Hệ thống phần mềm ERP: 4 procurement and sourcing

Bài giảng mơn: Hệ Hoạch Định Nguồn Lực Doanh Nghiệp - ERP Trường: Đại học Kinh tế Tp.Hồ Chí Minh MICROSOFT DYNAMICS® AX 2012 - PROCUREMENT Email: thinhtlp@ueh.edu.vn CHAPTER OVERVIEW • PROCUREMENT PROCESS • PURCHASE ORDER • ITEM ARRIVAL AND REGISTRATION • RECEIPT AND STORAGE • VENDOR RETURNS TERMS Term Description Vendor / Supplier Nhà cung cấp Product Mặt hàng PR Purchase Requisition (Phiếu yêu cầu mua hàng) PO Purchase Order (Đơn đặt hàng) Purchase Agreement Hợp đồng nguyên tắc Catalog PROCUREMENT PROCESS PURCHASE REQUISITIONS Status Draft Description PURCHASE REQUISITIONS STATUS The purchase requisition is created, but is not yet submitted to workflow, or the purchase requisition is recalled from workflow In review The purchase requisition is submitted to workflow Rejected The purchase requisition is rejected Approved The purchase requisition is approved in workflow Cancelled The purchase requisition is canceled Closed The purchase requisition is completed and a purchase order is created LAB: CREATE PURCHASE REQUISITION SCENARIO • KEN, THE CONTROLLER AT CONTOSO REQUIRES A FEW NEW PROJECTORS, PROJECT LAMPS, AND FILE CABINETS FOR HIS DEPARTMENT AS A PART OF RENOVATIONS IN THE CORPORATE OFFICE SOME INFORMATION ON THE REQUIRED PRODUCTS SHOWS IN THE FOLLOWING TABLE Item number Description Qty Unit Purchase price Vendor 1501 LCD Video Projector Model 01 Ea 365.00 USD 9002 1507 Lamp for LCD Video Projector Model 01 Ea 270.00 USD 9002 PURCHASE ORDERS THE OBJECTIVES ARE: • REVIEW THE VARIOUS FORMS AND LIST PAGES FOR WORKING WITH PURCHASE ORDERS • SET UP PURCHASING PARAMETERS • CREATE A PURCHASE ORDER AND ADD LINES TO IT • PROCESS A PURCHASE ORDER • GENERATE A PURCHASE ORDER RECEIPTS LIST AND PRODUCT RECEIPT • REVIEW THE CHANGE MANAGEMENT PROCESS AND SET UP THE SYSTEM FOR CHANGE MANAGEMENT • REVIEW ADDITIONAL TASKS THAT CAN BE COMPLETED FOR A PURCHASE ORDER • REVIEW THE LIST PAGES AND INQUIRIES THAT ARE AVAILABLE FOR PURCHASE ORDERS FLOW FOR A PURCHASE ORDER • THROUGH MICROSOFT DYNAMICS AX 2012 PURCHASE ORDER PROCESS 10 LAB: MANAGE AN ITEM ARRIVAL LAB SCENARIO YOU ARE A WAREHOUSE WORKER AT CONTOSO AND NEED AN OVERVIEW OF THE EXPECTED ARRIVALS SO THAT YOU CAN PLAN TODAY'S WORK YOU ARE RESPONSIBLE FOR RECEIVING PRODUCTS IN TO THE INVENTORY AND MUST COMPLETE THE PRODUCT RECEIPT BY USING THE ARRIVAL OVERVIEW FORM A PREREQUISITE FOR THIS LAB IS TO CREATE A PURCHASE ORDER WITH ONE PIECE OF ITEM NUMBER 1552, INSTALLATION MANUAL FOR PROJECTORS, FOR ARRIVAL TODAY FROM VENDOR 1101 36 Estimated time: 10 minutes LAB: MANAGE AN ITEM