Add Supplier Movement Forward Price

The Add Supplier Movement Forward Price process enables you to swap - for a selected product or products - the Main and Alternative suppliers.

For example, for a specific product you might require:

• the Alternative 1 Supplier to become the Main Supplier, with the Main Supplier becoming the Alternative 2 Supplier and the Alternative 2 Supplier becoming the Alternative 1 Supplier;

• or: the Main Supplier to stay the same, while swapping around the Alternative 1 and 2 suppliers;

• or: to replace the Main Supplier with the Alternative 1 Supplier, with no change to the Alternative 2 Supplier.

The process can be run for a selected Product or on a selected Product or Section Order range. You may also limit the process to selected Product Groups, Price Groups and/or Suppliers. There is also the option to update the product's Standard Cost Price following the Supplier Movement. The details will be applied on the date you specify.

Note: This process adds the new Supplier prices/costs to the Forward Price file - see Understanding Price Changes And Unapplied Prices. The Apply Forward Prices process must then be run to apply the new prices/costs to the product records.

To run the Add Supplier Movement Forward Price process:

1.      Either:

• From the Home tab: under links, select Processes.

  

   

• Or: From the Toolbar - Main Menu: select Tools > Show Processes.

   

  

   

• OR: Click the appropriate module on the Mega Menu then - under processes - select the required Process.

The Processes record opens in a new tab, listing all Processes by Name and Category.

2.      Use your mouse or [Tab] key to select the Add Supplier Movement Forward Price process:

3.      In the area to the right you must enter the criteria for the process.

Note: You may use your [Tab] key to move from one field to the next.

First, select one of the following Sequence options:

• Product: to run the process on a range of products based on their Product Code; or

• Section Order: to run the process on a range of products based on their Section Order code.

4.      In the From and To fields below, enter the first and last Product code or Section Order code in the sequence of products you wish to apply the changes to.

If you enter nothing in the From / To fields, the process will be run on your whole Product list.

Note: A Product Code is a unique code comprising up to eleven characters. For example: 0502GRA0005. Product Codes are entered on the Product Code field of the Product record (Main tab). For further details see Defining Product Codes And Descriptions.

Note: The Section Order code represents a sequence of up to ten alphanumeric characters or spaces, sometimes shown divided by a '/' (e.g. PAINT/00001). The first five characters represent the Section Name, which is entered on the Section Name field of the Product record (Main tab). The following five characters represent the Section Order Code which is entered on the Section Order Code field of the Product record (Main tab). If either is fewer than five characters in length, enter a space for each missing character.

If you don't know the Product Code you may enter it automatically using the Finder. To do this:

• place your cursor in the From/To field;

• click [F3] to make Products active in the Finder;

• in the Finder, locate the product you wish to add (see Finding Products); then

• double-click on the product line in the Finder to add the Product Code.

5.      The Product Group From / Up To and Price Group From / Up To fields enable you to run the process on a selected range of Product Groups and/or Price Groups. To do this, check the field/s as appropriate, then select the Product Group and/or Price Group in the field to the right.

6.      The Main Supplier, Alt Supplier 1 and Alt Supplier 2 fields give you the option of specifying that the Supplier movements will only occur for a Main Supplier and/or Alternative Supplier 1 and/or Alternative Supplier 2 you have specified.

To do this, check one or more of the fields as appropriate, then enter the Supplier's Account Code (e.g. AB/0000125) in the field to the right.

If you don't know the Supplier's Account Number or Short Name, use the Finder to locate and select it. To do this:

For further details on using the Finder to locate and select a Supplier record see Finding Suppliers.

7.      Use the 'Supplier Movement' fields to determine what the Main, Alternative 1 and/or Alternative 2 Suppliers will be replaced with - if anything - for the specified Product (etc.) range. The options are:

• Main Supplier Movement: Select Alternate Supplier 1 or 2 to swap the Main Supplier with Alternative Supplier 1 or 2, or select Main Supplier to leave the Main Supplier unchanged.

• Alt 1 Supplier Movement: Select Alternate Supplier 2 or Main Supplier to swap the Alternative Supplier 1 with the Alternative Supplier 2 or the Main Supplier, or select Alternate Supplier 1 to leave the Alternative Supplier 1 unchanged.

• Alt 2 Supplier Movement: Select Alternate Supplier 1 or Main Supplier to swap the Alternative Supplier 2 with the Alternative Supplier 1 or the Main Supplier, or select Alternate Supplier 2 to leave the Alternative Supplier 2 unchanged.

For example, if you require (for the selected Product etc. range) the Main Supplier to stay the same, while swapping around the Alternative 1 and 2 suppliers, select 'Main Supplier' in the Main Supplier Movement menu, 'Alternate Supplier 2' in the Alt 1 Supplier Movement menu and 'Alternate Supplier 1' in the Alt 2 Supplier Movement menu.

8.      If required, check the Update Standard Cost Price field if you want the process to update the standard Cost Price for the selected Products/Suppliers.

9.      Enter the Effective Date - the date on which the forward price/cost details changes will become effective for the selected products. This defaults to today's date but you may select an alternative.

10.   Click Start on the Toolbar - Sub Menu to begin running the process.

11.   When the process has finished running, a Status message will be shown. Click OK to close this message. You may now close the Processes tab if you wish.

Applying The New Prices / Costs

At this point the new Supplier prices/costs have been added to the Forward Price file but have not yet been applied to the product records.

To apply the price/cost updates you will need to run the Apply Forward Prices Process. The Forward Prices will then be applied to each product record on the appropriate Effective Date.

Note: To view unapplied prices - i.e. prices/costs which have been added to the Forward Price Record but not yet applied to the product record - see Viewing Unapplied Prices For A Product.

NEXT: Apply Forward Prices