Working with Vendor Items (WVNI)
Purpose: You can use the Work with Vendor Items screen to create, change, delete or display vendor item information. Vendor items are a reference between the vendor's item information and the item information used by your company. This bridge between your inventory and the vendor's equivalent inventory allows you to define default information for pricing, ordering and shipping. This information defaults onto the purchase order for this item and vendor, although you can enter other information to override the default.
Additionally, this function allows you to:
• work with special quantity break or promotional pricing offers for a vendor item
• review cumulative history for this vendor item
• use the Vendor Item Notes function to review, delete or maintain notes about this item; you have the option of printing these notes on the purchase order and on reports
• define additional charges to add automatically to Purchase orders in Purchase Order Entry
• update multiple SKUs of a vendor item with information such as vendor price and ship weight
• update an item's standard cost
• review or define the dollar limits, if any, to impose on additional charges when uploading A/P invoices from the vendor, and the general ledger numbers to use for each type of charge
• update open or held, unreceived purchase order lines with a new price
In this topic:
• Work with Vendor Item Screen
• Update Open PO Detail Line with Price Screen
• Work with Vendor Item Price Break Screen
• Display Vendor Item History Screen
• Work with Vendor Item Additional Charges Screen
• Multiple Vendor Item Update Screen
• Multiple SKU Updates Screen (Reviewing SKUs for Update)
Purpose: Use this screen to change, delete, display or create the reference between the vendor's item information and the item information used by your company.
How to display this screen: Enter WVNI in the Fast path field at the top of any menu or select Work with Vendor Item from a menu.
POR0007 DISPLAY Work with Vendor Item 3/29/00 16:22:10 The KL Mail Order Company
Opt Vendor# Item Description
Type options, press Enter. 2=Change 4=Delete 5=Display 7=Price Break 8=History 9=Charges 15=Update Standard Cost 23=Notes 98=User Field
101 VITEM3747 BLUE 10 20 3747 SUEDE LOAFERS BLUE 101 VITEM3747 RED 10 20 3747 SUEDE LOAFERS RED 101 VITEM3747 WHTE 10 20 3747 SUEDE LOAFERS WHITE 101 101AVERAGE 2 SLOT TOASTER 101 101AVERAGE2 4 SLOT TOASTER 101 101ITEM JUICE BLENDER 101 101MITTENSGRNSMLL WOOL MITTENS GREEN SMALL 101 101NONINV CERAMIC COOKIE JAR 101 101NONINVSKU CERAMIC STORAGE JAR SET 10001 MIRROR BRASS WALL MIRROR +
F3=Exit F6=Create F12=Cancel F14=Update multiple SKUs F21=Print list F24=Select company |
Field |
Description |
Vendor # |
A code that identifies the supplier of an item. Numeric, 7 positions; optional. |
Item |
The vendor's item code. Alphanumeric, 20 positions; optional. |
Description |
The description of the vendor's item. Alphanumeric, 30 positions; optional. |
Screen Option |
Procedure |
Create a vendor item |
Press F6 to advance to the Create Vendor Item Screen. |
Change vendor item information |
Enter 2 next to a vendor item to advance to the Change Vendor Item Screen. |
Delete vendor item information |
Enter 4 next to a vendor item to delete it. Note: If there are dependent records associated with this vendor item, the system checks for the existence of: • vendor/item additional charges • vendor/item notes • vendor/item price breaks • vendor/item history There are no restrictions when deleting vendor item records; however, the dependent records listed above are also deleted. |
Display vendor item information |
Enter 5 next to a vendor item to advance to the Display Vendor Item Screen. |
Add or change vendor item price breaks |
Enter 7 next to an item to advance to the Work with Vendor Item Price Break Screen. |
Display vendor item history |
Enter 8 next to a vendor item to advance to the Display Vendor Item History Screen. |
Add or change vendor item additional charges |
Enter 9 next to a vendor item to advance to the Work with Vendor Item Additional Charges Screen. |
Update the item's standard cost |
Enter 15 next to a vendor item. See Updating Standard Cost. |
Add or change vendor item notes |
Enter 23 next to a vendor item to advance to the Work with Vendor Item Notes Screen. |
Work with user defined fields |
Enter 98 next to a vendor item to advance to the Work with User Fields Screen. |
Update multiple SKUs |
Press F14 to advance to the Multiple Vendor Item Update Screen. |
Purpose: Use this screen to create a vendor item.
How to display this screen:
• Press F6 on the Work with Vendor Item Screen.
• You advance to this screen automatically when you create a non-SKU’d item if the Auto Advance to Vendor Item Create (E78) system control value is set to Y; see Creating Non-SKU’ed Items Screen Flow.
• You advance to this screen automatically when you create a SKU’ed item if:
• The Auto Advance to Vendor Item Create (E78) system control value is set to Y, and
• The Auto Advance to SKU Create (B34) system control value is set to Y, and
• The Auto Advance to SKU Generator (J06) system control value is set to N. See Creating SKU'ed Items Screen Flow.
