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CHAPTER-1
APPROVAL SUPPLIER LIST
1.1CREATE APPROVAL SUPPLIER LIST
NSUPPLIERAPPROVEL AUPPLIERS LIST
SAVE AND CLOSE
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CHAPTER-2
REQUISITIONS
2.1CREATE A REQUESITION
NREQUISITIONSREQUISITIONS
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CLICK ON DISTRIBUTIONS
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SAVE AND CLOSE THE DISTRIBUTION WINDOW
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CLICK ON APPROVE
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CLICK ON OK AND CLOSE IT
NOW GO TO
NAUTOCREATE
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SELECT OPERATING UNIT AND REGUISITION NUMBERFIND IT
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SELECT LINE CHECK BOX AND CLICK ON AUTOMATIC
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GIVE THE SUPPLIER NAME AND CLICK ON CREATE
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APPROVE IT
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SAY OK
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THE STATUS IS APPROVED THEN CLOSE
THEN RECEIVE THE GOODS
GO TO NRECEIVINGRECEIPTS
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SELECT OPERATING UNIT AND PURCHASE ORDER NUMBER
THEN CLICK ON FIND
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SELECT CHECK BOX AND SAVE & CLOSE
THEN GO TO BAJAJ INV
NON-HAND AVILABILITYON-HAND QUANTUITY
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SELECT BAJAJ INV ORG
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FIRST CLICK ON CLEAR AT 1 TIMES
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SELECT ITEM AND FIND IT
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CLICK ON AVILABILITY
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THE ITEM IS COMING TO INV
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CHAPTER-!
PURCHASE ORDERS
WE HAVE " TYPES OF PURCHASE ORDERS
1. STANDART PURCHASE ORDER
2. PLANNED PURCHASE ORDER
!. BLANKET PURCHASE AGREEMENT
". CONTRACT PURCHASE AGREEMENT
!.1STANDART PURCHASE ORDER
NPURCHASE ORDERPURCHASE ORDERS
CLICK ON SHIPMENTS
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CLICK ON DISTRIBUTIONS
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SAVE GO TO MAIN PURCHASE ORDER WINDOW
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CLICK ON APPROVE IT
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CLOSE THE FORM
NEXT STEP NRECEIVINGRECEIPTS
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SELECT THE PURCHASE ORDER NUMBER AND FIND IT
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CLOSE THE RECEIPT HEDER WINDOW
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SELECT THE LINE BOX AND SAVE AAND CLOSE
NOTE# GOT BAJAJ INV NON-HAND AVILABILITYON-HAND AVILABILITY
SEE THE INVENTORY UPDATE.
!.2PLANNED PURCHASE ORDER
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CLICK ON SHIPMENTS
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CLICK ON DISTRIBUTIONS
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SAVE AND APPROVE IT
NEXT GO TO NPURCHASE ORDERRELEASES
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CLICK ON DISTRIBUTIONS
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SAVE AND APPROVE IT
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THEN CLOSE IT
THEN GO TO NRECEIVINGRECEIPTS
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GIVE OPERATING UNIT AND PURCHASE ORDER NUMBER THEN CLICK ON
FIND
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SELECT LINE BOX AND SAVE AND CLOSE
THEN GO TO INV AND RECEIVE THE GOODS
!.!BLANKET PURCHASE AGREEMENT
NPURCHASE ORDERPURCHASE ORDERS
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CLOSE THE PRICE BREAKS WINDOW
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APPROVE AND CLOSE
THEN GO TO NPURCHASE ORDERRELEASE
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CLICK ON DISTRIBUTIONS
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SAVE AND APPROVE
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THEN CLOSE
GO TO NRECEIVINGRECEIPTS
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GIVE PURCHASE ORDER NUMBER AND FIND IT
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SELECT LINE BOK AND SAVE AND CLOSE
THE GO TO INV RECEIVE THE GOODS
