nirav [email protected] · 2011-02-24 · 72. close the . ok button. 73. save the record in...
TRANSCRIPT
Purchase Requisition – Request for Quote R FQ – Purchase Order
Recorded by: Nirav Mody Recorded date: 23-02-2011 Document created: 23-02-2011 Task notes:
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
1. Click Area Page node:
Form name: Purchase requisitions
Accounts payable -> Purchase Requisition Details.
2. Create a new record in the
Form name: Create purchase requisition
Purchase requisitions form.
3. Change Purchase requisition name from '' to '
4. Click the
Computer System Requisition'.
OK button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
5. Switch to the
Lines tab on the Purchase requisitions form.
6. Create a new record in the
7. Create a new record in the
Purchase requisitions form.
8. Change
Purchase requisitions form.
Item number from '' to '
9. Change
ITEM00000010'.
Item name from '' to '
10. Change
COMPUTER SYSTEM'.
Quantity from '' to '
11. Change
1.00'.
Unit from '' to '
12. Change
NOS'.
Currency from '' to '
13. Change
INR'.
Quantity from '
1.00' to '5.00'.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
14. Switch to the
Dimension tab on the Purchase requisitions form.
15. Change Site from '' to '
16. Change
India'.
Warehouse from '' to '
17. Switch to the
AHM-MW'.
Lines tab on the Purchase requisitions form.
18. Save the record in the
19. Click the
Purchase requisitions form.
Submit button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
Form name: P R Approval – Submit
27. Change Comment from '
28. Click the
We Need it For BSIL' to 'We Need it For BSIL Team'.
29. Click the
Submit button.
Form name: Workflow history
Actions -> View history menu button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
30. Switch to the
Tracking details tab on the Workflow history form.
31. Click the Refresh button.
118. Close the
Generally It Takes One 1 to Two 2 Minutes to get the Detail Updating.
Form name: Shortcut Key Changed
Workflow history form.
119. Click the
OK button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
121. Click the
Form name: Workflow history
Actions -> View history menu button.
122. Switch to the
Tracking details tab on the Workflow history form.
126. Close the
Workflow history form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
Go to the Log in of Agent or the Person who Makes the form Complete.
Agent Task to Complete Purchase Requisition with Finding Vendor through Request for Quote – R F Q
Recorded by: Nirav Mody Recorded date: 23-02-2011 Document created: 23-02-2011 Task notes:
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
1. Click Area Page node:
Form name: Purchase requisitions
Accounts payable -> Purchase Requisition Details.
6. Click the
Form name: Select the lines to copy to the request for quote
Functions -> Request for quote menu button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
7. Change from '
8. Click the
No' to 'Yes'.
Form name: Infolog
OK button.
9. Click the
10. Click Area Page node:
Close button.
Form name: Request for Quote Details
Accounts payable -> Request for Quote Details.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
11. Switch to the
Vendor tab on the Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.
12. Save the record in the
13. Create a new record in the
Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.
14. Create a new record in the
Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.
15. Change
Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.
Vendor account from '' to '
16. Change
V-00008'.
Vendor name from '' to '
17. Create a new record in the
D K PATEL'.
18. Change
Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.
Vendor account from '' to '
19. Change
V-00011'.
Vendor name from '' to '
20. Change
Ralco Synergy Pvt. Ltd.'.
Vendor account from '' to '
21. Change
V-00012'.
Vendor name from '' to '
22. Make sure the selection is changed in table Request for quote vendor link table to:
Pace Computer Consultants Pvt. Ltd.'.
Vendor account
Lowest status
Highest status
Contact Telephone E-mail Request for quote
Vendor name
India tax form type
V-00003 Created Created Havellet Packard
23. Change Unit price from '
24. Change
0.00' to '52000.00'.
Net amount from '
0.00' to '260000.00'.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
25. Make sure the selection is changed in table Request for quote vendor link table to:
Vendor account
Lowest status
Highest status
Contact Telephone E-mail Request for quote
Vendor name
India tax form type
V-00008 Created Created D K PATEL
26. Click Area Page node:
Form name: Request for Quote Details
Accounts payable -> Request for Quote Details.
27. Switch to the
Vendor tab on the Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
28. Click the
Form name: Sending request for quote
Update -> Send menu button.
29. Click the
OK button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
30. Click the
Form name: Request for quote reply
Inquiries -> Request for Quote Reply Details menu button.
