Supplier Management

Organization / Supplier Relationship

The Organization/Supplier Relationship page shows the association between the supplier and the organization. Information also includes the account number, contact name, email address, any alternate identification for the supplier, the supplier location, pricesheet and a suspended flag.

If any of the fields mentioned in the steps below do not appear on your screen, that means that your organization is not using that feature of BuildPro. For any questions about this feature, contact your BuildPro administrator.

 

To update Relationship Detail:

  1. Update the Account Number field as needed.

  2. If needed, change the Contact Name.

  3. Verify that the check box is unchecked next to Allow Fax Num in SupplyPro E-Destination Fields. When this check box is unchecked, SupplyPro suppliers will not be able to enter a fax number in their e-destination fields. If it is checked, suppliers can enter a fax number for their e-destination.

  4. In the E-Destination field, type the email address for the supplier receiving the purchase order notification.

  5. Click the Transmit PO to Vendor check box to send the order to the vendor electronically.

  6. Click the Transmit Completion Notice check box to send completion notices electronically.

  7. Complete the Acct E-Destination field with the email address for  the Accounting department so that  purchase order completion notices are received.

  8. Repeat steps 4 and 5 as needed.

  9. Complete the Warr E-Destination field with the email address for the Warranty department so that notification for warranty work is received.

  10. Repeat steps 4 and 5 as needed.

  11. If available, type any alternate identification for the supplier in the Alt Supplier ID field.

  12. Click the Supplier Location field and choose the appropriate location.

  13. Click the Pricesheet field and choose the appropriate pricesheet to be used.

  14. In the EPO Authority Amount field, type the dollar amount for approval authority for any EPOs.

You would use this field if you want to set EPO limits at the supplier/vendor level.

 

  1. Click Warning if you want the supplier to receive a warning if they go over the limit set for an EPO.

  2. Click Locked if the EPO is not to be sent without approval.

  3. In the MPO Authority Amount field, type the dollar amount for approval authority for any MPOs.

  4. In the MPO Authority Percent  field type the percentage of approval authority for any MPOs.

  5. Click Update Relationship.

 

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