Creating purchasing vendors

Select .

Click Create.

Specify this information:

Vendor Group: Select a vendor group. A vendor group represents a group of vendors that can be shared by one or more companies.
Vendor: Select a vendor identification code as defined in the Payables Vendor.

On the Main tab, specify this information:

Contact Name: Specify the name of the person to contact at the vendor.
Phone Country Code/Phone Number/Extension: Select the phone country code and specify the phone number/extension of the vendor.
Fax Country Code/Phone Number/Extension: Select the fax country code and specify the fax number/extension of the vendor.
Email: Specify the email address of the vendor.
Default Buyer: Select the default buyer code that is assigned to the vendor purchase from location.

In the Original PO Issue section, specify this information:

Issue Method

Select the method used to issue the original purchase order to the vendor.

Select Paper to issue the original purchase orders in paper format.
Select Fax to issue the original purchase orders by fax.
Select EDI to issue the original purchase orders by electronic data interchange.
Select Email to issue the original purchase orders by email.
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EDI Number

Specify the number to identify the trading partner in the EDI translation.

Default PO Code: Select the PO code that is the default from the vendor location to the purchase order.

In the Revised PO Issue section, specify this information:

Issue Method

Select the method to issue the revised purchase order revisions to the vendor.

Select Paper to issue the revised purchase orders in paper format.
Select Fax to issue the revised purchase orders by fax.
Select EDI to issue the revised purchase orders by electronic data interchange.
Select Email to issue the revised purchase orders by email.
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EDI Number

If you are using EDI, then specify a value that identifies the EDI Trading Partner for Purchase Order EDI transactions for the vendor.

EDI Transaction: For vendors that receive purchase order revisions through EDI, select whether the EDI transaction is a normal PO Transaction or a Change Transaction.

Include

Select the information to include when a revised purchase order is reissued.

Revisions Only
Revisions Complete
Reissue
Not Applicable

In the Limits section, specify this information:

Open Purchase Limit: Specify the amount that cannot be exceeded in the Open Purchase Amount.

Minimum Weight Per PO: Specify whether there is a minimum weight limit for each purchase order that is created.

Minimum Purchase Order Amount: Specify a minimum goods amount that must be exceeded on a purchase order. If this minimum is not met, then orders cannot be released.

In the Tolerances section, specify this information:

Undershipment Tolerance Percentage

Specify the quantity undership percentage for automatic back order cancellation. For example, if 10% is specified here, and a quantity of 91 is shipped against an order quantity of 100, that is a 9% undershipment. Because this is less than a 10% limit, the back ordered amount is canceled. This calculation happens at receiving. If a backorder is not canceled manually, then these actions are checked in this order:

Purchase order line
Purchase order vendor purchase from record
Purchase order vendor record
Company record

Overshipment Tolerance Percentage

Specify the quantity overshipment percentage.

Undershipment Tolerance Option

Select an undershipment tolerance option.

Default to Next Level: The tolerance option from the next higher defaulting level is used.
Use Undershipment Tolerance: The Undershipment Tolerance Percentage is used.
Cancel All Backorders: Backorders are canceled.

Overshipment Tolerance Option

Select an overshipment tolerance option.

Default to Next Level: The tolerance option from the next higher defaulting level is used.
Use Overshipment Tolerance: The Overshipment Tolerance Percentage is used.
Disable Overshipment Message: Overshipment messages are not created.

Vendor Minimum Order Edit

Select whether to include requisitions when checking for vendor minimum order amount.

Delivery Tolerance Option

Select a delivery tolerance option.

Default to Next Level: The tolerance option from the next higher defaulting level is used.
Use Delivery Tolerance Days: The Delivery Tolerance Days are used.
Disable Delivery Tolerance: The delivery dates are not updated.

This delivery tolerance is used only if the delivery tolerance for the purchase from location is Default to Next Level.

Delivery Tolerance Days: Specify the number of days early or late that the delivery date can be when a purchase order is acknowledged. The acknowledgment date and the date tolerance range are used to update either the Early Delivery Date or the Late Delivery Date on the purchase order line.

