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TC-30014 : Manual MRP Purchase Order Creation in NetSuite
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Process Area : Procurement - PO, BPO, Req
Steps To Execute
Interface: Classic Role(s): Kimray - Buyer; Kimray - Purchasing Manager; Kimray - Outsourced Manufacturing Scheduler; 1. Navigate to Transactions > Purchases > Enter Purchase Orders. 2. Validate and/or select the Fusion Kimray - Purchase Order form in the ?Custom Form? field. 3. Select a Vendor in the 'Vendor' field. 4. If applicable, select a Purchase Contract in the 'Purchase Contract' field. - When a Purchase Contract is selected here, it will apply the correlated pricing for each item associated with the Purchase Contract. - Please note, you can also select a Purchase Contract per item in order to associated multiple Purchase Contracts to a Purchase Order. 5. Validate that the ?Date? is correct. 6. Select the correct ?PO Type?. - CapEx - MRO - Sample - Standard - Tooling - VMI 7. Validate the ?Subsidiary? is Kimray, Inc. 8. Select a Location in the 'Location' field. 9. If the Buyer information is incorrect, update the Employee record. - Buyer - Buyer Email - Buyer Phone # 10. Navigate to the 'Items' tab > Items subtab. 11. Enter and select the 'Item' desired to be purchased. 12. Enter the quantity you would like to purchase in the 'Quantity' field. 13. Validate the item 'Description', 'Rate', and 'Amount' defaulting for the item selected. - Update any if necessary. 14. Select a Purchase Contract in the 'Purchase Contract' field if applicable for the item. - Please note, the Purchase Contract will populated automatically if Active. 15. Select the Location 16. Validate the ?Ship-To Address? automatically populates correctly if applicable. - Enter Ship-To Address if needed. 17. Enter data accordingly for the requested custom fields: - PO Line Comments - Manufacturer Part Number (OEM) - Exclude for On-Time Delivery - Drawing # - Revision # - Expected Receipt Date - Tracking Information - PO Change Reason - Deviation # ***If a Deviation # is entered, add Deviation Paperwork to the Communications tab. * 18. Click the ?Add? button. - To add additional items re-follow steps 13 to 20. 19. Navigate to the Billing subtab. 20. Validate the ?Vendor Select? is defaulting correctly. 21. Validate the 'Vendor' field is populating correctly. 22. Validate and/or select the 'Terms'. - Terms will default from the Vendor record. 23. Navigate to the 'Relationships' subtab. 24. If new contact(s) needs to be entered, enter Contact(s) information: 'Contact Name', 'Job Title', 'Email', 'Main Phone', and 'Role'. Click Add. 25. Navigate to the Communication subtab. 26. Select the contact to be emailed in the Contacts field. Validate that the ?To-Be Emailed? checkbox is un-checked and the email address is correct. - The email user can enter more than one email. - The Email will automatically be sent to the Vendor upon Approval. 27. Add a File - To add a File, click the + icon in the Attach File column. - The File window will appear. - Click the + next to the Folder field. - The Document Folder window will appear. - Type the name of the folder in the 'Folder Name' field - Click 'Save'. - Click the 'Choose File' button. - Navigate your Files, select the file, and click Open. - Click 'Save'. 28. Navigate to the Comments tab. 29. Validate the ?Standard Comment? defaulted correctly and update if desired. 30. Validate that the ?PO Type Comment? defaults correctly and updated if desired. 31. Click ?Save?. 32. Validate the Ship-To Address in the Header correctly populated. - Sourced from line - If no line Ship-To Address, populates with Location address. 33. Validate that the Purchase Order is in Maestro.
Expected Results
1. User successfully navigates to the Purchase Order. 2. User selects the Fusion Kimray - Purchase Order form. 3. The Vendor is selected. 4. A Purchase Contract is selected if applicable. 5. The Date defaults correctly or is entered correctly. 6. The correct PO Type is selected. 7. The Subsidiary is validated. 8. The correct Location is selected. 9. The Buyer, Buyer Email, and Buyer Phone # is correct. 10. User navigates to the Items subtab. 11. The correct Item is entered/selected. 12. The Quantity is entered. 13. User validates and updates the item Description, Rate, and Amount. 14. A Purchase Contract is selected if applicable. 15. The Location is validated or selected. 16. The Ship-To Address populates correctly and the Dock/Loading Station is added. 17. The data for the custom fields is entered if applicable. 18. The Add button is clicked. - Steps 13 though 20 are done again for additional items. 19. The user navigates to the Billing subtab. 20. The Vendor Select is defaulting correctly or selected. 21. The Vendor address populates correctly. 22. The Term are selected and/or validated. 23. The user navigates to the Relationships subtab. 24. Contact(s) information is successfully entered. 25. The user navigates to the Communications subtab. 26. The To-Be Emailed checkbox is unchecked and the email address is correct. 27. User uploads a file. 28. The user navigates to the Comments tab. 29. The Standard Comment is validated and/or updated. 30. The PO Type Comment defaults correctly and is update accordingly if applicable. 31. The Purchase Order is saved. 32. Header Ship-To Address is validated. 33. The Purchase Order is in Maestro.