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

1. Open the Supplier window.
2. Query for the required supplier record.
3. Click the Purchase tab, and then click the General sub-tab.
4. Create a new record.
5. Enter a supplier statistics group in the Supp Stat Grp field manually or use the List of Values.
6. Enter a responsible purchaser for the supplier in the Buyer ID field manually or use the List of Values.
7. In the Addition field, you can enter a fixed addition per purchase order line, entered in the currency applicable to the supplier.
8. 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.
9. 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.
10. You have the option to enter your company's customer number at the supplier in the Our Cust No field.
11. You have the option to enter a fixed percentage discount given by the supplier to the company in the Discount Rate field.
12. Enter the supplier's currency in the Currency field manually or use the List of Values.
13. If the supplier is permitted to handle express purchase orders, select the Express Order Allowed check box.
14. Save your entry.