Supplier Directory


Definition

The Supplier Directory contains a tree structure of all companies providing assets, services, consumables, employees, etc. to an organization. This includes software providers, equipment suppliers, financial service providers, etc.

EndDefinition

The information on each supplier enables you to identify its employees, the transactions related to assets, information related to the recycling, etc.

Notes

  • You can associate an employee with a supplier or service provider in the Company field of the Employee form. The employee will then appear in the Contacts tab of the Supplier form.
  • You manage the hierarchy of suppliers using the Reorganize wizard.

Caution

  • When you archive a supplier, this will archive all of its associated suppliers.

Best Practice big icon.pngBest Practice

  • When you create a new form, certain information is inherited from the parent supplier. You should only modify the information specific to the new supplier.
  • If you do not want to make the supplier available to users, you can archive it by entering the contract end date. You can then view it using the Archived filter.

Characteristics specific to versions 2016 and earlier

The Supplier Directory form in versions 2016 and earlier is different:

Menu access

References > Directory > Supplier 

Screens description

         Supplier directory.png

TabUpdateRules_After2016Versions

Open url.png See the general principles for updating tabs.

Create a new item Delete an item or association with a related item

Run the New wizard at the top of the tab

Fundamentals - Form - New wizard.png

Move the cursor over the corresponding item and click Trash icon.png

Fundamentals - Form - Delete wizard.png

Alphabetical order
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Details

Supplier: Name of the supplier.

Type: Activity of the supplier.
         Example documentation icon EN.png  Software and hardware supplier

Web Site: URL of the supplier's website.

Mail, Phone, Fax: Information for contacting the supplier.

Location: Location of the supplier.

Address, Zip Code, City, Country: Postal address of the supplier.

Discount Rate (%): Overall discount rate granted by the supplier.

  • Note: This information is not automatically loaded in Product name - ev itsm.png invoices.

Currency: Currency used for transactions with the supplier.

Contract Start/Contract End Date: Period during which the contract is applicable. 

  • At the end of the period, the supplier will automatically be archived. It can no longer be used in Product name - ev itsm.png.
  • If you modify the contract end date in the form, the modification will apply only to the current supplier. If this is a parent supplier, lower-level suppliers will not be affected.
  • If you modify the contract end date using the End of Contract wizard, the modification will apply to the current supplier and its lower-level suppliers.

Note: Comments related to the supplier.

Catalog

List of all assets and services provided by the supplier, e.g. equipment, licenses, contracts, consumables and common expenses.

  • Update: In this tab and in the forms of each asset or service.
  • List of fields:
    • Model: Name of the element provided by the supplier.
    • Market Price: Model price for the general public.
    • Warranty Period (Months): Number of months during which the model is covered by the manufacturer's warranty. This value is used to define the contract end date for each new asset associated with this model.
    • Discount Price: Last price applied by the supplier.

Discussions

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Attachments

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Contacts

List of employees working for the supplier.

  • Update: In Employee forms > Company field.

Equipment

List of equipment provided by the supplier.

  • Update: In Equipment forms.

Licenses

List of licenses provided by the supplier.

  • Update: In License forms.

Contracts

List of contracts signed with the supplier.

  • Update: In Contract forms.

Recycled

List of equipment recycled by the supplier and whose recycling date is earlier than or equal to the current date.

  • Update: In Equipment forms > Recycling of Assets wizard.

Recycling - Pending

List of equipment that may be recycled by the supplier and whose recycling date is later than the current date.

Recycling - Scheduled

List of equipment that may be recycled by the supplier and whose recycling date is not specified.

History of Changes

List of all modifications made to the form. The fields taken into account are defined using rules in the history of changes.

Procedure and Wizards

How to create a supplier

1. Select References > Directory > Supplier in the menu.

2. Click + New.

3. Complete the information required.

4. Click Finish.

Wizards

End of Contract: Used to archive the Supplier form to make it unavailable. All lower-level Supplier forms will also be archived. You can then view it using the Archived filter.

Reorganize: Used to move the supplier and its lower-level suppliers within the tree structure.

Tags:
Last modified by Unknown User on 2019/06/03 19:52
Created by Administrator XWiki on 2017/06/26 15:31

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