*
Concepts
*
Tasks
*
Settings

Creating a Supplier

A supplier is an organization from which you purchase or rent goods and/or services.
You can record and track suppliers in APM using supplier records. The supplier record can include the payment and shipping terms you have agreed to with that supplier, as well as links identifying their resources and prices. When you need to purchase an item, the system will provide the list of suppliers who carry the resource, and will prompt the supplier’s current price.
This topic explains how to create a new supplier for a site.

To Create a Supplier

1.
From the Site window, select the Purchasing view and then the Suppliers tab.
2.
Select the Suppliers tab and then click New. The Supplier window appears.
3.
Enter the Supplier number and Name. APM automatically enters a default supplier number, but you can change it if necessary. Each supplier must have a unique number.
4.
Select the supplier’s Purchasing type:
Setting Name
Description
Purchasing type
The purchasing type determines whether the supplier can be entered on requisitions, purchase orders, or requests for quotation (RFQ).
•
Ordering supplier: The supplier is authorized for all purchasing activities (requisitions, purchase orders, and RFQs).
•
Bidder: The supplier is only authorized to bid on requests for quotation (RFQs). You can only place a purchase order to a bidder-type supplier if you also send the purchase order for approval through an appropriate procurement approval route.
•
Non-ordering supplier: The supplier is not authorized for purchasing activities. The supplier cannot be included on a RFQ or have a purchase order placed with them. Non-ordering suppliers are typically payment vendors in your financial system.
 
5.
If you want to place the supplier in a supplier hierarchy, click Browse to select its parent. The supplier hierarchy allows you to organize suppliers based on the supplier’s corporate structure. The main use for this feature is to allow you to identify separate invoicing and ordering suppliers for the same order. A supplier is allowed to invoice the transactions associated with its own orders and the orders of its descendants.
6.
On the Address tab, enter the supplier’s primary address, telephone, fax, and internet information. If necessary, you can add alternate addresses on the Alternate Addresses tab. For more information, see Adding Alternate Addresses to a Supplier Record.
7.
Select the Contacts tab. On this tab, you can enter the primary contact person for the supplier, as well as any additional contact or address information. For more information, see Adding a Contact for a Supplier.
8.
If necessary, you can add notes or a detailed description to the Description tab.
9.
Select the Terms and Conditions tab, then the Terms and Conditions tab. Enter the following information where applicable:
Setting Name
Description
Currency
The preferred currency of the supplier. Click the arrow to select the appropriate currency.
Tax locality
The tax locality of the supplier’s office. The locality is used to determine the taxes that apply to items purchased from this supplier.
FOB Point
The free on board (FOB) point used with this supplier. The FOB point identifies when the title for a delivery changes from the supplier to your site. After this point, you are responsible for the delivery and handling of the material.
Freight Term
The freight terms used with this supplier. The freight terms typically identify who is responsible for paying delivery costs.
Shipping Mode
The shipping mode used to transport goods from the supplier to your site. Click the arrow to select the appropriate shipping mode.
Payment Term
The payment terms used by this supplier. Click the arrow to select the appropriate terms.
Minimum Order Value
The minimum value of orders that can be sent to this supplier.
The system displays a warning message if a purchase order is sent to the supplier and the ordered value is less than the supplier’s minimum order value.
Minimum Order Note
The system displays a warning message if a purchase order is sent to the supplier and the ordered value is less than the supplier’s minimum order value. This note is displayed in the warning message.
10.
Select the Invoicing tab to enter invoicing information:
Setting Name
Description
Invoices are Allowed
This option determines whether or not invoices can be created for this supplier. By default, invoices are allowed. To set this supplier as a non-invoicing supplier, clear this option. For example, you might want to do this if the invoices are sent from the head office supplier rather than the local supplier.
11.
Now that you have created the supplier, you might want to add more information. See:
•
Editing the List of Supplier Resources
•
Identifying a Payment Supplier
•
Adding a Supplier’s Warranty
•
Adding Manufacturer References to a Supplier
•
Adding a Contact for a Supplier
•
Selecting Order Desk and RFQ Contacts for a Supplier
•
Adding Alternate Addresses to a Supplier Record
•
Creating a Supplier Hierarchy
12.
When you are finished entering information, save the supplier record.