Enter Vendor Pricing for a Project Item

When you click Inventory, click Item, select an item, and then click Vend price in the Project Maintenance (PSM) program, you can select a vendor and enter or change vendor pricing. See Background and Road Map for more information.

Enter data in this field:

Field Name	Type / Max Length	Action / Description
Vendor number	Required 10 alphanumeric	Enter the vendor number or click the Lookup icon and use the standard lookup options to select the vendor from a list.

Enter data in these fields:

Field Name

Type / Max Length

Action / Description

Sequence number

Required
3 numeric

Accept the displayed number.

Vendor item no

Optional
30 alphanumeric

Enter the vendor's number for this item or a description of the item that identifies this item from this vendor.

QA approved?

Optional

Select if quality assurance has approved this item or leave blank if QA has not approved this item.

Select if you want the roll up to use this vendor's price rather than the first vendor pricing entered for this item.

Preferred item?

Optional

Select if this item is preferred over other equivalent items from the vendor or leave blank if this item is not preferred.

Though a vendor's item can be set up multiple times, only one can be preferred. If you previously selected another preferred item, the program displays the message Do you want this to be the preferred item? Click Yes to confirm or click No to exit.

Select if you want the roll up to use this vendor's price rather than the first vendor pricing entered for this item.

Inspection?

Optional

Select if you want this item to be inspected when you receive it from this vendor or leave blank if you do not.
Note
When you selected the Inspection? field in this item's branch record, this field is selected and you cannot clear it.

Material/Labor

Required

Select M for material or L for labor (a purchased service).

Purchasing UOM

Required
4 alphanumeric

Select the unit of measure in which you purchase this item from this vendor.

UOM conversion

Required
11 numeric in the format 999999.99999

Accept 1.0000 if you purchase and stock this item in the same unit or enter the conversion factor if you purchase the item in a different unit than you stock it.

The system multiplies the quantity ordered by this conversion factor prior to updating the inventory. For example, if there are 500 sheets in a ream of paper and 10 reams in a box, the conversion factors are:

Stocking UOM	Purchasing UOM	Conversion Factor
sheet	ream	500
ream	box	10
box	box	1

Intransit LT

Optional

5 numeric in the format 999.99

Enter the number of days lead time needed to transport this item from this vendor to your facility.

This field is not used by the system, but you can use it in custom reports.

Freight

Optional
2 alphanumeric

If you are using the standard cost method, select a landed cost code for freight charges. Select Y if you are using the actual cost method or leave blank if this landed cost dose not apply to this vendor and item. See Overview: Landed Costs.

Note
This field may have a different label based on the Landed cost type 1 - 4 option in the System Options Maintenance (XM) program (Accounts Payable Options).

Duty

Optional
2 alphanumeric

If you are using the standard cost method, select a landed cost code for duty charges. Select Y if you are using the actual cost method or leave blank if this landed cost dose not apply to this vendor and item. See Overview: Landed Costs.

Note
This field may have a different label based on the Landed cost type 1 - 4 option in the System Options Maintenance (XM) program (Accounts Payable Options).

Excise

Optional
2 alphanumeric

If you are using the standard cost method, select a landed cost code for excise tax. Select Y if you are using the actual cost method or leave blank if this landed cost dose not apply to this vendor and item. See Overview: Landed Costs.

Note
This field may have a different label based on the Landed cost type 1 - 4 option in the System Options Maintenance (XM) program (Accounts Payable Options).

Misc

Optional
2 alphanumeric

If you are using the standard cost method, select a landed cost code for miscellaneous landed costs. Select Y if you are using the actual cost method or leave blank if this landed cost dose not apply to this vendor and item. See Overview: Landed Costs.

Note
This field may have a different label based on the Landed cost type 1 - 4 option in the System Options Maintenance (XM) program (Accounts Payable Options).

Click Pricing.
To enter price breaks, see Enter Price Breaks.
Enter data in these fields for a standard item:

Field Name

Type / Max Length

Action / Description

Special pricing?

Optional

Accept the selection to enter special costs for this project item, or deselect to use default pricing for this item.

Allocate price?

Optional

Select if you want to allocate pricing when the project quantity is less than the minimum buy quantity 1 or leave blank if you do not.

