Enter Miscellaneous Supplier Info

Explanation

This activity is used to setup defaults on whether to, e.g., use confirmation reminders, delivery reminder intervals, whether the ordering date or the receipt date should be used for retrieving the prices from a supplier agreement or price list, and supply chain information for an internal supplier. This includes defining internal supplier information, expiration date and output settings. This task is to be performed by a system administrator or an equivalent personnel.

The internal supplier is used for multi-site ordering and inventory refilling. If multi-site ordering or inventory refilling is used, the locations executing internal deliveries must be registered as internal suppliers.

Prerequisites

• Basic data must be defined in the Purchase/General sub-tab in the Supplier window.
• If using internal supplier, a site must be entered in the Site window.

System Effects

• If an expiration date has been entered, the supplier will be inactivated in the IFS/Purchasing component's supplier record at the defined date.
• A document text with a suitable output type that has been linked to the supplier will be transferred as the default value to any of the supplier's subsequent purchase orders. Output types, phrases, and document phrases are all managed in the Document Text Administration window.
• The information entered will be set as default when a purchase order is entered for the specific supplier.
• If receipt reference reminders are used, you will be reminded to enter a receipt reference when registering arrivals and direct deliveries from the supplier. If the user chooses to perform the receipt without entering a receipt reference, you will be notified through an event. The Arrival_Without_Receipt_Ref event can be used for this notification.
• If the Print Amounts incl. Tax check box is selected, prices inclusive of tax will be printed on purchase order documents such as the order confirmation reminder, supplier agreement report, and purchase part report. 
• If any of the check boxes in the E-mail area in the Supplier/Purchase/Misc Supplier Info tab are selected, then in the automatic order processing, an e-mail relevant to the check box selected, is sent to the supplier.

Window

Supplier

Related Window Descriptions

Supplier
Supplier/Purchase
Supplier/Purchase/Misc Supplier Info 

Procedure

1. Open the Supplier window.
2. In the Identity field, search for the supplier with whom you want to enter miscellaneous supplier information.  
3. Click the Purchase tab, and then click the Misc Supplier Info sub-tab.
4. To send order confirmation reminders to the supplier, select the Print Order Reminder check box. You also can enter order confirmation interval and days before delivery.
5. To print prices inclusive of tax on purchase documents such as the order confirmation reminder, supplier agreement report and purchase part report, select the Print Amounts incl. Tax check box.   
6. To send delivery reminders to the supplier, select the Print Delivery Reminder check box. You also can enter delivery reminder interval and days before arrival.
7. To connect the supplier to multi-site ordering or inventory refilling for this supplier, select the Internal Supplier check box, and then enter a supplier site manually or use the List of Values.
8. Enter notes or document text if desired.
9. To specify a date when the supplier will no longer be valid in the system, enter a date In the Date field.
10. In the Output group box, indicate whether or not to print the purchase order.
11. To decide whether the price retrieval from a supplier agreement or price list should use the order date or the receipt date when creating purchase order lines, click the Price Effective Date list and select the desired value.
12. To display a warning message when a user tries to register an arrival or a direct delivery without entering a receipt reference, select the Receipt Reference Reminder check box.
13. In the E-mail area, select the appropriate check box depending on whether you want to e-mail the purchase order to the supplier, in the automatic order processing.
14. Save the changes.