MCTS-eManufacturing: Materials MAnagement...

This exercise will teach you how to request a quote for parts in Vantage. You request a quote via a document called an RFQ (Request for Quote). In this exercise, you will request a quote for part CS-87-4578. You will use RFQ Entry's Vendor Wizard to build a list of vendors to whom you want to send the part.

1) To generate a request for quote, go to the Materials Management menu, select Purchase RFQ Management, then General Operations, and then RFQ Entry.

2) The initial RFQ Entry window appears:

3) Add an RFQ: go to RFQ, select Add. The RFQ Heading Maintenance window appears. This is where you enter basic information about the RFQ you are creating. Note the RFQ, which appears in the title bar of the window. This uniquely identifies a particular RFQ. It is assigned automatically by the system.

4) In the Date field enter the date of the RFQ. For this exercise, leave this date at its default setting, the current date. In the Due Date field enter the date by which you want the vendors to respond to your request. For this exercise, enter a date of two weeks from today as the due date.

5) In the Buyer field, enter the person in charge of purchasing the items for which you are requesting a quote. For this exercise, select any buyer from the drop-down list.

6) This RFQ is currently open. No vendors have responded to it. Leave the Open check box marked. Enter any comments in the Comments field.

7) Review the RFQ header information. Verify that everything seems correct. Then click OK. You will return to the initial RFQ Entry screen and the RFQ you just created will be entered in the RFQ field.

8) You now need to enter the line items for the RFQ. These identify the specific items you want quoted. The RFQ you will generate in this exercise includes only one line item. To add this line, go to Line, select Add. The RFQ Line Maintenance window appears.

NOTE: If you were interested in purchasing material or subcontracting services specified on a particular job or quote, you could go to Quote, select Add or go to Job, select Add to create RFQ lines automatically. For this exercise, however, you want to create a line from scratch--say, for your stock.

9) Enter the part number of the part you want to purchase in the Part field. Use the search function if necessary. For this exercise the part you are purchasing is part number CS-87-4578. When you enter the part number, the remaining part information fields are filled automatically. This information is retrieved from the Part Master record for this part.

10) Make sure Item Type is marked Material. You are interested in purchasing raw material, not subcontracting services.

11) Enter the quantities of the part that you want to vendor to quote. Enter these directly in the Quantities to Print on RFQ list. For this exercise, say you are interested in prices for three separate quantities--100 pieces, 200 pieces, and 500 pieces. Enter 100, 200, and 500 in the Quantities& list.

12) Now you should specify the vendors that you want to provide you with quotes for these quantities of this part. You could specify vendors individually by clicking the Add button to activate the browser of vendors. Then select a vendor from this browser. You can add as many vendors as you want in this manner. For this exercise, however, you want Vantage to build a list of potential vendors for this part. Click the Vendor Wizard button. The vendor wizard screen appears.

13) The vendor wizard asks you what criteria it should use when attempting to select vendors for this RFQ line. The vendor wizard can select vendors who have sold you this part before, who have been entered on an RFQ for this part before, and who have given you a price list before. For this exercise, select all three options.

14) Click OK on the vendor wizard screen. Vantage will search your database and create a list of vendors based on the criteria you specified. This list is then displayed in the Request Quotes From list on the Line Maintenance program.

15) Select OK on the Line Maintenance window to return to the initial RFQ Entry screen.

16) You now want to print the RFQ so that you can send it to the vendors. Click the Print button. You will need to select the vendors for whom you want to print the RFQ. The possible choices include all vendors entered on any line on the RFQ. For this exercise, make sure all vendors are included in the Selected Choices list. Then click OK. Elect to preview the printed form if you want. Then print the form on your printer.

16) Select Exit from the File menu to exit the program.

Updating Price Break Information

In this exercise you will first specify a price break for a part, and then create a PO to purchase this part at a reduced price. This exercise requires that you know how to set up a part record and create a purchase order.

1) From the Materials Management menu, select Purchasing Management, then Master File Maintenance, Part.

2) The initial Part Master Maintenance window appears, listing all parts that are currently set up:

3) Highlight part CS-87-4578, a purchased part, and then click the Update button. (If you cannot find this part in the browser, make sure the Type Filter is set to Purchased.) The Part Maintenance window will appear. This is where you enter various information about the part.

