Enable Use of Supplier as Template

Explanation

Use this activity to have an available supplier record as a template when entering purchase requisitions or purchase orders with suppliers that are not yet entered in the system.

When you enter a purchase requisition line or a purchase order for a new supplier that has not yet been registered, it is possible to make a quick registration of the new supplier using an existing supplier as a template. In so doing, supplier information that is not company-specific is automatically copied from the template supplier to the new supplier and additional information is entered in the Quick Supplier Registration dialog box. Suppliers that are to be used as templates should be marked in either of the Supplier or Suppliers - Purchase Specific Information windows.

Prerequisites

The supplier that is to be used as a template must be entered, either in the Supplier window or as a quick-registered supplier (from Purchase Order).

System Effects

When you enter a purchase requisition line or a purchase order for a new supplier that has not yet been entered, it is possible to make a quick registration of the new supplier by using the supplier as a template.

Window

Supplier
Suppliers - Purchase Specific Information

Related Window Descriptions

Supplier
Suppliers - Purchase Specific Information

Procedure

Enable use of a supplier as a template from Supplier:

  1. In the Supplier window, populate or search for the supplier you want to use as a supplier template.
  2. Click the Purchase tab, and then click the General sub-tab.
  3. Select the Use as Template check box.
  4. Enter a description of the template in the Template Description field.
  5. Save your entry.

Enable use of one or more suppliers as templates from Suppliers - Purchase Specific Information:

  1. In Suppliers - Purchase Specific Information window, populate or search for the supplier or suppliers you want to use as supplier templates.
  2. In the Use as Template column, select the check boxes for those suppliers you wish to use as templates.
  3. In the Supplier Template Description column, enter a template description for each of the suppliers whose Use as Template check boxes were selected in the previous step.
  4. Save your entry.