Item Vendor Assignment

Enter, or use Lookup to select, the item ID to assign to the vendor you will enter in the Vendor field.

You assign item IDs in the respective items' (parts, goods, and services) User Flow screens (Materials\Maintain\Items).

Enter, or use Lookup to select, the revision number of the item.

You assign item revision numbers in the respective items' (parts, goods, and services) User Flow screens (Materials\Maintain\Items).

If you are using revisions, the last revision assigned to the part will automatically be displayed but can be edited as necessary.

This non-editable field displays the text description associated with the item you entered in the Item field.

You assign item descriptions in the respective items' (parts, goods, and services) User Flow screens (Materials\Maintain\Items).

This non-editable field displays the item type: "Part," "Good," or "Service."

This information is automatically entered into the system depending on which item User Flow you used to enter the item (Parts, Goods, or Services).

Enter, or use Lookup to select, the vendor from whom you want to purchase this item.

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.

Vendors are established in the Vendor User Flow (Materials\Maintain\Vendors) screens.

This non-editable field displays the vendor name corresponding to the vendor ID in the Vendor field.

Use this field to specify whether this vendor is approved for this item and whether the vendor is the preferred source of the item.

Choose from the following:

• Approved - This option indicates that the vendor is an approved source of a specific item.

• Not Approved - This option indicates that the vendor is not an approved source of a specific item.

• Preferred - This option indicates that the vendor is the preferred source of a specific item.

Note: You can designate only one vendor as the preferred item source at a time.

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

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

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

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