Preferred Vendor Update

The Preferred Vendor Update function allows the Pref Vendor field for stock items to be updated automatically based on a stock number range or on an awarded tender.  

Stock Range/Tender

• Enter S to update the preferred vendor field for a range of stock items.  

• Enter T to update the preferred vendor for stock items that have been awarded on a tender. The vendor awarded will be the preferred vendor.

• If T is selected the following prompts will display:

Tender

• Enter a tender number or select the magnifying glass to view available tenders. The tender must be awarded.

Stock Range/Selection/Vendor

• Select one of the three options below:

Starting Stock Code

• This is the default and will prompt for a starting a stock number range.  Select the magnifying glass to lookup stock items. Only these stock items will be updated.

Ending Stock Code

• This will display a list of all stock items on the tender.  Select the magnifying glass to select the stock items to be included. Only these stock items will be updated.

Vendor

• This will prompt for a starting and ending vendor number range. Select the magnifying glass to lookup vendors. Only stock items awarded to this vendor(s) will be updated.

Update Awarded Prices/Contracts/None

Select one of the three options below:

Update Awarded Prices

• Enter A to update awarded prices in addition to updating the preferred vendor. The new price will be included on the report. Note: Prices will not be updated for inventory items. The vendor purchase history and the cost price are updated for non-inventory items.

Update Contract Prices

• Enter C to create contract prices based on the tender. This will display three additional prompts that will be used to setup the contract pricing. (Vendor purchase history is not updated as part of this option.)

Effective Date

• Enter the date (YYYYMMDD) on which the contract price will take effect. The default is the current date.  

• The effective date must be unique for the stock item and vendor supplying the contract price.

Expiry Date

• Enter the date (YYYYMMDD) on which the contract price will expire. The system will verify that the expiry date is greater than or equal to the effective date.

% Increase

• Select enter to accept the default of no % increase.

• Enter a percentage amount as a whole number, if applicable (ex. Entering 10 would indicate that a 10% increase be applied to the awarded price).

Note: Contract prices can be rounded to 2 decimal places by placing the following symbol in the prdlogin.com file:

TSC$CP_DECIMALS:=="2"

None

• Enter N if the awarded prices, or creation of contract prices are not to be updated. Only the preferred vendor will be updated on the stock items. 

• If S the following prompts will display:

Commodity  

• Accept the default of all commodity codes. To run the update for a specific commodity code, enter the code or  select the magnifying glass to view a list of commodity codes.

Starting Stock

• Accept the default of the first stock item, or  enter a stock number.  Select the magnifying glass to search for a stock item.

Ending Stock

• Accept the default of the last stock item, or  enter a stock number.  Select the magnifying glass to search for a stock item.

Preferred Vendor

• Enter a vendor number, or select the magnifying glass to view available vendors. The default is for no vendor.

• Selecting Stock File Range Or Tender Provides For A Preliminary Or Final Mode

Preliminary/Final

• Enter P to produce a report only or F to produce a report and update the stock items.

Messages

• When the update is run a number of status messages can potentially display.