POR0008 ENTER Create Vendor Item 5/14/02 16:29:11 The KL Mail Order Company
Vendor . . . . . . . Vendor item . . . . Desc
Item/COLO SIZE STYL
Price . . . . . . . --A/P Upload Overrides-- Minimum qty . . . . G/L# $ Limit Lead days . . . . . Frt: Order multiple . . . Hnd: Cubic volume . . . . Oth: Ship weight . . . . Ship via . . . . . . U/M . . . . . . . . Message . . . . . .
F3=Exit F12=Cancel |
Field |
Description |
Vendor |
A user-defined code that defines the supplier of an item. This field is validated against the Vendor file. See Working with Vendors (WVEN). Numeric, 7 positions. Create screen: required. Change screen: display-only. |
The number or code the vendor uses to identify the item. This information prints on purchase orders. Alphanumeric, 20 positions; required. |
|
Desc (Description) |
The description of the item, as defined by the vendor. This information prints on purchase orders. Alphanumeric, 30 positions; required. |
Item/Colr Size Othr |
The item and SKU you use to identify the item. Items and SKUs are validated against the Item/SKU files. If you advance to the Create Vendor Item screen through Work with Item/SKUs, the item/SKU you are creating displays. Item: alphanumeric, 12 position; required. SKU: alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); optional. |
This value represents the vendor's list price for this item. When you enter a purchase order, this price defaults unless there is a price override or special pricing set up for the vendor item. Change price? See Update Open PO Detail Line with Price Screen for information on your options if you change the price at the Change Vendor Item Screen and the Update Vendor Item Price Changes to PO Lines (L45) system control value is set to Y. Numeric, 9 positions with a 4-place decimal; optional. |
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A/P Upload Overrides Note: The following fields display only if the A/P Invoice Upload Division (H70) system control value specifies a valid division. Also, the system performs the checks described below only if the A/P Invoice Upload Auto Accept Batch (H73) system control value is set to Y. These checks are performed only on regular (debit) invoices. See Working with A/P Invoice Upload Errors (WAPU) for an overview on the A/P invoice upload. |
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The general ledger account number to use for detail-level freight charges on uploaded A/P invoices. The system uses the following hierarchy to determine the general ledger number for detail-level charges: 1. Use the Freight G/L number for the vendor item, if any; otherwise, 2. Use the Freight G/L number for the vendor, if any; otherwise, 3. Use the A/P Invoice Upload Default Detail General Ledger Number (H72). General ledger numbers are defined in and validated against the General Ledger Account file; see Working with G/L Accounts (WGLA) for more information. 1. Numeric, 8 positions; optional. |
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The maximum dollar value of each detail-level freight charge to process without flagging the A/P invoice and suspending it in a batch. The system checks both this field and the Freight $ limit for the vendor, if any, and compares the freight charge on the invoice detail line with the lower of the two limits. The invoice is suspended in batch if the freight charge for any detail line exceeds either of the limits. The freight charge is flagged with a code of VND-DTLFRT or VIT-DTLFRT on the A/P Invoice Upload Report. If there is no Freight $ limit specified for either the vendor or the vendor item, the system creates the invoice in open status. Note: The detail-level freight charge is a flat charge; it is not multiplied by the unit quantity on the invoice detail line. Numeric, 9 positions with a 2-place decimal; optional. |
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The general ledger account number to use for detail-level handling charges on uploaded A/P invoices. The system uses the following hierarchy to determine the general ledger number for detail-level charges: 1. Use the Handling G/L number for the vendor item, if any; otherwise, 2. Use the Handling G/L number for the vendor, if any; otherwise, 3. Use the A/P Invoice Upload Default Detail General Ledger Number (H72). General ledger numbers are defined in and validated against the General Ledger Account file; see Working with G/L Accounts (WGLA) for more information. Numeric, 8 positions; optional. |
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The maximum dollar value of each detail-level handling charge to process without flagging the A/P invoice and suspending it in a batch. The system checks both this field and the Handling $ limit for the vendor, if any, and compares the handling charge on the invoice detail line with the lower of the two limits. The invoice is suspended in batch if the handling charge for any detail line exceeds either of the limits. The handling charge is flagged with a code of VND-DTLHND or VIT-DTLHND on the A/P Invoice Upload Report. If there is no Handling $ limit specified for either the vendor or the vendor item, the system creates the invoice in open status. Note: The detail-level handling charge is a flat charge; it is not multiplied by the unit quantity on the invoice detail line. Numeric, 9 positions with a 2-place decimal; optional. |
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The general ledger account number to use for detail-level "other" (miscellaneous) charges on uploaded A/P invoices. The system uses the following hierarchy to determine the general ledger number for detail-level charges: 1. Use the Other G/L number for the vendor item, if any; otherwise, 2. Use the Other G/L number for the vendor, if any; otherwise, 3. Use the A/P Invoice Upload Default Detail General Ledger Number (H72). General ledger numbers are defined in and validated against the General Ledger Account file; see Working with G/L Accounts (WGLA) for more information. Numeric, 8 positions; optional. |
