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

Visualize Success 2012 Accessing Requisition Entry Under Purchasing, Requisition Entry

Visualize Success 2012 Enter Line Items Reference single vendor in header or a different vendor for each line

Visualize Success 2012 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

Visualize Success 2012 Approval Teams Requisition is signed off by individual(s) of Approval Team

Visualize Success 2012 Approved RFQ Meter(s) filled in if approved

Visualize Success 2012 Requisition Categories Used to further define a requisition –Ie: Capital Expenditure, Maintenance, etc –Define these in Purchase Req window

Visualize Success 2012 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

Visualize Success 2012 RFQ- Generate from Requistion In Vendor RFQ entry, under EDIT, Generate RFQ from Req RFQ can reference multiple Vendors, multiple Quantities

Visualize Success 2012 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

Visualize Success 2012 Enter Vendors Quotes Enter vendors pricing quote for each part Add specs, dates, vendor info

Visualize Success 2012 Review Vendor RFQ View all vendor quotes & quantities –Under File, Print Request for Quote Log

Visualize Success 2012 Approve Vendor Quote Select vendor by part – select multiple vendors for different parts –Under File, Approve Vendor Quote –Approving quotes will close RFQ

Visualize Success 2012 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

Visualize Success 2012 Generate RFQ fr Quote Master RFQ reflects all parts in all quantities associated to customer quote

Visualize Success 2012 Generate RFQ fr Customer Quote From a customer quote (estimating window), generate RFQ –Customer quote below

Visualize Success 2012 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

Visualize Success 2012 Multiple Vendors If the RFQ was approved with multiple vendors then multiple POs will be generated

Visualize Success 2012 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