ENTERPRISE BUSINESS SYSTEMS $($AEBS$)$

X$420\mathrm{.}18$ Online

ERP Purchasing $($Procure$-$to$-$Pay$)$ Exercise

Background:

Of the three major business processes, Procurement is arguably the simplest.

Exercise:

$1.$ Using demo data

a$)$ Create a Requisition

b$)$ Create a Purchase Order based on the Requisition

c$)$ Receive the Merchandise ordered on the Purchase Order

d$)$ Create a Vendor Invoice for the delivery

e$)$ Process the Vendor Invoice, including $3-$way matching of PO$,$ Receiver and Invoice.

NOTE: Use demo vendors and items or vendors and items you created, whichever is easier, but put your initials somewhere in a text field to identify your work.

$2.$ Variations $($Optional $$ You may experiment with these situations if you want too.$)$

a$)$ Partial Receiving

b$)$ Differences between the PO$,$ the Receiver and the Invoice

$3.$ Perform this exercise in two $(2)$ systems.

Performing this exercise in a third system will earn additional points.

$4.$ Compare the two systems from the perspective of the Purchasing Cycle.

a$)$ How are the systems similar? Identify the similarities.

b$)$ How are the systems different? Identify the differences.

c$)$ Which system has more $$head room$?$

d$)$ Which system has better Internal Controls?

e$)$ Which system do you prefer? Why?

f$)$ Identify an element, or elements, that caught your attention doing the exercise and why it$/$they stood out.

g$)$ What did you learn, what insights did you gain performing this exercise?

$5.$ Submission Instructions.

$$ Screen print the PO$,$ Receiver, Invoice, Payment screens.

$$ Answer the $7$ questions. Put your answers at the bottom of the Word document containing the Purchasing screen prints.

$$ Upload the document in Canvas.

Scoring:

First Vendor $20$ points

Second Vendor $20$ points

Learnings$/$Insights$/$Implications $10$ points

Total Points $50$ points