Overview Purchase Mantra. Mfg/Pro - Purchasing Agenda Overview of Purchase Module Road Map Schedule Activity List Study Methodology Modeling Training

Overview Purchase

Mantra

Mfg/Pro - Purchasing

Agenda

Overview of Purchase Module Road Map Schedule Activity List Study Methodology Modeling Training (Contd…)


CRP Go-Live Master and Control Files


Definition A Purchase Order is a contract with an outside

supplier to purchase an amount of a particular product at a known price, due to be delivered on a specified date.


Types of Purchase Purchase Requisition

Requisition Maintenance Requisition Approval

Blanket Orders Creating Blank Orders

Supplier Schedules


Purchase Requisition It is the first step of purchasing cycle. A Purchase Order (PO) is made with reference to

the authorized Purchase Requisition


Blanket Orders Blanket Order are used as a template to create a

purchase order. Blanket orders will not have any specific delivery

dates. When a Blanket order is released the resulting will be

purchase order.


Supplier Schedules Supplier Schedule is an agreement with a supplier

that guarantees a specified order level. Supplier schedule specify dates and even hours of

the delivery for the near term and supplier about the long term plans.


Flow of Purchasing

Requisition

Blanket Order

Purchase Order A


Flow of Purchasing (Contd…)

PurchaseReceipt

A Invoice

PurchaseReturn

Supplier Schedules

Finance AP/AR/GL

Inventory

Mfg/Pro - PurchasingRoad Map

Study Modeling Customization

Data Identification/Preparation

CRPTraining Go-Live

Data validation Data charging

Initiation

02/12/02

07/01/03

08/01/03

18/01/03

10/ 01/03

01/02/03

20/12/02

16/01/03

16/01/03 to

20/01/03

03/02/03 to

04/02/03

05/02/03

10/ 01/03

10/01/03

Mfg/Pro - PurchasingActivity List

The activities which are done on day to day basis. Based on the activity list the day wise schedule will

be prepared for study of the existing process of each unit.


Study Methodology Study of the existing process will be in detail. By

interviewing the process champions of each unit of their existing business activities. This is called as AS-IS Process Study.

The study will involve the questions related to the business process , the documents flow from one department to another department and also the documents going outside the factory.

To display the reports generated from current existing system on daily/monthly basis.

Study will be documented.


Modeling

Modeling will be done by mapping the business process activities to the existing Mfg/Pro System.

Reports which are generated from the existing system will also be mapped to the Mfg/Pro system.

During Modeling relevant data’s will be collected like Item Master, Supplier Master etc….

Mfg/Pro – Purchasing

Modeling (Contd….) The model in Mfg/Pro will be discussed with process

owners. In the discussion the process owners will come to know about the model in the New Scenario.


Training General Training will be conducted on purchase

model as well as related masters and control files after modeling.

At the time of training exercises will be given to familiarize the users in Purchase model


CRP After modeling there will be one round of Acceptance

testing from the users. This is called Conference Room Pilot (CRP).

If any changes in the model the same will be incorporated at this stage.


Go-Live Pre-Migration Activity

All the data like open orders, stock has to be migrated to the new system.


Masters & Control Files


Control Files System/Account Control File Purchase Control File Inventory Control File


Masters Inventory Status Code Maintenance Product Line Maintenance Item Master Site Master Location Master Supplier Master


Questions?

Thank You

Documents

Overview Purchase Mantra. Mfg/Pro - Purchasing Agenda Overview of Purchase Module Road Map Schedule Activity List Study Methodology Modeling Training