TRAININGS > PUR - Purchase Management Expert Training

PUR - Purchase Management Expert Training
300.00 + VAT
Duration 2 Day(s) / 14.0 Hour(s)
PUR.201.E
15

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OVERVIEW

WHY PARTICIPATE?

Purchase Management - Expert Training 1 is aimed to enable the participants to learn;

- To manage Purchase Management processes like Purchase Request Process, Offer Request Process, Release Order, Shipment Order Process, etc. along with corresponding available operations in the system.

- To understand the logical flow of the Purchase Management transaction and its integration with other transactions of CaniasERP.

TARGET AUDIENCE

- Purchasing Managers

- Purchase Management Employees / Experts

- Other end users assigned to Purchase Manageent tasks

- ERP Project Managers / Project Officers

- Owners and Partners

PRE-REQUISITES

Pre-Training Preparation: Participants are expected to go through the related training content available on the web portal or the system.

Level of Knowledge:

- Prior participation in BAS - Basic Transaction End User Training and PUR - Purchase Management End User Training is highly desirable.

- Having basic knowledge of the purchasing processes.

Required Materials: Notebook

TARGET COMPETENCIES

- Purchase Request Process

- Purchase Information Process

- Offer Request Process

- Contract Process

- Value Contract Process

- Material Independent Value Contract Process

- Contract Operations

- Normal Order Process

- Release Order Process

- Invoice generation process

- Material Suggestion Concept

- Purchase Management Reports

PURPOSE OF TRAINING

At the end of Purchasing Management - Expert Training 1, participants will be able to;

- Generate and manage documents related to Purchase Request, Offer Request, Purchase Orders, etc.

- Generate and manage different kinds of invoices like Normal Purchase Invoice, Quantity Return Invoice, Value Return Invoice, Difference Invoice, Manual Invoice, Sales Cost Invoice, etc. 

- Generate the required Purchase reports for further analysis and decision making.

TRAINING METHODOLOGY

- PUR - Purchasing Management Expert Training 1 is held in a main hall. However, training can also be provided via teleconference for the offices in other cities.

- After the theoretical sessions, dummy records are used for practice by the participants.

- Participants are allowed to create their own dummy records for practice purposes.

- Training index and content are shared as printed and/or digitally with the participants to provide a lasting learning experience.

TRAINING INDEX

PUR.201.E - PUR - Purchase Management Expert Training 1


1 - Overview

1.1 - Purchase Management

2 - Purchase Requisition Process

2.1 - Creating Manual Requisition

2.2 - Creating Purchase Requistion From Purchase Requisition

2.3 - Purchase Requisition Document - General

2.4 - Requisition Listing

2.5 - Requisition Delete

2.6 - Requisition Edit

2.7 - Displaying Purchase Requisition

2.8 - Changing Requisitions in Batch

2.9 - Purchase Requisition Releasing

2.10 - Purchase Requisition Deleting

3 - Offer Request Process

3.1 - Creating Purchase Offer Request(Manual)

3.2 - Creating Purchase Offer Request(Batch)

3.3 - Creating Purchase Offer Request(Multi)

3.4 - Offer Request Document - General

3.5 - Offer Request Edit

3.6 - Offer Request Listing

3.7 - Offer Request Delete

3.8 - Displaying Offer Request

A - Workshop

4 - Purchase Information (Offer) Process

4.1 - Creating Purchase Information (Manual)

4.2 - Creating Purchase Information (From Offer Request )

4.3 - Creating Multi Purchase Information

4.4 - Creating Purchase Information From Purchase Information

4.5 - Purchase Information Document - General

4.6 - Information Edit

4.7 - Information Listing

4.8 - Displaying Purchase Information

4.9 - Information Delete

4.10 - Defining Discount in Purchase Information

4.11 - Defining Cost in Purchase Information

4.12 - Defining Scaled Price in Purchase Information

B - Workshop

5 - Contract Process

5.1 - Purchase Contract - General (Head)

5.2 - Purchase Contract - General (Item)

5.3 - Quantity Contract Process

5.3.1 - Creating Quantity Contract

5.3.2 - Editing Quantity Contract

5.3.3 - Listing Quantity Contract

5.3.4 - Displaying Quantity Contract

5.3.5 - Deleting Quantity Contract

5.4 - Value Contract Process

5.4.1 - Creating Value Contract

5.4.2 - Editing Value Contract

5.4.3 - Listing Value Contract

5.4.4 - Displaying Value Contract

5.4.5 - Deleting Value Contract

5.5 - Material Independent Value Contract Process

5.5.1 - Creating Material Independent Value Contract

5.5.2 - Editing Material Independent Value Contract

5.5.3 - Displaying Material Independent Value Contract

5.5.4 - Deleting Material Independent Value Contract

5.5.5 - Independent Material Contracts Report

5.6 - Central Contract Process

5.6.1 - Creating Central Purchase Contract

5.6.2 - Creating Central Purchase Order from Central Contract Process

5.6.3 - Editing Central Contract

5.6.4 - Listing Central Contract

5.6.5 - Displaying Central Contract

5.6.6 - Deleting Central Contract

5.7 - Contract Operations

5.7.1 - Purchase Contract Development

5.7.2 - Defining Head Discount for Purchase Contract

5.7.3 - Defining Item Discount for Purchase Contract

5.7.4 - Defining Head Cost for Purchase Contract

5.7.5 - Defining Item Cost for Purchase Contract

5.7.6 - Defining Scaled Price for Purchase Contract

C - Workshop

6 - Order Process

6.1 - Purchase Order - General (Head)