!."CONTRACT PURCHASE AGREEMENT
NPURCHASE ORDERPURCHASE ORDERS
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CLICK ON TERMS
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GIVE THE AMOUNT LINIT SAVE AND CLOSE TERMS WINDOW
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APPROVE AND CLOSE
CREATE STANDARD PURCHASE ORDER FOR CONTRACT PURCHASE
AGREEMENT
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CLICK ON REFERENCE DOCUMENTS TAB
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CLICK ON SHIPMENTS
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CLICK ON DISTRIBUTIONS
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SAVE AND APPROVE IT
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CLOSE IT
THEN GO TO NRECEIVINGRECEIPTS
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GIVE PURCHASE ORDER NUMBER THEN FIND IT
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SAVE AND CLOSE
THEN GO TO INV RECEIVE THE GOODS
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!.$CANCELLING A PURCHASE ORDER
FIRST CREATE A PURCHASE ORDER AND APPROVE IT
GO TO PURCHASE ORDER SUMMARY
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GIVE PO NUMBER AND FIND IT
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GO TO TOOLSCONTROL
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SELECT CAMCEL PO SAY OK
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SAY OK AND CLOSE
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CHAPTER-$
PURCHASE ORDER RECEIPTS% CORRECTIONS & RETURNS
LAB-$.1CREATE A PO RECEIPT WITH RECEIPT ROUTING AS DIRECT
CREATE A PURCHASE ORDER
CLICK ON SHIPMENTS
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CLICK ON RECEIVING CONTROLS
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SAVE AND APPROVE IT CLOSE THIS WINDOW
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CLICK ON FIND IT
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SAVE AND CLOSE
GO TO RECEIVINGRECEIVING TRANSACTION SUMMARY
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GIVE PO NUMBER AND FIND IT
CLICK ON TRANSACTIONS
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CLICK ON RECEIVING CONTROLS
OK AND APPROVE IT
GO TO RECEIVINGRECEIPT
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GIVE PO NUMBER AND FIND IT
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SAVE AND CLICK ON HEADER SAVE THE RECEIPTS NUMBER
GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY GIVE RECEIPT
NUMBER AND SEE THE TRANSACTION THEN CLOSE
GO TO RECEIVING
RECEVING TRANSACTIONS
GIVE RECEIPT NUMBER AND FIND IT
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SAVE AND CLOSE THE TRANSACTION
THEN GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY
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LAB-$.!CREATE A PO RECEIPT WITH RECEIPT ROUTING AS INSPECTION
REQUIRED
FIRST GIVE PROFILE OPTION FOR INSPECTION REQUIRED
N# SYSTEM
PROFILE
CLICK ON FIND
SAVE AND CLOSE
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CREATE A PO
CLICK ON SHIPMENTS
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IN THE SAME FORM CLICK ON MORE TAB
SELECT "-WAY FOR MATCH APPROVAL LEVEL
SAVE AND APPROVE IT
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NEXT GO TO RECEIVINGRECEIPTS
GIVE PO NUMBER AND FIND IT
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SAVE AND GET THE RECEIPT NUMBER AND CLOSE
GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY
CLOSE IT
GO TO RECEIVINGRECEIVING TRANSACTIONS
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GIVE RECEIPT NUMBER AND FIND IT
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SELECT LINE BOX AND CLICK ON INSPECT
GIVE THE ITEMS ACCEPTS AND REJECT DETAILS AND SAY OK
SAVE AND CLOSE
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AGIN OPEN THE RECEIVINGRECEIVING TRANSACTION
GIVE THE RECEIPT NUMBER AND CLICK ON FIND
SELECT BOTH LINES SAVE AND CLOSE THE TRANSACTION
GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY
GIVE PO NUMBER AND CLICK ON FIND
HEAR YOU CAN SEE THE TRANSACTION
CLOSE THIS FORM
NEXT STEP PO RETURN TO SUPPLIER
NRECEIVINGRETURNS
FIND IT
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FILL THE DETAILS AND SAVE AND CLOSE IT.
NEXT GO TO RECEIVINGRECEIVING TRANSACTION SUMMERY
GIVE RECEIPT NUMBER AND FIND IT
HEAR YOU CAN SEE THE TRANSACTION. THEN CLOSE IT.
