Purchase Requisition Configuration: To Create Customer Request Class

In the following implementation activity, you will create a request class designed for customer requests—that is, requests for items that are needed by customers.

Story

Suppose that the SweetLife Fruits & Jams company has a few customers who want to order exotic fruits for their restaurants. SweetLife does not often receive orders for these fruits from its customers, but it has vendors who can sell these fruits, so it can satisfy customer requests for the fruits. Acting as purchasing manager Matt Parker, you need to create a customer request class to provide default settings for requests for exotic fruits. You will then create a request to see how the class settings affect the class.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

• On the Enable/Disable Features (CS100000) form, the Purchase Requisitions feature has been enabled.
• On the Purchase Requisitions Preferences (RQ101000) form, the required settings have been specified.
• On the Customers (AR303000) form, the GOODFOOD customer has been created.
• On the Stock Items (IN202500) form, the following stock items have been created: DRAGONFR, COCONUTS, and MANGOES.

Process Overview

In this activity, you will do the following:

1. On the Request Classes (RQ201000) form, create a customer request class.
2. On the Requests (RQ301000) form, create a customer purchase request of the class.

System Preparation

Before you start creating a purchase request class for customer requests, you should launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded. You sign in as purchasing manager Matt Parker by using the parker username and the 123 password.

Step 1: Creating the Customer Request Class

To create a customer purchase request class for requests for exotic fruit, do the following:

1. On the Request Classes (RQ201000) form, add a new record.
2. In the Summary area, specify the following settings:
   1. Request Class: EXOTICFR
   2. Description: Customer requests for exotic fruits
   3. Promised Lead Time (Days): 2
   4. Customer Request: Selected.
   5. Allow Multiple Vendors per Request: Selected
   6. Restrict Requested Items to the Specified List: Selected
3. On the Item List tab, add rows for items with the following inventory IDs:
   • DRAGONFR
   • COCONUTS
   • MANGOES
4. On the form toolbar, click Save.

Step 2: Creating a Purchase Request of the Class

To create a purchase request of the EXOTICFR class, do the following:

1. On the Requests (RQ301000) form, add a new record.
2. In the Summary area, specify the following settings:
   1. Request Class: EXOTICFR
   2. Requested By: GOODFOOD

      Because a customer request class was selected, the customers defined in the system are available for selection in this box, and you can select the customer that requested the items.

   3. Description: Order for mangoes
3. On the Details tab, do the following:
   1. On the table toolbar, click Add Row.
   2. In the Inventory column, select MANGOES. Notice that only three stock items are available for selection in the lookup table because only these items are listed on the Request Classes (RQ201000) form for the EXOTICFR request class.
   3. In the Order Qty. box, specify 10.
   4. In the Est. Unit Cost box, specify 4.2.
4. On the form toolbar, click Save.

You have created a purchase request of the EXOTICFR class for the GOODFOOD customer.