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The maximum dollar value of each detail-level "other" (miscellaneous) charge to process without flagging the A/P invoice and suspending it in a batch. The system checks both this field and the Other $ limit for the vendor, if any, and compares the “other” charge on the invoice detail line with the lower of the two limits. The invoice is suspended in batch if the “other” charge for any detail line exceeds either of the limits. The “other” charge is flagged with a code of VND-DTLOTH or VIT-DTLOTH on the A/P Invoice Upload Report. If there is no Other $ limit specified for either the vendor or the vendor item, the system creates the invoice in open status. Note: The detail-level "other" charge is a flat charge; it is not multiplied by the unit quantity on the invoice detail line. Numeric, 9 positions with a 2-place decimal; optional. |
|
Minimum qty (Minimum quantity) |
The minimum unit quantity (in retailer’s unit of measure) of merchandise you are required to order from the vendor. You cannot create a purchase order for fewer than this amount. A message similar to the following displays when you enter a purchase order if you enter a quantity lower than the minimum: Minimum order quantity is 6. Numeric, 3 positions; optional. |
The number of days it takes a vendor to deliver this item when it is ordered through a purchase order. The system adds this value to the current date to determine the due date on a drop ship purchase order detail line and to calculate the expected ship date for drop ship items (see Assign Drop Ship Expected Ship Date (I59) for more information). Numeric, 3 positions; optional. |
|
Order multiple |
The number of units (in retailer’s unit of measure) by which your order quantity must be divisible when you order this item from this vendor. For example, your vendor might have an item that he sells only by whole cartons of twelve. In this situation, the system displays a message such as the following if the quantity you enter on a purchase order is not divisible by 12: Vendor requires that Item is ordered in multiples of 12 Note: If your vendor’s unit of measure differs from your unit of measure, you do not need to enter a multiple number in the Order multiple field as long as you have set up correct conversion ratios through the Working with Unit of Measure Conversions (WUMC) menu option. For example, if your vendor’s unit of measure is pairs, and your unit of measure is single items, the system automatically calculates the conversion and display a message such as the following if the quantity you enter on a purchase order does not convert to the vendor’s unit of measure: Order quantity 5 must be able to divide evenly by vendor UOM 2. Numeric, 5 positions; optional. |
The cubic volume of the item, as defined by the vendor, used for informational purposes only. The cubic volume can refer to any dimensions. The system calculates the cube of each line when you enter a purchase order and arrives at a total cube for the order. Numeric, 5 positions; optional. |
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The shipping weight of the item, as defined by the vendor. This value prints with the item on the purchase order and is used for informational purposes only. No calculations are performed for this value. Numeric, 7 positions with a 3-place decimal; optional. |
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A code that represents the carrier used when shipping this item to your company. If you enter a PO ship via code here, this code defaults on the vendor item purchase order line automatically, and you need to change this default on the line after you enter it. This field is validated against the PO Ship Via file. These shippers do not necessarily have to be the same as the shippers defined for your consumer orders. This value defines the preferred method of shipment of this item from the vendor. Numeric, 2 positions; optional. |
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U/M (Unit of measure) |
The vendor's Unit of measure for an item (e.g., C12 = case of 12, GRS = gross). The system validates this unit of measure against the Unit of Measure file. In PO Entry, Maintenance, and Receiving, the system converts your unit of measure into the vendor's unit of measure using the information provided in the Unit of Measure file. Example: If you sell an item in eaches, but the vendor sells the item to you in cases of 12 and you place an order for 36 units, the system converts the vendor's quantity to 3 units. You enter the retailer’s quantity on the PO; however, both quantities can be seen in PO Inquiry, Maintenance, and Receiving. A message similar to the following displays when you enter an order amount that is not divisible by the unit of measure: Order qty 7 must be able to divide evenly by vendor UOM 12. Note: For a drop ship item, the vendor item unit of measure must equal the item’s unit of measure if you use the CWCollaborate Interface or the Locate Supplier Direct Fulfillment Interface to process drop ship orders for this vendor. Alphanumeric, 3 positions; optional. |
Message |
An informational message that you can use for reporting purposes. Not visible in PO Entry. Up to 3 lines of messages are available for free-form text, such as special packing instructions. Alphanumeric, 30 positions (each line); optional. |
Completing this screen:
• If you are creating a vendor item in Working with Vendor Items (WVNI), the system clears the data from the screen and displays a message similar to the following informing you that the vendor item has been created:
Vendor item (101/HR876) has been created.
• If you are creating a vendor item for a non-SKUed item in Work with Item/SKUs, you advance to the Create Item Offer screen, where you can enter offer information for the item you are creating.
• If you are creating a vendor item for a SKUed item in Work with Item/SKUs, you advance to the Create SKU (With Overrides) screen, where you can create another SKU for the item you are creating.
For more information: See Performing Initial Item Entry (MITM).
To change: Enter 2 next to a vendor item at the Work with Vendor Item Screen to advance to the Change Vendor Item screen. At this screen you can change any information except the vendor item code. See Create Vendor Item Screen for field descriptions.
Change price? You advance to the Update Open PO Detail Line with Price Screen if you change the Price of the vendor item and:
• the Update Vendor Item Price Changes to PO Lines (L45) system control value is set to Y, and
• there is at least one open or held purchase order line (including drop ship purchase orders) specifying the vendor item that has not had any quantity received. Partially received lines are not eligible.
