Activant Prophet 21. Processing Vendor RFQs

Transcription

1 Activant Prophet 21 Processing Vendor RFQs

2 This class is designed for Individuals responsible for purchasing who need to request quotes from vendors in order to locate the best purchase price.

3 Objectives Enable necessary system settings Create RFQs via various transaction windows Explore options to Convert RFQ to PO Determine options to review RFQs Manage RFQ deletion

4 This course will NOT cover PO Requirements/Generation Basic OE Entry Basic PO Entry

5 What is a RFQ? Request for Quote Sent to primary supplier and/or multiple add l suppliers Able to update item cost for special, direct, nonstock items Able to enter break information and shipping details Convert Quote to PO Determine your best price Convert via PO Entry or RFQ Fast Edit

6 Setup

7 Setup Option Both Create None Order Entry Purchasing Result Create RFQ for this supplier in OE and Purchasing windows Not able to create RFQs for this supplier Only able to create RFQs via OE for this supplier Only able to create RFQs via Purchasing windows.

8 Setup

9 Setup Option Both Create None Order Entry Purchasing Result Allows user to create RFQs via OE and PO Entry/PO Requirements Generation User is not allowed to create RFQs User can only create RFQs in OE User can only create RFQs in Purchase Order Entry/PO Requirements Generation

10 Methods of Creation PO Entry Manual entry of items you wish to quote PO Requirements/Generation Request quotes for any items retrieved based on generation criteria Via OE RFQ created for Special and Direct Ship disposition items and for non-stock items

11 RFQ creation PO entry Step 2: Select the Vendor RFQ checkbox Step 1: Enter location, vendor, and buyer details Purchasing Module/Transaction/Purchase Order Entry

12 RFQ creation PO entry Step 3: Enter the item(s) you need quoted Save the record

13 RFQ Creation PO Requirements/Generation Check RFQ and generate the transaction Print, Save, Fax or

14 RFQ Creation PO Requirements/Generation

15 RFQ Creation PO Requirements/Generation

16 RFQ Creation PO Requirements/Generation

17 RFQ Creation PO Requirements/Generation

18 RFQ Creation PO Requirements/Generation

19 RFQ Creation PO Requirements/Generation

20 RFQ Creation PO Requirements/Generation

21 RFQ Creation Order Entry

22 RFQ Creation Order Entry

23 RFQ Creation Order Entry

24 RFQ Creation Order Entry

25 Printing RFQs Purchasing Module/Reports/Purchase Order Report

26

27 Convert RFQ to PO Options PO Entry RFQ Fast Edit

28 Convert RFQ to PO via PO Entry Step 1: Retrieve the RFQ Step 2: Update the pricing based on your vendor/supplier response

29 Convert RFQ to PO via PO Entry Step 3: Click on the Vendor RFQ tab

30 Convert RFQ to PO via PO Entry

31 Convert RFQ to PO via PO Entry

32 Convert RFQ to PO via PO Entry

33 Convert RFQ to PO via PO Entry

34 Convert RFQ to PO via PO Entry

35 AppShare Retrieve an RFQ created and convert RFQ to PO via PO Entry

36 Convert RFQ to PO RFQ Fast Edit

37 Convert RFQ to PO RFQ Fast Edit

38 Convert RFQ to PO RFQ Fast Edit

39 Convert RFQ to PO RFQ Fast Edit

40 Convert RFQ to PO RFQ Fast Edit

41 Convert RFQ to PO RFQ Fast Edit

42 Convert RFQ to PO RFQ Fast Edit

43 Convert RFQ to PO RFQ Fast Edit

44 Convert RFQ to PO RFQ Fast Edit

45 Convert RFQ to PO RFQ Fast Edit

46 Convert RFQ to PO RFQ Fast Edit

47 Convert RFQ to PO RFQ Fast Edit

48 RFQs and Quotes RFQ created for all items listed on Quote Stock Non-stock RFQ cannot be converted Update cost of the items on RFQ but not RFQ conversion Convert quote to order RFQ lines update with S Disposition Special PO created tied to sales order created

49 RFQs and Quotes

50 RFQs and Quotes Converting the RFQ

51 RFQs and Quotes

52 RFQ History Report Purchasing Module/Reports/RFQ History Report

53 RFQ History Report

54 RFQs and Drill Downs Purchasing Module/Inquire/PO Drill Down

55 RFQs and Drill Downs

56 RFQs and Drill Downs

57 Deleting RFQs

58 Deleting RFQs Step 1 Step 2 Step 3: Retrieve data select File/Retrieve or the Retrieve icon

59 Deleting RFQs

60 Deleting RFQs

61 Summary Enable necessary system settings Create RFQs via various transaction windows Explore options to Convert RFQ to PO Determine options to review RFQs Manage RFQ deletion

62 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Professional Services Sales pss@activant.com