4) You want to enter information about the vendors who sell you this part. Click the Price List button. The Vendor Price Break Maintenance browser appears, listing the current pricing of this part at various vendors.

5) You want to add a new record. Click the Add button. The Vendor Price Break Maintenance window appears.

6) In the Vendor ID field, enter Guth, Guthrie Casting's Vendor ID. Use the Search to select this vendor if necessary.

7) In the Effective field enter the current date. This is the date the prices you are entering become effective. In the Expires field enter a date six months from the current date. This is the date these prices expire.

8) Notice the browser of effective prices. This lists the prices for this part at this vendor. These prices are based on a base unit price and then reduced by a flat amount or a percentage. Tab to the Base Unit Price field. Reduce the current entry in this field by 10 cents. Notice that the effective prices in the browser are changed accordingly. You could change the Minimum Quantity and the Price Modifier of any line directly in the browser.

9) Click OK to save your pricing structure and exit the Vendor Price Break Maintenance program.

10) Click Close to exit the Vendor Price Break Maintenance browser, then OK to exit the Part Master Maintenance main dialog program, and Close to exit the initial Part Master Maintenance window.

11) Now you should create a PO for this part. From Materials Management, select Purchase Management, then General Operations, and then Purchase Order Entry.

12) The initial PO Entry window appears:

13) Go to Order, select Add. The PO Heading Maintenance window will appear.

14) Enter a PO heading for vendor Guthrie. Once you have created the PO Header, click OK to return to the initial PO entry window.

15) Now create a PO line by going to Line, selecting Add. The PO Line Maintenance window will appear. In the Part/Rev. field, enter part CS-87-4578. Use the Search to select this part if necessary.

13) When you select this part, a value is entered in the Vendor Unit Price field. This is the base unit price specified for this part from this vendor. Notice that an image of coins appears next to the field. This indicates that quantity-dependent price breaks could apply to this part from this vendor.

14) Tab to the Our Qty field. Enter a quantity of 100 in this field. Notice that the default Vendor Unit Price changes. This is because a price break applies to this quantity. You could review the price breaks by selecting the Price Breaks button.

16) Once you have created the PO line, select OK to return to the initial PO Entry window.

16) Select Exit from the File menu to exit the program.

In this exercise you will ask Vantage to suggest a list of purchases that you need to make. You will then use Purchase Order Entry to create purchases from this list.

1) From the Materials Management menu, select Purchase Management, then General Operations, and then Generate Suggestions.

2) The Generate Purchasing Suggestions window will appear:

3) Click the OK button. Vantage will review time-phased information in your jobs, your PO lines, your part master file, etc., and will create a set of suggested new purchases or changes to existing purchases from this list. This process could take some time. Once Vantage has completed building these suggestions, a message will appear. Click OK at this message to return to the main menu.

4) Use PO Entry to actually create new or modify existing POs based on Vantage's suggestions. From the menu select Purchase Management, then General Operations, and then Purchase Order Entry. The initial Purchase Order Entry window will appear.

5) Select New PO from the Suggestions menu. The New Purchase Order Suggestions window will appear.

6) The browser at the top of this window displays all the new purchases Vantage suggests you make. Vantage created this list when you ran the Generate Suggestions menu option. Use the Type options to display only suggested Material purchases in this browser.

7) Highlight any suggested purchase in the browser. Then look at the information on the bottom of the screen. This is pertinent information about the highlighted suggestion. If you create a PO from this suggestion, this information will be transferred to the PO. You can change any of this information on this screen. For this exercise, make sure that a vendor is specified in the Vendor ID field, that a quantity is indicated in the Our Qty field, and that a price is specified in the Unit Price field. Change this information if you want.

8) You have decided that you want to follow Vantage's suggestion and purchase this item. Click the Buy column in the browser for this suggestion. Type [Y] on your keyboard and then press [Enter]. This column will change to yes. Vantage will only create POs for those suggestion's whose Buy column is set to yes.

Note: You can also automatically set the Buy column to yes for multiple suggestions by selecting the AutoSelect menu option. When you select this menu option, Vantage will automatically select any suggestion for which a Vendor, a Quantity, and a Unit Price are defined. For this exercise, however, you only want to create a PO from a single suggestion.