ARRIVAL • CREATE A PURCHASE ORDER FOR ONE PIECE OF ITEM NUMBER 1552, INSTALLATION MANUAL FOR PROJECTORS, FOR ARRIVAL TODAY FROM VENDOR 1101 • VIEW THE EXPECTED ARRIVALS FOR TODAY • START THE PRODUCT ARRIVAL • REGISTER THE RECEIPT OF THE PRODUCT • UPDATE THE VENDOR PRODUCT RECEIPT INFORMATION AND GENERATE THE PRODUCT RECEIPT 37 LAB: MANAGE ITEM ARRIVALS THIS LAB SHOWS HOW TO CREATE A PURCHASE ORDER AND PROCESS THE RECEIPT BY USING THE ARRIVAL OVERVIEW FORM • CREATE THE PURCHASE ORDER IN PROCUREMENT AND SOURCING > COMMON > PURCHASE ORDERS > ALL PURCHASE ORDERS • OPEN INVENTORY AND WAREHOUSE MANAGEMENT > PERIODIC > ARRIVAL OVERVIEW AND USE THE ARRIVAL OVERVIEW FORM TO START AND REGISTER THE PRODUCT ARRIVAL • POST THE PRODUCT RECEIPT FROM THE ARRIVAL OVERVIEW FORM Estimated time: 15 minutes RECEIPT REGISTRATION REQUIREMENTS REGISTRATION RECORDS THE INVENTORY RECEIPTS THERE ARE SET UPS AND OPTIONS THAT NEED TO BE SELECTED TO MAKE SURE THAT THIS ACTION HAPPENS AS YOU EXPECT THIS SECTION WILL EXAMINE: REGISTRATION BASED ON A PURCHASE ORDER LINE • THROUGH THE PURCHASE ORDER LINE • THROUGH THE ITEM ARRIVAL JOURNAL THE REGISTRATION FORM PROCESSING A REGISTRATION 39 RECEIPT REGISTRATION REQUIREMENTS THE REGISTRATION FORM • USE THE ORDERED AND REMAINDER FIELDS TO KEEP TRACK THE STATUS DURING RECORDINGS • CAN USE THE SPLIT FUNCTION TO SPLIT THE RECEIPT TRANSACTION • TRANSACTIONS CAN BE CREATED AUTOMATICALLY OR MANUALLY PROCESSING A REGISTRATION • THE INVENTORY STATUS FOR THE INVENTORY TRANSACTION CHANGES TO REGISTERED • THE ITEM IS NOW REGISTERED AND IS READY FOR INVOICE UPDATING 40 DEMONSTRATION: REGISTRATION THROUGH A PURCHASE ORDER LINE WHEN YOU REGISTER ITEMS ON A TRANSACTION, YOU CAN SPECIFY ANY INVENTORY DIMENSIONS SUCH AS BATCH NUMBER, SERIAL NUMBER, OR WAREHOUSE THE FOLLOWING DEMONSTRATION SHOWS HOW TO REGISTER AN ITEM WITH A SERIAL NUMBER • REGISTRATION THROUGH A PURCHASE ORDER LINE.5 41 VENDOR RETURNS THE OBJECTIVES OF THE VENDOR RETURNS CHAPTER ARE: • CREATE A VENDOR RETURN BY USING A NEGATIVE QUANTITY, THE CREATE CREDIT NOTE FEATURE, AND THE PURCHASE ORDER TYPE RETURNED ORDER • RETURN A GROUP OF ITEMS WITH MULTIPLE SERIAL AND BATCH NUMBERS TO A VENDOR 42 VENDOR RETURNS • COMPANIES FREQUENTLY RETURN ITEMS TO THEIR SUPPLIERS WHEN, FOR EXAMPLE, THE GOODS ARE THE WRONG SIZE/COLOR, THE EXPIRATION DATE HAS PASSED, OR THE GOODS ARE DAMAGED DURING TRANSPORTATION OR BECAUSE OF A WRONG HANDLING • IN MICROSOFT DYNAMICS AX 2012, VENDOR ITEM RETURNS ARE HANDLED LIKE PURCHASE ORDERS, AS THEY INVOLVE TRANSACTIONS IN THE INVENTORY MANAGEMENT, GENERAL LEDGER, PROCUREMENT AND