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


Accessing Requisition Entry• Under Purchasing, Requisition Entry


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

vendor for each line


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


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

Approval Team


Approved RFQ• Meter(s) filled in if approved


Requisition Categories• Used to further define a requisition

– Ie: Capital Expenditure, Maintenance, etc

– Define these in Purchase Req window


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


Accessing Requisition Entry• Under Purchasing, Vendor RFQ


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

• RFQ can reference multiple Vendors, multiple Quantities


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


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


Review Vendor RFQ• View all vendor quotes & quantities

– Under File, Print Request for Quote Log


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

parts– Under File, Approve Vendor Quote

– Approving quotes will close RFQ


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


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

to customer quote


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

RFQ– Customer quote below


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


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


Multiple Vendors• If the RFQ was approved with multiple vendors

then multiple POs will be generated


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


Thank you• [email protected]

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

Documents

vendor rfq slide

req rfq

vendor rfq entry

close rfq slide

rfq customer quote

line of rfq

features of rfq

review vendor rfq