Note: A purchase order line specifies the vendor item only if you created the vendor item for that item/SKU and vendor before creating the purchase order line.
For more information: See the Update Open PO Detail Line with Price Screen for more information.
Update Open PO Detail Line with Price Screen
Purpose: Use this screen to select which, if any, open or held purchase order detail lines whose cost you want to update, based on the updated vendor item Price you entered at the Change Vendor Item Screen.
How to display this screen: You advance to this screen automatically from the Change Vendor Item Screen if the Update Vendor Item Price Changes to PO Lines (L45) system control value is set to Y and there are any open or held purchase order detail lines that have not had any receipts. See the Change Vendor Item Screen for more details.
Note: You do not advance to this screen, or have the option of changing existing purchase order detail lines, by changing the vendor item price in any other way besides using the Change Vendor Item Screen.
POR0786 DISPLAY Update Open PO Detail Line with Price 4/27/11 8:43:34 EZK Mail Order
Vendor . . : 12 JACK'S OFFICE SUPPLIES Vendor Item: BLKPEN23 COMFORT-GRIP PEN Item Sku . : PEN23 BLK COMFORT GRIP GEL WRITER Price. . . : 2.500
Opt Sts P/O # Ln# Due Promise Buyer Qty Price Selected
Type options, press Enter. 1=Select 4=Unselect
O 1422 1 5/05/11 HEB 20 1.0000 N O 1508 1 6/01/11 6/01/11 HEB 100 .2500 N O 1695 2 7/01/11 HEB 100 1.0000 N O 1826 2 8/01/11 HEB 1000 1.0000 N O 1826 4 9/01/11 HEB 500 1.0000 N O 1826 7 10/01/11 HEB 100 1.0000 N +
F2=Select All/Unselect All F3=Exit F9=Accept F12=Cancel |
Field |
Description |
Vendor |
A numeric code identifying the supplier of the item. The description of the vendor is to the right. See Working with Vendors (WVEN). Vendor number: numeric, 7 positions; display-only. Vendor description: alphanumeric, 30 positions; display-only. |
Vendor item |
The number or code the vendor uses to identify the item/SKU, as set up through the Create Vendor Item Screen. The description of the vendor item is to the right. Vendor item code: alphanumeric, 20 positions; display-only. Vendor item description: alphanumeric, 30 positions; display-only. |
Item sku |
The unique code identifying the item and SKU related to the vendor item. The description of the item is to the right. This is the item description, even if the item has SKUs. The item description is truncated if it exceeds 30 positions. Item: alphanumeric, 12 positions; display-only. SKU: alphanumeric, three 4-position fields or one 14-position field; display-only. Item description: alphanumeric, 30 positions; display-only. |
Price |
The current price of the vendor item after your entry at the Change Vendor Item Screen. This is the cost applied to the purchase order detail lines you select at this screen, minus any applicable discounts if the Apply Discount to Manual Cost (D96) system control value is set to Y. Numeric, 9 positions with a 4-place decimal; display-only. |
Sts (status) |
The current status of the purchase order detail line. Possible statuses are: O = Open H = Held Only open or held purchase order detail lines that have not had any receipts are eligible for cost update through this screen. Alphanumeric, 1 position; optional. |
P/O # |
The number identifying the purchase order that includes the vendor item. Numeric, 7 positions; optional. |
Ln# |
The purchase order line number that is eligible for cost update. Numeric, 3 positions; display-only. |
Due |
The date when receipt of the purchase order is due. This is the date displayed in order entry. Numeric, 6 positions (MM/DD/YY format); optional. |
Promise |
A user-defined date that can indicate the expected ship date or promised arrival date. Numeric, 6 positions (MM/DD/YY format); optional. |
Buyer |
A code identifying a buyer who is authorized to make purchases for your company. Buyers are defined in and validated against the Buyer file; see Working with Buyers (WBUY) for more information. Alphanumeric, 3 positions; optional. |
Qty |
The current quantity of the purchase order detail line. Numeric, 7 positions; display-only. |
Price |
The current unit price (cost) of the purchase order detail line. Does not reflect discounts: This cost does not reflect any discounts that might reduce the actual extended cost of the line. For example, if the unit cost is $1.0000 but a 5% discount reduces the cost you pay to $.9500, the price displayed here is still $1.0000. If the displayed price is the same as the new vendor item price: A purchase order detail line is still displayed, and is eligible for update, if the current cost on the line is the same as the new Price entered at the Change Vendor Item Screen. For example, when you enter a new Price of $2.5000 at the Change Vendor Item Screen, any open or held and unreceived purchase order detail lines for the vendor item are displayed, even if their current unit cost is already $2.50000. When you process the update, the cost of these lines might also be updated if the lines currently include a discount and the Apply Discount to Manual Cost (D96) system control value is set to N. See the discussion of completing the screen below for more information. Numeric, 11 positions with a 4-place decimal; display-only. |
Selected |
Indicates whether the purchase order detail line is currently selected for update. Y = the purchase order detail line is currently selected, and the cost is updated if you press F9. N = the purchase order detail line is not currently selected and is not updated if you press F9. |
Completing this screen: First, select the purchase order detail lines to update:
• Enter 1 next to for individual detail lines to select them, or
• Enter 4 next to for individual detail lines to unselect them, or
• Press F2 option to toggle between selecting all purchase order detail lines or unselecting them all.
