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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.
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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:
Update the
Account Number field as needed. If needed, change the
Contact Name. In the
E-Destination field, type the email address for the supplier receiving
the purchase order notification. Click the Transmit
PO to Vendor checkbox to
send the order to the vendor electronically. Click the Transmit
Completion Notice checkbox to send completion notices electronically. Complete the Acct E-Destination field with the email
address for the
Accounting department so that purchase
order completion notices are received. Repeat steps 4 and
5 as needed. Complete the Warr E-Destination field with the email
address for the Warranty department so that notification for warranty
work is received. Repeat steps 4 and
5 as needed. If available, type
any alternate identification for the supplier in the Alt
Supplier ID field. Click the Supplier
Location field and choose the appropriate location. Click the Pricesheet
field and choose the appropriate pricesheet to be used. In the EPO
Authority Amount field, type the dollar amount for approval authority
for any EPOs.
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You would use this field
if you want to set EPO limits at the supplier/vendor level. |
Click Warning
if you want the supplier to receive a warning if they go over the limit
set for an EPO. Click Locked
if the EPO is not to be
sent without approval. In the MPO
Authority Amount field, type the dollar amount for approval authority
for any MPOs. In the MPO
Authority Percent field
type the percentage of approval authority for any MPOs. Click Update Relationship.
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