Supply Chain › Reachable by link

Supplier · Buying Context

What each business unit is allowed to do with this supplier, and until when the approval lasts.

Where to find it

Module: Supply Chain
Group: More
Section: Reachable by link
Screen: Supplier · Buying Context

Address in the console: /scm/supplier-orgs

List · 9 columns · 12 fields on its form · 2 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`
Business unit	Code	`org_unit_code`
Approval	Status	`approval_status`
Approval ends	Date	`approval_expires_on`
Preferred	Yes or no	`is_preferred`
Spend limit	Amount	`spend_limit`
In force from	Date	`effective_from`
Until	Date	`effective_to`

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
Business unit required	Choice	Looked up from existing records
Approval status	Choice	prospective, pending, approved, conditional, suspended, debarred
Approved on	Date
Approval expires	Date
Currency	Text
Spend limit	Number
Preferred supplier	Yes or no
Single source	Yes or no
Requires a contract	Yes or no
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

Walk through this screen step by step