Purchase order in use? If you select any lines are on a purchase order that is currently locked for use by another user, the screen displays an error message such as: Purchase order (1991) is currently in use by user (SBROWN).
Press F9 to update the selected detail lines. The Confirm Accept window opens, indicating the total number of purchase order detail lines that will be updated. Press Enter to accept.
Confirm Accept
Confirm PO Price changes to 1 line(s).
Press ENTER to confirm Accept.
F12=Cancel
|
The updates take place interactively. No job is submitted.
Note: Even if you press F9 after selecting a purchase order that is currently locked, the system does not update the locked purchase order.
Price updates: The system updates the unit cost of each selected purchase order detail line with the new vendor item price. The system treats these price updates as a manual override, so if the Apply Discount to Manual Cost (D96) system control value is:
• set to Y: the system applies any applicable discounts set up for the vendor to the new cost. For example, if the new price is $10.00 and there is a 10% discount set up for the vendor, the system subtracts the 10% discount.
• set to N: the system does not apply any applicable discounts. Even if there is a discount set up for the vendor, and this discount was applied when you created the purchase order, the discount does not reduce the new cost of the purchase order detail line.
Note: You still see the discount when you review the detail line in purchase order inquiry, even though it does not reduce the cost; this occurs regardless of whether you update the cost through the Update Open PO Detail Line with Price Screen or in purchase order entry or maintenance.
Currency conversion? The Vendor price currency setting from the vendor record determines whether to convert the vendor item price when updating the purchase order detail cost or the vendor price on the detail line:
Vendor price currency setting |
Cost on purchase order detail line |
Vendor price on purchase order detail line |
S |
Vendor item (unconverted) price |
Converted price |
V |
Converted price |
Vendor item (unconverted) price |
N |
Vendor item (unconverted) price |
Vendor item (unconverted) price |
See Working with Vendors (WVEN) for more information on setting up vendors, including the Vendor price currency setting.
Other updates: The system updates the purchase order in the same way as if you had maintained the purchase order through Maintaining Purchase Orders (MPOE). For example:
• Hold purchase order? If the purchase order is currently open, it is not a drop ship purchase order, and the total change to the purchase order since the purchase order was created or released from hold exceeds the Total Purchase Order Maintenance Dollar Limit (J92), the system puts the purchase order in held status and writes a purchase order header history message: PO held - exceeds total change dollar limit SCV. Also, the system writes history records indicating the “before” and “after” statuses, such as Status: H. See the Total Purchase Order Maintenance Dollar Limit (J92) for more information on how the system determines whether to hold a purchase order based on changes you perform in maintenance.
• Track detail history: The system tracks the changes to the purchase order detail line in the PO Detail Audit file just as it does when you make changes in purchase order maintenance, for example:
B 4/27/11 EKAPLAN Price: 3.0000
A 4/27/11 EKAPLAN Price: 2.0000
B 4/27/11 EKAPLAN Unit discount amount: .2100
A 4/27/11 EKAPLAN Unit discount amount: .1400
B 4/27/11 EKAPLAN Vendor Price: 3.0000
A 4/27/11 EKAPLAN Vendor Price: 2.0000
You can review this history at the Display PO Detail History Screen in purchase order maintenance, or at the Purchase Order Line History Screen in purchase order inquiry.
To display: Enter 5 next to a vendor item at the Work with Vendor Item Screen to advance to the Display Vendor Item screen. You cannot change any information on this screen. See Create Vendor Item Screen for field descriptions.
Note: From this screen, you can update the item's standard cost or advance to the following screens:
• Work with Vendor Item Price Break Screen (F7)
• Display Vendor Item History Screen (F8)
• Work with Vendor Item Additional Charges Screen (F9)
• Multiple Vendor Item Update Screen (F23)
Work with Vendor Item Price Break Screen
Purpose: You can use this screen to display, add or change price break information. Price breaks might be a special price promotion or a series of quantity break prices for this item and this vendor.
Quantity Break Pricing Tables
Quantity break pricing tables allow you to define:
• a start and end date,
• the purchase quantity of the item required, and
• the special price at which the item may be purchased when the quantity requirements are met.
A quantity break pricing table is defined in tiers. For example:
Tier |
Purchase Quantity Required |
Special Price |
1 |
1 - 9 |
$10.00 |
2 |
10 - 20 |
$9.50 |
3 |
21 - 30 |
$9.00 |
You receive the quantity price break for the next tier only if you order an amount greater than or equal to the quantity required.
How to display this screen: Enter 7 next to a vendor item at the Work with Vendor Item Screen.