9) Select the Generate menu option. Vantage will actually create a PO from any suggestion whose Buy column is marked as Yes--in this case, from the suggestion whose Buy column you manually changed to yes. Notice that once you run this function, this suggestion is removed from the browser.

10) Once you have run the Generate function, go to File, select Exit to return to the initial PO Entry screen.

11) Now click the Search button next to the PO field. The browser of POs will appear. Make sure the Sort By option is set to PO (descending). The topmost item in the browser should be the PO you just created from Vantage's suggestion.

12) Select this PO and click OK. You will return to the initial PO Entry window, and the PO created from Vantage's suggestion will be the selected PO.

13) Now you want to print this PO. Click the Print button. Choose to preview the printed PO. Does everything seem correct? Click the print button at the bottom of the Print Preview window to actually print this PO on your printer.

14) Select Exit from the File menu to exit PO Entry.

Mass Issuing Job Materials

This exercise will teach you how to issue all the raw materials necessary for a specific job assembly. You will first create a new job, establishing its details via the get details function, and then issue all the materials necessary for this job. Note that this exercise assumes you are familiar with the basic procedures for creating a job. You may want to complete the Planning, Scheduling, and Releasing Jobs exercise to practice the basic procedure for planning a job before proceeding with this exercise.

1) First you need to create the job to which you want to issue the material. From the Production Management menu, select Job Management, then General Operations, Job Entry.

2) The initial Job Entry window appears:

3) Select Add from the Job menu to create a new job. Assign the new job a number of your mother's initials plus the next job number.

4) On the Job Header, enter DSS-1000 in the Part field. Enter appropriate information in the rest of the fields on the header maintenance dialog box.

5) By the Demand Links region, click Add. Then, in the Warehouse field, enter Minneapolis Warehouse, and in the Quantity field, enter 100.

6) Then click OK, and click OK again to return to the Job Entry window.

7) Create the details for this job by using the Get Details function.

8) Set the Copy From option to Another Job.

* Retrieve the details from job 2044, an existing job for building part DSS-1000.

· A message appears asking if you want to re-sequence assembly sequence numbers. Click Yes.

9) Double click on Rev. and job will be copied automatically to Plant Job Entry

10) Once you have established the details for the job, mark it as engineered.

11) Schedule the job and release it to the floor.

12) Then exit job entry.

13) Now you will issue all the materials necessary for this job. From the Materials Management menu, select Inventory Management, then General Operations, Mass Issue to Mfg.

14) The Inventory Mass Issue to Manufacturing window appears. Use this window to specify information about the materials you want to issue.

15) In the Date field, enter the current date.

16) In the Job Number field, enter the job to which you want to enter material. For this exercise, use the search to select the job you created earlier in this exercise.

17) By default, material will be issued for the job's top-level assembly (assembly sequence zero). You could select a specific sub-assembly if you wanted and then only issue the material necessary for that assembly. For this exercise, leave the assembly field at zero--this job does not include subassemblies.

18) By default, enough material will be issued to cover the entire production quantity of the job. For this exercise, do not change this default quantity.

19) For this exercise, do not mark the Include Subassemblies or Include Subassemblies' Overrun Quantity options. This job does not include any subassemblies.

20) Click Issue. The Mass Issue to Job browser appears. All the materials necessary to create the assembly you specified will be included in the browser.

21) For this exercise, you want to issue all the material necessary to build the quantity you specified. Click the Issue All button. The Qty Issued field will be filled with the quantity of the various materials necessary to complete this job. You could modify this quantity, as well as many of the other fields, directly in this browser if you wanted. For this exercise, do not make any modifications to the various lines in the browser.

22) Since some of the parts are tracked by lot number, the Enter Lot Number window appears. In the Lot Number field, enter lot 092198.

24) Click Close to exit the program.

Adjusting Inventory Quantities

This exercise will teach you how to enter adjustments of the quantities in your inventory. In this exercise you will adjust the quantity of part BS-15000, a part that is predefined in your training database's Part master file.

1) From the Materials Management menu, select Inventory Management, then General Operations, and then Quantity Adjustments.

2) A browser appears listing all parts stocked in your inventory.

