CHAPTER-1

APPROVAL SUPPLIER LIST

1.1 CREATE APPROVAL SUPPLIER LIST
NSUPPLIERAPPROVEL AUPPLIERS LIST

SAVE AND CLOSE

CHAPTER-2
REQUISITIONS
2.1 CREATE A REQUESITION
NREQUISITIONSREQUISITIONS

CLICK ON DISTRIBUTIONS

SAVE AND CLOSE THE DISTRIBUTION WINDOW

CLICK ON APPROVE

CLICK ON OK AND CLOSE IT

NOW GO TO
NAUTOCREATE

SELECT OPERATING UNIT AND REGUISITION NUMBER FIND IT

SELECT LINE CHECK BOX AND CLICK ON AUTOMATIC

GIVE THE SUPPLIER NAME AND CLICK ON CREATE

APPROVE IT

10

SAY OK

11

THE STATUS IS APPROVED THEN CLOSE

THEN RECEIVE THE GOODS
GO TO NRECEIVINGRECEIPTS

12

SELECT OPERATING UNIT AND PURCHASE ORDER NUMBER

THEN CLICK ON FIND

13

SELECT CHECK BOX AND SAVE & CLOSE

THEN GO TO BAJAJ INV
NON-HAND AVILABILITYON-HAND QUANTUITY

14

SELECT BAJAJ INV ORG

15

FIRST CLICK ON CLEAR AT 10 TIMES

16

SELECT ITEM AND FIND IT

17

CLICK ON AVILABILITY

18

THE ITEM IS COMING TO INV

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CHAPTER-3
PURCHASE ORDERS
WE HAVE 4 TYPES OF PURCHASE ORDERS
1. STANDART PURCHASE ORDER
2. PLANNED PURCHASE ORDER
3. BLANKET PURCHASE AGREEMENT
4. CONTRACT PURCHASE AGREEMENT
3.1 STANDART PURCHASE ORDER
NPURCHASE ORDERPURCHASE ORDERS

CLICK ON SHIPMENTS

20

CLICK ON DISTRIBUTIONS

21

SAVE GO TO MAIN PURCHASE ORDER WINDOW

22

CLICK ON APPROVE IT

23

CLOSE THE FORM

NEXT STEP NRECEIVINGRECEIPTS

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SELECT THE PURCHASE ORDER NUMBER AND FIND IT

25

CLOSE THE RECEIPT HEDER WINDOW

26

SELECT THE LINE BOX AND SAVE AAND CLOSE

NOTE: GOT BAJAJ INV NON-HAND AVILABILITYON-HAND AVILABILITY
SEE THE INVENTORY UPDATE.
3.2 PLANNED PURCHASE ORDER

27

CLICK ON SHIPMENTS

28

CLICK ON DISTRIBUTIONS

29

SAVE AND APPROVE IT

NEXT GO TO NPURCHASE ORDERRELEASES

30

CLICK ON DISTRIBUTIONS

31

SAVE AND APPROVE IT

32

THEN CLOSE IT
THEN GO TO NRECEIVINGRECEIPTS

33

GIVE OPERATING UNIT AND PURCHASE ORDER NUMBER THEN CLICK ON

FIND

34

SELECT LINE BOX AND SAVE AND CLOSE

THEN GO TO INV AND RECEIVE THE GOODS
3.3 BLANKET PURCHASE AGREEMENT
NPURCHASE ORDERPURCHASE ORDERS

35

CLICK ON PRICE BREAKES

36

CLOSE THE PRICE BREAKS WINDOW

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APPROVE AND CLOSE

THEN GO TO NPURCHASE ORDERRELEASE

38

CLICK ON DISTRIBUTIONS

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SAVE AND APPROVE

40

THEN CLOSE
GO TO NRECEIVINGRECEIPTS

41

GIVE PURCHASE ORDER NUMBER AND FIND IT

42

SELECT LINE BOK AND SAVE AND CLOSE

THE GO TO INV RECEIVE THE GOODS
3.4 CONTRACT PURCHASE AGREEMENT
NPURCHASE ORDERPURCHASE ORDERS

43

CLICK ON TERMS

44

GIVE THE AMOUNT LINIT SAVE AND CLOSE TERMS WINDOW

45

APPROVE AND CLOSE

CREATE STANDARD PURCHASE ORDER FOR CONTRACT PURCHASE
AGREEMENT

46

CLICK ON REFERENCE DOCUMENTS TAB

47

CLICK ON SHIPMENTS

48

CLICK ON DISTRIBUTIONS

49

SAVE AND APPROVE IT

50

CLOSE IT
THEN GO TO NRECEIVINGRECEIPTS

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GIVE PURCHASE ORDER NUMBER THEN FIND IT