See Background for more information.

Quantity

Optional
10 numeric

Enter the minimum quantity you must order to qualify for the unit price the vendor offers.

Cost

Optional
14 numeric in the format 999999999.99999

Enter the price per unit in the vendor's currency for this minimum order quantity.

Example:

	Min order qty	Unit price
1	1	10
2	24	9.85
3	60	9.66

Choose the appropriate options:

To	Do This
Change a field	Click Modify.
Exit without adding this vendor item	Click Cancel. Add another item and vendor or click Exit..
Enter notes for this vendor and item	Click Notes. See Enter Notes.
Accept the data and exit	Click OK. The program prompts Vendor number. Enter another vendor or leave blank to exit.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Add another item and vendor	Click Add.
Delete the selected item and vendor	Click Delete. See Delete.
Copy the selected item and vendor	Click Copy. See Copy.
Display the selected item and vendor	Click Select.
Display items from a specific vendor number	Click Restart. Enter the data for the first record you want to display or leave blank to begin the display with the first record in the file.
Print the item and vendor listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Exit vendor pricing	Click Exit.

Choose the appropriate options:

To	Do This
Change a field	Click Modify. Note You cannot modify fields for an item that you copied from your database.
Exit without adding this item	Click Cancel. Enter another item or click Exit.
Display additional information	Click Other info.
Enter notes for this item	Click Notes. See Enter Project Item Notes.
Enter vendor pricing for this item	Click Vend Price.
Generate a Uniform Product Code or Global Trade Item Number for this item	Click UPC gen. The program prompts UPC no [number] will be assigned to this item. Continue?. Click Cancel to cancel the action or click OK to assign this UPC code to this item.
Display a graphic of this item	Click View image. Click Close to remove the image from the display.
Accept the data	Click OK. The program prompts Item number. Enter another item or leave blank to exit.

Choose the appropriate options when you click OK or Cancel:

To	Do This
Display the selected item	Click Select.
Display items from a specific item number	Click Restart. The program prompts Item number and Branch. Enter the number for the first item to display or leave blank to begin the display with the first item in the file.
Print the item listing	Click Print. See Print.
Display the previous set of records in the file	Click Page up.
Display the next set of records in the file	Click Page down.
Exit item costs	Click Exit.

Choose the appropriate options when you click Exit:

Do This

Change a field

Click Modify.

Delete this project

Click Delete. The program prompts Do you want to delete this record?. Click Delete to delete this entire project or click No to retain this project.

Exit without creating this project

Click Cancel.

Display additional fields

Click Other info.

Enter notes for this project

Click Notes. See Enter Notes.

Enter an item, its branch information, and costs

Click Inventory and then:

Click	To enter a/an
Item	Item record. See Enter an Item for a Project.
Branch	Branch record. Enter Branch Information for a Project Item.
Item cost	Cost record.
Back	End this action.

Enter quantities, profit, commission, and discount percents

Click Proj qtys. See Enter a Project Quantity.

Enter a bill of material

Click BOM. See Enter a Project Bill of Material.

Enter a routing

Click Routing. See Enter a Routing.

Enter a new customer

Click Customer. See Enter a New Customer.

This button displays only if you entered a new customer in the Customer number field.

Enter miscellaneous costs

Click Misc costs. See Enter Miscellaneous Costs.

Calculate costs for project quantities

Click Roll up.

Display the project and unit costs for project quantities

Click Summary. See Display a Project Summary.

Print documents for this project

Click Print and then:

Click	To print a project
Customer	Estimate for this customer. See Print or Reprint a Customer Project Estimate.
In-house	Summary for your use. See Print Project Summaries.
Cost report	Material cost report for your use. See Print a Project Indented Cost Report.
Back	End this action.

Transfer this project to your database

Click Transfer. See Transfer a Project.

Close this project

Click Close proj. See Close a Project.

Display the sales quote generated by this project or the sales order line if the sales quote has been transferred

Click Order. See Enter a Sales Quotation or Display a Summarized Sales Order.

This button displays only for a transferred customer project.

Accept the data and exit this project

Click OK.

When you click OK or Cancel enter another project or exit the program.