3) From the browser of parts find the part whose quantity you need to adjust. Use the Start At prompt to locate this part. For this exercise, highlight part BS-15000. When that part is highlighted in the browser, select the Adjust menu option. The Inventory Quantity Adjustments window appears.

3) For this exercise, leave the current date in the Date field.

4) In the Warehouse field enter the warehouse in which you would like to adjust the quantity of this part. For this exercise, select the Minneapolis warehouse. When you select a warehouse, the browser in the center of the window will display the various quantities of that part currently in that warehouse's bins.

5) Tab to the Bin field. Use the search function to select the bin in which you would like to adjust the quantity. For this exercise, select bin 2. Note unless multiple bins have been defined for this warehouse, you cannot select a bin.

6) Tab to the Quantity field. Enter the quantity by which you would like to adjust the current quantity. This can be either a positive or a negative number. For this exercise, enter 10 as the quantity.

7) Since this is a dimension-tracked part, you will also need to select the dimension that you are adjusting. For this exercise, select the Full Bar dimension from the drop-down list. If this were a lot-tracked part, you would also need to enter a lot.

8) Use the Reason field's drop-down list to select the reason you are making this adjustment. For this exercise, select any appropriate reason pre-defined in the Vantage training database.

9) In the Reference field enter a brief description of the adjustment. For this exercise, enter <your name>'s test adjustment.

10) Click OK to save this adjustment and return to the initial browser of parts.

11) Select the Log function. This will display a list of all adjustments. In this log find the line representing the quantity adjustment you just entered.

13) Then click Close to exit the log.

14) To exit the program, go to File, select Exit.

Shipping Multiple Order Items

This exercise will teach you how to ship completed items to a customer using the Mass Ship function. This function allows you to quickly ship orders with multiple lines and releases. For this exercise you will mass ship several spare parts to Dalton Manufacturing. Note that this exercise requires you to create an order before using the Mass Ship function, and assumes that you know how to enter an order. If you are unfamiliar with the basic procedures for entering an order, you may want to complete the Entering a Sales Order exercise before proceeding with this exercise.

6) First you must create the order you want to mass ship. Create this order in the order entry programs. Go to the Sales Management menu, select Order Management, General Operations, Order Entry.

7) The Sales Order Entry window appears:

8) On the order header, specify Dalton as the customer.

9) Create 8 order detail lines for this order (go to Line, select Add to add an order line). Create the lines for the following parts and quantities. Mark all of these lines as lines you want to ship from your stock, rather than make.

Part Number Revision Line Qty

10) Once you have created this order, exit the order entry programs. Go to Materials Management, select Shipping/Receiving, then General Operations, and then Customer Shipment Entry.

11) The Customer Shipment window appears:

4) You want to add a shipping record. Go to Header, select Add. The Packing Slip Header Maintenance window appears:

4) The Packing Slip Header Maintenance screen is where you enter basic information about the items you are shipping. In this screen's Order # field enter the number of the sales order that you created in step 1 of this exercise. To find the order, use the search function.

Once you enter the order number in the Packing Slip Header window, the shipping and billing addresses for the order will be retrieved automatically.

5) Make appropriate entries in the rest of the header maintenance window's various fields. Then click OK to return to the initial Ship to Customer window.

6) You now need to enter the line items for this packing slip. For this exercise, you are shipping all the lines at once. Select the Mass Shipments on the menu bar. The Shipping Releases window appears. This lists all the lines associated with the order.

7) Click the Ship All button. Notice that the outstanding quantity for each line is entered into the Ship Qty columns. Whether the quantity is entered in the Inv Ship Qty. or Job Ship Qty field depends upon whether the order line is specified to be made or shipped from stock.

You could change any field with an italicized column heading directly in this browser: for example, try changing the inventory ship quantity for one of the lines.

8) Now say you wanted to reset all of the quantities to zero. Click the Clear All button. All the shipping quantities you entered will be reset to zero.

9) To toggle an individual line between the default shipping quantity and zero, click that line in the browser. Try this now with any of these lines.

10) Click the Ship All button again to ship the entire quantity of all the lines.

11) Click OK to return to the initial Customer Shipment window. The lines you mass shipped now all appear in the browser of details. You could update any individual line by selecting Update from the Line menu and making any appropriate changes.

