Enter General Supplier Purchase Info
Explanation
This activity is used to enter general supplier purchase information that will be
used as default values on a purchase order. This can for example be a supplier
statistics group, a buyer, any additions, payment terms, and currency.
You can also enter information on whether the
supplier has been quality, environment, code of conduct, or credit approved by
your company.
This is for informational purposes only.
The mandatory fields in the Purchase/General sub-tab of the
Supplier
window are: Supp
Stat Grp (Supplier Statistics Group), Buyer ID, Payment Terms, and
Currency.
To search for this information you can open the Suppliers - Procurement
Specific Information.
Prerequisites
- Basic data must be entered in the
Supplier header.
- Supplier statistic group must be entered in the
Supplier
Statistic Groups tab in the
Procurement Basic Data
window.
- Buyer must have been entered in the
Buyers tab
in the Procurement Basic Data
window.
- Payment terms must have been entered in the Payment Terms
window in IFS/Accounting Rules.
- Currency must have been entered in the
Currency tab
in the ISO Code Usage window, IFS/Application Services.
- If the functionality charge/no charge is used, the supplier must be registered as a
customer in the
Customer window in IFS/Customer Orders.
Note: Customers of Prospect category and those who do not have data
on the Customer/Order tab are not allowed to use the Charge/No Charge functionality.
However, they will be displayed on the Customer/CRM Info tab.
System Effects
As a result of this activity, the information entered in the
Purchase/General
sub-tab of the
Supplier window will be set
as default when entering a purchase order for the specific supplier.
Window
Supplier
Related Window Descriptions
Supplier
Supplier/Purchase
Supplier/Purchase/General
Procedure
- Open the
Supplier
window.
- Query for the required supplier record.
- Click the
Purchase tab, and then click the
General sub-tab.
- Create a new record.
- Enter a supplier statistics group in the Supp Stat Grp field
manually or use the List of Values.
- Enter a responsible purchaser for the supplier in the Buyer ID field
manually or use the List of Values.
- In the Addition field, you can enter a fixed addition per purchase order line, entered
in the currency applicable to the supplier.
- Enter payment terms in the Payment Terms field manually or use the
List of Values. Use the supplier's currency. Observe that if you have
IFS/Invoice installed this field is not available.
- If the supplier is also entered as a customer and the charge/no charge
functionality will be used, enter the customer number for the
supplier in the Customer No field. Do this manually or
use the List of Values.
This is mandatory when using the charge/no charge functionality.
Note: Customers of Prospect category and those who do not have data
on the Customer/Order tab are not allowed to use the Charge/No Charge functionality.
However, they will be displayed on the
Customer/CRM Info tab.
- You have the option to enter your company's customer number at the supplier in the
Our Cust
No field.
- You have the option to enter a fixed percentage discount given
by the supplier to the company in the Discount Rate field.
- Enter the supplier's currency in the Currency field manually or
use the
List of Values.
- If the supplier is permitted to handle express purchase orders, select the
Express
Order Allowed check box.
- Save your entry.