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Select and change a supplier

Once a purchase request is generated and visible in the Purchase Planning Board, you need to select a supplier before you can generate a RFQ, PO, or to proceed with a purchase. 

For items that already have a supplier listed, you can also switch suppliers. To learn more about how to change a supplier, see Change a supplier.

Select a supplier

To select a supplier:

  1. Click Select Supplier.

    The Select Supplier button.
  2. Select an Asset Category.

    The Select Asset Category pop-up with options of equipment or machines, tools, and parts or supplies.
  3. Depending on whether you need to add this item to inventory, do one of the following:

Create as supplies record

If you plan to reorder this item, but it isn’t already in your inventory, select Create an inventory. A record will be created for the item after you save your changes.

  1. Select Create supplies record for easy re-ordering in future.

  2. In the Supplier drop-down list, select a supplier.

    If the supplier doesn't already exist, see Change a supplier.

  3. Fill out the remaining optional fields as necessary.

  4. Click OK to save.

 

Match to existing record

You should select this option if you want to add your item purchase to an existing inventory item. Your inventory will reflect the quantity change after you complete the purchase.

  1. Select Match to existing supplies record for proper purchase tracking.

  2. In the Supplier drop-down list, select a supplier.

    If the supplier doesn't already exist, see Change a supplier.

  3. Fill out the remaining optional fields as necessary.

  4. Click OK to save.

 

Do not create as inventory

You should select this option if you want to order your item without recording it in your inventory. If you later use this item in a work order, you will need to manually add it to your inventory.

  1. Select Continue without creating a supplies record.

  2. In the Supplier drop-down list, select a supplier.

    If the supplier doesn't already exist, see Change a supplier.

  3. Fill out the remaining optional fields as necessary.

  4. Click OK to save.

 
 

Change a supplier

To change a supplier:

  1. Click Change Supplier.

    The Change Supplier button.
  2. Click the new supplier you want to associate with the item.

    If the supplier doesn't already exist:

    1. Click New.

    2. Fill out the Asset Business form with the necessary information.

      To learn more about how to fill out the Asset Business form, see Businesses in Getting started with parts and supplies.

 
 
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