POR0263 CHANGE Work with Vendor Item Price Break 3/17/98 15:45:28 The Mail Order Company
Vendor . . : 1 ALEX NEWBOLD Vendor item : BB8765 MAPLE BOOKCASE
Start Date Stop date Quantity Price
F3=Exit F8=Add/Change F12=Cancel F21=Print list |
Field |
Description |
Start date |
The date when the special price promotion or quantity break price begins. Numeric, 6 positions (MMDDYY format); optional. |
Stop date |
The date when the special price promotion or quantity break price ends. Numeric, 6 positions (MMDDYY format); optional. |
Quantity |
The quantity, in your own unit of measure, not the vendor’s, that you must purchase to receive the special promotional price or quantity break price on this item from the vendor. Example: Qty=1 Price=$10.00 Qty=10 Price=$9.50 If you purchase between 1-9, the price is $10.00. Numeric, 7 positions; optional. |
Price |
The vendor's special price, per vendor’s unit of measure, for this item if you order the quantity required (in retailer’s unit of measure). Example: If the vendor sells the item in pairs, but you sell the item as single units (eaches): Vendor’s base price is $12.00/pair Quantity: you enter a quantity on this screen of 12. Price: you enter a price for the quantity 12 of $10.00 When you enter a purchase order, you order 12 of the item. Result: The system converts the quantity 12 (single units) to vendor’s quantity of 6 (pairs), but prices the item at $10.00/pair, or total of $60.00, because you ordered, in retailer’s unit of measure, enough units to qualify for the discount price. Numeric, 9 positions with a 4-place decimal; optional. |
Using this screen: To add or change a price break, press F8. The screen changes to CHANGE mode, which means the fields are enterable, so you can enter or change information.
• If the screen is in ADD mode, any prices that are already displayed are locked and the cursor is positioned at the next available line.
• If the screen is in CHANGE mode, the cursor is positioned at the top of the screen and all fields are available for entry.
Display Vendor Item History Screen
Purpose: Use this screen to review performance statistics for this item, as supplied by this vendor. All information on this screen is updated by the system, either through Entering Purchase Orders (MPOE), Maintaining Purchase Orders (MPOE), or Purchase Order Receipts. This information represents an aggregate history of this item across all purchase orders for this vendor.
How to display this screen: Enter 8 next to a vendor item at the Work with Vendor Item Screen.
POR0276 DISPLAY Display Vendor Item History 3/17/98 15:53:07 The Mail Order Company
Vendor . . . . . . : 2 BERNADETTE MIRANDA Vendor item . . . . : CCC765GR ROCKING CHAIR
Last purchase price : 65.0000 Orders . . . . . . : 3 Shipments . . . . . : 1 Overships . . . . . : 0 Underships . . . . : 0 Late shipments . . : 1 Defects . . . . . . : 0 Units received . . : 30 Units purchased . . : 105 Value purchases . . : 6678.75 Elapsed days . . . : 145 Late days . . . . . : 141
F3=Exit F12=Cancel |
Field |
Description |
Vendor |
A numeric code identifying the supplier of an item. The description of the vendor is to the right. See Working with Vendors (WVEN). Vendor number: numeric, 7 positions; display-only. Vendor description: alphanumeric, 25 positions; display-only. |
Vendor item |
The number or code the vendor uses to identify the item. Alphanumeric, 20 positions; display-only. |
Last purchase price |
The price at which this item was last purchased from this vendor, expressed per retailer’s unit of measure. For example, if the vendor sells the item in pairs, priced at $12.00/ pair, but you sell the item as single units (eaches), the price displayed here would be $6.00. See Merchandising Working with Unit of Measure Conversions (WUMC). This value is updated by PO Entry. Numeric, 9 positions with a 4-place decimal; display-only. |
Orders |
The number of purchase orders placed with the vendor for this item. This value is updated by PO Entry and includes every PO that has been placed, including cancelled POs. The system updates this field only once, regardless of the number of times the item is entered on a PO. Numeric, 7 positions; display-only. |
Shipments |
The total number of shipments of this item. This value is updated by PO Receiving and the number increases each time the item is received. For example, if 100 items were ordered, and 25 were received one day and 75 were received the next day, the number of shipments is 2. Numeric, 7 positions; display-only. |
Overships |
The number of times the vendor has shipped more of this item than was requested on purchase orders. This value is updated by PO Receiving and is determined when the PO is closed. Numeric, 7 positions; display-only. |
Underships |
The number of times the vendor has shipped fewer of this item than was requested on purchase orders. This value is updated by PO Receiving and is determined based on the PO line being closed and order entry does not match. Numeric, 7 positions; display-only. |
Late shipments |
The number of times the vendor has shipped this item late. If the receiving date is greater than the original PO due date, the system considers this a late shipment. This value is updated by PO Receiving. Numeric, 5 positions; display-only. |
Defects |
The number of items that have been identified as defective at PO Receiving. Numeric, 7 positions; display-only. |
Units received |
The quantity of this item received by this vendor life-to-date, in retailer’s unit of measure. This value is updated by PO Receiving. Numeric, 7 positions; display-only. |
Units purchased |
The quantity of this item purchased from this vendor, in retailer’s unit of measure. This value is updated by PO Entry and adds during PO Maintenance and includes cancellations (i.e., cancellation does not decrease this number). Numeric, 7 positions; display-only. |
Value purchases |
The merchandise dollar value of purchases of this item from this vendor. This value is updated by PO Entry/Maintenance and includes cancellations. Numeric, 11 positions with a 2-place decimal; display-only. |
Elapsed days |
This value is an accumulation of the number of days it takes the vendor to ship this item to you. The system calculates as follows: each time the item is received, the system subtracts the PO Entry date from the PO Receipt date and adds it to the field. The average elapsed days can be calculated by dividing elapsed days by the number of shipments. Numeric, 7 positions; display-only. |
Late days |
The accumulated number of days this item is received late from the vendor. The system calculates by subtracting the PO Receipt date from the original due date. Numeric, 7 positions; display-only. |
Work with Vendor Item Additional Charges Screen
Purpose: Use this screen to display, add or change additional charge information.
