1. Create CO with Mult QL & RFQ Supply Create a Customer Order Header

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 1/52

1. Create CO with Mult QL & RFQ Supply...1

1.1. Create a Customer Order Header...1

1.2. Customer Order Lines - Add Order Line ...2

1.2.1. Enter order lines...2

1.2.2. Enter rental order lines...3

1.3. Add Customer Order Line Document Text (Optional)...4

1.4. Add Customer Order Charges (Optional) ...5

1.5. Change Customer Order Delivery Address (Optional)...5

1.5.1. Update Delivery Address ID...5

1.5.2. Add Single Occurence Address Information ...6

1.6. Change Customer Order Line Delivery Address (Optional)...7

1.6.1. Change Address D...7

1.6.2. Use Single Occurence Address ...8

1.7. Customer Order - QA Notes ...10

1.8. Attach New Document to Customer Order ...11

1.9. New Project from Template ...14

1.10. Project - Approve and Release ...28

1.11. Project Connection on Customer Order Lines ...31

1.12. Perform Project MRP per Project...33

1.13. Convert Project Purchase Requisition to Request for Quotation ...35

1.14. Project RFQ Release & Communicate ...38

1.15. Enter Supplier Prices for Quotation ...44

1.16. Approve Order Quotation...45

1.17. Cancel Request for Agreement Line...46

1.18. Revoke Order Quotation Approval...47

1.19. Create Purchase Order from Order Quotation...47

1.20. Access Purchase Order from Order Quotation ...48

1.21. Attach New Document to Purchase Order...49

1. Create CO with Mult QL & RFQ Supply

1.1. Create a Customer Order Header

1. Click on the tool strip item New. You may also press F5.

2. Click on the data field Customer. - Enter your customer number or search from the list of values 3. Click on the data field Wanted Delivery Date/Time. - Enter your customers wanted delivery date, or

select your date from the calendar

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1. Order Type is set at the customer record. If needed you can change to an Order type other than the default for the customer. IE; RO = Rental Order

1. Customer Reference is who you wish to communicate the order confirmation to. It can have a default value or you can select others from the list of values.

1. Click on the data field Customer's PO No. - Enter your customers PO Number 2. Click on the tool strip item Save. You may also press Ctrl + S or F12.

1.2. Customer Order Lines - Add Order Line

When entering customer order lines you can enter part numbers that you are going to sell or a part number you are going to rent. The subchapters below, show you these options and you will need to follow the steps

according to the type of line you want to create. If your customer is ordering a Rental line and Non Rental line, you need to create two seperate Customer Orders.

1.2.1. Enter order lines

If a price list is loaded, pricing will be populated. You can override this price if needed. If no price list is loaded, enter your sales price.

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1. Create a new line

2. Click on the sales part column. - Enter the sales part number or click from the list of values.

3. Click on the column Sales Qty. - Enter Sales Qty.

4. Click on the column Price/Curr. - Enter Price/Curr.

5. If needed, change the supply code for this order line.

6. If your selected supply code is for an internal or external purchase the system will populate the supplier for that item. This can be changed if needed.

Note: Price freeze box is defaulted. If quantity changes are made and you have customer agreements that have quantity price breaks, you will need to uncheck price freeze box. Right click on line and select Recalculate price/currency.

1. If the customer requires their PO Line Number as a reference, add it here.

Click on the tool strip item Save.

You may also press Ctrl + S or F12.

1.2.2. Enter rental order lines.

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11/4/2021 4/52 6. Click on the tool strip item Save. You may also press Ctrl + S or F12.

1.3. Add Customer Order Line Document Text (Optional)

1. Right click on the line

2. Click on the menu item Document Text....

Create a new line

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1. Click on the column Output Type. - Enter the output type or seach in the list of values

2. Click on the column Document Text/Phrase Text. Enter the text you want to print in the document or select the predifined text in the list of values

3. Click on the button Save.

4. Click on the button Close.

1.4. Add Customer Order Charges (Optional)

1. Create a new Line.

2. Click on the column Charge Type. - Enter the charge type or select from the list of values.

3. Click on the column Charge Qty. - Enter the charge quantity.

4. Click on the column Charge Price/Curr. - Enter Charge Price/Curr.

5. Click on the tool strip item Save. You may also press Ctrl + S or F12.

1.5. Change Customer Order Delivery Address (Optional)

There are two ways to update delivery address. The first option is to use an already registered address. In this situation we are going to change the address ID in the header of the customer order. The second option is when no address ID is created for the address where you want the order to be delivered, and at this point this is a one time delivery. We don't know if another delivery will be needed in the future. In this situation we will want to use the single occurance option. The following subchapters will show you both options and you will need to choose the one that applies to your specific scenario.

