Procurement Planner Academy
Source certified materials, create purchase orders, receive goods with quality control, and pay suppliers. 5 courses.
Course 1 · Suppliers & certified materials
Maintain suppliers
Keep supplier records current: contact, payment terms, and which products they supply. Supplier data drives PO creation and sourcing.
Track certifications
For aerospace material, record certifications (mill certs, test reports) on products and inventory lots so traceability holds from receipt to shipment.
Screen for compliance
ITAR/DFARS requirements can restrict who may supply. Verify supplier qualifications before ordering controlled material.
Exercise
- Open the supplier-related records and list the suppliers for your top materials.
- Pick one certified material and note where its certification is recorded.
- Confirm payment terms are set on each supplier.
Completion criteria
- Suppliers reviewed
- Certification location identified
- Quiz answered correctly
Course 2 · Purchase orders
Create a purchase order
Open Purchase Orders and create a PO with supplier, warehouse, and dates. Add PO Items: product, quantity, unit price, and promised date.
Convert buy planned orders
After MRP, run Convert Buy Planned Orders to turn buy suggestions into POs automatically, then review and complete the details.
Confirm pricing and terms
Check unit prices against the supplier quote and ensure tax codes and currency are correct before sending.
Exercise
- Create a PO for one certified material with two line items.
- Verify prices and promised dates.
- Convert a buy planned order into a PO and compare.
Completion criteria
- PO created
- Prices verified
- Conversion exercised
- Quiz answered correctly
Course 3 · Goods receipt & quality
Receive goods
Log a Goods Receipt against the PO. The W31 workflow routes receipt, quality control, and posts GR-IR to the ledger.
Complete quality checks
Follow the QC routing on the receipt. Capture inspection results and any nonconformance before the material is available for use.
Verify inventory
After receipt, confirm on-hand inventory increased for the right product and warehouse, and the stock ledger shows the movement.
Exercise
- Create a goods receipt for a PO line.
- Run the W31 goods receipt workflow.
- Verify inventory and the stock ledger entry.
Completion criteria
- Goods receipt logged
- QC completed
- Inventory verified
- Quiz answered correctly
Course 4 · Supplier bills & payments
Log supplier bills
Enter supplier Bills from receipts or manually, then run W33 approval routing and posting.
Pay suppliers
Run W35 vendor payment + posting to pay bills. Record the payment in Payments Made.
Reconcile
Match bills to receipts and payments to bills. Keep the AP ledger clean for period close.
Exercise
- Enter a supplier bill for a received PO.
- Run W33 to approve and post it.
- Run W35 to pay it and confirm posting.
Completion criteria
- Bill entered and posted
- Payment run
- Quiz answered correctly
Course 5 · Procurement exceptions
Handle late deliveries
When a promised date slips, check MRP impact and communicate with planning. Update the PO promised date so the plan reflects reality.
Handle price changes
Verify quoted vs. invoiced price. Any variance needs approval before payment.
Handle quality nonconformance
If received material fails QC, quarantine it (stock adjustment), return or reject via the supplier, and replenish via a new PO if needed.
Exercise
- Find one open PO at risk of lateness and update its promised date.
- Walk through the nonconformance path for a failed QC.
- Confirm the plan is re-run after the change.
Completion criteria
- Exception handled
- Nonconformance path understood
- Quiz answered correctly