31. Change Quantity from '' to '
32. Change
5.00'.
Status from '
33. Change
Sent' to 'Received'.
Unit price from '
34. Change
0.00' to '51000.00'.
Net amount from '
35. Make sure the selection is changed in table Request for quote to:
0.00' to '255000.00'.
Mark
Request for quote
Purchase type
Case ID Vendor account
Requested delivery date
Expiry date
Lowest status
Highest status
Orderer
Project
Documents
No 00000006_078
Purchase Requisition
00000003_077
V-00008
23-02-2011
23-02-2011
Sent Sent SF597
36. Change Quantity from '' to '
37. Change
5.00'.
Status from '
38. Change
Sent' to 'Received'.
Unit price from '
39. Change
0.00' to '65000.00'.
Net amount from '
0.00' to '325000.00'.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
40. Make sure the selection is changed in table Request for quote to:
Mark
Request for quote
Purchase type
Case ID Vendor account
Requested delivery date
Expiry date
Lowest status
Highest status
Orderer
Project
Documents
No 00000007_078
Purchase Requisition
00000003_077
V-00011
23-02-2011
23-02-2011
Sent Sent SF597
41. Change Quantity from '' to '
42. Change
5.00'.
Unit price from '
43. Change
0.00' to '52001.00'.
Net amount from '
44. Change
0.00' to '260005.00'.
Status from '
45. Make sure the selection is changed in table Request for quote to:
Sent' to 'Received'.
Mark
Request for quote
Purchase type
Case ID Vendor account
Requested delivery date
Expiry date
Lowest status
Highest status
Orderer
Project
Documents
No 00000008_078
Purchase Requisition
00000003_077
V-00012
23-02-2011
23-02-2011
Sent Sent SF597
46. Change Quantity from '' to '
47. Change
5.00'.
Unit price from '
48. Change
0.00' to '68500.00'.
Net amount from '
49. Change
0.00' to '342500.00'.
Status from '
50. Save the record in the
Sent' to 'Received'.
51. Close the
Request for quote reply form.
Request for quote reply form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
52. Click the
Form name: Compare request for quote replies
Functions -> Compare menu button.
53. Switch to the
General tab on the Compare request for quote replies form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
54. Switch to the
Replies tab on the Compare request for quote replies form.
55. Switch to the
General tab on the Compare request for quote replies form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
6. Switch to the
Lines tab on the Compare request for quote replies form.
57. Make sure the selection is changed in table Compare request for quote reply lines to:
Mark
Item number
Item name
Configuration
Make
Model
Site
Warehouse
Location
Request for quote
Vendor account
Deviation
Lead time
Quantity
Net amount
No ITEM00000010
COMPUTER SYSTEM
GENERAL
SIS GENERAL
India
AHM-MW
00000006_078
V-00008
0 0 5.00 325000.00
58. Switch to the
General tab on the Compare request for quote replies form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
59. Switch to the
Lines tab on the Compare request for quote replies form.
60. Make sure the selection is changed in table Compare request for quote reply lines to:
Mark
Item number
Item name
Configuration
Make
Model
Site
Warehouse
Location
Request for quote
Vendor account
Deviation
Lead time
Quantity
Net amount
No ITEM00000010
COMPUTER SYSTEM
GENERAL
SIS GENERAL
India
AHM-MW
00000007_078
V-00011
0 0 5.00 260005.00
61. Switch to the
General tab on the Compare request for quote replies form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
62. Switch to the
Lines tab on the Compare request for quote replies form.
63. Make sure the selection is changed in table Compare request for quote reply lines to:
Mark
Item number
Item name
Configuration
Make
Model
Site
Warehouse
Location
Request for quote
Vendor account
Deviation
Lead time
Quantity
Net amount
No ITEM00000010
COMPUTER SYSTEM
GENERAL
SIS GENERAL
India
AHM-MW
00000008_078
V-00012
0 0 5.00 342500.00
64. Switch to the
General tab on the Compare request for quote replies form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
65. Switch to the
Lines tab on the Compare request for quote replies form.
66. Change Mark from '
67. Click the
No' to 'Yes'.
Form name: Posting request for quote acceptance
Update -> Accept menu button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
68. Change Reason accept from '' to '
69. Click the
Price'.
Form name: Posting request for quote rejection
OK button.
70. Change Reason reject from '' to '
71. Click the
Price'.
72. Close the
OK button.
73. Save the record in the
Compare request for quote replies form.
