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Adding Prices to a Supplier Resource

The supplier resource price contains most of the information associated with the supply of a resource from a supplier. When you create a new supplier resource, you are entering the information for the resource and for the supplier’s current price. After the supplier resource has been created, you can add more prices.

You can create both regular and special prices for a supplier resource:

•	Regular price: identifies a price that is generally available for use.

•

Special price: identifies a price that is not generally available for use. A special price is typically associated with a special set of terms and conditions, lead-time, or supplier promotion. APM never prompts a special price as the expected price for a resource demand or PO line. Special prices are only used when specifically selected by a user.

This topic explains how to add prices to an existing supplier resource.

To Add a Price to a Supplier Resource

1.	From the site’s Resource Management view, select the Supplier Resources tab.

2.	Double click the supplier resource that you want to edit. The Supplier Resource window appears, open to the General tab.

3.	Make sure that editing is enabled.

4.	Select the Prices tab. This tab lists all of the prices that have been entered for the supplier resource.

5.	To add a new price, click New. The Supplier Resource Price dialog appears. The system defaults in the information from the current price for the resource.

6.	Enter the following information on the Price tab:

Setting Name

Description

Price type

Select whether this is a regular or a special price. • Regular price: identifies a price that is generally available for use. • Special price: identifies a price that is not generally available for use. A special price is typically associated with a special set of terms and conditions, lead-time, or supplier promotion. APM never prompts a special price as the expected price for a resource demand or PO line. Special prices are only used when specifically selected by a user.

Ordering Units

The unit of measure (UOM) to use when ordering this item. Although an item can be stocked and issued in one unit of measure, the supplier might require that an order be placed using a different unit of measure. For example, let’s say that each item is stocked on the shelves individually, but the supplier only sells the item in boxes of 12 units. In this case, the ordering UOM is “box” and the stocking UOM is “each”.

Pricing Units

The units of measure (UOM) used when pricing an order. An item can be ordered in a particular unit of measure (UOM) and priced using an alternate UOM. For example, you might order a resource by the dozen, but the supplier might price them individually (that is, “each”).

Price

The unit cost of the item expressed in the supplier’s unit of measure.

Discount Rate

The discount rate applied to the price. The system applies the discount rate when pricing a purchase demand or purchase order line. Prices are often reflected as a standard or common cost for all customers. However, pricing typically differs on a customer-by-customer basis, depending on criteria such as volume of purchases, goodwill, and special deals to secure business.

Discount Applied

Select when the discount should be applied: when the resource is ordered (on the purchase order line) or when the resource is invoiced (on the invoice line).

Price is in effect from

The start date when the price is effective. Click the calendar to select the appropriate date. If appropriate, you can also select the ending date for the price. Prices are only available for use during their effective period.

Reference

The reference number the supplier uses to identify this price. Each supplier resource price can have a different reference number that is separate from the supplier’s product number.

7.	Select the Details tab. Make any required changes to the following:

Setting Name

Description

Pack size

The number of whole units, in the ordering unit of measure, that are packaged together. An order quantity must be placed in multiples of the pack size. For example, let’s say that each item is stocked on the shelves individually, but the supplier only sells the item in boxes of 12 units. In this case, the pack size is 12. You can only order the item in multiples of 12 (12, 24, 36, 48, and so on).

Minimum Order Quantity

The minimum quantity required to place an order with the supplier. The quantity is expressed in the supplier’s unit of measure. When you create a purchase order line for this item, the system warns you if you are ordering less than the minimum quantity. However, if you add this item as a resource demand on a work order, the system cannot warn you if the quantity is below the minimum order amount.

Lead time

The average time it takes the supplier to deliver the item. The lead time generally covers the elapsed time between the issuance of a PO (by mail, EDI, fax, and so on) and the time the order is received. It does not include internal processing time, such as preparing the PO and putting the material away. The system can use this lead time when calculating whether or not a warehouse item needs to be replenished. Whether or not this time is used is determined by a setting on the warehouse properties.

Manufacturer

The name of the manufacturer for this supplier resource and price. If the manufacturer’s record is already associated with this supplier and resource, select the name of the manufacturer from the list. If the manufacturer is not in the list, right-click the box and select New. Fill in the manufacturer information for this supplier resource price.

Preferred Supplier

When this box is checked, the system considers this to be the preferred supplier for this resource. The supplier has the “preferred supplier” designation during the effective period of this price. Note: This option is not available for special prices. The preferred supplier setting is used by the system in determining the default supplier and price to use for new purchase demands. The system considers four criteria when selecting a default supplier and price for a demand: • Preferred supplier • Lowest price • Shortest lead time • Supplier last ordered from The order in which these items are considered is determined by the supplier selection policies for the site or for the resource.

Replenishment Review

The replenishment rule allows you to control whether or not resources replenished with this price require a manual review before the purchase order is generated. • Replenishment review is required: The replenishment requisition must be reviewed before a purchase order is created. • Replenishment review is not required: The purchase order will be automatically generated as soon as the replenishment requisition is created.

8.

If you are entering a price for an on-site contractor, select the Contractors tab. Select whether or not all employees of this supplier can use this price. If only some employees can use the price, select the appropriate employees from the list. Only employees who are set up as contractors for this supplier will be available for selection.

9.

If the ordering units of measure (UOM) are different than the pricing or catalog UOMs, you can set a conversion factor. On the Conversion tab, click Conversion Calculator, enter the conversion factors, and click OK. If a conversion factor has already been set for the UOMs, you will not be able to change it.

10.	Select the Charges tab. If applicable, enter any extra charges that apply to this price. For more information, see Adding Extra Charges to a Supplier Resource Price.

11.	When you are finished entering the price details, click OK to save and close the dialog.