Purchasing - Suppliers

Purchasing - Suppliers

Entering Suppliers Manually

You can create supplier records manually using the Create Supplier page.

Purchasing Prerequisites

• If you use Oracle Purchasing, define Supplier Types in the Oracle Payables Lookups window.

• If you use Oracle Purchasing, define Ship via codes in the Defining Freight Carriers window.

• If you use Oracle Purchasing, define FOB codes, Minority Groups and Freight Terms codes in the Oracle Purchasing Lookups window.

To enter basic supplier information:

1. From the main Suppliers page, click the Create Supplier button.

2. In the Create Suppliers page, enter a unique Supplier Name.

3. If the Supplier Number Entry option in the Payables System Setup window is set to Automatic, Payables automatically enters a Supplier Number for you. If this option is set to Manual, you must enter a unique Supplier Number.

4. Optionally enter Alias, Name Pronunciation, and D-U-N-S number.

5. Optionally enter the supplier's tax identification number in the Taxpayer ID field.

6. Optionally enter the value-added tax (VAT) registration number in the Tax Registration Number field if you are entering a VAT supplier.

7. Click Apply. The system creates the supplier record and accesses the Suppliers: Quick Update page.

 8. If you want to prevent invoice or purchase order entry for this supplier after a certain date, access the Suppliers: Organization page and then enter the date in the Inactive Date field.

9. To create locations for the supplier, go to the Suppliers: Address Book page and click the Create button.

10. Enter supplier and site information in the appropriate Supplier pages. See the following page reference sections for detailed information. 

• Quick Update.

• Organization.

• Tax Details.

• Address Book.

• Contact Directory.

• Business Classification.

• Products and Services.

• Banking Details.

• Surveys.

• Accounting.

• Tax and Reporting.

• Purchasing.

• Receiving.

• Payment Details.

• Relationship

• Invoice Management.

The information for each supplier record is organized into two main sections:

Company Profile: These pages contain all of the personal information about the supplier, their identity and their type of business. A significant portion of this information needs to be elicited directly from your contacts at the supplier.

Terms and Controls: These pages provide access to all of the attributes that are used to control the business relationship you have with the supplier. This includes account code references, internal tax setups, purchasing, receiving, invoicing, and payment options. In addition, there is a Quick Update page that can be personalized to provide access to the most commonly used setup attributes for individual users or groups of users.

The Suppliers pages consist of:

• Quick Update.

• Company Profile.

• Organization.

• Tax Details.

• Address Book.

• Contact Directory.

• Business Classification.

• Products and Services.

• Banking Details.

• Surveys.

• Terms and Controls.

• Accounting.

• Tax and Reporting.

• Purchasing.

• Receiving.

• Payment Details.

• Relationship

• Invoice Management.

Information is shown for supplier and all sites on the same page. In the Site region, you can filter the display to show either Active or Inactive site records, or use the search tools to look for sites that have names that contain a specific text string or are in operating units that contain a specific text string. Most site-level details are available on each main profile page, but for some parts of the supplier profile, the site-level attributes are accessed in a drill-down page.