Help on Supplier

Help On Supplier

This Help page permits you to search and select the Supplier Code and transfer the details to the required field.

You can search the Supplier Code by specifying details, which includes Supplier code, Name, Supplier Type, Currency, Approval status, Supplier Classification, level, created at, from and to date, status, contact person, supplier code to whom payment is made, payment priority and address id. The system retrieves the search results in the multiline. The Supplier Codes with “Active” status are alone retrieved. You can select the Supplier code from the multiline and click the “OK” pushbutton to transfer it to the required page.

Click the lens icon positioned next to the “Supplier Code” field.

The “Help On Supplier” page appears.

Enter the following fields in the “Search Criteria” group box to search for the Supplier Codes:

Supplier Code	A unique code or identification number of the Supplier (Alphanumeric, 16).
Name	The name of the Supplier associated with the supplier code. (Alphanumeric, 60).
Supplier Type	Use the drop down list box to select the type of the supplier, which can be “Regular”, “One time” or “All”. The default value is “All”.
Currency	Use the drop-down list box to select the currency of the supplier. The options in the drop-down list box are populated from the "Organization Setup" business component.
Approved Supplier	Use the drop down list box to select whether approved supplier or unapproved supplier should be listed in the multiline.
Supplier Classification	Use the drop-down list box to select the classification under which the user wishes to place the supplier. The combo is loaded with value "External"

Note: If Inter-company transactions is enabled in PPS Feature list, then the combo is loaded with External and Internal.

Supplier Level	Use the drop down list box to select the level in which the supplier is going to be placed. The Levels can be OU Level or BU Level or LO Level. The level assigned here shall define the set of OU’s in which the supplier code can be inherited.
Created At	Use the drop-down list box to select the OU in which the supplier document was created.
Created Date From	Date of creation of the supplier document. (Date Format). Based upon the date entered in this field, the supplier documents created from that date onwards are listed.
Created Date To	Date of creation of the supplier document. (Date Format). Based upon the date entered in this field, the supplier documents created up to this date are listed.
Status	Use the drop-down list box to select the status of the supplier. The system lists “All”, “Active”, “Inactive”, “Hold Buy”, and “Hold Pay”.
Contact Person	The name of the contact person is entered.
Pay To Supplier	Code or identification number of the Pay To supplier is entered.
Payment Priority	Use the drop down box to select the payment priority level. It can be set to “Low”, “Medium” or “High”. This information can be used for reporting purposes.
Item Code	The code identifying the item,
Variant Code	The variant code of the item.
Item Variant Desc.	The variant description of the item.
Address ID	Identification number given for a particular supplier address.
City	The city to which the supplier belongs.
State	The state to which the supplier belongs.

Click the “Search” pushbutton to retrieve the search results.

The system retrieves and displays the following details in the “Search Results” multiline based on the search criteria entered:

Supplier Code	Code or identification number of the supplier.
Name	The name of the supplier associated with the supplier code.
Currency	The currency used in the transaction is displayed.
Supplier Classification	The classification of the supplier.
Supplier Level	The system displays “OU Level”, “BU Level” or “LO Level” as levels of the suppliers.
Status	The system displays “All”, “Active”, “Inactive”, “Hold Buy”, or “Hold Pay”.
Default Address ID	The default Identification number given for a particular supplier address.
Contact Person	The name of the contact person is displayed.
Pay Term	The code identifying the default payment term.
Pay Mode	The mode in which the payment is made is displayed. The supplier can use cash, cheques, demand draft, or electronic money transfer.
Pay To Supplier	Code or identification number of the Pay To supplier is displayed.
Name	Name of the Pay To supplier is displayed in this field.
Priority	The system displays “Low”, “Medium” or “High” for payment priority.
Created At	The OU in which the supplier document was created.
Created Date	The date on which the supplier document was created

Check the box in the “Select” column of the multiline to select the Supplier Code.

Click the “OK” pushbutton.