If the Default Vendor Item Additional Charges (I21) system control value is set to Y, the system defaults the vendor item additional charges to the purchase order. You can review the defaulted vendor item additional charges on the purchase order at the Work with PO Detail Estimated Charges Screen.
Receipt cost calculation:
• If the P/O Receipt Costing Calculation Method (A57) is set to W (weight), the system only calculates commission percent and duty percent into the costing calculations for a purchase order.
• If the P/O Receipt Costing Calculation Method (A57) is set to blank (standard), the system calculates all vendor item additional charges into the costing calculations for a purchase order if the Default Vendor Item Additional Charges (I21) system control value is set to Y and the Include PO Estimated Charges in Receipt Cost Calculation (G29) system control value is set to Y.
See Distributing Overhead Costs for more information on the calculations the system performs when distributing overhead costs across purchase orders.
For more information: You use the Working With PO Additional Charges (WPAC) to create and work with the purchase order additional charge codes that you can assign to vendor items using this screen. Also, you can assign or update vendor item additional charges to vendor items through Working with Retail Integration Item Upload (RIIU).
How to display this screen: On the Work with Vendor Item Screen, enter 9 next to a vendor item.
POR0283 DISPLAY Work with Vendor Item Add'l Charges 3/18/98 8:28:40 The KL Mail Order Company
Vendor . . : 101 US VENDOR Vendor item : 101AV84AGE2 SOLID OAK FARM TABLE
Charge Description Unit Amount -or- Percent
C COMMISSION 15.00 D DUTY 5.00
F3=Exit F8=Add/Change F12=Cancel |
Field |
Description |
Charge |
A user-defined code that identifies a purchase order detail line for brokerage, commission, duty, freight, import, surcharge, or other user-defined fees. Additional charges are validated against the PO Additional Charge file; see Working With PO Additional Charges (WPAC). Alphanumeric, 2 positions; required. |
Description |
The description of the charge. Alphanumeric, 30 positions; display-only. |
Unit amount |
The dollar amount to add to the purchase order for each unit (in retailer’s unit of measure) of the vendor item. Numeric, 12 positions; required if you do not specify a percent. |
Percent |
The percent of the total merchandise amount to add to the purchase order for total orders of the vendor item. Numeric, 6 positions; required if you do not specify a unit amount. |
Screen Option |
Procedure |
Add or change an additional charge |
Press F8 to toggle between add and change mode. Change mode is available only if you have already created additional charges for the vendor item. When in change mode, the existing additional charge code and unit amount or percent becomes enterable. |
Multiple Vendor Item Update Screen
Purpose: Use this screen to update selected fields for all the SKUs of a specific vendor item. You can also choose to update only those SKUs that share the first SKU element if you use split SKUs.
How to display this screen: Press F14 on the Work with Vendor Item Screen.
POR0284 ENTER Multiple Vendor Item Update 3/18/98 16:30:57 The Mail Order Company
Vendor . . . . . . . Item/COLR SIZE OTHR
Price . . . . . . . Minimum qty . . . . Lead days . . . . . Order multiple . . . Cubic volume . . . . Ship weight . . . . Ship via . . . . . . U/M . . . . . . . . Message . . . . . .
F3=Exit F12=Cancel F15=Review selected SKUs |
Field |
Description |
Vendor |
A numeric code that defines the supplier of an item. Numeric, 7 positions; display-only. |
Item/SKU |
Your item number or code (not the vendor item code). To update all vendor item SKUs: enter the base item code only. To update all SKUs with the same first SKU element: enter the first SKU only to update only matching SKUs for the vendor item; for example, enter BLUE to update all blue SKUs of the vendor item (Note: this option works only if you use split SKUs). Item: Alphanumeric, 12 positions; required. SKU: Alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); optional. |
Price |
The vendor's list price for this item. This price defaults on the purchase order Numeric, 9 positions with a 4-place decimal; optional. |
Minimum qty (Minimum quantity) |
The minimum unit quantity of the vendor item that you can order. Numeric, 3 positions; optional. |
Lead days |
The number of days it takes a vendor to deliver this item to you. Numeric, 3 positions; optional. |
Order multiple |
The number by which the purchase order quantity must be divisible. Numeric, 5 positions; optional. |
Cubic volume |
The cubic volume of the item, as defined by the vendor, used for informational purposes only. Numeric, 5 positions; optional. |
Ship weight |
The shipping weight of the item, as defined by the vendor. Numeric, 7 positions with a 3-place decimal; optional. |
Ship via |
A code that represents the carrier used when shipping this item to your company. Numeric, 2 positions; optional. |
U/M (Unit of measure) |
The vendor's unit of measure for an item (e.g., C12 - case of 12, GRS - gross). The system validates this unit of measure against the Unit of Measure file. Note: For a drop ship item, the vendor item unit of measure must equal the item’s unit of measure if you use the CWCollaborate Interface or the Locate Supplier Direct Fulfillment Interface to process drop ship orders for this vendor. Alphanumeric, 3 positions; optional. |
Message |
An informational message that can be used for reporting purposes. Not visible in PO Entry. Up to 3 lines of messages are available for free-form text, such as special packing instructions. Alphanumeric, 30 positions (each line); optional. |
Instructions: To update the SKUs for a specific vendor item:
