Use the
Vendors tab of the Items Master form to enter a list of
vendors who sell inventory and non-inventory items, with historical data for items that the
vendors sell.
If you have multiple companies, the
vendor records that are available for use by a company must match the
vendor records with these settings on the
Vendor tab in the
Firms hub:
-
The
Approved for use in processing for company xx option is selected and the fields on the Accounting Tab are completed.
-
The
vendor type is available to the company.
Accounts are assigned to a company, and the
vendor types related to those
accounts are the only
vendor types that are available to a company. The
Vendor Type drop-down list on the
vendor's Accounting tab displays the
vendor types that are available to the company.
The
Currency Code,
Last Price,
Last Price Date,
and Total Qty to Date display for the active company only.
If you are entering a purchasing item on the fly from the
Equipment hub, this tab and the Items Master screen are displayed in a dialog box. You cannot enter inventory items from the dialog box.
Vendors Grid
Use the grid to enter
vendors for the purchasing or inventory item.
Vendors Grid Toolbar
Field | Description |
Vendors drop-down
|
Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
|
Refresh
|
Click this option to display or recalculate
Last Price,
Last Price Date,
Total Qty to Date,
and Total Amount to Date.
|
Insert
|
Click this option to add a row to the grid and enter a
vendor.
|
Delete
|
Click the
vendor row to delete and then click this option. You cannot delete a
vendor if you have "final printed" any of the
vendor's purchase orders for the item.
|
Vendors Grid Fields
Field | Description |
Vendor
|
Click
and select the
vendor from a list of the active
vendors who are available to Accounting users.
|
Primary
Vendor
|
If the
Vendor is shown as the item's
Primary
Vendor on the General tab, this check box is selected.
If this check box is not selected, you can select it to make the
vendor on this row the item's
Primary
Vendor.
|
Vendor's Item Number
|
Enter the
vendor's item number for the item shown on the General tab.
DPS uses this number when it creates the item's requests for price quote, and prints it on the item's purchase orders, for the active company. The item number cannot exceed thirty (30) characters.
|
Purchasing U/M
|
This field displays the item's
unit of measure as specified in the purchase order.
|
Currency Code
|
If you use multiple currencies, the currency code for the functional currency of the active company shows here.
|
Last Price
|
This field shows the last price at which the item was purchased.
DPS recalculates this price each time that you final-print a purchase order that includes the item.
If you use multiple currencies, this amount is shown and kept in the transaction currency of the last purchase order.
|
Last Price Date
|
This field shows the most recent date when the item's price changed.
DPS recalculates this date each time that you final-print a purchase order that includes the item.
|
Total Qty To Date
|
This field shows the total quantity of this item that has been purchased to date.
DPS recalculates this quantity each time that you final-print a purchase order that includes the item. If you cancel a purchase order,
DPS subtracts the cancelled quantity from this number.
|
Total Amount To Date
|
This field shows the total amount spent to date on this item.
DPS recalculates this spent amount each time that you final-print a purchase order that includes the item. If you cancel a purchase order,
DPS subtracts the cancelled amount from this number.
If you use multiple currencies, this amount is shown and kept in the functional currency of the active company.
|