title | description | author | ms.author | ms.topic | ms.date | ms.custom | ms.reviewer | ms.search.form |
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Approve vendors for specific products |
Learn how to approve vendors for specific products, including a step-by-step process for the task using the USMF demo data company. |
Henrikan |
henrikan |
how-to |
07/22/2019 |
kamaybac |
EcoResProductDetailsExtended, PdsApprovedVendorList, VendTable |
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This procedure shows you how to approve vendors for specific products. This allows you to control which vendors can be used when the product is added to a purchase order. You can use this procedure in demo data company USMF, or on your own data. This task would typically be carried out by a Purchasing manager.
- Go to Product information management > Products > Released products.
- In the list, find and select the desired record.
- In the list, click the link in the selected row.
- Expand the Purchase fastTab. If there is a primary vendor shown in the Vendor field, then you need to add this vendor as an approved vendor in the following steps. Make a note of the vendor number, if one is shown.
- On the Action Pane, click Purchase.
- Click Setup.
- Click Add.
- In the Vendor field, enter or select a value. Select the approved vendor. At least one of the lines has to be the primary vendor if there was one in the product record. If you made a note of the vendor number earlier, select it here.
- In the Expiration field, enter a date. Choose a date a that is a few months ahead.
- Click Add.
- In the Vendor field, enter or select a value.
- In the Expiration field, enter a date. Choose a date that is different than the previous expiration date.
- Close the page.
- On the Action Pane, click Approved vendors.
- In the Expiration field, enter a date. This date acts as a filter so you can see who the approved vendors are, up to a certain date.
- Close the page.
- On the Action Pane, click Effective period.
- In the Show vendors expired by field, enter a date. You can use this page to identify vendors where the approval status will expire after a certain date.
- Close the page.
- Click Edit.
- In the Approved vendor check method field, select an option. This field allows you to select the policy for what should happen if the product is added to a purchase order line where the vendor is not an approved vendor.
- Click Save.
- Close the page.
- Close the page.
- Go to Procurement and sourcing > Vendors > Vendor/item relations > Approved vendor list by item. This page gives you an overview of all products and the approved vendors.
- Close the page.
- Go to Procurement and sourcing > Vendors > All vendors. You can also start from a vendor and then go to the list of approved products for that vendor account.
- In the list, find and select the desired record.
- On the Action Pane, click Procurement.
- Click Approved vendor list by vendor.
- Close the page.
- Close the page.
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