1.5.1. Update Delivery Address ID

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1. Click on the data field Delivery Address. - Enter the delivery address ID or search from the list of values

1.5.2. Add Single Occurence Address Information

1. Click on the checkbox field Single Occurrence.

2. Click on the push button .

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 7/52 1. Enter the address details for the one time occurence. -

2. Click on the button OK.

1.6. Change Customer Order Line Delivery Address (Optional)

There are two ways to update delivery address. The first option is to use an already registered address. In this situation we are going to change the address ID in the line of the customer order. The second option is when no address ID is created for the address where you want the order to be delivered, and at this point this is a one time delivery. We don't know if another delivery will be needed in the future. In this situation we will want to use the single occurance option. The following subchapters will show you both options and you will need to choose the one that applies to your specific scenario.

1.6.1. Change Address D

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1.6.2. Use Single Occurence Address

1. Right click on the line that address needs to be changed.

2. Click on the menu item Order Line Details.

3. Click on the menu item Order Line Address....

1. Click on the checkbox field Default Info.

2. Click on the checkbox field Single Occurrence.

3. Click on the push button .

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1. Enter the single occurence address. - 2. Click on the button OK.

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1.7. Customer Order - QA Notes

1. Navigate to Sales, Order, Customer Order.

2. Click on the tool strip item Search. You may also press F3.

1. Click on the link Show all fields.

2. Click on the field Customer Name. - Enter Customer Name.

3. Click on the field Site. - Enter Site.

4. Click on the command button Search.

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1. Click on the banner Customer Order - S100333.

2. Click on any row in any cell.

1. Click on the multiline field QA Notes. - Enter QA Notes.

1.8. Attach New Document to Customer Order

 Navigate to Sales, Order, Customer Order.

 Click on the tool strip item Search. You may also press F3.

 Confirm Search Parameters are Correct.

Click on the command button Search.

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 Click on the ribbon item (1) Attachments.

 Click on the link Documents.

Click on the command button New.

Click on the three dots.

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 Search for the document class.

 Click on any row in the list column Doc Class.

 Click on the button OK.

Click on the button Browse.

Select file needed, Click on the button Open.

You may also press Alt+O.

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11/4/2021 14/52 Click on the command button Create.

1.9. New Project from Template

Navigate to Project Management, Plan and Execute, Project Navigator.

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 Right click on the tree list .

 Click on the menu item Create New Project....

1. Click on the data field Project Name. - Enter your project name..

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11/4/2021 16/52 1. Click on the data field Program ID.

2. Click on the button List....

1. Click on any row header.

2. Click on the push button OK.

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1. Click on the data field Category 1.

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11/4/2021 18/52 Click on the button Next.

1. Click on the data field Customer ID.

Click on the push button Search....

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 Click on the field Name. - Enter Name.

 Click on the command button Search.

 Click on any row header.

 Click on the push button OK.

Click on the button Next.

Material Allocation defaults to Within Project which is recommended. Selection reserves the material specific for the Project.

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11/4/2021 20/52 Click on the checkbox field Project Unique

Procurement.

Click on the button Next >.

Select any teams that need access to the project here. A Project Team is a predefined basic data that requires administrative access for edit/addition.

1. Select the drop down box.

2. Make your selection.

IFS will start with the default team selected, so skip this step if you do not wish to add more teams.

You must add your site as a minimum; also add any other site needing access to the project. Access is full or

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 21/52 none.

Click on the grid header.

Click on the column Site.

Click on the button List....

Click on any row header.

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11/4/2021 22/52 Click on the push button OK.

It is recommended to check all 3 options. A default site must be checked. The other checkboxes allows the use of inventory and allows Project to perform automatic transfer of material. Manual transfer must be performed otherwise within the system.

1. Click on the checkbox column Default Site.

2. Click on the checkbox column Use Std Inventory in Project MRP/Project MS.

3. Click on the checkbox column Automatic Transfer from Standard Inventory.

OPTIONAL STEP. Add any milestones if applicable, otherwise finish setup.

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 23/52 Click on the button Finish.

You may stop here and click Next, or you may copy from a Project Template or a previously used project by following the next steps.

Click on the data field Project ID.

Click on the button List....

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11/4/2021 24/52 Click on the push button OK.

It is recommended to start TODAY.

1. Double click on the data field Earliest Activity Start Date.

2. Click on the button Today.

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 25/52 Click on the button Finish.

Click on the button OK.

1. Right-click on the tree at your Project level.

2. Click on the menu item Status.

3. Click on the menu item Approve.

Links project to finance for postings.

Click on the data field Project Group.

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11/4/2021 26/52 Click on the command button List....

Click on the push button OK.

Click on the command button OK.

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 27/52 Click and expand the node on the tree at the project

level.

Select the Activity to Release

Click on the menu item Status.

Click on the menu item Release.

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11/4/2021 28/52 Click on the button Yes.

Repeat for all Activities in your Project.

1.10.Project - Approve and Release

1. Navigate to Project Management, Plan and Execute, Project Navigator.

1. Click on the field Project Name. - Enter Project Name.

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 29/52 Right click on the tree item Project Node (black error

pointing to the sub project).

Click on the menu item Status.

Click on the menu item Approve.

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11/4/2021 30/52 2. Click on the command button List.

Click on the command button OK.

1. Click on expand the node click on the node to expand (the arrow beside the sub project).

2. Right click on the activity level 3. Click on the menu item Release.

Repeat these steps to release every activity under the project tree.