52

SAVE AND CLOSE

THEN GO TO INV RECEIVE THE GOODS

53

3.5CANCELLING A PURCHASE ORDER

FIRST CREATE A PURCHASE ORDER AND APPROVE IT

GO TO PURCHASE ORDER SUMMARY

54

GIVE PO NUMBER AND FIND IT

55

GO TO TOOLS CONTROL

56

SELECT CAMCEL PO SAY OK

57

SAY OK AND CLOSE

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CHAPTER-5
PURCHASE ORDER RECEIPTS, CORRECTIONS & RETURNS
LAB-5.1CREATE A PO RECEIPT WITH RECEIPT ROUTING AS DIRECT
CREATE A PURCHASE ORDER

CLICK ON SHIPMENTS

59

CLICK ON RECEIVING CONTROLS

60

SAVE AND APPROVE IT CLOSE THIS WINDOW

61

CLICK ON FIND IT

62

SAVE AND CLOSE

GO TO RECEIVINGRECEIVING TRANSACTION SUMMARY

63

GIVE PO NUMBER AND FIND IT

CLICK ON TRANSACTIONS

64

VERIFY THE ITEM RECEIVING AND CLOSE IT

LAB-5.2CREATE A PO RECEIPT WITH RECEIPT ROUTING AS STANDARD
CREATE A PO AND APPROVE IT

CLICK ON SHIPMENTS

65

CLICK ON RECEIVING CONTROLS

OK AND APPROVE IT
GO TO RECEIVINGRECEIPT

66

GIVE PO NUMBER AND FIND IT

67

SAVE AND CLICK ON HEADER SAVE THE RECEIPTS NUMBER

GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY GIVE RECEIPT
NUMBER AND SEE THE TRANSACTION THEN CLOSE
GO TO RECEIVINGRECEVING TRANSACTIONS

GIVE RECEIPT NUMBER AND FIND IT

68

SAVE AND CLOSE THE TRANSACTION

THEN GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY

69

FIND AND NEXT WONDOW SELECT TRANSACTIONS

CLOSE THE WINDOW

70

LAB-5.3CREATE A PO RECEIPT WITH RECEIPT ROUTING AS INSPECTION

REQUIRED
FIRST GIVE PROFILE OPTION FOR INSPECTION REQUIRED
N: SYSTEMPROFILE

CLICK ON FIND

SAVE AND CLOSE

71

CREATE A PO

CLICK ON SHIPMENTS

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IN THE SAME FORM CLICK ON MORE TAB

SELECT 4-WAY FOR MATCH APPROVAL LEVEL

SAVE AND APPROVE IT

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NEXT GO TO RECEIVINGRECEIPTS

GIVE PO NUMBER AND FIND IT

74

SAVE AND GET THE RECEIPT NUMBER AND CLOSE

GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY

CLOSE IT
GO TO RECEIVINGRECEIVING TRANSACTIONS

75

GIVE RECEIPT NUMBER AND FIND IT

76

SELECT LINE BOX AND CLICK ON INSPECT

GIVE THE ITEMS ACCEPTS AND REJECT DETAILS AND SAY OK

SAVE AND CLOSE

77

AGIN OPEN THE RECEIVINGRECEIVING TRANSACTION

GIVE THE RECEIPT NUMBER AND CLICK ON FIND
SELECT BOTH LINES SAVE AND CLOSE THE TRANSACTION

GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY

GIVE PO NUMBER AND CLICK ON FIND
HEAR YOU CAN SEE THE TRANSACTION
CLOSE THIS FORM

NEXT STEP PO RETURN TO SUPPLIER

NRECEIVINGRETURNS

FIND IT
78

FILL THE DETAILS AND SAVE AND CLOSE IT.

NEXT GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY
GIVE RECEIPT NUMBER AND FIND IT
HEAR YOU CAN SEE THE TRANSACTION. THEN CLOSE IT.

