1260 Purchasing in Infor EAM.pdf

Infor Confidential Copyright © 2001-2007 Infor Global Solutions
Purchasing in Infor EAM
Bas Beemsterboer
Manager Presales Northern Europe

2 Copyright © 2001-2007 Infor Global Solutions
Agenda
Introduction
The importance of the budget
Outline of the MRO purchase process
Demonstration topics
 Budgeting
 Purchase cycle (from request to invoice)
 Workflow
 Analysis
Summary
Questions

Introduction

The importance of the budget....

Outline of the MRO purchase process

MRO purchase process outline
Base modules related to purchasing
 Purchase requests
 Purchase orders
 Invoices
Advanced modules
 Contracts
Setup of discount schedules for spare parts. Capability of adding discount
to the PO header as well.
 Blanket Orders
Decentralization of purchase documents. Allows employees to create
instances of POs for parts or services inside a framework agreement)
 RFQ – Quotations (as of 8.3, to be released in Q1 2008)
In order to satisfy the RFQ process, allows sending out multiple RFQs and
awarding vendors based on the responses (quotations)

 Infor EAM has 6 PO (line) types:
 Parts
 Stock materials *
 Direct materials *
 Repairs *
 All line types can be combined on one single PO, reducing the amount of
purchase documents and its related cost
 Special relationships can be implemented with projects (by setting up
exclusive purchasing permissions for project managers)
 Services
 Time x Tariff
 Fixed Price
 Contractor hire
* includes assets

Materials Procurement Financial
Technical
materials or
services for
WO
Approval
materials
for stock
Approval
RFQ and
vendor
selection ***
Generate
and issue
PO
receipt of
materials in
store
receipt of
parts &
services
invoice
registration
& matching
*** Release 8.3

Technical
materials or
services for
WO
Approval
materials
for stock
Approval
RFQ and
vendor
selection ***
Generate
and issue
PO
receipt of
materials in
store
receipt of
parts &
services
invoice
registration
& matching
Process steps
• create or select a
work order
• order spare parts
and/or services and
create request
• send request for
approval
• approve request

Technical
materials or
services for
WO
Approval
materials
for stock
Approval
RFQ and
vendor
selection ***
Generate
and issue
PO
receipt of
materials in
store
receipt of
parts &
services
invoice
registration
& matching
Process steps
• run replenishment
calculation process
• (auto) approve
resulting requests

Technical
materials or
services for
WO
Approval
materials
for stock
Approval
RFQ and
vendor
selection ***
Generate
and issue
PO
receipt of
materials in
store
receipt of
parts &
services
invoice
registration
& matching
Process steps
• select approved
purchase requests
requiring RFQ
• prepare RFQ, select
suppliers and send
• receive/import
responses
• award RFQ (lines) to
selected vendor(s)
• generate PO

Technical
materials or
services for
WO
Approval
materials
for stock
Approval
RFQ and
vendor
selection ***
Generate
and issue
PO
receipt of
materials in
store
receipt of
parts &
services
invoice
registration
& matching
Process steps
• select approved
purchase requests
• combine into
purchase orders
• check RFQ and
blanket order
contracts
• print PO documents
and approve/sign

Technical
materials or
services for
WO
Approval
materials
for stock
Approval
RFQ and
vendor
selection ***
Generate
and issue
PO
receipt of
materials in
store
receipt of
parts &
services
invoice
registration
& matching
Process steps
• initiate GRN (goods
received note) for
materials
• record vendor hours
on WO for services
received
• optional inspection of
goods before entering
the warehouse
• Print and approve
GRN

Technical
materials or
services for
WO
Approval
materials
for stock
Approval
RFQ and
vendor
selection ***
Generate
and issue
PO
receipt of
materials in
store
receipt of
parts &
services
invoice
registration
& matching
Process steps
• initiate GRN (goods
received note) for
materials
• optional inspection of
goods before entering
the warehouse
• print and approve
GRN

Technical
materials or
services for
WO
Approval
materials
for stock
Approval
RFQ and
vendor
selection ***
Generate
and issue
PO
receipt of
materials in
store
receipt of
parts &
services
invoice
registration
& matching
Process steps
• register incoming
invoice / credit note
• link to approved PO
and match against PO
and receipt
• optionally redistribute
costs to financial
accounts
• match and approve
invoice / credit note

Demonstration

Demonstration scenario
Demo 1
 Budget review
 Purchase cycle part 1 – from request to approved PO
 Purchase cycle part 2 – from receipt to invoice
Demo 2
 Spare part classification according UNSPSC
 Graphical analyses based on UNSPSC classification

Summary

Workflow presented today
Technical
materials or
services for
WO
Approval
materials
for stock
Approval
RFQ and
vendor
selection ***
Generate
and issue
PO
receipt of
materials in
store
receipt of
parts &
services
invoice
registration
& matching

Purchase KPIs in MRO materials

Purchase KPIs in MRO services

1260 Purchasing in Infor EAM.pdf

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