供应商维护练习MP.doc

供应商维护练习MP Parts Company has been very persistent, and Progressive Cycles will be purchasing seats from MP during the next few weeks.我公司打算在以后的几周内从上海标准件有限公司(V000001)采购标准件。In preparation for placing the initial order, we must setup the Vendor Master record for them.为此设置该公司的“供应商主文件”记录：Their address is as follows:代码：V000001MP Parts Company上海标准件有限公司 2601 Broadway Ave徐Lorain, Ohio 44052-12340Phone:(216) 785-6320电话:(021) 785-6320Fax:(216) 785-5320 传真:(021) 785-5320The vendor Type will be Parts, the Status will be A, and the Bank Code will be BK1.供应商“类型”为 Parts，“状态”为 A,“银行代码”为BK1。John North, our main contact, has informed us that standard terms are 2/10 Net 30. We instructed John to choose UPS as the method of shipment.李强（主要联系人）通知我们，标准付款条件为10 天之内 2 折扣，30 天付清(“代码：2”)。选择 UPS 作为发货方式。路径：供应商 / 基本 / 供应商 供应商通讯日志练习Enter a communication log using the following information:用以下信息输入通讯记录：Vendor:供应商：Cromax Metals (# 6)Cromax Metals (供应商代码： 6)Follow Up Date:跟踪日期：7 days from today从今天起7天。Entry Name:录入人姓名：(Your name本人姓名)Topic:主题：PDP (Past Due PO)PDP (过期采购单)Status:状态：Active活动的Notes:备注：I spoke to Jeff and expressed our concern over the late purchase orders.我对 Jeff 讲了我们对过期采购单的担心。He promised me he would expedite the outstanding orders and inform shipping of the issue.他承诺帮助催办，并答应将通知我们发货时间。路径：供应商 / 基本 / 供应商通讯日志请购单练习Create a purchase order requisition for 100 pounds of the AL - 10000, due to a shortage of material.因物料短缺，需要编制一份采购1000个AL-10000( Steel,Chromium )物料的请购计划。The material should be received two weeks from today.物料应从今天算起两周后接收入库。All requisitions must be approved by Jim before they can be converted into purchase orders.所有请购单在其转换为采购单前应由 “sa” 批准。Use the Change PO Requisition Line Status utility to approve the requisition.用“更改请购单行状态”批准请购单。Convert the requisition into a purchase order using the Convert PO Requisition activity.通过“转换请购单”活动，将此请购单转换为采购单。You will need to change the approval amounts first on the User （1） 需要先在“用户维护”屏幕上修改所使用的登陆用户的请购批准金额：路径：系统/用户管理/用户 （“其他信息”选项卡）（2） 请购单维护：请购单号状态仓库批准人R100001需求MAINsa路径：供应商 / 请购单/ 请购单（3） 请购单行维护：序物料供应商订购数量成本到期日期1AL-10000(Steel,Chromium)V0000011000$2.00今天30天路径：供应商 / 请购单 / 请购单行（4） 请购单批准：将请购单行的状态由“R需求”变为“A批准”路径：供应商 / 请购单/ 工具 / 更改请购单行状态（5） 请购单转换成采购单：把请购单变成正式的“R常规”采购单，采购单号“X000001”路径：供应商 / 请购单 / 活动 / 转换请购单供应商物料对照练习Furthermore, MP has agreed to sell their padded seats according to certain price break quantities (see below).上海标准件有限公司(V000001)已同意根据一定的分段价格(见以下内容) 销售其标准件 “CP-10000”。且MP uses the part number PDST - 10 to represent the padded seat.上海标准件有限公司(V000001)用PDST-10零件号码来表示该标准件。The seats are sold individually, and the Lead Time is normally 15 days.标准件单独销售，提前期一般为15天。