6.2 - Purchase Order - General (Item)

6.3 - Creating Purchase Order From Purchase Order

6.4 - Creating Order (from requisition)

6.6 - Normal Order Process

6.6.1 - Creating Normal Purchase Order

6.6.2 - Editing Normal Purchase Order

6.6.3 - Listing Normal Purchase Order

6.6.4 - Displaying Normal Order

6.6.5 - Deleting Normal Purchase Order

6.7 - Release Order Process

6.7.1 - Creating Order over PURT03 (Release Order)

6.7.2 - Editing Release Order

6.7.3 - Listing Release Order

6.7.4 - Displaying Release Order

6.7.5 - Deleting Release Order

6.8 - Shipment Order Process

6.8.1 - Creating Shipment Order

6.8.2 - Editing Shipment Order

6.8.3 - Listing Shipment Order

6.8.4 - Displaying Shipment Order

6.8.5 - Deleting Shipment Order

6.9 - Scheduling Agreement Process

6.9.1 - Creating Scheduling Agreement

6.9.2 - Editing Scheduling Agreement

6.9.3 - Listing Scheduling Agreement

6.9.4 - Displaying Scheduling Agreement

6.9.5 - Deleting Scheduling Agreement

6.10 - Split Order Process

6.10.1 - Creating Split Order Process

D - Workshop

7 - Inventory & Service Confirmation Process

7.1 - Purchase order receipt

7.2 - Confirmation of Issued Orders

8 - Normal Invoice Process

8.1 - Creating Purchasing Invoice

8.2 - Editing Purchasing Invoice

8.3 - Listing Purchasing Invoice

8.4 - Displaying Purchasing Invoice

8.5 - Deleting Purchasing Invoice

9 - Purchase Invoice Operations

9.1 - Purchase Invoice Operations - General

E - Workshop

10 - Return Invoice Process

10.1 - Quantity Return Invoice Process

10.1.1 - Creating Quantity Return Invoice

10.1.2 - Editing Quantity Return Invoice

10.1.3 - Listing Quantity Return Invoice

10.1.4 - Displaying Quantity Return Invoice

10.1.5 - Deleting Quantity Return Invoice

10.2 - Value Return Invoice Process

10.2.1 - Creating Value Return Invoice

10.2.2 - Editing Value Return Invoice

10.2.3 - Listing Value Return Invoice

10.2.4 - Displaying Value Return Invoice

10.2.5 - Deleting Value Return Invoice

F - Workshop

11 - Difference Invoice Process

11.1 - Creating Difference Invoice

11.2 - Editing Difference Invoice

11.3 - Listing Difference Invoice

11.4 - Displaying Difference Invoice

11.5 - Deleting Difference Invoice

12 - Manual Invoice Process

12.1 - Creating Manual Invoice

12.2 - Editing Manual Invoice

12.3 - Listing Manual Invoice

12.4 - Displaying Manual Invoice

12.5 - Deleting Manual Invoice

13 - Sales Cost Invoice Process

13.1 - Creating Sales Cost Invoice

13.2 - Editing Sales Cost Invoice

13.3 - Listing Sales Cost Invoice

13.4 - Displaying Sales Cost Invoice

13.5 - Deleting Sales Cost Invoice

G - Workshop

14 - Service Invoice Process

14.1 - Creating Service Invoice

14.2 - Editing Service Invoice

14.3 - Listing Service Invoice

14.4 - Displaying Service Invoice

14.5 - Deleting Service Invoice

15 - Currency Difference Invoice Process

15.1 - Creating Currency Difference Invoice

15.2 - Listing Currency Difference Invoice

15.3 - Displaying Currency Difference Invoice

16 - Purchase Cost Invoice Process

16.1 - Creating Purchase Cost Invoice

16.2 - Editing Purchase Cost Invoice

16.3 - Listing Purchase Cost Invoice

16.4 - Displaying Purchase Cost Invoice

16.5 - Deleting Purchase Cost Invoice

H - Workshop

17 - General Cost Invoice Process

17.1 - Creating General Cost Invoice

17.2 - Editing General Cost Invoice

17.3 - Listing General Cost Invoice

17.4 - Displaying General Cost Invoice

17.5 - Deleting General Cost Invoice

18 - Invoice Accounting

18.1 - Finance Process

18.2 - Batch Finance

19 - VATs calculation in Invoice

19.1 - VATs calculation process(Calc.VAT from items & Cals.Vat auto)

I - Workshop

20 - Pricing Strategy in Purchase

20.1 - Pricing Strategy

21 - Variant in Purchase

21.1 - Variant Usage in Purchase Process

22 - Signature Concept

22.1 - Signature Concept(&Limits)

23 - Cockpit

23.1 - Purchase Management Cockpit

23.2 - Purchase Staff Cockpit

M - Workshop

N - Training & Evaluation
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