Vendor Management Tool

1. MC University
P04|Vendor Management

2. MC University
Vendor Management Overview
Companies Module Defined
Auto-Order Items
Agenda

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Vendor Management Defined
Adding Vendors to Parts
Vendor Management Overview

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Vendors added to Parts so Purchase
Orders can be automatically created
Vendors are defined in the Companies
module
Vendor Management Defined

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Single or multiple Vendors can be
added
Priorities are setup for multiple Vendors
for ordering priority
Vendor Management Defined (cont’d)

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Required Vendor details highlighted in
blue
Defining Vendor information:
• Stock Room
• Priority
• Vendor Part ID
Adding Vendors to Parts

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• Order Units and Price (Per Order Unit)
• Discount percentage
• Taxable and Tax Rate
Adding Vendors to Parts (cont’d)

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Additional Vendor information to edit:
• Days to Deliver
• Comments
Edit Vendor information by clicking the
row on Vendors tab
Adding Vendors to Parts (cont’d)

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Example of adding multiple Vendors to
Item:
Adding Vendors to Parts (cont’d)

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Example (cont’d):
Adding Vendors to Parts (cont’d)

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Example (cont’d):
Adding Vendors to Parts (cont’d)

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Interactive Example 1
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• P04 – Adding Vendors to Parts

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Companies Module Overview
Tabs Defined
Add Vendor to Labor
Companies Module Defined

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Stores information for companies that
conduct business for maintenance
Three types of Companies stored:
• Vendors
• Manufacturers
• Internal
Companies Module Overview

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Details Tab stores:
• Company Info
• Contact Info
• Status
• Tax Info
• Comments
• Photo
Tabs Defined

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Payment / Shipping Tab stores:
• Payment Info
• Shipping Info
• Indicators
• Legal Info
Tabs Defined (cont’d)

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Contacts / Labor Tab stores:
• Important contacts involved with
Company
• Labor and Contractor resources
Tabs Defined (cont’d)

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Items Tab:
• Default style report with Items listed
associated to Companies
• Smart Report can be emailed or exported
Tabs Defined (cont’d)

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Attach Tab:
• Documents and Notes associated with
company
• Functions similarly to other modules
Tabs Defined (cont’d)

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Vendors can be designated as Labor
resources
Vendor becomes available for Work
Order use
Add Vendor to Labor

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Check the Indicator for Use as a Labor
Resource
Labor record is created in the Labor
module
Add Vendor to Labor (cont’d)

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Individual contractors can be added as
Labor and associated to the Vendor
Allows organizations to make
assignments to specific contractors
Add Vendor to Labor (cont’d)

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Interactive Example 2
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• P04 – Creating New Vendor and
Transferring as Labor

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Auto-Ordering Overview
Order Stocked Items
Order Direct Issue Items
Auto-Order Items

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Order Parts feature used to order
Stocked and Direct Issue Items
Can auto-order Items or individually
select Items for purchase
Auto-Ordering Overview

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Accessed from Actions Menu  Order
Items
Create Purchase Orders based on:
• Stock level below reorder point
• Unordered Direct Issue on Work Orders
Auto-Ordering Overview (cont’d)

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Auto-Order feature only used for Items
with:
• Defined reorder quantity (Stocked)
• Established Vendor relationship
• Defined Ship To and Bill To
Auto-Ordering Overview (cont’d)

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Select “Create Purchase Orders for
Stocked Items” indicator
Select items manually or generate
items automatically
Order Stocked Items

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Reorder points calculated by entire
Stock Room or by individual Bins
Select specific Stock Rooms to order for
Order Stocked Items (cont’d)

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Interactive Example 3
Let’s practice the skill you just learned! Check
out the following interactive example, located
under the MCU course slides:
• P04 – Ordering Stocked Items with the
Order Items Tool

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Direct Issue Items requested through
Work Orders
Item is added as estimated Part and is
flagged for inclusion in Purchase Order
Order Direct Issue Items

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Two options available:
• Manually select Direct Issue Items
• Order all Direct Issue Items on Work
Orders
Order Direct Issue Items (cont’d)

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Example of Direct Issue Item ordering:
Order Direct Issue Items (cont’d)

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Example (cont’d):
Order Direct Issue Items (cont’d)

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Example (cont’d):
Order Direct Issue Items (cont’d)

36. Thank You for
Watching!