我们将通过“供应商物料对照参考”在系统中注明此事.Quote Qty报价数量Unit Price单价0250 3.10500 2.751500 2.502500 2.255000 2.10路径：供应商 / 基本 / 供应商物料对照参考路径：供应商 / 基本 / 供应商物料对照参考价格采购单练习It is now time to purchase some padded seats from MP Parts Company.现从 上海标准件有限公司(V000001)采购一些标准件。Our company is going to place an initial order for 200 of the CP - 10000. We wish to receive these seats 20 days from todays date.下达订购 2000 个AL-10000 及1000个“CP10000”的订单,采购单号为“P000001”。我们希望从今天算起20内需将这些标准件接收入库。In order to determine our orders status more quickly, MP has given us their order number of 2484. 为更好地跟踪采购单的状态，上海标准件有限公司(V000001)已告诉我们他们的销售订单号 2484。Once you have completed the purchase order, print a hard copy to be sent to the vendor.一旦采购单准备好，打印出一份硬拷贝传给供应商.zddd（1） 采购单维护：采购单号供应商供应商POP000001V0000012484路径：供应商 / 采购单 / 采购单（2） 采购单行维护：序物料数量成本到期日1AL-100001000$2.00今天20天2CP-100002000$2.50今天20天路径：供应商/ 采购单 / 采购单行（3） 采购单报告：路径：供应商 / 采购单 / 报告 / 采购单报告（ “过帐状态变更” ：）两天后，又在这个供应商处订购了20只“CP-15000”， 订单号为“P000002” , 单价为 400.00。These orders are on two different Purchase Orders.Create the Purchase Orders, change the status of the orders to “ordered”.建立采购订单，改变这个订单状态到“订购”。总括订单练习We are very pleased with our new relationship with MP Parts Company.我们非常满意与 上海标准件有限公司(V000001)建立的新关系。In addition to the initial order that we placed earlier, we want to place a blanket order for 400 of their padded seats.除早期签订的订单外，我们要签订 48,000 个标准件(AL-10000的Steel,Chromium)的总括订单（We would also like to purchase 400 14, steel shafts.。The blanket order is good for 2 months with releases every month.总括订单有效期 12 个月，每月到货一次,每月交货4000个。现作两个月的发货订单计划(Remember, the due date cannot exceed the expiration date.)(记住，“下达”的到期日不能超过“行”的失效日期。) We wish to buy 200 units of each item every month.Use todays date as the day of the month for each due date.用今天日期作为每个到期月的日期。Item物料 Total Quantity数量Blanket Quote Price总括报价价格CP - 100000CP - 10000AL - 10000Once the purchase order has been entered, print a copy to send to the vendor.采购单录入之后，打印一份传给供应商。路径：供应商 / 采购单/ 采购单路径：供应商 / 采购单/ 采购单总括行路径：供应商 / 采购单 / 采购单总括行下达路径：供应商 / 采购单 / 报告 / 采购单报告采购变更单练习Progressive Cycles has decided to change the initial regular purchase order with MP Parts.我公司由于生产计划变动，决定更改与 上海标准件公司（V000001）签订的”P0000001”订单。Instead of 200 padded seats, we would like 250 of them.需要 2500 个标准件“AL-10000”，而不是2000个。为Our company wishes to track changes to Ordered purchase orders, therefore, we must first change our Use PO Change Order Parameter to Sometimes.为对“已订货”采购单的更改进行跟踪，采用采购单变更单.（ 检查“采购变更单参数（路径：代码/参数/采购参数）”是否已更改为“有时”、或“总是”。Update the purchase order line to reflect the change.更新采购单,When you are prompted as to whether or not a change order should be created click OK.如提示是否应创建变更单时，单击“确定”。Type in the following text:键入以下正文：“Additional material needed for Job 1218. Changed the quantity from 200 to 250.”