LAB-$."CREATE A PO RECEIPT BY USING EXPRESS TRANSACTIONS
FUNCTION
GO TO RECEIVING OPTIONS SELECT EXPREEE TRANSACTION
NSETUPORAGANIATIONRECEIVING OPTIONS
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SELECT ALLOW EXPRESS TRANSACTION
SAVE AND CLOSE
CREATE ONE PO AND APPROVE IT
APPROVE AND CLOSE IT
NEXT GO TO NRECEIVINGRECEIPTS
GIVE THE PO NUMBER AND CLICK ON FIND
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CLICK ON EXPRESS
SELECT FINAL DESTINATION AND SAY OK
SAVE AND CLOSE IT
NEXT GO TO RECEIVINGRECEIVING TRANSACTION SUMMARY
GIVE THE PO NUMBER AND CLICK ON FIND
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CLICK ON TRANSACTIONS
CLOSE IT
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LAB-$.$CREATE A PO RECEIPT BY USING BLIND RECEIVING FUNCTION
GO TO NSETUPORGANIATIONSRECEIVING OPTIONS
SELCT ALLOW BLIND RECEIVING
CLICK ON SAVE AND CLOSE THE WINDOW
CREATE ONC STANDARD PO AND APPROVED IT
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APPROVE AND CLOSE IT
GO TO RECEIVINGRECEIPTS
GIVE PO NUMBER AND CLICK ON FIND
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THE GUANTITY IS NOT FOUND WHY BECOSE WE ARE SELECT BLIND
RECEIVINGN OPTION
SO WE CAN ENTER THE ITEM GUANTITY PHYSICALLY THEN CUNTINUE THE
PROCESS
SAVE AND CLOSE IT
GO TO RECEIVINGRECEIVING TRANSACTION SUMMARY
GIVE THE PO NUMBER ANDA FIND IT
CHACK OUT THE TRANSACTION
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LAP-$.'CREATE A PO RECEIPT BY USING CASCADE FUNCTION
GO TO SSTUPORAGANIATIONRECEIVING OPTIONS
SELECT ALLOW CASCARD RECEIVING AND SAVE AND CLOSE
CREATE A STANDARD PO AND APPROVED IT
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APPROVE AND CLOSE IT
GO TO RECEIVINGRECEIPT
GIVE PO NUMBER AND FIND IT
PENDING
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LAB-$.(CREATE AN UNORDERED RECEIPT AND MATCH IT WITH PURCHASE
ORDER
GO TO SETUPORGANIATIONRECEIVING OPTION
SELECT ALLOW UNORDERED RECETPT
SAVE AND CLOSE
GO TO RECEIVINGRECEIPTS
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SELECT UNORDERED
SELECT SUPPLIER NAME ANS CLOSE THE RECEIPT HEADER WINDOW
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GIVE THE LINE DETAILS
SAVE NAD CLICK ON HEADER
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THE RECEIPT NUMBER IS 12
CLOSE THIS WINDOW
GO TO RECEIVING TRANSACTION SUMMARY TO CHECK THE RECEIVING
TRANSACTION SUMMARY DETAILS
THE TRANSACTION TYPE IS UNORDERED RECEIPT% CLOSE THIS
NEXT STEP CREATE A PURCHASE ORDER AND MATCH IT WITH THIS
RECEIPT )12*
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APPROVED IT AND CLOSE
GO TO RECEIVINGMATCH UNORDERED RECEIPTS
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GIVE RECEIPT NUMBER )12* AND FIND IT
GIVE THE ORDER NUMBER )11$*% LINE AND SHIPMENT NUMBER THEN SAVE
AND CLOSE IT
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SAY OK AND CLOSE IT
THEN GO TO RECEIVINGRECEIVING TRANSACTION SIMMARY
GIVE THE RECEIPT NUMBER AND CLICK ON FIND
CLOSE IT
GO TO RECEIVINGRECEIVING TRANSACTION
GIVE THE RECEIPT NUMBER AND FIND IT
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SELSCT THE LINE BOX AND SAVE IT
GO TO RECEIVINGRECEIVING TRANSACTION SUMMARY
GIVE THE RECEIPT NUMBER AND FIND TI
CLOSE IT
LAB-+ PO RECEIPT CORRECTION
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GIVE OPERATING UNIT AND RECEIPT NUMBER THEN FIND IT
