PROCUREMENT & INVENTORY

Prepared by:

Khaja Moinuddin Pasha ERP Support Specialist - IT Qassim Cement Company

Procurement Process
JDE document types

Purchase Requisition
Request for Quotation

(OR)
(OQ)

Purchase Orders
Purchase Order Receipts (GRN)

(OP)
(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: http://jdeweb2:85/jde/E1Menu.maf

Logging to JDE
JDE Test environment : http://jdeweb2:84/jde/E1Menu.maf

JDE Production Environment: http://jdeweb2:85/jde/E1Menu.maf

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

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

5 6 2 1

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

Generating a Quotation from a Purchase Requisition

1. Enter the Purchase Requisition number and click on Find 1. Click on OK on this screen and 2. Click on Select to open the Purchase Requisition 2. Click on Close on the next screen

Generating a Quotation from a Purchase Requisition

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

Generating a Quotation from a Purchase Requisition

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

Thank you

Quotations
Adding Supplier to Quotations

Printing Quotations
Entering Supplier Response Printing Comparative Statement Generating Purchase Orders

Adding Suppliers to Quotations

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

1. Enter the Quote Order number and click on Find 2. click on Select to open the Quote Order

Adding Suppliers to Quotations

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

1. Enter the Quote Order number and click on Find 2. click on Select to open the Quote Order

Printing Quotations
Go to Procurement and Sub Contract Menu Daily Processing Stock Based Purchasing Requisition and Quote Order Management Enter Quote Orders

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

Adding Suppliers to Quotations

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

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

1. Select of Document from no) is and click on Select give the menu, the next data selection screen Select onethethe version (orderthe listequal to Literal and from the document no and click on the submit will appear 2. 3. Go to Actions Submit Jobs Forms submit jobs select the job and Row View PDF

Viewing Printed Quotations

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

Adding Suppliers response to Quotations

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

Adding Suppliers response to Quotations

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

Generating Purchase Orders from Quotations

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

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

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

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

GOODS RECEIPT NOTE

(GRN)

GOODS Receipt Note

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

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

GOODS Receipt Note

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

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. Enter PO Number 2. Enter Supplier Number 3. Click on Form Receipt to Match two times The next screen will appear

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

This screen will display the items received against the PO. Select the item and click OK to go back to the previous screen

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. 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. 2. 3. Issues (issuing material with in the Branch Plant for consumption) Transfers (Transferring material from one Branch Plant to another Branch Plant) 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 2 3

4
1. 2. 3. 4. 5.

Enter the Issuing Branch Plant number Enter the G/L date for this transaction Enter the explanation for this transaction Enter the Issuing Item Code Enter the Issuing Item Quantity

6.
7.

Enter the G/L account for Expense, Press F2 to select the account from the G/L account list
Click OK to save the transaction and note the document number, the document type is II

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 3

2 4

5
1. 2. 3. Enter the G/L date for this transaction Enter the explanation for this transaction

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

4.
5.

Enter TO Branch Plant (Material Receiving Branch Plant)

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

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

Inventory Transactions (Adjustments)

Go to Inventory Management Daily Processing Inventory Master Transactions Adjustments

3
1. 2. 3. Enter Branch Plant 1. this transaction for Click on ADD Enter the GL Date

4 to create a new Inventory Transaction for Adjustments

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

Enter the Item Code

4.
5.

Enter the Quantity of the item to adjust the quantity

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

THANK YOU