Supplier · Exclusions
Reasons a supplier may not be used, and exactly what each one blocks. Distinct from diversity on purpose: one is a preference, this is a control.
Where to find it
- Module: Supply Chain
- Group: More
- Section: Reachable by link
- Screen: Supplier · Exclusions
Address in the console: /scm/supplier-exclusions
List · 10 columns · 15 fields on its form · 3 of them required
This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Supplier | Code | supplier_no |
| Name | Text | supplier_name |
| Type | Status | exclusion_type |
| Authority | Text | authority |
| Reason | Text | reason |
| Severity | Status | severity |
| Blocks orders | Yes or no | blocks_new_orders |
| Blocks payment | Yes or no | blocks_payments |
| Raised | Date | raised_on |
| Lifted | Date | lifted_on |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Supplier required | Choice | Looked up from existing records | |
| Type required | Choice | debarment, sanctions, conflict_of_interest, performance, quality, financial, ethical, legal, internal_policy, duplicate | |
| Authority | Text | Who says so. A government debarment and an internal decision differ in weight. | |
| Reference | Text | ||
| Reason required | Long text | ||
| Severity | Choice | advisory, warn, block | |
| Blocks new orders | Yes or no | ||
| Blocks receipts | Yes or no | ||
| Blocks payments | Yes or no | ||
| Blocks quotations | Yes or no | ||
| Review on | Date | ||
| Lifted on | Date | ||
| Why it was lifted | Long text | ||
| In force from | Date | The date this version of the row takes effect. Leave it as today unless you are dating a change ahead. | |
| Until | Date | Leave empty for open-ended. Setting it ends this version rather than deleting it. |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.
Beside it in Reachable by link
- Item · Organizations
- Item · Sales
- Item · Purchasing
- Item · Planning
- Item · Work Definition
- Item · Engineering Revisions
- Item · Stocking Policy
- Item · Warehouse
- Item · Quality
- Item · Costing
- Item · Lot & Serial Control
- Supplier Sites
- Supplier · Buying Context
- Supplier · Financial
- Supplier · Bank Details
- Supplier · Certifications
- Supplier · Diversity
- Configurator · Questions
- Configurator · Options
- Configurator · Rules
- Slotting Recommendations
- Load Stops
- On the Deck
- Rate Bands
- Freight Order Lines
- Quote Options
- Customs Lines
- Freight Invoice Lines
- Schedule Entries