GIVE THE NEGETIVE QUANTITY AND SAVE AND CLOSE
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REQUERY THE RECEIPT NUMBER IN THE RECEIVING CORRECTION
GIVE THE NEGETIVE QUANTITY AND SAVE AND CLOSE IT
GO TO RECEIVING TRANSACTION SUMMARY TO CHACK THE RECEIVING
TRANSACTION SUMMARY DETAILS
CLOSE IT
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CHAPTER-'
AUTOCREATE
LAB-'.1AUTOCREATE A STANDARD PURSHASE ORDER
CREATE A STANDARD PURCHASE ORDER USING AUTOCREATE
NREQUISITIONREQUISITIONS
APPROVE THE REQUISITION THEN CLOSE
GO TO NAUTOCREATE
GIVE OPERATING UNIT% AND REGUISITION NUMBER THEN CLICK ON FIND
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SELECT LINE BOX AND CLICK ON AUTOMATIC
GIVE SUPPLIER NAME AND CLICK ON CREATE
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CHAPTER-(
PROFESSIONAL BUYER,S WORK CENTER
LAB-(.1CREATE A STANDARD PURCHASEORDER USING BUYER WORK
CENTER
CREATE STANDARD PURCHASE REQUISITION
NREGUISITIONREQUITIONS
CREATE AND APPROVE THE REQUISITION AND CLOSE IT
GO TO THE NBUYER WORK CENTERREQUISITIONS
SELECT UNASSIGNED REQUISITIONS FOR VIEW AND OU- BAJAJ MFG HYD
THEN CLOCK ON GO
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SELECT TRANSACTION LINE AND CLICK ON ADD
GIVE THE SUPPLIER NAME AND CLICK ON CREATE
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RECIEW THE DETAILS AT HEADER% LINES% SCHEDULES AND DISTRIBUTIONS
TABS.
THEN CLICK ON SUBMIT
NOTE CONFIRMATION THAT STANDARD PURCHASE ORDER 11( HAS BEEN
SUBMITTED FOR APPROVAL
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LAB-(.2RETURN A PURCHASE REQUISITION USING BUYER,S WORK CENTER
CREATE A PURCHASE REQUISITION AND APPROVE IT
GO TO BUYER WORK CENTERREQUISITION
SELECT THE
VIEW / UNASSIGNED REQUISITION
OU / BAJAJ MFG HYD
THEN CLICK ON GO
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SELECT LINE AND CLICK ON RETURN
GIVE THE REASON AND CLICK ON APPLY
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CLOSE THIS WINDOW
GO TO THE
NREQUISITIONREQUISITIONS SUMMARY
GIVE THE REQUISITION NUMBER AND FIND IT
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THE APPROVAL STATUS IS RETURNED
CLOSE THIS
LAB-(.!SPLIT PURCHASE REQUISITION USING BUYER,S WORK CENTER
CREATE A PURCHASE REQUISITION AND APPROVE IT
GO TO THE
N# BUYER WORK CENTERREQUISITION
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SELECT THE
VIEW / UNASSIGNED REQUISITIONS
OU / BAJAJ MFG HYD
THEN CLICK ON GO
SLLECT THE LINE AND CLICK ON SPILT
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CONFIRMATION MESSAGE APPEARS FOR SPLITTING.
ENTER THE SPLITTED QUANTITY IN THE QTY FIELD.
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THEN CLICK ON SAVE SPLIT
CONFIRMATION MESSAGE APPEARS.
CHECK THE LINE STATUS. THERE WILL BE TWO LINES.
SELECT THE TWO LINES AND CLICK ON ADD
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GIVE THE SUPPLIER NAME AND CLICK ON CREATE
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REVIEW DETAILS AT HEADER% LINES% SCHEULES AND DISTRIBUTION TAB.
CLICK ON SUBMIT
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LAB-(."CREATE A PURCHASE AGREEMENT USING BUYER WORK CENTER
CREATE BLANKET PURCHASE AGREEMENT
APPROVE AND CLOSE IT
GO TO THE
NBUYER WORK CENTERAGREEMENT
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SLLECT BLANKET PURCHASE AGREEMENT FOR CREATE
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