SOURCING AND THE ACCOUNTS PAYABLE MODULES 43 CREATE VENDOR RETURNS CERTAIN MODULES ARE AFFECTED FOR PURCHASE ORDERS AND RETURNS WHEN YOU USE THE VENDOR RETURNS FEATURE: 44 CREATE VENDOR RETURNS Method Descriptions a negative quantity A purchase order line for an item with a •UseMETHODS TO CREATE VENDOR RETURNS: negative quantity Copy the original purchase order The credit note is created from the original purchase invoice Returned order purchase type The purchase order type is selected as Returned order and not as a purchase order 45 LAB: WORKING WITH VENDOR RETURNS LAB SCENARIO CONTOSO ENTERTAINMENT SYSTEMS REGULARLY ORDERS LAMPS FOR LCD VIDEO PROJECTOR MODEL 02, ITEM NUMBER 1508, FROM VENDOR 1103, FOG PROJECTORS AFTER DISCUSSING THE MATTER WITH THE VENDOR, IT IS AGREED THAT THE DEFECTIVE ITEMS WILL BE RETURNED WITH REFERENCE TO THE SAME PO • A NEGATIVE LINE IS ADDED TO THE PO FOR (MINUS) 10 OF ITEM 1508 • THE PRODUCT RECEIPT IS GENERATED AND THE DEFECTIVE ITEMS ARE RETURNED TO THE VENDOR Estimated time: minutes 46 LAB: WORKING WITH VENDOR RETURNS • YOUR TASK IS TO RETURN THE DEFECTIVE ITEMS WITH REFERENCE TO THE SAME PO 47 LAB: COMPLETE A VENDOR RETURN USING RETUNED ORDER TYPE LAB SCENARIO THE PURCHASING AGENT AT CONTOSO ENTERTAINMENT SYSTEMS HAS CONTACTED VENDOR 1103, FOG PROJECTORS FOR A RETURNED MERCHANDIZE AUTHORIZATION (RMA) NUMBER FOR BATCH 000003 OF ITEM NUMBER 1706, TO APPROVE THE RETURN THIS ITEM DID NOT PASS THE QUALITY CONTROL THE RETURN MUST HAVE A BATCH NUMBER IDENTIFICATION TO BE ACCEPTED BY THE VENDOR FOG PROJECTORS PROVIDES THE PURCHASING AGENT WITH THE RMA NUMBER AS2512 AND YOU WILL USE YOUR GENERIC INVOICE NUMBER OF INV123 48 Estimated time: 10 minutes LAB: COMPLETE A VENDOR RETURN USING RETUNED ORDER TYPE • CREATE A PURCHASE ORDER WITH THE ORDER TYPE RETURNED ORDER BY USING THE SPECIFICATIONS THAT IS WRITTEN IN THE SCENARIO • MAKE A RESERVATION FOR BATCH NUMBER 00003 • POST THE INVOICE 49 ASSIGNMENT CREATE PR, PO (CREATE FROM PR OR CREATE MANUALLY) 50 ... IN PROCUREMENT AND SOURCING > COMMON > PURCHASE ORDERS > ALL PURCHASE ORDERS • OPEN INVENTORY AND WAREHOUSE MANAGEMENT > PERIODIC > ARRIVAL OVERVIEW AND USE THE ARRIVAL OVERVIEW FORM TO START AND. .. LAB 3.1: CREATE AND RECEIVE A PURCHASE ORDER LAB SCENARIO THE CONTOSO COMPANY WANTS TO BUY A LARGE QUANTITY OF THE ITEMS 1601, STANDARD DIGITAL VIDEO RECORDER MODEL 01 AND 16 04, STANDARD DIGITAL... WRONG HANDLING • IN MICROSOFT DYNAMICS AX 2012, VENDOR ITEM RETURNS ARE HANDLED LIKE PURCHASE ORDERS, AS THEY INVOLVE TRANSACTIONS IN THE INVENTORY MANAGEMENT, GENERAL LEDGER, PROCUREMENT AND SOURCING