Defining sourcing locations

  1. Select Basics > Sourcing.
  2. Click the New icon.
  3. Specify this information:
    Code

    Specify a code.

    The code must be unique. Two or more items cannot have the same code.

    Name
    Specify a name.
    Address 1
    Specify the address.
    Address 2
    Specify additional address details.
    Country
    Select a country.
    Region
    Specify the region.
    City
    Specify the city.
    Phone

    Specify the supplier's phone number.

    Note: Phone number can consist of up to 100 alphanumeric characters.
    Fax

    Specify the supplier's fax number.

    Note: Fax number can consist of up to 100 alphanumeric characters.
    Homepage
    Specify the supplier's Web site.
    Email
    Specify the supplier's email.
    Main Contact
    Specify your main contact in the supplier company.
    Main Contact Email
    Specify the email of your main contact.
    Supplier Type

    Select a supplier type from the list.

    You can define supplier types in Generic Lookup.

    Internal/External
    Select Internal or External.
    Status

    Select Active, Inactive, or any user-defined status.

    Select Active to mark that this sourcing is available for use. A source will not be available for use if you select the Inactive status or a user-defined status that has Inactive as base status.

    Vendor Status

    Select a vendor status.

    You can define vendor statuses in Generic Lookup.

    Last Inspection Date
    Specify the last inspection date.
    Currency
    Select a currency from the list.
    Delivery Method

    Select a delivery method.

    You can define delivery methods in Generic Lookup.

    Delivery Terms

    Select a delivery term.

    You can define delivery terms in Generic Lookup.

    Payment Terms

    Select payment terms from the list.

    You can define payment terms in Generic Lookup.

    Free Field 1
    Specify any other related details pertaining to your supplier.
    Free Field 2
    Specify any other related details pertaining to your supplier.
    Free Field 3
    Specify any other related details pertaining to your supplier.
    Free Field 4
    Specify any other related details pertaining to your supplier.
    Set to Parent
    Select this check box to make this supplier a parent to subsuppliers.
    Parent

    This field is automatically selected if the sourcing company has related subsuppliers. If the sourcing company is added as a subsupplier to another sourcing company, this field displays the name of the parent company.

    To see related subsuppliers, click the Supplier Relations tab. You can also see related subsuppliers by clicking Supplier Relations on the sidebar while on the Sourcing Panel.

    Note: If you delete a parent sourcing company, all related subsuppliers will be set as independent suppliers
    User Defined Field 1

    Select a user-defined field from the list.

    You can define user-defined field types by using the Supplier User Defined Field 1 type in Generic Lookup.

    User Defined Field 2

    Select a user-defined field from the list.

    You can define user-defined field types by using the Supplier User Defined Field 2 type in Generic Lookup.

    From
    Specify a valid start date.
    To
    Specify a valid end date.
  4. Drag and drop files to the Attachments section to upload files related to your supplier.
    All files that you attach are displayed in the Attachments Information tab.
  5. Specify notes about your supplier in the Notes section.
  6. To add other addresses and information pertaining to your supplier, specify details in the Other Address tab.
    Note: You can specify multiple contacts under one supplier. Use the Remarks column to identify the specific details of the contact person.
  7. To identify Partner Collaboration users for this sourcing, click the Partner Collaboration Users tab and specify this information:
    First Name
    Specify a first name.
    Last Name
    Specify a last name.
    Email
    Specify the email address.
    User Access
    Select the modules that users can access in Partner Collaboration.
    Is Active

    Select the check box to enable access.

    A user must be set as active in Infor Fashion PLM to enable access to Partner Collaboration.

    Password Changed

    Select the check box to specify that the password has been changed by the user.

    This field applies to existing Partner Collaboration users that you need to update.

  8. To notify users that they have been granted access to Partner Collaboration through email, click Send Password(s).
  9. To add internal users for this sourcing, click the Internal Users tab and select a Login Name.
  10. To add subsuppliers to a parent sourcing company, drag and drop sourcing records from the Sourcing panel to the Supplier Relations tab.
    Note: You cannot add a parent company as a subsupplier to another sourcing company. You cannot add subsuppliers to sourcing companies that have been set as a subsuppliers.

    Subsuppliers can be related to only one parent company. The Supplier Relations tab is only available for sourcing records that are set as parent or independent sourcing companies.

  11. To update information about your attachments, click the Attachments Information tab.
  12. Select an attachment and specify this information:
    Attachment
    Displays the file name of the attachment.
    Notes
    Specify a brief description about the attachment.
    Issue Date
    Select an issue date.
    Expiry Date
    Select an expiry date.
    Free Field 1
    Specify any other related details pertaining to the attachment.
  13. Click Save or Save and Close.
    See the Infor Fashion PLM Partner Collaboration User Guide.