Basic Info |
The Basic Info tab enables you to specify general information about parts ordered from vendors, such as purchase/issue factor, current order unit price, price type, and warranty start. If you are using Enterprise Purchasing, you also can define different unit prices or discount percentages by quantity range or unit of measure.
Vendor/parts records are created automatically when a new part is inserted on either the Primary Information (Parts Items) screen or Location Information (Parts Items) screen and a preferred vendor ID is specified.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on vendor ID, part ID, part suffix, and whether an entry is complete.
The fields in the top section of this tab define the data that displays.
Vendor ID
Identifier of the vendor of the part. This field has a list box. It must be a vendor who provides parts or parts repairs and rebuilds (refer to the Functions tab on the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen). The vendor name displays to the right of the ID.
Vendor IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
Note: Only vendors for which the user has location access rights or vendors that support all locations will be displayed. If you do not see the vendor ID you are looking for, ensure that you have location access rights to that vendor in order to view or modify the vendor information record.
Part ID
Identifier of the part. The ID is associated with the part suffix. This field has a list box. The part description displays to the right of the ID.
If you enter a valid cross-reference entry for the part ID/suffix, it is automatically converted it to the appropriate part ID/suffix. If there is more than one valid part ID/suffix is associated with the cross-reference part ID, a list of valid part ID/suffix/short descriptions displays from which to choose.
Part suffix
Part suffix associated with the part in the Part ID field. This suffix is automatically assigned to a part ID to distinguish it from a different part with the same part ID. This field is display only.
Data in the fields on the bottom section of this tab specify information about ordering the part. Unless otherwise indicated, these fields are required.
Unit of purchase
Identifier of the unit of measure for purchases of this part. This field has a list box. The unit description displays to the right of the ID. Optional if you manage BY ENTERPRISE; otherwise, required.
Purchase/issue factor
Ratio between the order unit of measure and the receipt/issue unit of measure. This field manages the bulk ordering of parts.
If the factor is 12, every order quantity of 1 consists of 12 units of the part. For example, you may order 1 box of switches and the vendor may pack 12 switches to a box, charging $12 for each box.
Note: The cost for the quantity is spread equally over each unit. For example, if the value is $12.00 for a part with an issue factor of 12, the unit price is based on an average unit price of $1.00.
Tip: If you are using Enterprise Purchasing, unit of measure conversion factors have replaced purchase/issue factors. Conversion factors are specified on the Data -> Parts Items -> Setup -> Units of Measure screen.
Manufacturer part number
Part number assigned by the manufacturer. Optional, but entering a value will create a two-way cross reference between the part ID/suffix and the manufacturer part number. Cross-reference relationships between parts display on the Data -> Parts Items -> Cross-references screen.
Current order unit price
Current unit price the vendor charges for the part. Must be greater than or equal to zero.
Expiration date
Date the vendor’s price on the current order for the part expires. This field is optional.
Comments
Free-format area. This field is optional.
Warranty start
Start of the warranty period for the part. This field has a list box:
UPON INSTALLATION: Warranty period for the part starts when the part is installed. This is the default for vendor/part data that is entered automatically.
UPON DELIVERY: Warranty period for the part starts when the part is delivered.
Entry complete
Additional information regarding data entry on this tab. This field is display only.
If this field has a check, a user either inserted the vendor/part data entry or updated the entry after it was automatically inserted. In either case, all required information has been recorded.
If this field is blank, the vendor/part information was automatically inserted when a user specified a preferred vendor for the part. (Preferred vendors for parts are specified on the Purchasing Info tabs of the Data -> Parts Items -> Primary Information and Location Information screens.) Additional information is needed about the vendor and part.
Approved vendor for part
If this field has a check, the vendor is approved for stock part purchases. This field is used if there is a check in the Require approved vendor for STOCK PART line items field on the Purchase Orders tab of the Data -> Enterprise Purchasing -> Setup -> Purchase Types screen.
Discount percentage
Discount percentage that the vendor offers on the part (perhaps for high volume purchases).
Vendor discount percentages for parts are defined on the Data -> Purchasing -> Vendor Contracts -> Parts Prices screen.
Surcharge percentage
Surcharge percentage applicable to orders of this part from this vendor (perhaps for hard-to-get parts). See discount and surcharge formula.
If you have contract pricing or discount levels with a vendor, you can define them in the screen group. You can define a specific unit price for a quantity range and/or a discount percentage for a quantity range. You also can define units of measure that differ from the part’s stocked unit of measure, such as specific pricing for a case. Unless otherwise indicated, these fields are optional.
Note: This capability applies only to Enterprise Purchasing.
Delete
To delete the entries in the fields to the right, place a check in this field and click Save.
Unit of measure
Unit of measure for which you want to specify a different unit price or discount percentage. This field has a list box. Required.
Note: If you are using Enterprise Purchasing, unit of measure is specified on the Data -> Parts Items -> Setup -> Units of Measure screen. If you are not using Enterprise Purchasing, unit of measure is specified on the Basic Info tab of the Data -> Parts Items -> Location Information screen.
Description
Text description of the unit of measure. Auto-populates when a unit of measure is selected. This field is display only.
Qty range low
Minimum quantity required to qualify for discount. If specified, must be greater than or equal to zero.
Qty range high
Maximum quantity allowed to qualify for discount. If specified, must be greater than or equal to zero.
Unit price
Price of an individual unit for the unit of measure. If specified, must be greater than or equal to zero.
Discount percent
Discount percentage offered by the vendor (perhaps for high-volume purchases). Optional, but must be greater than or equal to zero if entered for non-commercial items.
Enter the following for Discount percent, as applicable:
Note: The Discount percent field is not supported for Commercial line items.