Long Business Systems, Inc. (LBSi)
Management Software Solutions
We help businesses manage for success
Cleveland – Columbus – Cincinnati - Pittsburgh
Purchase Quotation
Agenda:
� Store multiple Preferred Vendors in item master
� Manual Purchase Quotation request
� Purchase Quotation Generation Wizard
� Purchase Quotation Comparison Report
� Online Purchase Quotations
Authorizations
�Review user authorizations
� Purchasing – A/P
� Open Items List
Go to: Administration > Initial Settings > Authorizations> General Authorizations
Document Settings
�Allow copying Vendor Reference No. to Target Doc.
� Copy vendor’s quote or reference number to Purchase Order
Go to: Administration > Initial Settings > Documents Settings > Per Document Tab
Multiple Preferred Vendors
�Store multiple vendors per item
�Set default vendor
Manual Purchase Quotation
� Create Purchase Quotation document
� Use Duplicate function for multiple vendor requests
� Requests tied together thru Group No.
Go to: Main Menu > Purchasing A-P > Purchase Quotation
Purchase Quotation – Item Master
�Create purchase quotation from item master record
� Right click and select Create Purchase Quotation
� Purchase Quotation Generation Wizard window opens
Purchase Quotation Generation Wizard
� Use the Generation Wizard to guide you thru the process
� Select the item(s) and quantities
� Select preferred vendors
� Preview results
� Create documents
� Review and send
Go to: Purchasing A-P > Purchase Quotation Generation Wizard
Record Vendor Prices
� Update the Request for Quotation document with vendor prices
� Find the Purchase Quotation and update the following fields:
� Quoted Date
� Quoted Qty
� Unit Price
� Additional Notes
Compare Purchase Quotation Results
� Review results in Purchase Quotation Comparison Report
� Right click and choose Purchase Quotation Comparison Report
from these windows to review specific records
� Purchase Quotation document
� Item master data record
Purchase Comparison Report
� Access the Purchase Comparison Report
� Enter the desired selection criteria
� Click OK to run
� Review results
Go to: Main Menu > Purchasing A-P > Purchasing Reports > Purchase Quotation Comparison Report
Create Purchase Order
� Create Purchase Order(s) from relevant Purchase Quotation document
� Use “Copy to” function to create your PO and link the documents
Another view of results
� Use the Relationship Map to view results from vendor quotations
� Visual map of all related transactions from marketing documents
� View these relationships
Online Purchase Quotations
� New feature for vendors to respond to RFQ’s on-line
� RFQ vendor website and integration available starting at 8.81 PL06
� Here is the concept behind the process
o Create an email message to vendor contact telling them a quote is ready for them at a website and the URL is provided.
o An SAP B1 internal Message and Alert is generated to let the user know a email was sent to the vendor
o Vendor goes to that site and the RFQ lines are there for them to update, QTY, Price, Currency, Delivery Date and comments hits OK to save the RFQ
o An SAP B1 Internal Message and Alert is generated to let the user know the RFQ has been updated by the vendor
Thank you for taking time to participate in the SAP Business One User Group Meeting.
Please take a few minutes to respond to our survey and provide us with feedback and suggestions going forward.
o We are always looking for new clients to work with. And we would like
to find more clients and partners like you – companies that are
engaged, smart, and focused on their future.
o Can you help us out by referring LBSi to someone who could benefit
from our services?
Next Meetings:
o Tuesday, Nov. 15, 2011
o Internal Reconciliations
o Tuesday, Dec. 13, 2011
o TBA – Give us your ideas
Long Business Systems, Inc. (LBSi)
Cleveland – Columbus – Cincinnati – Toledo - Pittsburgh – Philadelphia - Indianapolis
Contact Information:
Vicki Smith
Senior Consultant
email: [email protected]
Phone: 440-846-8500 ext 22
www.lbsi.com