Long Business Systems, Inc. (LBSi)

Management Software Solutions

We help businesses manage for success

Cleveland – Columbus – Cincinnati - Pittsburgh

Purchase Quotation

Agenda:

� Store multiple Preferred Vendors in item master

� Manual Purchase Quotation request

� Purchase Quotation Generation Wizard

� Purchase Quotation Comparison Report

� Online Purchase Quotations

Authorizations

�Review user authorizations

� Purchasing – A/P

� Open Items List

Go to: Administration > Initial Settings > Authorizations> General Authorizations

Document Settings

�Allow copying Vendor Reference No. to Target Doc.

� Copy vendor’s quote or reference number to Purchase Order

Go to: Administration > Initial Settings > Documents Settings > Per Document Tab

Multiple Preferred Vendors

�Store multiple vendors per item

�Set default vendor

Manual Purchase Quotation

� Create Purchase Quotation document

� Use Duplicate function for multiple vendor requests

� Requests tied together thru Group No.

Go to: Main Menu > Purchasing A-P > Purchase Quotation

Purchase Quotation – Item Master

�Create purchase quotation from item master record

� Right click and select Create Purchase Quotation

� Purchase Quotation Generation Wizard window opens

Purchase Quotation Generation Wizard

� Use the Generation Wizard to guide you thru the process

� Select the item(s) and quantities

� Select preferred vendors

� Preview results

� Create documents

� Review and send

Go to: Purchasing A-P > Purchase Quotation Generation Wizard

Record Vendor Prices

� Update the Request for Quotation document with vendor prices

� Find the Purchase Quotation and update the following fields:

� Quoted Date

� Quoted Qty

� Unit Price

� Additional Notes

Compare Purchase Quotation Results

� Review results in Purchase Quotation Comparison Report

� Right click and choose Purchase Quotation Comparison Report

from these windows to review specific records

� Purchase Quotation document

� Item master data record

Purchase Comparison Report

� Access the Purchase Comparison Report

� Enter the desired selection criteria

� Click OK to run

� Review results

Go to: Main Menu > Purchasing A-P > Purchasing Reports > Purchase Quotation Comparison Report

Create Purchase Order

� Create Purchase Order(s) from relevant Purchase Quotation document

� Use “Copy to” function to create your PO and link the documents

Another view of results

� Use the Relationship Map to view results from vendor quotations

� Visual map of all related transactions from marketing documents

� View these relationships

Online Purchase Quotations

� New feature for vendors to respond to RFQ’s on-line

� RFQ vendor website and integration available starting at 8.81 PL06

� Here is the concept behind the process

o Create an email message to vendor contact telling them a quote is ready for them at a website and the URL is provided.

o An SAP B1 internal Message and Alert is generated to let the user know a email was sent to the vendor

o Vendor goes to that site and the RFQ lines are there for them to update, QTY, Price, Currency, Delivery Date and comments hits OK to save the RFQ

o An SAP B1 Internal Message and Alert is generated to let the user know the RFQ has been updated by the vendor

Thank you for taking time to participate in the SAP Business One User Group Meeting.

Please take a few minutes to respond to our survey and provide us with feedback and suggestions going forward.

o We are always looking for new clients to work with. And we would like

to find more clients and partners like you – companies that are

engaged, smart, and focused on their future.

o Can you help us out by referring LBSi to someone who could benefit

from our services?

Next Meetings:

o Tuesday, Nov. 15, 2011

o Internal Reconciliations

o Tuesday, Dec. 13, 2011

o TBA – Give us your ideas

Long Business Systems, Inc. (LBSi)

Cleveland – Columbus – Cincinnati – Toledo - Pittsburgh – Philadelphia - Indianapolis

Contact Information:

Vicki Smith

Senior Consultant

email: vicki@lbsi.com

Phone: 440-846-8500 ext 22

www.lbsi.com