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Settings

Creating a Supplier Resource

A supplier resource adds supplier information, such as price and delivery terms, and the part number or other identification that the supplier uses to identify the resource. Each resource that you purchase from a supplier must have an associated supplier resource. You can use the supplier resource whenever you create a purchase demand (requisition or purchase order) for the resource.
The resource and the supplier must exist in APM before you can create the supplier resource. You can create one supplier resource at a time or many supplier resources at once from the resource catalog.
The supplier resource dialog allows you to define both the supplier resource and the supplier’s current price. After the supplier resource has been created, you can add more prices. See Adding Prices to a Supplier Resource.

To Create a Supplier Resource

1.
Open the supplier from which you will purchase the resource.
2.
Select the Resources view, and then the Resources tab. By default, this tab lists all supplied resources for the supplier.
3.
Click New. The New Supplier Resource dialog appears, open to the General tab.
4.
Select the Purchase type:
Setting Name
Description
Purchase type
The options available in the list depend on the type of resource that is selected (material, tool, or service):
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Regular purchase: This supplier provides this resource as a new material purchase.
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Consignment purchase: The supplier provides this material resource on consignment.
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Repair orders: This supplier can supply repairs for this resource.
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Service order: This supplier provides this service-type resource.
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Equipment rental: This supplier can provide this tool-type resource as an equipment rental.
5.
Browse to select a resource. Select the resource and click OK.
6.
Enter the supplier’s references for the resource:
Setting Name
Description
Product number
The supplier’s reference number for this resource. Every supplier uses a different reference number for the item, and this number must show on the PO so that the supplier will know what item is being ordered.
Product description
The supplier’s description for this resource. The system enters your product description as the default, but you can change it here. You can enter up to 100 characters.
7.
On the Price tab, in the Units of measure section, select the ordering and pricing units of measure:
Setting Name
Description
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”).
8.
In the Price section, enter:
Setting Name
Description
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.
Expiry Date
The date the price expires. Click the calendar to select the appropriate date. If the price has no expiry date, leave this box blank.
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.
9.
Select the Details tab. Enter 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.
10.
If the resource is a material- or tool-type resource, you can select the Resource manufacturer for this supplier resource. Only existing resource manufacturers can be selected from the list. To add a manufacturer, right-click on the box and select New. For more details, please see Entering Manufacturer Information for a Supplier Resource.
11.
If applicable, you can select this supplier as the Preferred supplier for this resource. The supplier will have the “preferred supplier” designation during the effective period of this price.
12.
If the resource is a material- or tool-type resource, select a Replenishment review option.
13.
If the ordering units of measure are different than the pricing or catalog units of measure, you can set a conversion factor. Select the Conversions tab. Click Conversion Calculator, enter the conversion factors, and click OK.
14.
Select the Charges tab.
15.
Enter any extra charges or taxes applicable to this supplier resource. Taxes and extra charges that are set up for the supplier are automatically applied to all items on a purchase order. You only need to enter taxes or extra charges that apply to this particular resource here. See Adding Extra Charges to a Supplier Resource and Creating a Supplier Resource Tax for more information.
16.
Select the Description tab. On this tab, you can enter a longer description of the resource.
17.
When you are finished entering information about the resource, click OK. The new supplier resource appears in the list.
18.
When you are finished, save and close the Supplier window.