Hands on Practice, Lesson 5: Purchasing

In this lesson, you will learn all about how to create, find, edit, print, receive, and delete Purchase Orders.  This lesson assumes that you have carefully read the Quick Start Guide, and Lessons 1-4.

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Creating Purchase Orders

Let's start by creating some purchase orders.

Complete the following scenarios:

  1. Create a new purchase order.  Purchase 30 of item "AAA" from "SupplierXYZ".  Show Me

  2. Create a new purchase order.  Purchase 50 of item "BBB" from "SupplierXYZ".  Show Me

  3. Create a purchase order by duplicating one that you previously created.  Show Me

Finding Purchase Orders

Now that you have created some purchase orders, let’s practice the various ways of finding them.

Complete the following scenarios:

  1. Use the Simple Search form to find the purchase order you just created by the Purchase Order Number.  Show Me

  2. Use the Simple Search form to find the purchase order you just created by the Purchase Order Date.  Show Me

  3. Use the Summary of Purchase Orders form to find one of the purchase orders you created by the Amount.  Show Me

  4. Use the Summary of Purchase Orders form to find one of the purchase orders you created by searching for the item "AAA".  Show Me

  5. Use the Purchase Order form to find all the purchase orders for "SupplierXYZ".  Show Me

Editing Purchase Orders

Complete the following scenarios:

  1. Edit the Quantity Ordered field of any purchase order so that it is double its original value.  Show Me

  2. Add another line item to an existing purchase order.  Show Me

Receiving Purchase Orders

Complete the following scenarios:

  1. Receive all line items on one of the purchase orders you created.  Show Me

  2. Receive just one line item on a purchase order that has multiple line items.  Show Me

Additional Purchase Order Functionality

Complete the following scenarios:

  1. Batch Receive multiple purchase orders.  Show Me

Printing Purchase Orders

Complete the following scenarios:

  1. Print a Summary of All Purchase Orders by using the Summary of Purchase Orders form.  Show Me

  2. Print a Standard Purchase Order report for one of the purchase orders you created.  Show Me

  3. Print a listing of all open purchase orders sorted by the purchase order date.  Show Me

Deleting Purchase Orders

Complete the following scenarios:

  1. Delete one of the purchase orders you created earlier.  Show Me

  2. Delete a line item from one of the purchase orders your created earlier.  Show Me

 

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ID: L1123