12) To print the shipping documents, click the print button. The Print Packing Slips/Labels window appears. Select Packing Slips as the print option. Do not mark the Print Preview option--you want to actually print the packing slip. Then click OK. The printer dialog box appears. Click OK to print the packing slip.

13) Once the shipping documents are printed, you will be asked if the packing slip should be ready to invoice. Select Yes at this message. The Ready to Invoice toggle box for the packing slip will be marked. This means that this packing slip will be retrieved by the A/R Invoice Entry program's Get Shipments function.

Note: A/R Invoice Entry's Get Shipments function only is operational if the Save Shipments for Invoicing toggle box is marked in your system configuration for the A/R module. This is initially marked for the Vantage Company shipped with your Vantage training database.

14) To exit the program, go to File, select Exit.

15) Select Close to close the shipping decision screen.

Receiving Multiple PO Lines

This exercise will teach you how to receive all of the items on a PO by using the Mass Receipts function. This function allows you to quickly receive items corresponding to a PO with multiple lines and releases. For this exercise you will first duplicate an existing PO and then receive all of the items on this new PO. Note that this exercise assumes you are familiar with the basic procedures for creating a PO. You may want to complete the Purchasing Raw Materials exercise to practice the basic procedure for entering a PO before proceeding with this exercise.

1) First you must create the PO whose parts you will then mass receive. Create this PO by duplicating an existing PO--the parts you are purchasing are a standard order you make regularly in order to replenish your stock. First, activate the PO Entry program by selecting Purchase Management, then General Operations, and then PO Entry. Select the Search button next to the PO# field to activate the browser of POs.

In the PO browser's Status drop-down list, select Closed. Then find PO number 62 in the browser. This is the PO you want to duplicate. Double-click this PO. You will return to the initial PO Entry screen and a message stating that this PO is closed appears. Click OK at this message.

2) Now you want to duplicate this PO. Select Duplicate PO from the Order menu. The Duplicate PO dialog box appears.

3) The duplicate PO dialog box is where you specify exactly what you want duplicated on the new PO. For this exercise, mark the Copy Unit Costs option and leave the Copy Job Information option unmarked. Enter tomorrow's date as the Due Date. Then click OK. A new PO will be created.

4) The new PO was assigned a PO number by the system. Make a note of this number--you will need to know it to complete the rest of this exercise. Then select Exit from the File menu to exit PO Entry.

5) Now say the items you ordered have arrived at your shop. You want to receive them all at once. Select Shipping/Receiving, then General Operations, and then Receipt Entry. The initial Receipt Entry window appears.

6) You want to add a receipt record. Select Add from the Receipt menu. The Receipt Heading Entry window appears.

7) In the Vendor ID field enter SAMP, Sampson Steel's vendor ID. Use the Search to select this vendor if necessary. In the Packing Slip field enter the number of the packing slip from Sampson Steel. For this exercise, enter your mother's birthdate, in reverse, as the packing slip number. For example, if your mother's birthday is December 6, 1943, enter 3491621 as the packing slip number.

8) Make appropriate entries in the rest of the header maintenance window's various fields. Then click OK to return to the initial Receipt Entry screen.

9) You now need to enter the line items for this receipt. For this exercise, you are receiving all the lines at once. Select the Mass Receipts menu option. The Mass Receipts browser appears.

10) In the PO field, enter the number of the PO you created earlier in this exercise. Use the Search to select this PO if necessary. When you enter a PO, all the lines associated with that PO will be entered in the browser.

11) Click the Receive All button. Notice that the quantity for each line is entered into the Qty columns. Other fields in the browser are also filled. You could change any field with an italicized column heading directly in this browser: for example, try changing the vendor qty for one of the lines.

12) Now you want to reset all of the quantities to zero. Click the Clear All button. All the quantities will be reset to zero.

13) To toggle an individual line between the default quantity and zero, click that line in the browser. Try this now with any of these lines.

14) Click the Receive All button again to receive the entire quantity of all the lines.

15) Click OK to return to the initial Receipt Entry window. The lines you mass received now all appear in the browser of details. You could update any individual line by selecting Update Line from the Line menu and making any appropriate changes.