Purchasing Info |
The Purchasing Info tab enables you to define the information needed to make purchases from the organization’s vendors.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on vendor ID and name.
The field in the top section of this tab defines the data that displays.
Vendor ID
Identifier of the vendor currently selected in the grid or that you are defining. This field has a list box. The vendor name displays to the right of the ID.
Data in the fields in the bottom section of the tab define purchasing information about the vendor. Unless otherwise indicated, these fields are required.
Currency ID
Identifier of the currency on which the vendor bases its parts prices. This field has a list box. The currency description displays to the right of the ID.
For parts purchase orders and repair purchase orders, the vendor’s prices are automatically converted from this currency to the base currency ID. To assign a currency ID to a vendor, use the Data -> Purchasing -> Setup -> Currency Exchange screen.
Minimum order value in vendor’s currency
Minimum amount per order the vendor requires in the type of currency specified in the Currency ID field.
Minimum lead days
Minimum number of days of lead time required by the vendor. Used by Enterprise Purchasing screens to calculate expected delivery date and time.
Internal transit time in days
Number of days required for the organization to process an order to this vendor. It includes the following:
The time between the entry of an order and the actual transmission of the order to the vendor
The time between the arrival of the parts at the organization and the recording of the receipt.
This value is used to calculate the expected delivery date and time on the Line Items tab of the Data -> Purchasing -> Parts Order Management screen.
Normal time of day for deliveries of parts orders
The time of day at which the vendor normally delivers ordered parts. Defaults to 12:00. This field is optional.
This information is used for shop scheduling purposes, in conjunction with the expected delivery date and time (refer to the Line Items tab of the Data -> Purchasing -> Parts Order Management screen) of parts orders and the parts receipt processing time at the location (see the Parts receipt processing time (hours) field on the Inventory tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen) to estimate the time of day at which parts expected to be delivered should be available.
Delivery method
How the vendor makes deliveries to the organization. Optional.
Settlement terms
Payment terms this vendor requires for parts purchase orders and repair purchase orders. This field is optional.
Require RMA on return to vendor
If this field has a check, a return material authorization (RMA) is required to return items to the vendor.
Order output type
Method by which the organization normally sends parts purchase orders and repair purchase orders to the vendor. This field has a list box.
FAXED
PRINTED
NONE