LAB-5.4 CREATE A PO RECEIPT BY USING EXPRESS TRANSACTIONS

FUNCTION
GO TO RECEIVING OPTIONS SELECT EXPREEE TRANSACTION
NSETUPORAGANIZATIONRECEIVING OPTIONS

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SELECT ALLOW EXPRESS TRANSACTION

SAVE AND CLOSE
CREATE ONE PO AND APPROVE IT

APPROVE AND CLOSE IT

NEXT GO TO NRECEIVINGRECEIPTS
GIVE THE PO NUMBER AND CLICK ON FIND

80

CLICK ON EXPRESS

SELECT FINAL DESTINATION AND SAY OK

SAVE AND CLOSE IT

NEXT GO TO RECEIVINGRECEIVING TRANSACTION SUMMARY
GIVE THE PO NUMBER AND CLICK ON FIND

81

CLICK ON TRANSACTIONS

CLOSE IT

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LAB-5.5 CREATE A PO RECEIPT BY USING BLIND RECEIVING FUNCTION

GO TO NSETUPORGANIZATIONSRECEIVING OPTIONS

SELCT ALLOW BLIND RECEIVING

CLICK ON SAVE AND CLOSE THE WINDOW
CREATE ONC STANDARD PO AND APPROVED IT

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APPROVE AND CLOSE IT

GO TO RECEIVINGRECEIPTS
GIVE PO NUMBER AND CLICK ON FIND

84

THE GUANTITY IS NOT FOUND WHY BECOSE WE ARE SELECT BLIND

RECEIVINGN OPTION
SO WE CAN ENTER THE ITEM GUANTITY PHYSICALLY THEN CUNTINUE THE
PROCESS

SAVE AND CLOSE IT

GO TO RECEIVINGRECEIVING TRANSACTION SUMMARY
GIVE THE PO NUMBER ANDA FIND IT
CHACK OUT THE TRANSACTION

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LAP-5.6 CREATE A PO RECEIPT BY USING CASCADE FUNCTION

GO TO SSTUPORAGANIZATIONRECEIVING OPTIONS

SELECT ALLOW CASCARD RECEIVING AND SAVE AND CLOSE

CREATE A STANDARD PO AND APPROVED IT

86

APPROVE AND CLOSE IT

GO TO RECEIVINGRECEIPT
GIVE PO NUMBER AND FIND IT

PENDING

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LAB-5.7 CREATE AN UNORDERED RECEIPT AND MATCH IT WITH PURCHASE

ORDER
GO TO SETUPORGANIZATIONRECEIVING OPTION
SELECT ALLOW UNORDERED RECETPT

SAVE AND CLOSE

GO TO RECEIVINGRECEIPTS

88

SELECT UNORDERED

SELECT SUPPLIER NAME ANS CLOSE THE RECEIPT HEADER WINDOW

89

GIVE THE LINE DETAILS

SAVE NAD CLICK ON HEADER

90

THE RECEIPT NUMBER IS 12

CLOSE THIS WINDOW
GO TO RECEIVING TRANSACTION SUMMARY TO CHECK THE RECEIVING
TRANSACTION SUMMARY DETAILS

THE TRANSACTION TYPE IS UNORDERED RECEIPT, CLOSE THIS

NEXT STEP CREATE A PURCHASE ORDER AND MATCH IT WITH THIS
RECEIPT [12]
91

APPROVED IT AND CLOSE

GO TO RECEIVINGMATCH UNORDERED RECEIPTS

92

GIVE RECEIPT NUMBER [12] AND FIND IT

GIVE THE ORDER NUMBER [115], LINE AND SHIPMENT NUMBER THEN SAVE
AND CLOSE IT

93

SAY OK AND CLOSE IT

THEN GO TO RECEIVINGRECEIVING TRANSACTION SIMMARY
GIVE THE RECEIPT NUMBER AND CLICK ON FIND

CLOSE IT
GO TO RECEIVINGRECEIVING TRANSACTION
GIVE THE RECEIPT NUMBER AND FIND IT

94

SELSCT THE LINE BOX AND SAVE IT

GO TO RECEIVINGRECEIVING TRANSACTION SUMMARY
GIVE THE RECEIPT NUMBER AND FIND TI

CLOSE IT
LAB-8 PO RECEIPT CORRECTION

95

GIVE OPERATING UNIT AND RECEIPT NUMBER THEN FIND IT

GIVE THE NEGETIVE QUANTITY AND SAVE AND CLOSE

96

REQUERY THE RECEIPT NUMBER IN THE RECEIVING CORRECTION

GIVE THE NEGETIVE QUANTITY AND SAVE AND CLOSE IT

GO TO RECEIVING TRANSACTION SUMMARY TO CHACK THE RECEIVING
TRANSACTION SUMMARY DETAILS

CLOSE IT

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CHAPTER-6
AUTOCREATE
LAB-6.1 AUTOCREATE A STANDARD PURSHASE ORDER
CREATE A STANDARD PURCHASE ORDER USING AUTOCREATE
NREQUISITIONREQUISITIONS
APPROVE THE REQUISITION THEN CLOSE
GO TO NAUTOCREATE

