visualize success 2011 alan chorney professional services visual south, inc. purchase requisition...
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![Page 1: Visualize Success 2011 Alan Chorney Professional Services Visual South, Inc. Purchase Requisition Lifecycle](https://reader035.vdocument.in/reader035/viewer/2022062618/551403bb550346ec488b4a46/html5/thumbnails/1.jpg)
Visualize Success 2011
Alan Chorney
Professional Services
Visual South, Inc.
Purchase Requisition Lifecycle
![Page 2: Visualize Success 2011 Alan Chorney Professional Services Visual South, Inc. Purchase Requisition Lifecycle](https://reader035.vdocument.in/reader035/viewer/2022062618/551403bb550346ec488b4a46/html5/thumbnails/2.jpg)
Visualize Success 2012
Accessing Requisition Entry• Under Purchasing, Requisition Entry
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Visualize Success 2012
Enter Line Items• Reference single vendor in header or a different
vendor for each line
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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
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Visualize Success 2012
Approval Teams• Requisition is signed off by individual(s) of
Approval Team
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Visualize Success 2012
Approved RFQ• Meter(s) filled in if approved
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Visualize Success 2012
Requisition Categories• Used to further define a requisition
– Ie: Capital Expenditure, Maintenance, etc
– Define these in Purchase Req window
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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
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Visualize Success 2012
Accessing Requisition Entry• Under Purchasing, Vendor RFQ
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Visualize Success 2012
RFQ- Generate from Requistion• In Vendor RFQ entry, under EDIT, Generate RFQ from Req
• RFQ can reference multiple Vendors, multiple Quantities
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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
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Visualize Success 2012
Enter Vendor’s Quotes• Enter vendor’s pricing quote for each part• Add specs, dates, vendor info
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Visualize Success 2012
Review Vendor RFQ• View all vendor quotes & quantities
– Under File, Print Request for Quote Log
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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
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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
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Visualize Success 2012
Generate RFQ fr Quote Master• RFQ reflects all parts in all quantities associated
to customer quote
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Visualize Success 2012
Generate RFQ fr Customer Quote• From a customer quote (estimating window), generate
RFQ– Customer quote below
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Visualize Success 2012
Generate RFQ fr Quote Master• RFQ will generate for all purchased parts
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Visualize Success 2012
P O Entry – Generate from RFQ • Under purchase order entry, edit
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Visualize Success 2012
Multiple Vendors• If the RFQ was approved with multiple vendors
then multiple POs will be generated
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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