purchase type

Case ID Vendor account

Requested delivery date

Expiry date

Lowest status

Highest status

Orderer

Project

Documents

No 00000006_078

Purchase Requisition

00000003_077

V-00008

23-02-2011

23-02-2011

Sent Sent SF597


37. Change

5.00'.

Status from '

38. Change


Unit price from '

39. Change

0.00' to '65000.00'.

Net amount from '

0.00' to '325000.00'.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m


Mark

Request for quote

Purchase type



Expiry date

Lowest status

Highest status

Orderer

Project

Documents

No 00000007_078


00000003_077

V-00011

23-02-2011

23-02-2011

Sent Sent SF597


42. Change

5.00'.

Unit price from '

43. Change

0.00' to '52001.00'.

Net amount from '

44. Change

0.00' to '260005.00'.

Status from '



Mark

Request for quote

Purchase type



Expiry date

Lowest status

Highest status

Orderer

Project

Documents

No 00000008_078


00000003_077

V-00012

23-02-2011

23-02-2011

Sent Sent SF597


47. Change

5.00'.

Unit price from '

48. Change

0.00' to '68500.00'.

Net amount from '

49. Change

0.00' to '342500.00'.

Status from '



51. Close the

Request for quote reply form.

Request for quote reply form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

52. Click the

Form name: Compare request for quote replies

Functions -> Compare menu button.

53. Switch to the

General tab on the Compare request for quote replies form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

54. Switch to the

Replies tab on the Compare request for quote replies form.

55. Switch to the


Nirav M

ody

Niravm

ody@

hotm

ail.co

m

6. Switch to the

Lines tab on the Compare request for quote replies form.

57. Make sure the selection is changed in table Compare request for quote reply lines to:

Mark

Item number

Item name

Configuration

Make

Model

Site

Warehouse

Location

Request for quote

Vendor account

Deviation

Lead time

Quantity

Net amount

No ITEM00000010

COMPUTER SYSTEM

GENERAL

SIS GENERAL

India

AHM-MW

00000006_078

V-00008

0 0 5.00 325000.00

58. Switch to the


Nirav M

ody

Niravm

ody@

hotm

ail.co

m

59. Switch to the



Mark

Item number

Item name

Configuration

Make

Model

Site

Warehouse

Location

Request for quote

Vendor account

Deviation

Lead time

Quantity

Net amount

No ITEM00000010

COMPUTER SYSTEM

GENERAL

SIS GENERAL

India

AHM-MW

00000007_078

V-00011

0 0 5.00 260005.00

61. Switch to the


Nirav M

ody

Niravm

ody@

hotm

ail.co

m

62. Switch to the



Mark

Item number

Item name

Configuration

Make

Model

Site

Warehouse

Location

Request for quote

Vendor account

Deviation

Lead time

Quantity

Net amount

No ITEM00000010

COMPUTER SYSTEM

GENERAL

SIS GENERAL

India

AHM-MW

00000008_078

V-00012

0 0 5.00 342500.00

64. Switch to the


Nirav M

ody

Niravm

ody@

hotm

ail.co

m

65. Switch to the


66. Change Mark from '

67. Click the

No' to 'Yes'.

Form name: Posting request for quote acceptance

Update -> Accept menu button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

68. Change Reason accept from '' to '

69. Click the

Price'.

Form name: Posting request for quote rejection

OK button.

70. Change Reason reject from '' to '

71. Click the

Price'.

72. Close the

OK button.


Compare request for quote replies form.

74. Close the



Nirav M

ody

Niravm

ody@

hotm

ail.co

m

Form name: Shortcut Key Changed

75. Click the

76. Change

OK button.

Unit from '' to '

77. Click the

NOS'.

Form name: P R Approval - Complete

Actions -> Complete menu button.

78. Change Comment from '' to '

79. Click the

Please Check the Price detail and Vendor'.

80. Close the

Complete button.


Nirav M

ody

Niravm

ody@

hotm

ail.co

m

P R Approval

Go to the Log in of Approver / the Person who Approves the Purchase Requisition




How to see that how Vendor is selected in R F Q in Purchase Requisition before Approval.

2. Switch to the

General tab on the Purchase requisitions form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

3. Right-click the field to go to the main table.


4. Click the

Switch to the

Inquiries -> Request for quote journal menu button.

Form name: Request for quote journal

Overview tab on the Request for quote journal form.

7. Close the

Request for quote journal form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

P R Approval

Go Account Payable Purchase Requisition Select the Purchase Requisition.

128. Click the

Form name: P R Approval - Approve

Actions -> Approve menu button.

129. Change Comment from '' to '

130. Click the

good Quote'.

131. Close the

Approve button.


P R Change Request when Comes to Approval

Click on Action Cancel ( Here Cancel is “ Change Request For Change”)

Nirav M

ody

Niravm

ody@

hotm

ail.co

m




162. Click the



Nirav M

ody

Niravm

ody@

hotm

ail.co

m

163. Switch to the



Form name: Purchase Order Details

Accounts payable -> Purchase Order Details.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

188. Click the

Form name: Posting invoice

Posting -> Invoice menu button.

189. Change Quantity from '

Form name: Infolog

Packing slip' to 'All'.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

191. Click the

192. Change

Close button.

Invoice from '' to '

193. Click the

968542'.

195. Close the

OK button.