GIVE OPERATING UNIT, AND REGUISITION NUMBER THEN CLICK ON FIND

98

SELECT LINE BOX AND CLICK ON AUTOMATIC

GIVE SUPPLIER NAME AND CLICK ON CREATE

99

CLICK ON APPROVE AND CLOSE IT

LAB-2: RETURN PURCHASE REQUISITION FROM AUTO CREATE
CREATE ONE REQUISITION AND APPROVE IT
GO TO NAUTOCREATE

100

GIVE OPERATING UNIT AND REQUISITION NUMBER AND CLICK ON FIND IT

SELECT LINE AND GO TO TOOLSRETURN REQUISION

GIVE REASON ANS CLICK ON OK AND CLOSE IT

101

CHAPTER-7
PROFESSIONAL BUYERS WORK CENTER
LAB-7.1 CREATE A STANDARD PURCHASEORDER USING BUYER WORK
CENTER
CREATE STANDARD PURCHASE REQUISITION
NREGUISITIONREQUITIONS
CREATE AND APPROVE THE REQUISITION AND CLOSE IT
GO TO THE NBUYER WORK CENTERREQUISITIONS

SELECT UNASSIGNED REQUISITIONS FOR VIEW AND OU- BAJAJ MFG HYD
THEN CLOCK ON GO

102

SELECT TRANSACTION LINE AND CLICK ON ADD

GIVE THE SUPPLIER NAME AND CLICK ON CREATE

103

RECIEW THE DETAILS AT HEADER, LINES, SCHEDULES AND DISTRIBUTIONS

TABS.
THEN CLICK ON SUBMIT

NOTE CONFIRMATION THAT STANDARD PURCHASE ORDER 117 HAS BEEN

SUBMITTED FOR APPROVAL

104

LAB-7.2 RETURN A PURCHASE REQUISITION USING BUYERS WORK CENTER

CREATE A PURCHASE REQUISITION AND APPROVE IT
GO TO BUYER WORK CENTERREQUISITION

SELECT THE
VIEW UNASSIGNED REQUISITION
OU BAJAJ MFG HYD
THEN CLICK ON GO

105

SELECT LINE AND CLICK ON RETURN

GIVE THE REASON AND CLICK ON APPLY

106

CLOSE THIS WINDOW

GO TO THE
NREQUISITIONREQUISITIONS SUMMARY

GIVE THE REQUISITION NUMBER AND FIND IT

107

THE APPROVAL STATUS IS RETURNED

CLOSE THIS

LAB-7.3 SPLIT PURCHASE REQUISITION USING BUYERS WORK CENTER

CREATE A PURCHASE REQUISITION AND APPROVE IT
GO TO THE
N: BUYER WORK CENTERREQUISITION

108

SELECT THE
VIEW UNASSIGNED REQUISITIONS
OU BAJAJ MFG HYD
THEN CLICK ON GO

SLLECT THE LINE AND CLICK ON SPILT

109

CONFIRMATION MESSAGE APPEARS FOR SPLITTING.

ENTER THE SPLITTED QUANTITY IN THE QTY FIELD.

110

THEN CLICK ON SAVE SPLIT

CONFIRMATION MESSAGE APPEARS.

CHECK THE LINE STATUS. THERE WILL BE TWO LINES.
SELECT THE TWO LINES AND CLICK ON ADD

111

GIVE THE SUPPLIER NAME AND CLICK ON CREATE

112

REVIEW DETAILS AT HEADER, LINES, SCHEULES AND DISTRIBUTION TAB.

CLICK ON SUBMIT

113

THE CONFIRMATION THAT STANDARD PURCHASE ORDER 118 HAS BEEN

SUBMITTED FOR APPROVAL CLOCE THIS WINDOW

114

LAB-7.4 CREATE A PURCHASE AGREEMENT USING BUYER WORK CENTER

CREATE BLANKET PURCHASE AGREEMENT

APPROVE AND CLOSE IT

GO TO THE
NBUYER WORK CENTERAGREEMENT

115

SLLECT BLANKET PURCHASE AGREEMENT FOR CREATE

116