dynamicsaxtraining: Purchase business process

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Источник: http://www.dynamicsaxtraining.com/dy...siness-process
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In this Axapta Training Lesson we will understand purchase business process.

In the previous training lessons we create 2 items: Bottle and Can. No we will work with these items.

Before we start I ask you setup prices for these items:

• For Bottle we will setup purchase price to 5, cost price to 5 and sales price for 9
• For Can item we will setup purchase price to 7, cost price to 7 and sales price to 12.

To do this, perform following steps:

1. Go to Inventory management -> Item details -> select Bottle item->Price/Discount tab.
2. Under Base purchase price field group enter 5 in Price field.
3. Under Base cost price field group enter 5 in Price field.
4. And under Base sales price field group enter 9 in Price field.

Repeat the same sequence for Can item.

Let’s assume that our company needs 5,000 0.5 Green Bottles and 3,000 Standard Black Cans. Company purchase manager receives information (from company manager) to buy these items from “Big Bottle” vendor.

Purchase manager create new purchase order with 2 lines, call to vendor and agree order details (qty, delivery date, price etc).

Purchase manager enters agreed information to purchase order. Then Purchase manager should confirm the order details and print Confirmation document. This document is guarantee that our company and vendor have preconcert. Purchase manager sends Confirmation document to the supplier via fax or e-mail.

After that warehouse workers (on the “Big Bottle” company side) load truck with necessary items. Truck driver starts out.

Purchase manager will typically receive phone calls from truck driver asking for a delivery. The Purchase manager will ask the driver for any purchase order numbers listed on his paperwork and find appropriate purchase order in system.

The Purchase manager will use the warehouse management system to determine a time slot, dock door, and duration for the delivery. System will evaluate all the items on the purchase orders and determine what receiving door would result in the least travel time for putaway.

Purchase manager accept the desire dock door, date.

Purchase manager let the trucker know the dock door, date and time.

When the truck arrives at the gate, the security guard will log that truck is on site.

When the truck driver arrives at the warehouse office, the Purchase manager will physically collect the receiving paperwork from the truck driver.  The Purchase manager will access the purchase orders in Warehouse Management System (WMS) and compare the line item quantities on the trucker’s paperwork to the quantities displayed in WMS.  Any differences are entered into WMS.  (These totals should normally remain unchanged from the purchase order totals displayed, and usually will only vary when the supplier does not ship complete or, rarely, if there is a substitution.)

Once the expected quantities are entered, WMS will go through putaway routines to determine where to store each inbound pallet.  The locations will be printed on the pallet tags.

Once the Purchase manager is satisfied that ordered information matches the driver’s paperwork, the following documents are printed and given to the Receiving Manager:

• Pallet Tags, one for each pallet expected
• Lumper’s TI-HI report. Lumper is a non-employee hired by a truck driver to help unload a trailer. TI-HI report refers to the number of boxes/cartons stored on a layer, or tier, (the TI) and the number of layers high that these will be stacked on the pallet (the HI).
• Receiver. A document that listing each pallet expected (with qty).

The Receiving manager will physically examine the arriving goods, affix pallet tags, and validate quantities on the Receiver.

When finished, the Receiving manager will return the Receiver and any leftover labels to the Purchase manager.

The Purchase manager will stamp the driver’s paperwork and release him.

The Purchase manager will then open Warehouse Management System again, open the data entry function and enter any quantity adjustments, code dates, etc. noted on the Receiver and voids any leftover Pallet Tags.

In the warehouse the fork driver will move the pallets off the receiving dock and take them to the location printed on the pallet tag.  If for any reason he cannot put the product away, he will take the pallet to a special area sometimes called a twilight zone.  Inventory management personnel will handle the problem from there.

The security gate will log trucks off the site.

When items are received purchase manager post the Packing slip it means that items already in company warehouse (company property) and we could use these items.

In the last step purchase manager confirms that our company must pay to the “Big Bottle” company. For this purpose the Invoice document exists. Purchase manager receives invoice from “Big Bottle” Sales manager and post one. This process will create ledger transaction: Inventory account will be debited (increased), Accounts Payable will be credited (also increased). To understand financial transaction I recommend you this training.

One more step exist is payment process. But this process not belongs to purchase business process. Even more payment is out of Trade and Logistics scope. Payment will be studied in the Dynamics AX (Axapta) Financial training.

Training Lesson Summary

In this training lesson we have learn purchase business process. Let’s repeat the key person in this process: Purchase manager, Receiving manager, Truck driver and Forklift driver. The purchase order flow: Create, Confirm, Arrive, Register (PutAway), Packing slip (company property) and Invoice (must pay).

In the next training lessons we will learn how purchase process is implemented in Axapta. Also We understand that not all steps are implemented on adequate level.

Technorati Tags: Purchase workflow



Источник: http://www.dynamicsaxtraining.com/dy...siness-process