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Copying a Supplier Resource

If you are entering many supplier resources, it may be more efficient to copy an existing one rather than create new supplier resources from scratch. The system supports three types of supplier resource copies:

•	Create a new supplier resource for a different supplier: The resource, site, and purchase type from the current supplier resource are copied to the new supplier resource. You must select the new supplier on the copy dialog.

•	Create a new supplier resource for a different resource: The supplier, site, and purchase type from the current supplier resource are copied to the new supplier resource. You must select the new resource on the copy dialog.

•	Create a new supplier resource for a different site: The supplier, resource, and purchase type from the current supplier resource are copied to the new supplier resource. You may want to do this to create supplier resources with different pricing or ordering information for each site.

Note: You can copy a supplier resource to any site that is below the site that owns the supplier and resource. Ownership of suppliers and resources is determined in the site type settings.

For example, if suppliers and resources are owned at the top site, you can copy supplier resources to any site in the hierarchy. If the supplier and resource are owned at a site on the lowest level, you cannot copy the supplier resource to another site.

Copy restrictions

The following restrictions apply when copying a supplier resource:

•	Suppliers on the existing supplier resource and on the copy must use the same currency.

•	The resource on the existing supplier resource and on the copy must have units of measure from the same category.

•	The purchase type of the two supplier resources must be the same. You cannot change the purchase type on the copy.

Information Copied

The following information is copied:

•	General information such as product number, description, ordering units and pricing units

•	Current and future prices

The following information is not copied:

•	Expired prices

•	Taxes - taxes are re-established based on the new supplier and resource

To Create a Copy of a Supplier Resource

1.	From the site’s Resource Catalog view, select the By Supplier tab. Select the appropriate supplier in the table on the left. Supplied resources are listed in the table on the right.

2.	Right-click the supplier resource and select Copy. The Copy Supplier Resource dialog appears.

3.	Select a copy option.

4.	Click OK. The system creates a copy and opens it.

5.	If necessary, edit the new supplier resource.

6.	When you are finished, save the supplier resource and close the window.