On the Options tab, specify this information:

Return Material Authorization Required: Select this check box if the vendor requires Return Merchandise Authorization (RMA) numbers when returns are created. The RMA number is required on any returns that are created to the vendor.
Return Material Authorization Document Required: Select this check box if the vendor requires their return documents to be shipped with the return goods.
Allow Change to Punchout Purchase Order: Select this check box to change to a punchout line.
Allow Vendor Item Update: Select this check box if changes from PO acknowledgments can update a vendor item on a PO line.
GTIN In Use: Select this check box if the vendor uses the GTIN system for the items.
Update Item from GTIN: Select this check box if the GTIN information coming from a vendor updates the item master. If this field is selected, then the GTIN data from the vendor updates the item master.
Mix Contracts On Purchase Order: Select this check box if requisition lines or purchase order lines with different contract numbers or payment terms can be combined into a single purchase order.
Override Contract Cost: Select this check box to indicate that when Transmitted PO Acknowledgment or Receipt Interface is run and the cost source is from the Contract, the PO unit cost is updated with the cost from the Vendor.
Override Last PO Last Cost: Select this check box to indicate that when Transmitted PO Acknowledgment or Receipt Interface is run and the cost source is from the last PO or last cost, the PO unit cost is to be updated with the vendor's cost.
Print Location ID on PO: Select whether Health Industry Number (HIN) or Global Location Number (GLN) for the inventory location is printed on the purchase order line when issuing purchase orders for a specific vendor or purchase-from location.
Single Document To A Purchase Order: Select an option to create purchase orders for the PO vendor.
Location Control: Determine how requisition lines can be combined, based on the requesting location.

Update Purchase Order Cost: Select whether to update purchase order cost from receipt or Acknowledgment.

In the Terms section, specify this information:

Freight Term: Select freight terms that you want to be the default values on the purchase order for this vendor.
Ship Term: Select the ship terms that you want to be the default values on the purchase order for this vendor.

In the Delivery section, specify this information:

Leadtime Days: Specify the number of days you expect to elapse from the order date to the receive date. This number is used to calculate an expected early delivery date for non-stock and special order item types on a purchase order.
Normal Delivery Day: Select the day of the week this vendor normally delivers.
PO Ship Via, Unloading Port: Specify the ship via description. The ship via description is used to identify the means of transporting goods from the vendor. For example, air freight, overnight, UPS. This code prints on the purchase orders for the vendor.
Return Ship Via, Loading Port: Specify the shipping method to use for the shipment of return goods to the vendor.

In the Reorder Days section, decide whether vendors are processed with a specific order day or those with no order days that are assigned.

On the Procedure Info Output tab, specify this information:

Visit Number: Select whether to print or mask the procedure information of the visit number.
Medical Record Number: Select whether to print or mask the procedure information of the medical record number.
Case ID: Select whether to print, transmit, or mask the procedure information of the case ID.
Procedure Modifier: Select the Print check box to create the procedure modifier information.
Procedure Date: Select whether to print or transmit the procedure date information.
Practitioner: Select whether to print or transmit the procedure information of the practitioner.
Coordinating Nurse: Select the Print check box to create the procedure information of the coordinating nurse.
Patient Name: Select the Print check box to create the procedure information of the patient name.
Birth Date: Select the Print check box to create the procedure information of the birth date.
Gender: Select the Print check box to create the procedure information of the gender.
Social Security Number: Select whether to print or mask the procedure information of the social security number.
Sales Representative: Select the Print check box to create the procedure information of the sales representative.
Supplier Order Number: Select the Print check box to create the procedure information of the supplier order number.
Requester: Select the Print check box to create the procedure information of the requester.
Lot Number: Select whether to print or transmit the procedure information of the lot number.

Serial Number: Select whether to print or transmit the procedure information of the serial number.

User Defined 1 and 2: Select whether to print or mark the procedure information of the users.

Click Save.

The Purchase From Locations and Cross Reference Vendor tabs are now available.