In this 30-minute session, you will learn:
1) How ERP Procurement goes beyond ordering purchased parts for manufacturing as it controls direct, indirect and service parts.
2) How vendor information is maintained and used by ERP to help you control cost and evaluate vendor performance.
3) How procurement works hand in hand with MRP to make sure parts are available when and in the proper quantities needed.
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ERP 101: Procurement - Link Your Vendors and Purchase Part via ERP
1. ERP 101
Purchasing and Vendor Control
David Bush
Senior Manufacturing Consultant,
Rootstock
2.
3. The ERP 101 Webinar Series
Date Topic
Aug 2, 2016 An Introduction to ERP for Manufacturing
Aug 16, 2016 Engineering â Learn how to create Part Master Records and Bills of Material
Aug 30, 2016 Engineering â Learn how Change Orders and/or Revisions ensures that ERP system data is
accurate and up-to-date
Oct 11, 2016 Shop Floor â Explore how ERP is used to create and maintain Work Centers, Routings and
Procedures
Nov 1, 2016 Shop Floor â See how scheduling the Shop Floor through ERP controls Labor and Machines
Nov 29, 2016 Procurement â Link your Vendors and Purchased Parts via ERP
Dec 13, 2016 MRP â Step through an overview of this vital ERP subset
TBA Work Orders â The starting point of manufacturing
TBA Inventory - Maintaining Accurate and Reliable Data
TBA Sales â See how you can link your Customers and Products via ERP
TBA Manufacturing Accounting â An overview using standard cost
TBA Manufacturing Accounting â An overview using weighted cost
4. Meet Our Speaker
David Bush
Senior Manufacturing Consultant,
Rootstock
âą 30+ years of manufacturing and MRP/ERP
systems experience
âą Previously at General Microcircuits,
Consona Corporation, Relevant Business
Systems, Inc
5. A Quick Recap
âą Last 4 Webinars focused on specific
manufacturing issues:
â Part Numbers and BOMs define material side
of production
â Engineering typically defines both part
numbers and BOMs
â Revision and/or ECOâs make sure demands
are based on current configurations
â Shop Floor Control focuses on the
manufacturing side of production
â Work Centers and processes defined as used
during manufacturing steps
â Part Routings provide means for ERP to do
Capacity Planning
6. Moving to Procurement
âą Procurement and Vendor Control support the
material side of manufacturing
â âProcurementâ is the act of purchasing parts for
production or other areas of the company
âą Three types:
â Direct Parts used to manufacture items
âą Coded as âPurchasedâ when created in Engineering
âą Planned by MRP
â Indirect Parts support manufacturing but not
called out on BOMs
âą Might include lubricants, gloves, other shop-floor
supplies or office supplies
â âService Itemsâ, often paid by the hour, such as
copy machine repairs
7. Managing Vendors in the ERP System
âą Vendor Control adds and maintains
vendor records
âą Item/Vendor records link specific parts
to specific vendors.
âą Historical Data provides means to do
vendor analysis
âą Links to Accounts Payable allows ERP
to handle 3-way matching to ensure
the timely and accurate payment of
invoices.
8. The Bigger Picture
MRP
Engine
Material
Demands
from Sales
Orders and
Work Orders
Purchased Item Master
used by planning
MRP creates
suggested
requisitions
Manual requisitions Manual POâs created
without requisitions
POs placed
with vendors
PO Receipts
bring material
to stores
Conversion
process turns
requisitions into
POs
9. Building the Procurement Database
âą Parts are entered into the Engineering Item Master, but,
when purchased, have unique information to be entered
and maintained. This calls for a Purchased Item Master
record.
âą Vendors require their own individual records to hold
information planners need to make good decisions.
âą When parts are purchased from a vendor or vendors,
unique information about the item/vendor relationship
needs to be maintained.
â Pricing
â Units of Measure
â Lead Times
â Vendor Part Numbers
Letâs take a closer look at Rootstock objects to see how the
ERP system maintains this information.
10. Components of the Procurement Database
The Procurement Database has three
components
âą The Vendor Master Records
âą The Purchase Item Master Records
âą The Item/Vendor Record
11. The Vendor Master
âą Hold specific data identifying each vendor including Vendor Number,
Contact info, Currency, PO template, etc.
âą Addresses are used to identify where invoices are paid and where items are
shipped from.
âą Historical information indicates item purchased from this vendor and recent
POs.
12. The Purchase Item Master
âą Holds data uniquely required for purchasing.
â Direct, Indirect and Service Items.
âą Generic information not tied to any specific Vendor.
âą Used by MRP to create accurate requisitions for direct items.
13. The Item/Vendor Record
The Item/Vendor record includes:
âą Vendorâs unique part number.
âą Vendorâs price
âą Vendorâs unit of measure
14. Creating Purchase Orders
âą Order Number unique to this PO, automatically generated.
âą When vendor selected has item/vendor record on hand, their unique data automatically copied to PO line.
âą Order Status lets buyer know exactly where the PO is. Has it been accepted by the vendor? Has it been received?
âą Line button allows new item/vendor records to be created on the fly.
âą Default information comes from several related records. Purchase Commodity Code, Vendor file, Item/Vendor record, etc., and can be overwritten as
needed.
Once the PO has been accepted by the Vendor, the receipt transaction can take place.
