Defining suppliers

Define suppliers to create records for the suppliers in your supplier network.

Purchase Site and Service Provider indicate whether you can purchase materials and/or services from the supplier. If you unselect Purchase Site, you cannot select the supplier for purchase orders for materials. Likewise, if you unselect Service Provider, you cannot select the supplier for purchases for services or labor.

Additionally, you can specify minimum and maximum order values for the supplier to establish limits for purchasing from this supplier. You are prevented from creating purchase orders for the supplier if you exceed the specified maximum or fail to meet a minimum order value for purchasing materials or services.

To define a supplier:

  1. Select Materials > Setup > Suppliers.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the supplier belongs if you use multi-organization security.
    Supplier
    Specify a unique code identifying the supplier , and then enter the supplier’s name in the adjacent field.
    Language
    Select the supplier’s language.
    Currency
    Specify the supplier’s currency.
    Class
    Specify the class of the supplier. The classes shown belong to the COMP entity.
    Out of Service
    Select to indicate that you no longer wish to use this supplier. If you select Out of Service, the system retains the record; however, it will no longer display the supplier in the lookups from which you select suppliers on any other forms within the system.
    Status
    Specify a status to categorize the supplier by status. Define the status field for any purpose (e.g., enter AC if the supplier is being actively used). The status is for your informational use only.
    iProcure Vendor
    Specify the vendor to associate with the supplier for use with iProcure transactions.
    Account Number
    Specify the supplier’s iProcure account number.
    Purchase Site
    Select to indicate that you purchase goods from this supplier. Selecting Purchase Site inserts the supplier into the lookup from which you select suppliers on any other forms within the system. Unselect to indicate that the supplier is only for purchasing labor or services.
    Parent Supplier
    Specify the parent company. Using the "Parent" attribute, you can indicate whether a supplier is part of a larger organization. Parent/child supplier relationships can be established for information only.
    Note: You cannot designate a supplier as a parent supplier if the supplier is already designated as a child in a supplier hierarchy. Additionally, a supplier cannot have multiple parent suppliers, nor can a supplier be a parent supplier to itself within a supplier hierarchy.
    Lead Time (Days)
    Specify the average number of days the supplier needs to provide the ordered goods or services.
    Real-time Info
    Select to indicate that the supplier provides real-time information for the items they supply via iProcure.
    Service Provider
    Select to indicate that the supplier provides services. Unselect to indicate that the supplier is only for purchasing materials. If unselected, the supplier cannot be selected for purchasing or requisitioning labor.
    Min. Order Value
    Specify the minimum order amount.
    FOB Point
    Specify the supplier’s free on board shipping point.
    Ship Via
    Specify the supplier’s method of shipping.
    Payment Method
    Specify the supplier’s preferred method of payment.
    Max. Order Value
    Specify the maximum order amount.
    Payment Terms
    Specify the supplier’s payment terms.
    Freight Terms
    Specify the supplier’s freight terms.
    Buyer
    Specify the primary buyer for this supplier.
    Contact Name
    Specify the primary supplier contact.
    Telephone, Fax Number
    Specify the supplier’s phone and fax numbers.
    E-mail Address
    Specify the supplier contact’s e-mail address.
    Our Contact
    Specify the supplier’s primary contact for your organization, which is generally the corporate buyer.
    EDI Number
    Specify the supplier’s electronic data interchange (EDI) number for processing electronic transaction information.
    Customer
    Select to indicate the supplier is a customer. Selecting Customer inserts the supplier into the lookup from which you select customers on any other forms within the system. If Customer is unselected, the supplier cannot be selected for customer contracts or rentals.
    Customer Account Code
    Specify the supplier's customer account code.
    Customer Cost Center
    Specify the supplier's customer cost center.
    Tax Code
    Specify the supplier's tax code.
  4. Click Save Record.
Parent topic: Defining and managing supplier information