Grant Thornton Purchasing Exercise Workbook

Purchasing in Business World
Exercise Workbook
Business World

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Contents
Navigation ............................................................................................................. 4
Exercise 1.1 : Favourite Screens ...................................................................................................... 4
Supplier Requests .................................................................................................. 4
Exercise 2.1 : Create Draft Supplier Request Form .......................................................................... 4
Exercise 2.2 : Submit Supplier Request for approval ....................................................................... 4
Exercise 2.3 : Deal with a rejected Supplier Request ....................................................................... 4
Payment Requests ................................................................................................. 5
Exercise 3.1 : Create and submit a Payment Request Form ............................................................. 5
Exercise 3.2 : Deal with a rejected Payment Request ...................................................................... 5
Purchase Requisitions ............................................................................................ 5
Exercise 4.1 : Create a Draft Purchase Requisition for an Indirect Project........................................ 5
Exercise 4.2 : Add a new line to a draft Purchase Requisition, split the cost and submit for approval
....................................................................................................................................................... 6
Exercise 4.3 : Create a Purchase Requisition for an Indirect Project ................................................ 6
Exercise 4.4 : Create a Purchase Requisition for a Direct Project ..................................................... 7
Exercise 4.5 : Create a Purchase Requisition for a Direct Disembursement Project.......................... 7
Purchase Requisition Follow Up ............................................................................. 8
Exercise 5.1 : Dealing with Rejection ............................................................................................... 8
Exercise 5.2 : View Reports – Your Purchases ................................................................................. 8
Exercise 5.3 : View Reports – Purchase Order Details ...................................................................... 8
Exercise 5.4 : Goods Receipting ...................................................................................................... 8
Exercise 5.5 : View Reports – Purchase Order Details ...................................................................... 9

