Purchasing Info

The Purchasing Info tab enables you to define the purchasing information for the part, including the preferred vendor and repairer.

Tip: The fields that you can access on this tab depend on settings on the General tab of the Parts Items -> Setup -> Options screen:

If you manage ordering and EOQ values either BY LOCATION or ENTERPRISE and there is a check in the Allow update of manufacturer data on Parts - Primary Information screen if not managing ordering and EOQ values CENTRALLY field on the General tab of the Setup -> Parts Items -> Options screen, you may update the Manufacturer name and Manufacturer part number fields. All other fields on this tab are locked, and you must use the Parts Items -> Location Information screen to record purchasing information for a part at specific locations.
If you manage ordering and EOQ values CENTRALLY, all fields on this tab are accessible.

Tip: You can use the filter to restrict the information that displays to a specific part ID, part suffix, inventory month, keyword, stock status, product category, or part classification, among others. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a cross-reference part ID that cannot be found, the applicable part ID displays.

Detail View Header

The fields in the top section of this tab define the data that displays.

Part ID

Identifier of the part currently selected in the grid or that you are defining.

Note: If there is a check in the Enable automatic part numbering field on the Setup -> Parts Items -> Product Categories screen, the part ID is assigned automatically. Its characteristics, if any, are based on information entered in other fields on that screen.

The part ID may only consist of valid bar code characters. This field has a zoom button to the Parts Items -> Cross-references screen, which defines cross-references of part IDs. It also has a list box. The part description displays to the right of the ID. This field is required.

The combination of this part ID and the part suffix must be unique for each part.

To delete a part and all its data from inventory, refer to how to delete a part from inventory.
To delete a part from a specific location, use the Basic Info tab on the Parts Items -> Location Information screen.

Note: You cannot delete a record that has part quantities to be reconciled.

Part suffix

Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID.

This identification applies only if the part ID is a valid part ID.

New part/location/inventory

If you are entering a new part, you can click the New part/location/inventory button to launch the Add New Part wizard. The wizard will walk you through specifying the required data for the Part Primary, Part Location, and Inventory Adjustment screens.

Note: The wizard must be activated before it will launch. Refer to Add New Part Wizard for more information.

Detail View

Data in the fields on the bottom section of this tab define the purchasing information for the part. Unless otherwise indicated, these fields are required.

Manufacturer name

Name or code of the part manufacturer. The information in this field is used to construct cross-reference entries for the part. This field is optional.

If you enter or change a manufacturer and there is a value in the Manufacturer part number field, two entries are automatically created or updated on the Parts Cross-reference (RPT_MAIN) table:

The system part ID to manufacturer part number/manufacturer
Manufacturer part number/manufacturer to the system part ID

The manufacturer name is automatically updated on all part location records associated with the part ID and suffix.

Part manufacturers are defined and activated on the Setup -> Parts Items -> Part Manufacturers screen.

Manufacturer part number

Manufacturer’s number for the part. The information in this field is used to construct cross-reference entries for the part. This field is optional.

If you enter or change a manufacturer’s part number, two entries on the Parts Cross-reference (RPT_MAIN) table are automatically created or updated as follows:

System part ID to manufacturer part number/manufacturer
Manufacturer part number/manufacturer to system part ID

The manufacturer part number is automatically updated on all part location records associated with the part ID and suffix.

Model

Model name of the part. This field is optional.

Preferred vendor ID

Identifier of the vendor from which you normally purchase this part. This field has a list box of vendors with a check in the Parts repair and rebuild field on the Functions tab of the Setup -> Organization Structure -> Vendors -> Primary Information screen. The vendor name displays to the right of the ID.

Required under the following conditions:

The Basic Info tab of the Data -> Parts Items -> Primary Information screen assigns the part ID/suffix to a part classification that has a check in the Warrantable field on the Setup -> Parts Items -> Parts Classifications screen. The vendor ID must have a check in the Active field on the Basic Info tab of the Setup -> Organization Structure -> Vendors -> Primary Information screen (which also defines vendor IDs).
The value in the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Setup -> Parts Items -> Options screen specifies CENTRALLY.

Store ID

The identifier of the location of a particular physical store to purchase items from such as a chain that has locations in both City A and City B. Store ID is editable only when inventory management method is CENTRALLY, otherwise it is display only on this screen. It is optional and entry must be a valid store defined for the preferred vendor ID. This field has a list box.

Store IDs are created in the vendor primary information record on the Store Location Tab.

Preferred replenishment vendor contract

This optional field must match the Preferred Vendor ID, which must be active and the date must be within that vendor's contract start and end date. This field has a list box.

Last vendor ID

Identifier of the last vendor from which you purchased this part. The vendor name displays to the right of the ID. This field updates automatically every time you reorder the part. This field is display only.

Vendor IDs are defined on the Basic Info tab of the Setup -> Organization Structure -> Vendors -> Primary Information screen.

Last purchase order ID

Identifier of the last purchase order for this part. This field updates automatically every time you reorder the part. This field has a zoom button to the Data -> Purchasing -> Parts Order Management screen. Display only.

Date

Date of the last purchase order on which this part was ordered. This field updates automatically every time you reorder the part. This field is display only.

Last purchase order unit price

Unit price on the last purchase order on which this part was ordered. This field updates automatically every time you reorder the part. This field is display only.

If the Manage parts ordering and Economic Order Quantity (EOQ) field on the General tab of the Setup -> Parts Items -> Options screen specifies CENTRALLY, when you use the Purchasing -> Reordering screen to generate purchase orders, this value is used if:

The vendor in the Preferred vendor ID field does not have a contract to supply the part. Contracts with vendors are defined on the Purchasing-> Vendor Contracts -> Contracts screen.
The vendor has a contract to supply the part, but the contract does not specify a price for the part.
The Current order unit price field on the Basic Info tab of the Purchasing -> Vendor/Part Information screen does not contain a value.
The Last receipt price field does not contain a value.

Last receipt price

Price paid for the part when it was last received. This field updates automatically every time you reorder the part. Display only from the Receipt price vendors currency field on the Receipts tab of the Data -> Parts Activity -> Receipts screen.

If the Manage parts ordering and Economic Order Quantity (EOQ) field on the General tab of the Setup -> Parts Items -> Options screen specifies CENTRALLY and there is no contract with the vendor to supply the part for a specific price and no current order unit price on the Basic Info tab of the Purchasing -> Vendor/Part Information screen, this value displays in the Gross unit price field on the following screens:

Line Items tab of the Data -> Purchasing -> Quick Orders screen (if the vendor ID is specified on the Basic Info tab of that screen)
Basic Info tab of the Data -> Purchasing -> Reordering screen

Preferred repairer

Identifier of the vendor who normally repairs this part. This field has a list box of vendors with a check in the Parts repair and rebuild field on the Functions tab of the Setup -> Organization Structure -> Vendors -> Primary Information screen. The vendor name displays to the right of the ID. This field is optional.

Vendor IDs are defined on the Basic Info tab of the Setup -> Organization Structure -> Vendors -> Primary Information screen.

The following fields update automatically every time you have the part repaired.

Last repairer

Identifier of the vendor who last performed repairs on this part. The vendor name displays to the right of the ID. Display only.

Vendor IDs are defined on the Basic Info tab of the Setup -> Organization Structure -> Vendors -> Primary Information screen.

Last repair purchase order ID

Identifier of the last purchase order for the part's repair. This field is display only.

Date

Date of the last purchase order for the part's repair. Display only.

Last repair purchase order unit price

Unit price for the part on the last purchase order for the part's repair. This field is display only.