Procurement Training

PROCUREMENT

&

INVENTORY

Prepared by:

Khaja Moinuddin Pasha

ERP Support Specialist - IT

Qassim Cement Company

Procurement Process

JDE document types

Purchase Requisition (OR)

Request for Quotation (OQ)

Purchase Orders (OP)

Purchase Order Receipts (GRN) (OV)

Voucher Match

Accounts Payables

Prerequisites

Item Details

Item Branch Plant setup

GL Accounts

Supplier Details

Other JDE Procurement and

Inventory setups

Logging to JDE

JDE Test environment :

http://jdeweb2:84/jde/E1Menu.maf

JDE Production Environment:


Logging to JDE

JDE Test environment :


JDE Production Environment:


Enter your USERID

Enter your

PASSWORD

Creating a Purchase Requisition

Go to Procurement and Sub Contract Menu Daily Processing Stock Based Purchasing

Requisition and Quote Order Management Enter Purchase Requisition

Purchase Requisition Screen

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1 Click on Find to display all the Purchase Requisition which are already created

2 Click on Add to create a new Purchase Requisition

Creating a new Purchase Requisition

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1 Enter the Branch Plant number or Press F2 to select from the branch plant list

2 Enter the Requestor Address book number or Press F2 to select from the address book list

3 Enter the Item Number or Press F2 to select from the Item list

4 Enter the Quantity required 5 Press OK to save the Purchase Requisition

6 JDE will auto generate the Purchase Order number with the document type OR (e.g. in this 11000001 - OR)

Generating a Quotation from a Purchase Requisition

Go to Procurement and Sub Contract Menu Daily Processing Stock Based Purchasing Requisition and Quote Order

Management Generating Quotes from Requisition

1. Enter the Purchase Requisition number and click on Find

2. Click on Select to open the Purchase Requisition


1. Enter the Purchase Requisition number and click on Find

2. Click on Select to open the Purchase Requisition

1. Click on OK on this screen and

2. Click on Close on the next screen


1. Click on OK on this screen to generate the Quotation, you will find the generated quotation number in the

next screen with the document type OQ

2. Click on Cancel on this screen for NOT generating the quotation

Quotations

Adding Supplier to Quotations

Printing Quotations

Entering Supplier Response

Printing Comparative Statement

Generating Purchase Orders

Thank you

Adding Suppliers to Quotations

1. Enter the Quote Order number and click on Find

2. click on Select to open the Quote Order


Management Enter Quote Orders

Printing Quotations



Go to Row Quote Supplier, the next screen will appear to add the supplier

to this quotation

Adding Suppliers to Quotations



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1 Enter the Requested date for the item to be supplied by the Supplier

2 Enter the Supplier address number or press F2 to select from the Supplier List

Repeat step 2 to add more suppliers

Printing Quotations


Management Print Quote Orders

Select one of the version from the list and click on Select from the menu, the next data selection screen will appear

And click on data selection on the next screen

Printing Quotations



Select one of the version from the list and click on Select from the menu, the next data selection screen will appear 1. Select the Document (order no) is equal to Literal and give the document no and click on the submit

2. Go to Actions Submit Jobs Forms submit jobs

3. select the job and Row View PDF

Viewing Printed Quotations



Adding Suppliers response to Quotations


Management Enter Quote Response

Generating Purchase Orders from Quotations


Management Generate PO from Quotations

Select the desired supplier and click on OK to generate the Purchase Order, the next screen shows the

generated purchase order number with the document type OP

Generating Purchase Orders from Quotations


Management Generate PO from Quotations

Creating Purchase Orders Manually

Go to Procurement and Sub Contract Menu Daily Processing Stock Based Purchasing Purchase Order Processing

Enter Purchase Order

Click on Add to create a new Purchase Order

Click on Find to List all the existing Purchase Orders

Creating Purchase Orders Manually


Enter Purchase Order

GOODS RECEIPT NOTE

(GRN)

GOODS Receipt Note


Receipts by PO

1. Enter the PO number and click Find to List all open Purchase Orders

2. Select the PO number from the list and click on select to enter the GRN details

GOODS Receipt Note


Receipts by PO

1. Type 1 to make the GRN

2. Enter the Quantity received

3. Click on OK to complete the GRN, the GRN number will

be displayed on the next screen

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GOODS Receipt Note


Receipts by PO

1. GRN number : 11000192 the document number for GRN is OV

VOUCHER MATCH

Creating a Voucher Matching with GRN

Go to Procurement and Sub Contract Menu Daily Processing Stock Based Purchasing Receipts Matching and Posting

Match Voucher to Open Receipt

1. Click on ADD to do the Voucher Match to the open Receipt (GRN)




1. Click on ADD to do the Voucher Match to the open Receipt (GRN)

1. Enter PO Number 2. Enter Supplier Number 3. Click on Form Receipt to Match two times

The next screen will appear




This screen will display the items received against the PO.

Select the item and click OK to go back to the previous screen




1. Gross Amount will show the total amount vouchered for the supplier against the PO

2. Records below will display all the breakup of the gross amount. Click OK to save the voucher.

11000036 is the voucher number

INVENTORY TRANSACTIONS

1. Issues (issuing material with in the Branch Plant for consumption)

2. Transfers (Transferring material from one Branch Plant to another Branch Plant)

3. Adjustments (Adjusting Inventor Balances – Quantity)

Inventory Transactions (ISSUES)

Go to Inventory Management Daily Processing Inventory Master Transactions ISSUES

1. Click on ADD to create a new Inventory Transaction for Issues

2. Use the next screen to record all the details for Inventory Issues

Inventory Transactions (ISSUES)

Go to Inventory Management Daily Processing Inventory Master Transactions ISSUES

1. Enter the Issuing Branch Plant number

2. Enter the G/L date for this transaction

3. Enter the explanation for this transaction

4. Enter the Issuing Item Code

5. Enter the Issuing Item Quantity

6. Enter the G/L account for Expense, Press F2 to select the account from the G/L account list

7. Click OK to save the transaction and note the document number, the document type is II

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Inventory Transactions (Transfer)

Go to Inventory Management Daily Processing Inventory Master Transactions Adjustments

1. Click on ADD to create a new Inventory Transaction for Transfers

2. Use the next screen to record all the details for Inventory Transfers

Inventory Transactions (Transfers)

Go to Inventory Management Daily Processing Inventory Master Transactions Transfers

1. Enter the G/L date for this transaction

2. Enter the explanation for this transaction

3. Enter the FROM Branch Plant (from where the material is going)

4. Enter TO Branch Plant (Material Receiving Branch Plant)

5. Enter the Item that is getting transferred in this transaction 6. Enter the Quantity

Click OK to save the transaction and note the document number, the document type is IT

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Inventory Transactions (Adjustments) Go to Inventory Management Daily Processing Inventory Master Transactions Adjustments

1. Click on ADD to create a new Inventory Transaction for Adjustments


Inventory Transactions (Adjustments) Go to Inventory Management Daily Processing Inventory Master Transactions Adjustments

1. Click on ADD to create a new Inventory Transaction for Adjustments


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1. Enter Branch Plant for this transaction

2. Enter the GL Date

3. Enter the Item Code

4. Enter the Quantity of the item to adjust the quantity

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Click OK to save the transaction and note the document number, the document type is IA

THANK YOU

Procurement Training

Documents

Transcript of Procurement Training