5.7.1. Enter New Item Source
To enter a new Item Source, select the "Enter New Item Source" option.
The following screen will appear:
When entering a new Item Source, you are presented with the following
options:
- Item Number
Enter the Item Number of the manufactured Item you want to
create a Work Order for.
- UOM
Inventory Unit of Measure.
- Vendor
Enter the Vendor Number of the Vendor who is the source for the
specified Item.
- Vendor Item Number
Enter the Item Number the Vendor uses to identify the
Item.
- Vendor UOM
Enter the Unit of Measure the Vendor uses for the specified
Item.
- Inventory/Vendor UOM Ratio
/Vendor UOM Ratio: Specify the ratio between Inventory and
Vendor Units of Measure (UOM). For example, if you store an Item in
single units, but a Vendor sells you the Item in cases of 12, then you
would enter "12" here to represent the 12:1 Inv./Vend. ratio. If the
ratio is 1:1, then enter "1" here. When an Inv./Vend. ratio is
specified, the system allows you to purchase Items using the Vendor's
UOM; however, when the Items are received, the system will
automatically convert the Inventory to your Inventory UOM. This same
conversion logic flows throughout the system—whether you are viewing
Inventory availability or running Material Requirements Planning
(MRP). Your Inventory will always be represented in your Inventory
UOM, regardless of the Vendor UOMs specified on any open Purchase
Orders.
- Minimum Order
Indicate the minimum Order allowed for the specified Item. A
warning message will be shown if a Purchase Order Line Item falls
below the minimum Order value entered here.
- Order Multiple
Value entered indicates the quantity multiple that Orders for
this Item must use. A warning message will be shown if a Purchase
Order Line Item does not conform to the Order multiple entered
here.
- Vendor Ranking
Specify the Vendor's rank using the arrow buttons, or manually
enter a value up to a maximum of 9. The ranking of a Vendor is used to
identify the relative merits of Item Sources when releasing Purchase
Requests. If a purchased Item has multiple Item Sources, you may
select from a list of available Item Sources when releasing a Purchase
Request. The Item Sources will be listed in descending order by Vendor
ranking.
- Lead Time
Specify the lead time for the Vendor Item using the arrow
buttons, or manually enter a value up to a maximum of 99. Specifies
the Lead Time the Vendor requires to supply the specified Item,
measured in days.
- Notes
This is a scrolling text field with word-wrapping for entering
Notes related to the Item Source.
To the far right of the screen, the following buttons are
available:
- CANCEL
Closes the screen without creating an Item Source, returning you
to the application desktop.
- SAVE
Saves the Item Source and adds it to the master list of Item
Sources.
To add or modify Item Source Prices, select the "Prices" tab
at the bottom of the "Item Source" screen. The following screen will
appear:
When adding or modifying Item Source Prices, you are presented with
the following options:
- Prices
Display lists Item Source Prices for the specified Item
Source.
To the far right of the screen, the following buttons are
available:
- ADD
Opens screen for creating a new Item Source Price, as shown
below.
- EDIT
Enables you to edit highlighted Item Source Price. The edit
screen is the same as that for creating a new Item Source
Price—except that when editing, the fields will contain Item Source
Price information. Double-clicking on an Item Source Price will also
bring you to the editing screen.
- DELETE
Highlight an Item Source Price and then select this button to
remove the Item Source Price from the list.
To add or modify a description of the Vendor, select the "Vendor
Description" tab at the bottom of the "Item Source" screen. The following
screen will appear:
When adding or modifying a Vendor description, you are presented with
the following options:
- Vendor Description
This is a scrolling text field with word-wrapping for entering
Comments related to the Vendor.
To the far right of the screen, the following buttons are
available:
- CANCEL
Closes the screen without creating an Item Source, returning you
to the application desktop.
- SAVE
Saves the Vendor description and associates it with the Item
Source.
5.7.1.1.
Item Source Price
To add an Item Source Price to the list of Prices,
select the ADD button. The following screen will appear:
When creating a new Item Source Price, you are
presented with the following options:
- Qty. Break
Specify the minimum quantity of the Item you must order to
receive a Price Break.
- Price per Unit
Specify the Price per unit if the Quantity Break requirements
are met.
To the far right of the screen, the following buttons
are available:
- CANCEL
Closes the screen without creating an Item Source Price,
returning you to the previous screen.
- SAVE
Saves the Item Source Price and adds it to the list of Item
Source Prices.
