Adding services to suppliers

To add services to suppliers:

  1. Open the Suppliers form.
  2. Select the supplier to which to add a service, and then click the Services tab.
  3. Click Add Service.
  4. Task—Enter the work order task that corresponds with the supplier’s service. The system automatically populates the task description, Task Org., and Exchange Rate.
  5. Catalog Reference—Enter the supplier’s catalog reference number for the service.
  6. Price—Enter the supplier’s cost and currency for the service.
  7. Tax Code—Enter the tax code for the service and supplier.
  8. Preferred Supplier—Select if the supplier is the preferred supplier for the service.
  9. Expiration Date—Enter the expiration date for the service and supplier. This is just a "catalog" date, and the date entered indicates the date on which the supplier’s catalog information for the service should be replaced with a new catalog entry (new price, number, etc.).
  10. Purchase UOM—Enter the supplier’s unit of measure for the service.
  11. Qty. per UOP—Enter the quantity per unit of purchase for the service.
    Note: If you enter Purchase UOM, enter Qty. per UOP to indicate the unit of purchase in relation to the unit of measure that the supplier has defined for the service, e.g., you hire a supplier to landscape. The supplier defines his services in hours. It will take the supplier 5 hours to landscape. Enter the code for hours in Purchase UOM, and then enter 5 in Qty. per UOP.
  12. Lead Time (Days)—Enter the average number of days that the supplier needs to provide the service.
  13. Click Submit.
    The system inserts the current date in Date Last Updated and calculates Local Price based on the currency of your organization with the following equation:

    (Price / Exchange Rate) / Qty. per UOP = Local Price

    Note: To remove a service, select the service to remove, and then click Remove Service.