1. Complete the vendor number, the item code, and (optionally) the SKU.
2. Complete any of the remaining fields to indicate which information you want to update. Only the fields you enter is updated for the target vendor item SKUs; any fields you leave blank on the Multiple Vendor Item Update field remains unchanged.
3. The following pop-up window displays:
Confirm Multi Vnd Itm Upd
You are about to update several SKUs for Item: BLOUSE
Press ENTER to confirm update. F12 to cancel.
F12=Cancel F15=Review selected SKUs |
4. Press Enter to update the SKUs for the vendor item or press F12 to cancel. You can also press F15 to review the SKUs that are being updated. See Multiple SKU Updates Screen (Reviewing SKUs for Update).
5. If you press Enter, the following message displays informing you the SKU updates have completed: Vendor Item updates have been completed.
Screen Option |
Procedure |
Review the SKUs being updated |
Press F15 to advance to the Multiple SKU Updates Screen (Reviewing SKUs for Update). |
Multiple SKU Updates Screen (Reviewing SKUs for Update)
Purpose: Use this screen to review the SKUs for the vendor item you wish to update.
How to display this screen: Press F15 on the Multiple Vendor Item Update Screen.
POR0286 DISPLAY Multiple SKU Updates 3/18/98 17:21:12 The Mail Order Company
Vendor : 101 ALEX NEWBOLD Item . : VE876T ROCKING CHAIR
COLR SIZE OTHR Vendor Item
BLUE SMLL ROCKING CHAIR RED SMLL ROCKING CHAIR
F3=Exit F12=Cancel |
Field |
Description |
Vendor |
The code and name of the vendor who supplies the item you wish to update. Vendor code: numeric, 7 positions; display-only. Vendor name: alphanumeric, 30 positions; display-only. |
Item |
The item number and description of the item you wish to update. Item number: alphanumeric, 12 positions; display-only. Description: alphanumeric, 40 positions; display-only. |
Colr, size othr |
The SKU you use to identify the item you wish to update. SKUs are validated against the Item/SKU file. Alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); display-only. |
Vendor item |
The vendor item number of the item you wish to update. Alphanumeric, 20 positions; display-only. |
Purpose: You can update an item's or SKU's standard cost through the Work with Vendor Item Screen, Change Vendor Item Screen, or Display Vendor Item Screen. The system processes the same update this way as when you use Updating Standard Cost (MSCC), except that the update takes place interactively against the selected item or SKU only as opposed to updating all eligible standard costs through a batch job. There is also a periodic function available to update standard cost.
How to update: You can update the standard cost for a selected item by:
• entering 15 next to a vendor item at the Work with Vendor Item Screen
• pressing F15 at the Change Vendor Item Screen or Display Vendor Item Screen
If you do not have proper authority: The Secure Item Master Cost Field (A38) secured feature controls access to update an item's cost. If you attempt to update item standard cost but do not have the proper authority, the following message displays:
Not authorized to change Standard Cost
If you do not use standard costing: If you use average or FIFO costing rather than standard costing, you cannot update the item standard cost interactively through Working with Vendor Items (WVNI) or through the Update Standard Cost menu option. If you attempt to update item cost but do not use standard costing, the following message displays:
Costing Method must be Standard.
The Costing Method (A25) system control value defines your costing method.
If the vendor is not the item's primary vendor: The vendor item you select must be associated with the item's primary vendor (the primary vendor is the vendor you enter at the first Create or Change Item screen in Work with Items; see Performing Initial Item Entry (MITM)). If you attempt to update item cost but the vendor item is not associated with the item's primary vendor, a message such as the following displays:
Can't update standard cost. Vendor# 12 is not item's primary vendor
Pop-up window: The following window displays when you choose to update the standard cost for an eligible vendor item:
Confirm Update of Item's Standard Cost
Press ENTER to confirm update.
F12=Cancel
|
Processing the update: After you press Enter at the confirmation window, a message such as the following displays:
SKU standard cost has been updated (WA123 10.6000)
The message includes your item code for the item you have just updated, and the new standard cost.
The system also updates the:
• General Ledger Interface file with the change in inventory valuation. See * = Change Average or Standard Cost for a discussion.
• Cost Change Audit file if the Track Cost Changes (J69) system control value is set to Y. See Reviewing Item/SKU Cost History for a discussion.
| Working with Unit of Measure Conversions (WUMC) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Working with Vendor Upload (LVUP) |
ME02_06 CWDirect 18.0.x 2018 OTN