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Contents
Contents
Buyer Workbench Course.......................................................................................................4
Before You Begin....................................................................................................................5
Audience.........................................................................................................................................................5
Prerequisites....................................................................................................................................................5
Environment Setup..........................................................................................................................................6
Workshop Constraints..............................................................................................................................6
Overview.................................................................................................................................7
Application Setup...................................................................................................................8
Supplier Ratings and Attributes........................................................................................................................9
Supplier Ratings........................................................................................................................................9
Workshop - Assign Ratings to a Supplier............................................................................................9
Supplier Attributes..................................................................................................................................10
Workshop - Assign Attributes to a Supplier......................................................................................10
Conclusion.............................................................................................................................19
Audience
Specific audiences will benefit from this course.
CFO/Controller
Purchasing Staff/Buyer
Prerequisites
To complete the workshops in this course, the necessary modules must be licensed and operating in your training
environment. For more information on the modules available, contact your Epicor Customer Account Manager
at EpicorCAM@epicor.com. It is also important you understand the prerequisite knowledge contained in other
valuable courses.
Navigation Course This course introduces navigational aspects of the Epicor application's user interface.
Designed for a hands-on environment, general navigation principles and techniques available in two user
interface modes - Classic Menu and Modern Shell Menu. Workshops focus on each of these modes and
guide you through each navigational principle introduced.
System Flow Course - This course introduces a basic quote to cash scenario that includes the process from
the initial customer quote to final cash receipts and payment of supplier invoices. This course emphasizes the
series of processes that make up the quote to cash process by using a simple scenario to highlight various
transactions. Your organization may have more complex processing routines than those described in this
course.
Purchase Management Course - This course focuses on the Purchase Management process. This process
includes the creation and approval of purchase orders (POs) and requisitions, managing suppliers and their
price lists, working with purchase order suggestions, and monitoring the purchase order process using related
reports and trackers. The advanced functionality in the Supplier Relationship Management and Purchase
Contract modules also aids in managing purchase orders.
Environment Setup
The environment setup steps and potential workshop constraints must be reviewed in order to successfully
complete the workshops in this course.
Your Epicor training environment, in which the Epicor demonstration database is found, enables you to experience
Epicor functionality in action but does not affect data in your live, production environment.
The following steps must be taken to successfully complete the workshops in this course.
1.
Verify the following or ask your system administrator to verify for you:
Your Epicor training icon (or web address if you are using Epicor Web Access) points to your
Epicor training environment with the Epicor demonstration database installed. Do not complete
the course workshops in your live, production environment.
Note It is recommended that multiple Epicor demonstration databases are installed. Contact
Support or Systems Consulting for billable assistance.
The Epicor demonstration database is at the same service pack and patch as the Epicor
application. Epicor's education team updates the Epicor demonstration database for each service pack
and patch. If your system administrator upgrades your Epicor application to a new service pack or patch,
he or she must also download the corresponding Epicor demonstration database from EPICweb > Support
> Epicor > Downloads and install it. If this is not performed, unexpected results can occur when completing
the course workshops.
Your system administrator restored (refreshed) the Epicor demonstration database prior to
starting this course. The Epicor demonstration database comes standard with parts, customers, sales
orders, and so on, already defined. If the Epicor demonstration database is shared with multiple users
(that is, the database is located on a server and users access the same data, much like your live, production
environment) and is not periodically refreshed, unexpected results can occur. For example, if a course
workshop requires you to ship a sales order that came standard in the Epicor demonstration database,
but a different user already completed this workshop and the Epicor demonstration database was not
restored (refreshed), then you will not be able to ship the sales order. Epicor's education team has written
the course workshops to minimize situations like this from occurring, but Epicor cannot prevent users
from manipulating the data in your installation of the Epicor demonstration database.
2.
Log in to the training environment using the credentials manager/manager. If you are logged into your
training environment as a different user, from the Options menu, select Change User.
3.
From the Main menu, select the company Epicor Education (EPIC06).
4.
Workshop Constraints
The workshops in this course can be performed only once in each instance of a restored (refreshed) database. If
a user has already completed these workshops in the database, the database must be restored (refreshed) before
another user can complete this course.