“作业 生产量调整 需要的增加材料。 将数量从 2000 更改为 2500.”路径：供应商/ 采购单 / 采购单行Once you have entered the text, click OK and go to the PO Change Orders screen to update the status of the change order to Final.一旦输入正文，单击“确定”. 采购变更结束，进入“采购单变更单”屏幕以便更新变更单的状态为“最后”路径：供应商 / 采购单 / 采购单变更单Print the change order.打印变更单。（Notice that the status automatically changed to Printed.注意 “采购单变更单”状态自动更改为“已打印”。)路径：供应商 / 采购单/ 报告 / 变更单报告采购单接收入库练习Receive the seats into inventory.收到订单“P000001”的AL-10000的Steel,Chromium,将标准件接收入库。Be sure to only receive Line 1, Release 1. Notice that the line/release disappears from the screen once the receipt is successful.注意只接收“行 1”。注意一旦接收入库成功，行/下达从屏幕中消失。ExerciseGRN/GRN行练习(收货单/收货单行练习)为便于对账，为这两个采购订单建立一个GRN，GRN 号为：G000001，在采购接收时直接输入。路径：供应商 /采购单/ 活动 /采购单接收(这个练习是通过接收建立GRN，应该自动地有GRN行的建立。View the GRN Lines to verify the lines are there.查看GRN行， 查看路径如下路径：供应商 / 收货单/ 收货单路径：供应商 / 收货单 / 收货单行 )2. 0Order 15 cushioned grips (CG-10000) from Vendor 24. On a separate Purchase Order, order 25 seat clamps (CP-20000) from the same vendor.订单“B000001”的货还未到时，先收到供应商的发货装清箱单，手工建立一个GRN录入供应商的发货信息。两天以后，货到，对照GRN作采购接收。路径：供应商 / 采购单 / 活动 /采购单接收路径：供应商 / 收货单/ 收货单路径：供应商 / 收货单 / 收货单行(这个练习是通过为手工建立的GRN,及GRN行，观察采购接收后GRN行中各个数量的变化)Use the Activity, Generate GRN Lines to add GRN Lines to the GRN that was created manually.（还可以使用“供应商/收货单/活动/生成GRN行”，来生成GRN行）GRN的状态0Exercise练习Use the Change GRN Status Utility to change the status of both GRNs, to Approved.使用更改GRN状态工具同时可更改多个GRN的状态到批准路径：供应商 / 收货单 / 收货单或路径：供应商 / 收货单 / 工具 / 改变收货单状态；GRN报告0Exercise练习Print the Goods Receiving Notes Report.打印货物接收通知单报告0 路径：供应商 / 收货单 / 报告 / 收货单报告；制凭证练习We have received an invoice for our blanket order with MP Parts.我们已收到了 上海标准件公司的销售发票。The invoice is for $510.00.发票值为 $5050.00。其中$Fifty dollars is for freight; the remainder is for material.50.00 美元是运费；其余为材料费用。The invoice number is 4570 - 011.发票号是 “4570011“。We were charged the following:材料明细如下：$2.30/unit for 200 units of the CP - 100002000 个 CP-10000 的单价是每个 $2.50The invoice has been cleared by Purchasing, so go ahead and generate the voucher.路径路径：财务 / 应付帐款 / 活动 / 生成应付账处理退货练习(1)After receiving and vouchering the 200 padded seats from MP Parts, the Inventory Control Manager realized that three of the seats were slightly damaged.在办理了 上海标准件公司发来的 1000 个标准件AL-10000的入库,( 此时还未编制凭证) ， 库存控制经理了解到有三个标准件轻微损坏。Although only minor damages, we wish to return the three seats to MP Parts.尽管只是轻微损坏，我们也希望退货。Perform a return transaction to record the return of the three padded seats.执行退货处理，记录这三个标准件的退货情况。We want to track when parts are returned to this vendor, so be certain to update both the Receive field and the Reject field with the appropriate values.在向此供应商退货时，我们想进行跟踪，所以一定要用相应的数值来更新“接收入库”和“拒收”这两个字段。Use Material Re