15. Performing the PO Receipt
âą Receipt Data defaults from PO (date, quantity, location)
âą May be overwritten as required (note quantity)
âą Receipt becomes document used by Accounts Payable for 3-way match process
âą Automatically updates PO line to reflect partial or full receipt.
We have taken a very high look at the procurement tools, but, hopefully, this has demonstrated
how ERP both collects data and then uses it to help buyers perform this task.
16. The Bigger Picture Revisited
MRP
Engine
Material
Demands
from Sales
Orders and
Work Orders
Purchased Item Master
used by planning
MRP creates
suggested
requisitions
Manual requisitions Manual POâs created
without requisitions
POs placed
with vendors
PO Receipts
bring material
to stores
Conversion
process turns
requisitions into
POs
17. Where Do We Go From Here?
Weâve covered the manufacturing (material and labor) sides of ERP, and, today, the
Procurement function. Hereâs what is coming:
âą MRP
â Gathers supply and demand information to determine quantities and timing of needed
material.
â Creates suggested requisitions and work orders to satisfy demands.
âą Work Orders.
â Typically created by MRP, work orders are SUPPLIES of manufactured items
(subassemblies and final assemblies) needed to satisfy customer requirements.
â Work Orders provide MRP and Capacity planning âdemandsâ on the system for materials
and shop floor capacity.
âą Order Entry
â Feeds the âdemandâ side of ERP
â Maintains customers, products, orders, etc.
âą Inventory
â Maintains current balances of direct material
â Provides means to issue material as needed to work orders and subcontract purchase
orders.
And much moreâŠ..
19. The ERP 101 Webinar Series
Date Topic
Aug 2, 2016 An Introduction to ERP for Manufacturing
Aug 16, 2016 Engineering â Learn how to create Part Master Records and Bills of Material
Aug 30, 2016 Engineering â Learn how Change Orders and/or Revisions ensures that ERP system data is
accurate and up-to-date
Oct 11, 2016 Shop Floor â Explore how ERP is used to create and maintain Work Centers, Routings and
Procedures
Nov 1, 2016 Shop Floor â See how scheduling the Shop Floor through ERP controls Labor and Machines
Nov 29, 2016 Procurement â Link your Vendors and Purchased Parts via ERP
Dec 13, 2016 MRP â Step through an overview of this vital ERP subset
TBA Work Orders â The starting point of manufacturing
TBA Inventory - Maintaining Accurate and Reliable Data
TBA Sales â See how you can link your Customers and Products via ERP
TBA Manufacturing Accounting â An overview using standard cost
TBA Manufacturing Accounting â An overview using weighted cost
Notas do Editor
INTRO SCRIPT:
Â
Good Morning everyone, and welcome to today's webinar sponsored by Rootstock SoftwareOur last topic was âShop Floor â See how scheduling the Shop Floor through ERP controls Labor and Machines.â
This is the sixth webinar in our ERP101 webinar series. Our topic today is âProcurement â Link your Vendors and Purchased Parts via ERP.â Moving on to some housekeeping.Before we get started, Iâd like to go over a few items so you know how to participate in todayâs event. We've taken a screen shot of an example of the Attendee interface. You should see something that looks like this on your own computer desktop in the upper-right corner.
Youâre listening-in using your computer's speaker system by default. If you prefer to join over the phone, just select âTelephoneâ in the Audio pane and the dial-in information will be displayed. All attendees will be on mute throughout the presentation. Youâll have the opportunity to submit text questions to todayâs presenter by typing your questions into the Questions pane of the control panel. You may send in your questions at any time during the presentation; we will collect these and address them during the Q&A session at the end of todayâs presentation.
Now weâll take a look at our upcoming schedule. Today we will be covering âProcurement â Link your Vendors and Purchased Parts via ERP.â The next webinar in the ERP 101 Webinar Series by Rootstock Software is scheduled for December 13th and will cover the topic âMRP â Step though an overview of this vital ERP subset.â Future webinar dates are to be announced.
ABOUT PRESENTER :I would now like to introduce our Presenter, David Bush, Senior Manufacturing Consultant at Rootstock Software.
David Bush has 30+ years of manufacturing and MRP/ERP systems experience. David was previously at General Microcircuits, Consona Corporation, and Relevant Business Systems.
David will now introduce us to our ERP 101 webinar âProcurement â Link your Vendors and Purchased Parts via ERP.â
Hi DavidâŠ
Add builds
Q&A SCRIPT:Thank you David, that was impressive!
Before we go to your questions, just a quick reminder this webinar will be posted on our website at www.rootstock.com. And of course after the webinar if you have any further inquiries, please email us at marketing@rootstock.com.
Weâll now answer questions submitted during todayâs presentation as well as take any new questions â And just a reminder, you can still submit questions through the Questions pane in your attendee control panel.
Our first question today isâŠ..
1. How does the ERP system know which vendor to use when MRP creates requisitions?
2. Can you purchase different types of items (f/e, direct and indirect) on the same purchase order?
3. What makes indirect items different from direct items?
Before we end todayâs webinar, Iâd like to present a brief look ahead at the upcoming topics in our ERP 101 Webinar series.
Today we covered âProcurement â Link your Vendors and Purchased Parts via ERP .â The next webinar in the ERP 101 Webinar Series by Rootstock Software is scheduled for December 13th and will cover the topic âMRP â Step though an overview of this vital ERP subset.â Future webinar dates are to be announced.
Thank you for joining us today. We look forward to seeing you at our next webinar.
Todayâs webinar is now over.