Practices for Lesson 6:

Procurement of Configured
Items
Overview

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Practices for Lesson 6: Procurement of Configured Items EDAG0006.DOCX

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Practices for Lesson 6
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Practices Overview
In these practices, you will …

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Demonstration 6-1: Create a Blanket Purchase Agreement
Overview
In this demonstration, you will designate supplier-purchasable model components and create a
blanket purchase agreement that can be used to price configurations that are bought from
suppliers. This agreement will include various pricing structures that are supported for
purchased configurations, such as model-specific pricing and negative prices to reflect
discounts. Start as the student.

Prerequisites
 If you're running only one environment in the classroom, then you can perform steps 1-
14 of the demonstration, and the trainees can perform the rest of the demonstration on
their own.
 Supplier and site exist against which you can create purchase orders. All default
values, such as currency, are defined to minimize data entry on the blanket purchase
agreement.
 Default PDF layout is associated with the Blanket Purchase Agreement document type.

User Login: scm00.Instructor, calvin.roth

Summary of Tasks
 Navigate to the Product Information Management Work Area
 Navigate to the Purchasing Work Area
 Create Blanket Purchase Agreement Header
 Add Lines to the Blanket Purchase Agreement
 Preview the PDF That Will Be Sent to the Supplier

Steps

Navigate to the Product Information Management Work Area

1. In the Navigator, click the Product Information Management under Product
Management.
2. On the Overview page, click the Search icon on the right side of the page and enter model
item AT6755000. The search list will show the item and each organization where the item is
defined. Select the item in the item master 000 by selecting AT6755000 (000) and click
Enter.
3. On the Edit Item page, select the Specifications tab and then the Purchasing link.
4. Select Yes from the list box next to the Purchased field. The Purchasable field value
defaults to Yes.
5. Select the Categories tab and ensure that the Catalog Name of Purchasing appears in
the table. If it doesn’t appear in the table, then click the Add icon and search for
Purchasing in the Catalog Name field. Select Purchasing from the search results, and
the remaining fields will default from your selection.
6. Click the Save button.
7. From the Edit Item page, select the Search icon and search for option class item
OC6755100. Select the item in the item master 000 by selecting OC6755100 (000).
8. Repeat steps 4-6.
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9. From the Edit Item page, select the search icon and search for option item CM6755002.
Select the item in the item master 000 by selecting CM6755002 (000).
10. Repeat steps 4-6.
11. From the Edit Item page, select the search icon and search for option item CM6755005.
Select the item in the item master 000 by selecting CM6755005 (000).
12. Repeat steps 4-6.
13. Log out as user scmxx.student by selecting the user name in the upper right corner and
clicking the Sign Out link.

Navigate to the Purchasing Work Area

14. Sign in as calvin.roth. In the Navigator, select Purchasing under Procurement.

Create Blanket Purchase Agreement Header

15. On the Overview page, click the Tasks panel tab and select Create Agreement.
16. In the Create Agreement dialog box, select the Configure to Order Blanket Purchase
Agreement document style. (The default style is Blanket Purchase Agreement).
17. Select or enter supplier: Lagring Systems.
18. Accept the other defaults and click Create.

Add Lines to the Blanket Purchase Agreement

19. On the Edit Document page, in the Lines area of the agreement, notice the newly added
CTO-specific fields, such as Parent Item and Top Model.
20. Add a base model to the agreement. Use item AT6755000.
21. Specify a price for the base model.
22. Add an option to the agreement. Use item CM6755002. Specify a price for the option. The
price can be a positive value, zero, or a negative value.
23. Add the same option CM6755002 to the agreement, but this time specify model item
AT6755000 as the Top Model.
24. Specify a different price for the option.
Notice at this point that the same item can exist as two different line items on the
agreement. This is because the price for the option differs when it’s purchased as part of a
configuration that has base model AT6755000 from when it’s purchased as part of any
other configuration.
25. Repeat steps using option CM6755005 and Parent Item = OC6755100.

Preview the PDF That Will Be Sent to the Supplier

26. Save your document.
27. Click the View PDF button.
In the PDF that is generated, notice that the Top Model and Parent Item fields are included
for the supplier to see.
28. Don’t submit the blanket purchase agreement for approval at this time. If you submitted the
document for approval, then query the document from the Manage Agreements task and
cancel it.

Practice Complete
You have created a blanket purchase agreement that can be used to price purchased
configurations.
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