74. Close the
Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.
Request for quote 00000003_077 , Item name COMPUTER SYSTEM form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
Form name: Shortcut Key Changed
75. Click the
76. Change
OK button.
Unit from '' to '
77. Click the
NOS'.
Form name: P R Approval - Complete
Actions -> Complete menu button.
78. Change Comment from '' to '
79. Click the
Please Check the Price detail and Vendor'.
80. Close the
Complete button.
Purchase requisitions form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
P R Approval
Go to the Log in of Approver / the Person who Approves the Purchase Requisition
1. Click Area Page node:
Form name: Purchase requisitions
Accounts payable -> Purchase Requisition Details.
How to see that how Vendor is selected in R F Q in Purchase Requisition before Approval.
2. Switch to the
General tab on the Purchase requisitions form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
3. Right-click the field to go to the main table.
Form name: Request for Quote Details
4. Click the
Switch to the
Inquiries -> Request for quote journal menu button.
Form name: Request for quote journal
Overview tab on the Request for quote journal form.
7. Close the
Request for quote journal form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
P R Approval
Go Account Payable Purchase Requisition Select the Purchase Requisition.
128. Click the
Form name: P R Approval - Approve
Actions -> Approve menu button.
129. Change Comment from '' to '
130. Click the
good Quote'.
131. Close the
Approve button.
Purchase requisitions form.
P R Change Request when Comes to Approval
Click on Action Cancel ( Here Cancel is “ Change Request For Change”)
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
157. Click Area Page node:
Form name: Purchase requisitions
Accounts payable -> Purchase Requisition Details.
162. Click the
Form name: Workflow history
Actions -> View history menu button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
163. Switch to the
Tracking details tab on the Workflow history form.
187. Click Area Page node:
Form name: Purchase Order Details
Accounts payable -> Purchase Order Details.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
188. Click the
Form name: Posting invoice
Posting -> Invoice menu button.
189. Change Quantity from '
Form name: Infolog
Packing slip' to 'All'.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
191. Click the
192. Change
Close button.
Invoice from '' to '
193. Click the
968542'.
195. Close the
OK button.
196. Click Area Page node:
Purchase order 00000052_067 , Name Havellet Packard , Item name COMPUTER SYSTEM form.
Form name: Purchase requisitions
Accounts payable -> Purchase Requisition Details.
197. Click the
Form name: Purchase order journal
Inquiries -> Purchase order menu button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
205. Click the
Form name: Invoice Journal
Inquiries -> Invoice menu button.
206. Switch to the
Lines tab on the Invoice Journal form.
207. Switch to the
Overview tab on the Invoice Journal form.
208. Close the
210. Close the
Invoice Journal form.
Purchase requisitions form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
Form name: Notification list
11. Close the
Form name: Notification list
Notification list form.
212. Click the Go to origin button. Nira
v Mod
y
Niravm
ody@
hotm
ail.co
m
Form name: Purchase requisitions
213. Close the
214. Click the
Purchase requisitions form.
Form name: Purchase requisitions
Go to origin button.
215. Close the
Purchase requisitions form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
Purchase Requisition Work Flow.
Recorded by: Nirav Mody Recorded date: 24-02-2011 Document created: 24-02-2011 Task notes:
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
1. Click Area Page node:
Form name: Workflow configuration
Accounts payable -> Setup -> Workflow configurations.
2. Create a new record in the
Form name: Create configuration: Select a template
Workflow configuration form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
3. Make sure the selection is changed in table Record templates to:
Name Purchase requisition approval
4. Click the
Form name: Workflow: Purchase requisition approval - Version: 1.0.0.0
Create configuration button.
5. Change Name from '
6. Click the
Purchase requisition approval' to 'My Purchase Requisition'.
Form name: Edit message
Create instruction button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
13. Change Text from '
14. Click the
Please Approve Requisition as soon as' to 'Please Approve Requisition as soon as Possible'.
15. Switch to the
OK button.
Details tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
19. Change Task name from '
20. Click the
PurchReqComplete' to 'Missing Information Complete'.
Form name: Edit message
Create subject button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
24. Change Text from '
25. Click the
Please Fill Missing' to 'Please Fill Missing Information'.
26. Click the
OK button.
Form name: Edit message
Create instruction button.
32. Change Text from '
33. Click the
Please Check if any Information' to 'Please Check if any Information Missing'.
34. Switch to the
OK button.
