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PRISM /SMQT Management PRISM Materials Requisition In the interest of time and web space, the following is a section of a 20 minute self-paced lesson.

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Presentation on theme: "PRISM /SMQT Management PRISM Materials Requisition In the interest of time and web space, the following is a section of a 20 minute self-paced lesson."— Presentation transcript:

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2 PRISM /SMQT Management PRISM Materials Requisition In the interest of time and web space, the following is a section of a 20 minute self-paced lesson. The numeric examples and parts are hypothetical. This lesson was created in under 3 weeks, including time with the Subject Matter Experts. Click here to begin. Next Slide

3 PRISM /SMQT Management PRISM Materials Requisition Introducing... The Material Requisition Function of Next Slide

4 PRISM /SMQT Management PRISM Materials Requisition Lesson Objectives 1. Access and enter data into a Material Requisition list. 2. Obtain pricing for child- or sub-parts. 3. Determine if a price or part number is wrong. 4. Save a list to file. 5. Retrieve a file into a form for the customer. Objectives Prev. Next Home

5 PRISM /SMQT Management PRISM Materials Requisition How to Take This Lesson 1. When the green arrow appears at the bottom, click on it to progress. 2. When a key name appears in Red, click on it to progress. 3. Notice the animations. Instructions Prev. Next Home

6 PRISM /SMQT Management PRISM Materials Requisition When you have a materials list of 30, 40 or more items to price, you can take advantage of a function in PRISM that allows you to price all of the parts in a single session. It’s in PRISM View Parts Pricing Prev. Next Home

7 PRISM /SMQT Management PRISM Materials Requisition When you log onto PRISM, if you see this menu, you have View Parts Pricing access and with it, Material Requisition. How Do You Access Material Requisition?

8 PRISM /SMQT Management PRISM Materials Requisition Leave the cursor on the top appendix item, “Generic.” Highlight “View Parts Pricing” and press F8 to select it. Screen 0499, “View Pricing Appendix” will appear.

9 PRISM /SMQT Management PRISM Materials Requisition Press F8 to display the View Parts Pricing Menu. View Part will show individual prices. To list and price parts, Arrow down to Material Requisition and Press F8 to select it.

10 PRISM /SMQT Management PRISM Materials Requisition After selecting the Material Requisition option, a “COEO Query” screen displays. Enter a COEO number or a name you can later recall for the file you will save. Press F8 to transmit. H12345

11 PRISM /SMQT Management PRISM Materials Requisition The COEO Number appears at the top of the “Rapid Order Express - Material Requisition” Screen, #1068, and the cursor is at the left on the first line.

12 PRISM /SMQT Management PRISM Materials Requisition TAB to move the cursor to the “Qty” field, and begin to enter data.

13 PRISM /SMQT Management PRISM Materials Requisition After entering the quantity, TAB to the part CPC field or the PEC field and enter the number.

14 PRISM /SMQT Management PRISM Materials Requisition After entering the CPC or PEC, press F8. PRISM will display the remaining detail, Unit Price, Total Price, and Total Cost. To enter the next item, TAB to the Qty field of the next line.

15 PRISM /SMQT Management PRISM Materials Requisition So far, you have learned to enter a part CPC or PEC into the Material Requisition list and press F8 to have PRISM fill in the details and prices. You can enter up to 100 parts in a single session in this way… however ….

16 PRISM /SMQT Management PRISM Materials Requisition When you have pressed F8 to calculate the part price and cost for the item on the last line of the first screen, you must press ENTER to create a new entry line. Each time you press ENTER you will add a line.

17 PRISM /SMQT Management PRISM Materials Requisition After you press ENTER to add the additional line(s) to the screen, “down arrows” appear at the bottom of the screen. This means you can use the up/down arrows or F3 to scroll the lines of the screen.

18 PRISM /SMQT Management PRISM Materials Requisition From line 13 on, each time you add an item, you must press ENTER to create and display a new empty line for data entry.

19 PRISM /SMQT Management PRISM Materials Requisition Now that you have learned how to enter data, add new lines to the screen, and scroll up and down the screen, you will learn how to find or confirm a price or determine if you have a wrong CPC or PEC. Confirming Price/Part

20 PRISM /SMQT Management PRISM Materials Requisition Before entering parts into the Material Requisition screen, look over the parts list to see if there are any parts that may have child parts (such as NTZZ kits) or special pricing (Cables over 50’). Confirming Price/Part

21 PRISM /SMQT Management PRISM Materials Requisition While in Material Requisition mode, if any part displays $0, “Not Found”, or if the part may have related parts (such as the Line Drawer on line two), you will have to exit to the View Parts menu to check the part or price details. Confirming Price/Part

22 PRISM /SMQT Management PRISM Materials Requisition That does not mean you will lose any work you’ve put in to the list. You have the option to save the list when you press F5 to exit. Confirming Price/Part You will learn more about the save and retrieve options later.

23 PRISM /SMQT Management PRISM Materials Requisition To go and see if a part does indeed have a child part or related parts, or to verify that the part number is correct, ARROW up to the View Parts Pricing Menu, highlight “View Part and press F8. Confirming Price/Part

24 PRISM /SMQT Management PRISM Materials Requisition PRISM displays the “View Part Query Detail” Screen. By default, the cursor is highlighting the Query option. To begin your query, press ENTER. Confirming Price/Part

25 PRISM /SMQT Management PRISM Materials Requisition The View Part Query screen appears. Input the PEC or CPC number and press F8. Confirming Price/Part

26 PRISM /SMQT Management PRISM Materials Requisition You are now viewing the View Part Query Detail Screen for part NTZZ14EE. TAB to Explode. Then, to call up the details screen, press press F8. Confirming Price/Part

27 PRISM /SMQT Management PRISM Materials Requisition Exploding the part displays a list of the current price releases. To clear this screen and show the child part(s) screen press F2. PRISM displays a screen that lists the all the child parts. Confirming Price/Part

28 PRISM /SMQT Management PRISM Materials Requisition Capture the child part(s) list by printing the screen. To print the screen, click on “Session” at the top left of the TNVT window. Select the “Print” menu, and then select “Screen Contents.” Select “Session” then “Print”

29 PRISM /SMQT Management PRISM Materials Requisition To view financial information about the sum of the child part(s), access a menu from the Part Explosion Selection Screen by pressing F2. The menu, offers two choices “Query” or “Financials”. Confirming Price/Part

30 PRISM /SMQT Management PRISM Materials Requisition Had you opened the Part Explode Select menu prior to finding the child parts, NTZZ14EE would still be $0. Arrow down now to financial…. Then …. press F8. Confirming Price/Part

31 PRISM /SMQT Management PRISM Materials Requisition Since you found the child parts first, PRISM will now display the price for kit NTZZ14EE. Write down the price and cost for later comparison to the sum of its child parts in Material Requisition. Confirming Price/Part

32 PRISM /SMQT Management PRISM Materials Requisition After you have confirmed all part numbers and prices, you can return to Material Requisition and enter the part numbers into the saved list or start a new Material Requisition list. Returning To Material Requisition

33 PRISM /SMQT Management PRISM Materials Requisition In Summary You have completed the Material Requisition Lesson. In this PRISM lesson you learned to: 1. Access and enter data in Material Requisition. 2. Obtain pricing for child- or sub-parts. 3. Determine if price or part number is wrong. 4. Save the list to file. 5. Retrieve a file into a form for the customer. Next Slide Is the End of This Sample

34 PRISM /SMQT Management PRISM Materials Requisition Feedback? If you have any questions or would like additional information or assistance, contact: Roger Bodo PRISM/SMQT Management ESN Thank You.


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