Purchase Requisitioning in Business World - Course Manual
Navigation
Exercise 1.1 : Favourite Screens
Navigate to the following screens and make them Favourites:
Navigate to Forms ® Forms ® New Supplier Request
Navigate to Forms ® Forms ® Payment Request Form
Navigate to Your employment ® Start Pages ® Purchasing
Navigate to Procurement ® Purchase Orders ® Goods Receipt
Navigate to Procurement ® Requisitions ® Enquiries ® Own Requisitions
Supplier Requests
Exercise 2.1 : Create Draft Supplier Request Form
Use the New Supplier Request form to request a new supplier (of your invention) be created.
Save it as a Draft and enter the Form ID below.
Form ID :
Close the screen.
Exercise 2.2 : Submit Supplier Request for approval
Open the New Supplier Request screen and then open the draft form you created.
Submit the form for approval.
Your trainer will reject the form (nothing personal…just so you can see a rejection task!).
Exercise 2.3 : Deal with a rejected Supplier Request
Open the Supplier Request – Initiator feedback task from your task list.
View the feedback given and take the appropriate action using the buttons at the bottom of the
screen (Accept Feedback or Resubmit Request).
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Purchase Requisitioning in Business World - Course Manual
Payment Requests
Exercise 3.1 : Create and submit a Payment Request Form
Use the Payment Request Form to request the payment of a donation to personal bequeaths for a
funeral.
Submit the form for approval and enter the Form ID below.
Form ID :
Close the screen.
Your trainer will reject the form.
Exercise 3.2 : Deal with a rejected Payment Request
Open the Payment Request Form Review task from your task list.
View the feedback given then complete the task.
Purchase Requisitions
Exercise 4.1 : Create a Draft Purchase Requisition for an Indirect Project
Use the Purchasing screen to request the purchase of training - use the information in the table
below to help you.
Purchase Request Name: Your initials – Indirect PR 1
Product:
Supplier:
External Training – IT
Centre of Coaching Excellence
Price 1500.00
Currency
VAT Receipt
Work order code
Tax code
GBP
Yes
Indirect work - Audit Gatwick
PG
Save the Purchase Requisition as Draft and enter the Transaction number below.
Transaction number:
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Purchase Requisitioning in Business World - Course Manual
Return to the Purchasing screen via the breadcrumb trail and check your draft Purchase Requisition
appears.
Exercise 4.2 : Add a new line to a draft Purchase Requisition, split the cost
and submit for approval
Open the draft Purchase Requisition from the previous exercise.
Create a second product row for the purchase of a courier, using the information below:
Product:
Supplier:
Internal Training
Centre of Coaching Excellence
Price 2000.00
Split the cost between the following Work Orders:
VAT Receipt? (for both)
Yes
1 st Work order (50%) Indirect work - Audit Gatwick
2 nd Work order (50%) Indirect work – Audit Specialists
Tax code (for both)
PG
Submit the Purchase Requisition for approval.
Return to the Purchasing screen via the breadcrumb trail and check your submitted Purchase
Requisition appears.
Exercise 4.3 : Create a Purchase Requisition for an Indirect Project
Use the Purchasing screen to request the purchase of a courier - use the information in the table
below to help you.
Purchase Request Name: Your initials – Indirect PR 2
Product:
Supplier:
Courier
FEDEX
Price 6000.00
Currency
Document
VAT Receipt
Work order code
GBP
Add a ‘Requisitiomn Internal Attachment’
Yes
Indirect work - Manchester - Hardman Square
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Purchase Requisitioning in Business World - Course Manual
Tax Code
PS
Submit the Purchase Requisition for approval and enter the Transaction number below.
Transaction number:
Return to the Purchasing screen via the breadcrumb trail and check your submitted Purchase
Requisition appears.
Exercise 4.4 : Create a Purchase Requisition for a Direct Project
Use the Purchasing screen to create a purchase requisition for professional costs - use the
information in the table below to help you.
Purchase Request Name: Your initials – Direct PR 1
Product:
Supplier:
Other Professional Costs
Linklaters
Quantity 1
Price 1500.00
Currency
VAT Receipt
Work order code
Tax Code
GBP
Yes
Financial Review - Armstrong
PS
Save the Purchase Requisition as Draft and enter the Transaction number below.
Transaction number:
Return to the Purchasing screen via the breadcrumb trail and check your submitted Purchase
Requisition appears.
Exercise 4.5 : Create a Purchase Requisition for a Direct Disembursement
Project
Use the Purchasing screen to create a purchase requisition for professional costs - use the
information in the table below to help you.
Purchase Request Name: Your initials – Direct PR 2
Product:
True Disbursements
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Purchase Requisitioning in Business World - Course Manual
Supplier:
Land Registry Commercial Service
Quantity 1
Price 1500.00
Currency
VAT Receipt
Work order code
Tax Code
GBP
Yes
Disbursements - Belly Up Productions Limited
Z0 (Zero)
Save the Purchase Requisition as Draft and enter the Transaction number below.
Transaction number:
Return to the Purchasing screen via the breadcrumb trail and check your submitted Purchase
Requisition appears.
Purchase Requisition Follow Up
Exercise 5.1 : Dealing with Rejection
One of your ‘Indirect Project’ Purchase Requisitions has been rejected.
View the rejection task and take the relevant action based on the workflow comment.
Exercise 5.2 : View Reports – Your Purchases
Use the Your Purchases screen to monitor the status of your Purchase Requisitions.
Have any of them become Purchase Orders? If so, enter the PO number in the box below:
Purchase Order number:
Exercise 5.3 : View Reports – Purchase Order Details
Open the Purchase Order Details screen and filter the report by the PO number noted above.
Has any of it been delivered (receipted) or invoiced?
Exercise 5.4 : Goods Receipting
Open the Goods Receipt screen and partially receipt the PO number noted above.
Save your receipt.
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Purchase Requisitioning in Business World - Course Manual
Exercise 5.5 : View Reports – Purchase Order Details
Open the Purchase Order Details screen and filter the report by the PO number noted above.
Has anything changed?
Use the Your Purchases screen to view the same PO. Has anything changed there?
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