Overview
Overview
The Supplier Relationship Management (SRM) module is a toolset used to request quotes for raw materials
or subcontract services from one or multiple suppliers. Request for quotes (RFQs) are generated with one or more
lines; each line has the ability to request pricing from one or more suppliers.
Application Setup
Buyer Workbench
The Buyer Workbench is a tool that monitors RFQs, supplier responses to RFQs, and also aids in RFQ award
decision making. Supplier RFQ responses automatically build or add to existing part price-break tables. They
contain current effectivity dates that are used in other areas of the application.
Requests for quotes can be entered in one of the following ways:
Manually - in RFQ Entry
Pushed - into the Buyer Workbench from:
A material requirement on a quote
A material requirement on a job
A line on the browse window of Purchasing Suggestions
A material sequence line on a method
Pulled - into the Buyer Workbench from:
Job-related material
Quoted material
Application Setup
This section reviews the most common setup factors applicable to the Buyer Workbench. The Buyer Workbench
uses data from several maintenance programs, such as Part Maintenance and Supplier Maintenance. These
programs are described in detail in the Purchase Management course. This section only describes two additional
programs the Buyer Workbench requires - Attribute Maintenance and Rating Maintenance.
Attribute Maintenance
Menu Path: Material Management > Supplier Relationship Management > Setup > Attribute
Use Attribute Maintenance to set up attributes you can link to suppliers. You can consider attributes as qualities
that belong to a supplier. A supplier can have as many attributes as necessary. Examples of attributes include
ISO Certified and UL Approved.
Rating Maintenance
Menu Path: Material Management > Supplier Relationship Management > Setup > Rating
Use Rating Maintenance to set up rating codes. Rating codes are valuable when you want to compare records
and express precedence of one record over another. Ratings normally consist of letters and numbers, for example,
A1, A2, B1, and B2. An A rating means the parameter with this rating is the most important to the buyer. The
number shows the priority among suppliers with the same letter.
Supplier ratings are set up to assist the RFQ Decision Wizard, which filters and sorts RFQs to find the best
supplier match.
Application Setup
Supplier Ratings
Use the Supplier Relationship Management (SRM) sheet in Supplier Maintenance to establish ratings
information for a supplier. This information assists in the decision to purchase goods or services from this supplier.
For more information, review the help topics for the Supplier Relationship Management module. This sheet links
functionality from the SRM module to your supplier records.
Data
On Time Rating
A2
Price Rating
A2
Quality Rating
B1
Service Rating
B1
These ratings indicate that the supplier does not have the best on time rating or price rating, which are the
most important parameters to the buyer. Their quality and service carry the best ratings.
4. Click Save.
5. Remain in Supplier Maintenance.
Application Setup
Supplier Attributes
Use the Attributes sheet to select attributes that apply to this supplier or this supplier contact.
The examples of attributes are:
ISO9200 Certified
UL Approved
Attributes are used by the Decision Wizard in the Buyer Workbench.
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Buyer Workbench
Use Buyer Workbench to generate and manage requests for quotes (RFQs) and purchase orders from a central
location within the Epicor application.
Buyers use the Buyer Workbench to review a summarization of the requests for quotes (RFQs) and purchase
orders assigned to them. The information includes the number of RFQ and purchase order records that are open,
overdue, scheduled for today, scheduled for this week, and scheduled for beyond this week (future). Additionally,
the sheet displays the number of RFQs which have received responses from suppliers and are ready for processing,
as well as the number of purchase orders that require the buyer's approval. The workbench's tree view and
Actions menu provide access to additional programs such as:
New PO Suggestions
Change PO Suggestions
Supplier Maintenance
The workbench provides the following:
Ability to review of all open and overdue RFQs - This allows you to view RFQs and provides access to RFQ
Entry and Supplier Responses.
Ability to review of all open and overdue purchase orders - This allows you to view purchase orders and
provides access to Purchase Order Entry.
A listing of all new RFQ suggestions that can be generated from jobs, new quotes, or methods of manufacturing
(MOM).
