Create a Supplier

info

This page describes procedures for environments using Inventory Management (New Method).

If your screen layout differs from the one shown on this page, refer to the Inventory Management (Conventional Method) manuals.

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

This page explains how to create a supplier master used for purchasing operations in Inventory Management (New Method).

Depending on the selected usage, the supplier you create can be used as a supplier for purchase orders and receipts, or as a billing source for landed costs.

Purpose

The main purpose of this feature is to centrally manage supplier master data used in purchasing operations and standardize supplier information referenced in purchase orders, receipts, and the product master.

Maintaining suppliers as master data makes it easier to standardize supplier settings for each SKU and manage supplier information used in purchasing operations.

Feature Description

What is a supplier?

A supplier is master data used to manage supplier information for purchasing operations.

Depending on the selected usage, the supplier you create can be used as a supplier for purchase orders and receipts, or as a billing source for landed costs.
In the product master, a supplier is set for each SKU to indicate which supplier to use.

Supplier usage

Usage specifies which operations each supplier can be used for.

The operations in which a supplier can be used depend on its usage settings.

• Goods supplier
  • If selected: It can be used for purchase orders and receipts, and as a supplier for products and SKUs.
  • If not selected: It cannot be used for purchase orders and receipts, or as a supplier for products and SKUs.
• Landed cost biller
  • If selected: It can be used as a billing source for landed costs such as customs duties and shipping costs.
  • If not selected: It cannot be used for landed costs that use the supplier as a billing source.

If you use the supplier for purchase orders and receipts as well as for landed costs, select both Goods supplier and Landed cost biller.

Monthly closing and payment due dates per supplier

For each supplier, you can set the calculation conditions for the monthly closing date and payment due date.

In the monthly closing rule, you set the date on which transactions with the supplier are closed.

You can set the payment date either based on the closing month or by specifying the number of calendar days from the closing date.

• Month offset and day: Set how many months after the closing month and on which day payment is due. For example, you can set "the end of the month one month after the closing month" as the payment date.
• Days after closing date: Set how many calendar days after the closing date payment is due. For example, you can set "30 days after the closing date" as the payment date.

The payment due date for each supplier is calculated based on these conditions.

If the specified closing day or payment day does not exist in a month, the last day of that month is used.
In addition, payment dates are not adjusted for holidays.

Instructions

Navigate to the supplier creation page

1. Click the Inventory menu.
2. Click Purchasing.
3. Click Suppliers.
4. Click the New supplier button.
   The "New supplier" page opens.

How to fill out the form

1. Supplier code (Required)
   Enter a code to identify the supplier.

2. Display name (Required)
   Enter the display name of the supplier.

3. External party ID (Optional)
   If applicable, enter the supplier ID or code used in an external system, such as the supplier's own system.

4. Usage (Required)
   Select at least one operation for which to use this supplier.

   Select the checkbox for each operation you want to use. By default, Goods supplier is selected.

   • Goods supplier: It can be used for purchase orders and receipts, and as a supplier for products and SKUs.
   • Landed cost biller: It can be used as a billing source for landed costs such as customs duties and shipping costs.

   If you use the supplier for purchase orders and receipts as well as for landed costs, you can select both Goods supplier and Landed cost biller.

5. Supplier address (Optional)
   You can set the supplier address used as the default on documents.

   To set a supplier address, select the Configure checkbox. It is unchecked by default.

   When selected, the address fields appear. Enter the address information.

   • Country (Required)
   • Postal code (Optional)
   • Region (Optional)
   • City (Optional)
   • Address line 1 (Required)
   • Address line 2 (Optional)

6. Payables terms (Optional)
   You can set the monthly closing and payment due date conditions for each supplier.

   To set payables terms, select the Configure checkbox. It is unchecked by default.

   When the checkbox is checked, the input fields for payables terms will be displayed.

   Monthly closing rule
   End of month is set as the default value for the monthly closing rule.

   To change it, select a value from the drop-down menu.

   • End of month: Sets the end of each month as the closing date.
   • Day of month: Sets a specified day of each month as the closing date. If Day of month is selected, 31 is automatically entered for the closing day. Change it to an integer from 1 to 31 as necessary.

   Payment due date rule
   Month offset and day is set as the default value for the payment due date rule.
   1 is set for Months after closing, and End of month is set for Payment day. With this setting, the payment due date is the end of the month one month after the closing month.

   To change it, select a value from the drop-down menu.

   • Month offset and day: Set how many months after the closing month and on which day payment is due.
     • Months after closing: Specify the number of months after the closing month as an integer of 1 or greater.
     • Payment day: Select either End of month or Day of month. For Day of month, specify the payment day with an integer from 1 to 31.
   • Days after closing date: Set how many calendar days after the closing date payment is due. If Days after closing date is selected, 30 is set as the default value for Calendar days after closing date. If necessary, change it to an integer of 0 or greater.
     • Example: Pay 30 days after the closing date
   tip

   If Day of month is selected for the Monthly closing rule or Payment due date rule, months where the specified day does not exist are treated as the end of that month.

   Example: If 31 is specified for the closing day or payment day, February is treated as the end of February.

Create the supplier

After reviewing the entered information, click the Create supplier button.

If the process is successful, a new supplier is created.

Important Notes

Enter and select required fields

Supplier code and Display name are required fields.

If the supplier code or display name is blank or contains only spaces, the supplier cannot be created.

In addition, a supplier code that duplicates another supplier within the same brand cannot be registered.

If you enable Configure for Supplier address or Payables terms, enter all displayed required fields and use values within the specified ranges. If any required information is missing or invalid, the supplier cannot be created.

Select one or more usages

You must select at least one Usage.

If neither Goods supplier nor Landed cost biller is selected, the supplier cannot be created.