Supplier Options

Us this attribute to set up the agreed business relationships between a supplier and your Buying Organization.

Add

1. In the expanded Tree Menu, click Organization | Organization Name | Attributes | Supplier Options | New Supplier Options.

The Advanced Administration Application displays the Organization New Supplier Options form.

2. Click [Change].

The Advanced Administration Application displays the Supplier Search form where you can select a supplier name, and return it to the Organization New Supplier Options form.

3. Select an option from the Supplier Dispatch drop-down list.
4. Select an option from the Order Tolerance drop-down list.
5. Click in the check boxes to enable or disable:
• Allow Back Order
• Allow Partial Shipment
• Preferred Supplier
• Change Request Notification by E-mail
6. Click in the Alternative E-mail for Notification, and type an optional alternative E-mail address for notification.
7. Click the Propagate to All Child Organizations check box, so that a check mark is displayed, and click [Save] to propagate this information to (that is, share it with) all of its child organizations.

This option is not available if:

• The organization has no child organizations, or
• You do not have Enterprise or SuperBorg Scope privilege.
8. Click [Save] to save the entered data.

Edit

1. In the expanded Tree Menu, click Organization | Organization Name | Attributes | Supplier Options |Supplier Option Name.

The Advanced Administration Application displays the Organization New Supplier Options form containing the information saved for that supplier option:

• Supplier (non-editable label)
• Supplier Dispatch (drop-down menu)
• Order Tolerance (drop-down menu)
• Allow Back Order (check box)
• Allow Partial Shipment (check box)
• Preferred Supplier (check box)
• Change Request Notification by E-mail (check box)
• Alternative E-mail for Notification (editable text box)
• Supplier Approver (click [Change] to change)
• Default Approver (yes or no)
• Propagate to All Child Organizations (check box)
2. Select a new option from the Supplier Dispatch drop-down menu.
3. Select a new option from the Order Tolerance drop-down menu.
4. Click in the check boxes to enable or disable:
• Allow Back Order
• Allow Partial Shipment
• Preferred Supplier
• Change Request Notification by E-mail
5. Click in the Alternative E-mail for Notification, and type a new alternative E-mail address for notification.
6. Click [Change] to change the Supplier Approver selection.

Note: After a Supplier Approver has been selected, the Default Approver field is not displayed.

7. Click the Propagate to All Child Organizations check box, so that a check mark is displayed, and click [Save] to propagate this information to (that is, share it with) all of its child organizations.

This option is not available if:

• The organization has no child organizations, or
• You do not have Enterprise or SuperBorg Scope privilege.

Note: When the Propagate to All Child Organizations check box is checked, the Supplier Approver and Default Approver fields are not displayed.

8. Click:
• [Save] to save the entered data and leave the form, or
• [Delete] to remove the supplier option from the organization.

Add to Menu

1. In the expanded Tree Menu, click Organization | Organization Name | Attributes | Supplier Options | Add Supplier Options To Menu.

The Advanced Administration Application displays the Add Supplier Options to Menu form.

2. Click in the Supplier Name text box, and type all or part of a Supplier Name, or Wild Card Characters.
3. Click [Search]

The Advanced Administration Application displays all Supplier names matching your query.

4. Click on a Supplier Options name and then click [Add To Menu].

The Advanced Administration Application adds the Supplier Name to the Organization | Organization Name | Attributes | Supplier Options menu.

Remove from Menu

1. In the expanded Tree Menu, click Organization | Organization Name | Attributes | Supplier Options | Remove Supplier From Menu.

The Advanced Administration Application displays the Remove Supplier Options From Menu form containing a list of all supplier options in the Tree Menu.

2. Click [Delete] to remove the supplier option from the menu.

The Advanced Administration application removes the supplier options name from under Supplier Options, in the Tree Menu.