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 31/52 Click on the button Yes.

1.11.Project Connection on Customer Order Lines

Navigate to Sales, Order, Customer Order.

2. Click on the field Order No. - Enter Order No.

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11/4/2021 32/52 1. Right click on any row header.

2. Click on the menu item Project Connection.

3. Click on the menu item Connect to Activity....

1. Click on the data field Activity ID.

2. Click on the command button List....

1. Click on any column in any row.

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1. Click on the command button OK.

Repeat these steps for every line that is applicable.

1.12.Perform Project MRP per Project

Project MRP (Material Requirements Planning) is used to perform project material requirements planning. The application creates project MRP planned orders and offers suggestions for planning orders for optimal

manufacturing, considering material availability.

Navigate to Project Management, Plan and Execute, Project Navigator.

Click on the tool strip item Search.

You may also press F3.

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11/4/2021 34/52 1. Click on the field Project ID. - Enter Project ID.

Click on the command button Search.

Right click on the tree at the Project level

Click on the menu item Perform Project MRP.

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 35/52 Click on the menu item Per Project....

1.13.Convert Project Purchase Requisition to Request for Quotation

1. Click on the field Project ID. - Enter Project ID.

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11/4/2021 36/52 Click on the banner Project Navigator - Exelon

Clinton.

Click on any row in the list column Project ID.

Click on expand the node 01 AWARD.

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1. Click on the appropriate activity.

2. Click on the tab Supply.

3. Click on the tab Pur Req Lines.

4. Right click on any row header.

5. Click on the menu item Release.

Right click on any row header.

Click on the menu item Requisition to Request....

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11/4/2021 38/52 1. Double click on the data field Latest Reply Date.

2. Click on any day in the calendar box.

Click on the button Create New.

1.14.Project RFQ Release & Communicate

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1. Right click on any row header.

2. Click on the menu item Request....

1. Click on the data field Delivery Terms.

2. Click on the tool strip item List of Values.... You may also press F8.

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11/4/2021 40/52 1. Click on any row in the column Delivery Terms.

1. Click on the data field Ship-Via Code.

2. Click on the tool strip item List of Values.... You may also press F8.

1. Click on any row in the column Ship-Via Code.

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 41/52 Click on the tool strip item Save.

1. Click on the tab Suppliers.

2. Click on the grid header.

Click on the column Supplier.

Click on the tool strip item List of Values....

You may also press F8.

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11/4/2021 42/52 Click on the push button Search....

1. Click on the field Name. - Enter Name.

1. Click on any row in the column Supplier Id.

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 43/52 Click on the tool strip item Save.

1. Right click on the background of the form.

2. Click on the menu item Release.

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11/4/2021 44/52 1. Right click on any row header.

2. Click on the menu item Print Request....

When using the print option to communicate the RFQ you have the ability to change the defaulted email address. This option is used when an email address is not set up at the Supplier level. (Due to the layout of the email you will want to send a copy to yourself to preview before sending to Supplier).

1. Click on the checkbox Send E-Mail to.

2. Click on the field Address.

3. Click on the command button OK.

1.15.Enter Supplier Prices for Quotation

If the terms and conditions that the supplier send are different than what was requested. Update these values in quotation.

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1. Click on the column Price/Curr. - Enter Price/Curr.

2. Click on the column Promised Delivery Date. - Enter Promised Delivery Date.

1.16.Approve Order Quotation

1. Select the line(s) that you want to approve.

2. Right click on the line(s).

3. Click on the menu item Approve.

1. Click on the button Yes.

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1. You can create the purchase order immediately or create it later. Select yes or no depending on what you want.

1. You can send a rejection letter if you want to. Click yes or no to perfrom your request.

1. If you selected yes in the previous step, you will see this message. Click on the OK button.

1.17.Cancel Request for Agreement Line

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1. Right click on the line row header of the line you wish to cancel.

2. Click on the menu item Cancel Line.

1.18.Revoke Order Quotation Approval

1. Select the line(s)

2. Right click on the line(s) for revoking.

3. Click on the menu item Revoke Approval.

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11/4/2021 48/52 1. Select the line(s) you want to create the Purchase Order(s) for.

2. Right click on the line(s).

3. Click on the menu item Create Purchase Order....

1. Click on the button Create New.

1.20.Access Purchase Order from Order Quotation

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1. Select the line(s) that you want to access the Purchase Order.

2. Right Click on the Line(s).

3. Click on the menu item Purchase Order....

1.21.Attach New Document to Purchase Order

1. Navigate to Procurement, Order, Purchase Order.

1. Click on the field Order No. - Enter Order No.

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11/4/2021 50/52 1. Click on the ribbon item Attachments.

2. Click on the link Documents.

3. Click on the command button New.

Click on the three dots.

1. Click on the link Get All.

2. Click on any row in the list column Doc Class.

Click on the button Browse.

Select your file.

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Consolidated Pipe & Supply Company, Inc. Regan November 4, 2021 PRJ-B002 Create CO with Mult QL & RFQ Supply 51/52 Click on the button Open.

You may also press Alt+O.

Click on the command button Create.

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