Purchasing Training

Purchasing Training

Below you will find links to knowledgebase articles that a purchaser should be well versed in to do their job efficiently.  After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge transfer.     

Master Data / Grids
  1. Master Data Grids - understand master data grid functionality.
  2. Add a Supplier   - adding a Supplier to Sandbox
  3. Supplier Record Detail - understand the supplier features. 
  4. Product Record Detail - understand the product features.
  5. Event List Grids - understand the event grid list. 
Purchase Orders
  1. Procure to Pay Process - understand the general workflow for Sandbox Purchase Events
  2. Creating a Purchase Order - how to enter a purchase order, learn about the line item, and PO functionality. 
  3. Purchase Order from Sourced Work Order - creating a tied purchase order from a Work Order.
  4. Special Order PO from a Work Order - ordering special order product
  5. Inventory Replenishment - create purchase orders from ordering controls
  6. Receiving a Purchase Order - create a receipt for product that has been received from supplier.  
  7. Purchase Order Totals - understanding the totals section
  8. Landed Cost - understanding landed cost 

Only complete these task if you are NOT live on Sandbox!
Onboarding Interactive Review      
Practice what you have learned above by completing the following tasks in Sandbox.
  1. Add a new supplier
  2. Add a new stock product;
    1. set the supplier to the one created above
    2. set sales price to $10 and purchase price to $7
    3. set the UOM to EA/Each
    4. set the reorder point to 5 and the maximum quantity to 25  
  3. Create a purchase order for supplier and product above, and order 10
    1. Receive the Purchase Order
    2. Add $5 freight to the receipt
  4. Go to Inventory Replenishment and create a PO
    1. Enter your supplier in the search box
    2. Select the product you added above
    3. Increase the To Order amount by 5

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