Purchase order 00000052_067 , Name Havellet Packard , Item name COMPUTER SYSTEM form.



197. Click the

Form name: Purchase order journal

Inquiries -> Purchase order menu button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

205. Click the

Form name: Invoice Journal

Inquiries -> Invoice menu button.

206. Switch to the

Lines tab on the Invoice Journal form.

207. Switch to the

Overview tab on the Invoice Journal form.

208. Close the

210. Close the

Invoice Journal form.


Nirav M

ody

Niravm

ody@

hotm

ail.co

m

Form name: Notification list

11. Close the

Form name: Notification list

Notification list form.

212. Click the Go to origin button. Nira

v Mod

y

Niravm

ody@

hotm

ail.co

m


213. Close the

214. Click the



Go to origin button.

215. Close the


Nirav M

ody

Niravm

ody@

hotm

ail.co

m

Purchase Requisition Work Flow.


Nirav M

ody

Niravm

ody@

hotm

ail.co

m


Form name: Workflow configuration

Accounts payable -> Setup -> Workflow configurations.


Form name: Create configuration: Select a template

Workflow configuration form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

3. Make sure the selection is changed in table Record templates to:

Name Purchase requisition approval

4. Click the

Form name: Workflow: Purchase requisition approval - Version: 1.0.0.0

Create configuration button.

5. Change Name from '

6. Click the

Purchase requisition approval' to 'My Purchase Requisition'.

Form name: Edit message

Create instruction button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

13. Change Text from '

14. Click the

Please Approve Requisition as soon as' to 'Please Approve Requisition as soon as Possible'.

15. Switch to the

OK button.

Details tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

19. Change Task name from '

20. Click the

PurchReqComplete' to 'Missing Information Complete'.


Create subject button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m


25. Click the

Please Fill Missing' to 'Please Fill Missing Information'.

26. Click the

OK button.




33. Click the

Please Check if any Information' to 'Please Check if any Information Missing'.

34. Switch to the

OK button.

Automatic actions tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

35. Switch to the

Assignment tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

36. Click the

Form name: Assignment

Choose button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

Form name: Select employee

37. Make sure the selection is changed in table User relations to:

User ID Alias Name Address book type nirav nirav Nirav Mody Person

38. Click the

39. Click the

To -> (b) button.


OK button.

40. Close the

41. Change

Select employee form.

Users from '' to '

42. Click the

nirav'.

OK button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

43. Switch to the

Escalation tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

44. Switch to the

Notifications tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

45. Change Enabled from '

46. Make sure the selection is changed in table Notifications to:

No' to 'Yes'.

Enabled Event Recipient Description No Request Change Sent when a task is

request change



No' to 'Yes'.

Enabled Event Recipient Description No Reject Sent when a task is

reject


50. Click the

No' to 'Yes'.


Choose button.

51. Click the


OK button.

Enabled Event Recipient Description Yes Request Change Sent when a task is

request change

53. Click the

Choose button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m


54. Click the


OK button.

Enabled Event Recipient Description Yes Complete Sent when a task is

complete

56. Click the


Choose button.

57. Click the

OK button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

58. Switch to the

Advanced tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

59. Switch to the

Overview tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

60. Change Approval name from '

61. Change

Missing Information Complete' to 'PurchReqApproval'.

Approval name from '

62. Switch to the

PurchReqApproval' to 'Requisition Approval'.

Automatic actions tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

63. Switch to the


Nirav M

ody

Niravm

ody@

hotm

ail.co

m



No' to 'Yes'.

Enabled Event Recipient Description No Reject Sent when an approval

is reject



No' to 'Yes'.

Enabled Event Recipient Description No Request Change Sent when an approval

is request change


69. Click the

No' to 'Yes'.


Choose button.

70. Click the


OK button.

Enabled Event Recipient Description Yes Approve Sent when an approval

is approve

72. Click the


Choose button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

73. Click the


OK button.

Enabled Event Recipient Description Yes Reject Sent when an approval

is reject

75. Click the


Choose button.

76. Click the

77. Switch to the

OK button.

Advanced tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

78. Switch to the

Overview tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

79. Change Step Name from '

80. Click the

Step 1' to 'First Stage Approval'.


Create subject button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m


85. Click the

Please Approve the' to 'Please Approve the Requisition'.

86. Click the

OK button.




89. Click the

Please' to 'Please approve'.

90. Switch to the

OK button.

Condition tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

91. Switch to the


92. Click the


Choose button.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m


93. Click the

94. Click the

To -> (b) button.

95. Change

OK button.

Users from '' to '

96. Click the

Admin'.

97. Switch to the

OK button.

Escalation tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

98. Switch to the


99. Switch to the

Notes tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

100. Switch to the




No' to 'Yes'.

Enabled Event Recipient Description No Canceling Sent when a workflow

is canceling


No' to 'Yes'.

Nirav M

ody

Niravm

ody@

hotm

ail.co

m

104. Click the


Create message button.


111. Click the

Please Varify all the' to 'Please Varify all the Information'.

114. Click the

OK button.


Choose (g) button.

115. Click the

Save the record in the

OK button.

Workflow: Purchase requisition approval - Version: 1.0.0.0 form.

Close the Work Flow Configurator form.

Go to General Tab of Work Flow, Select the Version and Click on “Active”

Nirav M

ody

Niravm

ody@

hotm

ail.co

m