Automatic actions tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
35. Switch to the
Assignment tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
36. Click the
Form name: Assignment
Choose button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
Form name: Select employee
37. Make sure the selection is changed in table User relations to:
User ID Alias Name Address book type nirav nirav Nirav Mody Person
38. Click the
39. Click the
To -> (b) button.
Form name: Select employee
OK button.
40. Close the
41. Change
Select employee form.
Users from '' to '
42. Click the
nirav'.
OK button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
43. Switch to the
Escalation tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
44. Switch to the
Notifications tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
45. Change Enabled from '
46. Make sure the selection is changed in table Notifications to:
No' to 'Yes'.
Enabled Event Recipient Description No Request Change Sent when a task is
request change
47. Change Enabled from '
48. Make sure the selection is changed in table Notifications to:
No' to 'Yes'.
Enabled Event Recipient Description No Reject Sent when a task is
reject
49. Change Enabled from '
50. Click the
No' to 'Yes'.
Form name: Assignment
Choose button.
51. Click the
52. Make sure the selection is changed in table Notifications to:
OK button.
Enabled Event Recipient Description Yes Request Change Sent when a task is
request change
53. Click the
Choose button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
Form name: Assignment
54. Click the
55. Make sure the selection is changed in table Notifications to:
OK button.
Enabled Event Recipient Description Yes Complete Sent when a task is
complete
56. Click the
Form name: Assignment
Choose button.
57. Click the
OK button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
58. Switch to the
Advanced tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
59. Switch to the
Overview tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
60. Change Approval name from '
61. Change
Missing Information Complete' to 'PurchReqApproval'.
Approval name from '
62. Switch to the
PurchReqApproval' to 'Requisition Approval'.
Automatic actions tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
63. Switch to the
Notifications tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
64. Change Enabled from '
65. Make sure the selection is changed in table Notifications to:
No' to 'Yes'.
Enabled Event Recipient Description No Reject Sent when an approval
is reject
66. Change Enabled from '
67. Make sure the selection is changed in table Notifications to:
No' to 'Yes'.
Enabled Event Recipient Description No Request Change Sent when an approval
is request change
68. Change Enabled from '
69. Click the
No' to 'Yes'.
Form name: Assignment
Choose button.
70. Click the
71. Make sure the selection is changed in table Notifications to:
OK button.
Enabled Event Recipient Description Yes Approve Sent when an approval
is approve
72. Click the
Form name: Assignment
Choose button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
73. Click the
74. Make sure the selection is changed in table Notifications to:
OK button.
Enabled Event Recipient Description Yes Reject Sent when an approval
is reject
75. Click the
Form name: Assignment
Choose button.
76. Click the
77. Switch to the
OK button.
Advanced tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
78. Switch to the
Overview tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
79. Change Step Name from '
80. Click the
Step 1' to 'First Stage Approval'.
Form name: Edit message
Create subject button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
84. Change Text from '
85. Click the
Please Approve the' to 'Please Approve the Requisition'.
86. Click the
OK button.
Form name: Edit message
Create instruction button.
88. Change Text from '
89. Click the
Please' to 'Please approve'.
90. Switch to the
OK button.
Condition tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
91. Switch to the
Assignment tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
92. Click the
Form name: Assignment
Choose button.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
Form name: Select employee
93. Click the
94. Click the
To -> (b) button.
95. Change
OK button.
Users from '' to '
96. Click the
Admin'.
97. Switch to the
OK button.
Escalation tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
98. Switch to the
Assignment tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
99. Switch to the
Notes tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
100. Switch to the
Notifications tab on the Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
101. Change Enabled from '
102. Make sure the selection is changed in table Notifications to:
No' to 'Yes'.
Enabled Event Recipient Description No Canceling Sent when a workflow
is canceling
103. Change Enabled from '
No' to 'Yes'.
Nirav M
ody
Niravm
ody@
hotm
ail.co
m
104. Click the
Form name: Edit message
Create message button.
110. Change Text from '
111. Click the
Please Varify all the' to 'Please Varify all the Information'.
114. Click the
OK button.
Form name: Assignment
Choose (g) button.
115. Click the
Save the record in the
OK button.
Workflow: Purchase requisition approval - Version: 1.0.0.0 form.
Close the Work Flow Configurator form.
Go to General Tab of Work Flow, Select the Version and Click on “Active”
Nirav M
ody
Niravm
ody@
hotm
ail.co
m