SERVICES - ASSIGN VENDORS

Use this subtask to specify the preferred vendor(s) from which an individual item (part, good, or service) can be purchased. Use it at any time.

Item

This field displays the Service ID from the main screen. The description for this service is also displayed.

Rev

If you selected the Allow Multiple Revisions For Each Item checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen and a revision has been assigned to this service, the revision is displayed.

Item Type

The item type is displayed identifying this item as a part, good, or service.

Vendor Assignment

Vendor

Enter, or use Lookup to select, the vendor from whom you want to purchase this item. The vendor must already be established in the Vendors table in Costpoint Purchasing.

The vendor must not be flagged as a payroll vendor, and its Approval Code must not be "Not Approved." If the vendor is approved or preferred for the item, its Approval Code must not be "Pending." You can still link a pending, non-payroll vendor to an item if the vendor is not approved or preferred for the item. In this case, you will receive a warning.

Vendor Name

The selected vendor name displays in this field.

Appr

Enter "Y" (Yes), "N" (No), or "P" (Preferred) to specify whether or not this vendor is approved for this item. Only one vendor can be designated "P" (Preferred) as the most desired vendor for this part. The default status is "Y" (Yes).

Last PO Number

This field displays the last purchase order number assigned to this vendor.

Last PO Date

This field displays the date of the last purchase order assigned to this vendor in Costpoint Purchasing.

Last Quote ID

This field displays the last quote identifier assigned to this vendor.

Last Quote Date

This field displays the date of the last quote identifier assigned to this vendor.