Ability to review new and changed purchase suggestions - The Approval sheet enables you to approve purchase
orders that exceed a buyer's authority (POs > Approvals sheet). This allows you to view purchase suggestions
and provides access to Change PO Suggestions and New PO Suggestions.
The Decision Wizard filters and sorts RFQs to find the best supplier match. The sorting criteria include lead
time, quality rating, price, and user-defined attributes such as ISO certification.
Menu Path
Navigate to this program from the Main Menu:
Material Management > Supplier Relationship Management > General Operations > Buyer Workbench
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Update a Buyer
Navigate to Buyer Maintenance.
Menu Path: Material Management > Purchase Management > Setup > Buyer
Important If the Buyer is selected as the default buyer, use this workshop as a verification of the
authorization process for a buyer.
1. In the Buyer field, search for and select House Account.
2. Navigate to the Authorized Users sheet.
3. For the System Manager row, select the Default Buyer check box.
4. Click Save and exit Buyer Maintenance.
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Generate an RFQ
Navigate to the Buyer Workbench.
Menu Path: Material Management > Supplier Relationship Management > General Operations > Buyer Workbench
1. In the Buyer field, select or verify House Account defaults.
2. In the tree view, navigate to and select RFQ's > House Account > Suggestions > CVB-TEF.
The RFQ's > Suggestions > List sheet displays.
3. Navigate to the RFQ's > Suggestions > Suppliers sheet.
4. Click the Supplier Wizard button to select suppliers.
The Supplier Wizard window displays.
Use the Supplier Wizard to pull in suppliers who previously received an RFQ on the selected part, sold the
company this part in the past, or provided price break information.
5. Click OK.
6. If the Suppliers are not approved for at least one of the selected RFQs message displays, click OK.
The application looks for approved suppliers requesting quotes on this part, but it is not a requirement.
7. Navigate to the RFQ's > Suggestions > Detail sheet.
8. Select the RFQ check box.
9. In the Due Date field, enter today's date.
10. In the Decision and Response fields, enter tomorrow's date.
11. Click Generate.
12. In the tree view, expand the RFQ's > House Account > Today node and verify the new RFQ displays.
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15
Price
$105
10
$95
20
$90
16
Trackers
This section of the course is an overview of the trackers that relate to the Buyer Workbench and its processes. A
tracker is a read-only version of a primary entry program. You cannot add or edit records in a tracker. You can
access other related programs through the Actions menu or the context menus of these trackers.
Job Tracker
Menu Path: Material Management > Purchase Management > General Operations > Job Tracker
Use the Job Tracker to review information about a job, such as demand links, operations, and materials.
Part Tracker
Menu Path: Material Management > Purchase Management > General Operations > Part Tracker
Use the Part Tracker to obtain current information on parts in the database. This includes information such as
revisions, on-hand quantities, costs, locations, inspection, and planning data.
You can pull multiple part records into the Part Tracker via the Part Search window, but the tracker can only
display one part at a time. You cannot view inactive parts using this tracker.
Several sheets are available in the Part Tracker. Some of these sheets are read-only versions of the sheets that
display in Part Maintenance. However, the Part Tracker also pulls in Quality Assurance information for the part.
Purchase Order Tracker
Menu Path: Material Management > Purchase Management > General Operations > Purchase Order Tracker
Use the Purchase Order Tracker to view all open or closed POs.
17
Supplier Tracker
Menu Path: Material Management > Purchase Management > General Operations > Supplier Tracker
Use the Supplier Tracker to view supplier activity within your database. It displays information about each
supplier record and all the requests for quote, purchase orders, payments, parts, and other records linked to each
supplier.
Reports
This section is an overview of reports that relate to the Buyer Workbench and its processes.
Part Price Report
Menu Path: Material Management > Supplier Relationship Management > Reports > Part Price Report
Use the Part Price Report to review pricing information for your parts. This report prints in order by part.
Supplier Price Report
Menu Path: Material Management > Supplier Relationship Management > Reports > Supplier Price Report
Use the Supplier Price Report to review the prices of various items from your suppliers. This report prints in
order by supplier.
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Conclusion
Conclusion
Congratulations! You have completed the Buyer Workbench course.
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