Sap business-one-purchase-quotation
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Transcript of Sap business-one-purchase-quotation
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Long Business Systems, Inc. (LBSi)
Management Software Solutions
We help businesses manage for success
Cleveland – Columbus – Cincinnati - Pittsburgh
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Purchase Quotation
Agenda:
� Store multiple Preferred Vendors in item master
� Manual Purchase Quotation request
� Purchase Quotation Generation Wizard
� Purchase Quotation Comparison Report
� Online Purchase Quotations
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Authorizations
�Review user authorizations
� Purchasing – A/P
� Open Items List
Go to: Administration > Initial Settings > Authorizations> General Authorizations
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Document Settings
�Allow copying Vendor Reference No. to Target Doc.
� Copy vendor’s quote or reference number to Purchase Order
Go to: Administration > Initial Settings > Documents Settings > Per Document Tab
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Multiple Preferred Vendors
�Store multiple vendors per item
�Set default vendor
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Manual Purchase Quotation
� Create Purchase Quotation document
� Use Duplicate function for multiple vendor requests
� Requests tied together thru Group No.
Go to: Main Menu > Purchasing A-P > Purchase Quotation
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Purchase Quotation – Item Master
�Create purchase quotation from item master record
� Right click and select Create Purchase Quotation
� Purchase Quotation Generation Wizard window opens
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Purchase Quotation Generation Wizard
� Use the Generation Wizard to guide you thru the process
� Select the item(s) and quantities
� Select preferred vendors
� Preview results
� Create documents
� Review and send
Go to: Purchasing A-P > Purchase Quotation Generation Wizard
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Record Vendor Prices
� Update the Request for Quotation document with vendor prices
� Find the Purchase Quotation and update the following fields:
� Quoted Date
� Quoted Qty
� Unit Price
� Additional Notes
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Compare Purchase Quotation Results
� Review results in Purchase Quotation Comparison Report
� Right click and choose Purchase Quotation Comparison Report
from these windows to review specific records
� Purchase Quotation document
� Item master data record
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Purchase Comparison Report
� Access the Purchase Comparison Report
� Enter the desired selection criteria
� Click OK to run
� Review results
Go to: Main Menu > Purchasing A-P > Purchasing Reports > Purchase Quotation Comparison Report
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Create Purchase Order
� Create Purchase Order(s) from relevant Purchase Quotation document
� Use “Copy to” function to create your PO and link the documents
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Another view of results
� Use the Relationship Map to view results from vendor quotations
� Visual map of all related transactions from marketing documents
� View these relationships
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Online Purchase Quotations
� New feature for vendors to respond to RFQ’s on-line
� RFQ vendor website and integration available starting at 8.81 PL06
� Here is the concept behind the process
o Create an email message to vendor contact telling them a quote is ready for them at a website and the URL is provided.
o An SAP B1 internal Message and Alert is generated to let the user know a email was sent to the vendor
o Vendor goes to that site and the RFQ lines are there for them to update, QTY, Price, Currency, Delivery Date and comments hits OK to save the RFQ
o An SAP B1 Internal Message and Alert is generated to let the user know the RFQ has been updated by the vendor
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Thank you for taking time to participate in the SAP Business One User Group Meeting.
Please take a few minutes to respond to our survey and provide us with feedback and suggestions going forward.
o We are always looking for new clients to work with. And we would like
to find more clients and partners like you – companies that are
engaged, smart, and focused on their future.
o Can you help us out by referring LBSi to someone who could benefit
from our services?
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Next Meetings:
o Tuesday, Nov. 15, 2011
o Internal Reconciliations
o Tuesday, Dec. 13, 2011
o TBA – Give us your ideas
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Long Business Systems, Inc. (LBSi)
Cleveland – Columbus – Cincinnati – Toledo - Pittsburgh – Philadelphia - Indianapolis
Contact Information:
Vicki Smith
Senior Consultant
email: [email protected]
Phone: 440-846-8500 ext 22
www.lbsi.com