Warehouse - 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 [S/T]
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 in the Stock Range/Tender field, the following prompts will display:
Tender
Enter a tender number or use Home key to view available tenders. The tender must be awarded.
Stock Range/Selection/Vendor [R/S/V]: R
Select one of the three options below:
Enter A Stock Range [R]
This is the default and will prompt for a starting and ending stock number range.
Home key can be used to lookup stock items. Only these stock items will be updated.
Enter A Stock Selection [S]
This will display a list of all stock items on the tender. Select can be used to select the stock items to be included. Only these stock items will be updated.
Vendor [V]
This will prompt for a starting and ending vendor# range. Home key can be used to lookup vendors. Only stock items awarded to this vendor(s) will be updated.
Update Awarded Prices/Contracts/None [A/C/N]: A
Select one of the three options below:
Update Awarded Prices [A]
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 [C]
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 <Current>
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 <0>
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).
None [N]
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' is selected in the Stock Range/Tender field, then the following prompts will display:
Commodity [ALL]
Enter to accept the default of all commodity codes. To run the update for a specific commodity code, enter the code or use Home key to view a list of commodity codes.
Starting Stock <FIRST>
Enter to accept the default of the last stock item, or enter a stock number.
Home key can be used to search for a stock item.
Preferred Vendor [NONE]
Enter a vendor number, or use Home key to view available vendors. The default is for no vendor.
Selecting 'Stock File Range' Or 'Tender' Provides For A Preliminary & Final Mode
Preliminary/ Final [P / F]
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.
Update - Stock item will be updated with the new preferred vendor Stock item will not be updated with the new preferred vendor
No Update - Stock item cannot be updated because the stock item does not have purchase history for the selected preferred vendor
No Purchase History Item not awarded - Stock item was not awarded, therefore, a preferred vendor is not available
Existing date - This message will only display if the 'Update Contract Prices' option has been selected. An update for a stock item will not be done if the effective date entered for the contract price already exists for the stock item for the awarded vendor.