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User Manual Datatex


Purchase

Master Data Purchase

A - Create Business Partner (a Dairy of information of all data degrading companies / individuals who
doing business with you (can Customer/Supplier/Internal)

1. Go to Menu of Business Partner by any means, go directly that menu title or type initial in Search
bar press enter

2. Press NEW Button


 
User Manual Datatex

Purchase
3. Fill relevant data you have in field of all 03 Tabs Base Address Contact book
a. Origin of Information = Source, through which communication start (e.g. web, buying house,
market, etc.)
b. End Date = pre defined contract period mainly used for supplier
c. Substitute = if end date is valid this has to be fill, with whom do business after this of contract with
this business partner
d. Legal Name = legal name of business partner
e. Legal surname = legal surname of business partner
f. Short name = short description of business partner title
g. Search name = for easy to search
h. Group = belong to any group (e.g. Nike USA, Nike Europe, Nike Mideast is belong to Nike Inc.)
i. Is sundry ( doing business once)
j. Fiscal Type (business entity e.g. Private limited, Public Limited, Sole Proprietorship etc.)
k. In Address tab Country, Transport Zone, Communication detail & Contact book, Contact person detail in
company.

Look up will show data store in system regard that field

4. After filling all relevant data in specific field, then press Submit
5. Business define now user can define Either Customer or Supplier from Business Partner

B - Create Order Partner


 
User Manual Datatex

Purchase
1. Go to Menu of Order Partner (same procedure as for business Partner)
2. Press NEW Button

3. Select Order Partner Type = Supplier (is case of Purchase)


4. Press Next Button

5. Fill relevant data in field of each Tab & Buttons


 
User Manual Datatex

Purchase
6. Few field are better to put here will help to load in Order create (purchase/purchase). E.g. Inco-terms
(terms of Shipping/delivery/Payments), Credit Limit information, Order Values Limit. Group Specify,
Order Allowed, Block Allowed etc.
7. After filling all relevant data in specific field, then press Submit

C - Create Agents / Agent Group

1. Go to Menu of Agent (same procedure as for business Partner)


2. Press NEW Button
3. Fill all relevant data in fields of each tab.

4. Here Code of mandatory field, fill by user.


5. Rest of information almost like Business Partner.
6. After filling all relevant data in specific field, then press Submit


 
User Manual Datatex

Purchase
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C1 - Create Agent Group

1. After creating Agent can be create Agent Group


2. Go to Menu of Agent Group (same procedure as for business Partner)
3. Press NEW Button
4. First screen only requires Code and Name, as filled, press Agent Button

5. New screen will appears with one of NEW button. Press it

6. Select Agent from list by pressing Lookup button, than Submit

7. Process can continue up till complete list of Agents in Specific Agent Group. Than press final Submit


 
User Manual Datatex

Purchase

D–
Statistical
Group

1. Go to Menu of Statistical Group (same procedure as for business Partner) it’s used to define
Season (fall 09/Summer2009), Buy Month, etc.
2. Press NEW button. Fill relevant data.

3. Press Submit

Another query regarding master data. Can be asked through email shoaib.a@technology-concepts.com


 
User Manual Datatex

Purchase

Purchase to Stock

A - Create Purchase Requisition

6. Go Menu of Replenishment Requisitions


7. Press NEW Button
8. Selection Requisition Templates (General Purchase = 01)
9. Press Init Button
10. Selection Item Type (General Items = GI)
11. Select Item Group (0001)
12. Select Item Group Code (000001)
13. Fill Description (Long, Short, . .)
14. Unit of Measurement (un = units)
15. Insert Quantity
16. Press Submit Button, if more to add then Pres Submit & Add Button
17. New Requisition added in List with identifier number (000000000016)

B - 1st Level Approval (Managerial)

1. Go Menu of Replenishment Requisitions


2. Select required requisition identifier number (000000000016)
3. Go to ___Base___ Tab
4. On field of Approval Level select I Level Approval
5. Press Submit Button


 
User Manual Datatex

Purchase
C – Completion Level (by Purchasing Dept. Personnel)

1. Go Menu of Replenishment Requisitions


2. Select required requisition identifier number (000000000016)
3. Go to ___Base___ Tab
4. Tick the box Completed ;
5. Go to ___Order___ Tab
6. Fill Required Field like, Supplier, Destination Warehouse, Currency, Unit Price, etc.
7. Press Submit Button

D – Waiting for Release Level (by Purchasing Dept. Personnel)

1. Go Menu of Replenishment Requisitions Parameter


2. Select data as
a. In Replenishment Type select Purchase
b. In Next Release Level select Waiting for Release
3. Press Init Button, (can be use by more filter by selecting Item Type)
4. Press Submit Button
5. Select ; required requisition identifier number (000000000016) (here delivery date can be change)
6. Press Submit Button

E – Released Level

1. Go Menu of Replenishment Requisitions Parameter


2. Select data as
a. In Replenishment Type select Purchase
b. In Next Release Level select Released
3. Press Init Button, (can be use by more filter by selecting Item Type)
4. Press Submit Button
5. Select ; required requisition identifier number (000000000016) (here delivery date can be change)
6. Press Submit Button

F – Purchase Order

 
User Manual Datatex

Purchase
1. Go Menu of Purchase Order
2. Select required identifier number (000000000016).
3. Fill all related data in different ___Tab___
4. Press Line Button
5. Enter the fields line (define product to be purchased)
6. Press Submit Button
7. Press Submit Button for final submission

G – Purchase Order Print

1. Go Menu of Purchase Order


2. Select required identifier number (000000000016).
3. Press Print Button
4. Select Required Report Type
5. Press Submit Button
6. Output will in PDF format, can to print or email.

H – Create External Receiving Document

1. Go Menu of External Receiving Document


2. Press New Button
3. Select required Field in ___Base___ tab Document Identifier
a. Customer / Supplier (Customer)
b. Partner Code (000001) Style Textile Limited
c. Code (manual entry)
4. Select External Document Kind (001)Shipping Document
5. Fill required Field in ___Base2___ tab if available.
6. Press Submit Button


 
User Manual Datatex

Purchase

H – Receiving of Goods/ Material

7. Go Menu of Receipts Parameter (Advance)


8. Select required Order type (Purchase).
9. Press Init Button
10. Selection Header Range > Field Initial Header (can be using in different ways to filter the receipts of
material against any criteria).
a. Select Header Counter (PUR01)
b. Select Header (000000000016)

11. Press Submit Button


12. Purchase Order Line(s) appears.
13. Edit required field in line like
a. Line to be Explode
b. Primary Quantity
c. Real External Document & External Date
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User Manual Datatex

Purchase
d. Define Zone & Location (each Line)
14. Press Submit Button
15. Stock Transaction Header Created (shown in screen as submit button press)

I – Verify Quality Control

1. Go Menu of Verify and Quality Control from Receiving Doc.


2. Feed Customer/Supplier (Style Textile Limited), in ___Selection___ Tab
3. Selection Stock Transaction Range > Initial Stock Transaction (can be using in different ways to
filter the receipts of material against any criteria).
a. Select Transaction Number (000000000238)
b. Select Line Number (1) (by slection direct Line Transaction number automatically selected, give
give range by ticking ; the Display Final Stock Transaction)

4. Press Submit Button

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