The system requires at least one supplier relationship within the master data element of the system to be preferred. The supplier that is ticked to be preferred may change or may need to be updated to sites. There are three reasons the supplier may need to be ticked to be preferred:

There is a requirement to delete the current preferred supplier relationship from the product
All the sites preferred supplier is required to be updated
The cost model in the system is set to be the preferred supplier and the supplier needs to be changed.

Fig. 1 The link to update preferred supplier is in Suppliers.

Fig 1 - Update Preferred Supplier Link

To update the preferred supplier to all sites follow the path: Master Product List > Search for the product > click the 'Suppliers' tab > click the 'Update Preferred Supplier' link.

Fig. 2 This diagram shows the options for updating preferred supplier to all sites.

Fig 2 - Update Preferred Supplier Wizard

The preferred supplier name is shown and the option to update this supplier to all sites is given. Tick the relevant site(s) and depots of this supplier (if applicable) and click Next.

Fig 3 - Update to Sites Confirmation

This alert shows how many sites were updated with the preferred supplier.

Fig. 4 This shows that all sites have now been updated to have the preferred supplier as the allocated supplier.

Fig 4 - Where Used Tab After Update

Updating the preferred supplier in the supplier tab to sites overrides any previous allocated suppliers at those sites.

Fig. 5 This diagram shows the tab to click on to change the preferred supplier for the organisation.

Fig 5 - Suppliers Tab After Update

If the organisation’s preferred supplier needs to changed then click on Suppliers. Click on the supplier that should be the preferred supplier.

Note: This must happen if the current preferred supplier relationship needs to be deleted.

Fig. 6 This diagram shows the tick box for preferred supplier.

Fig 6 - Preferred Supplier Checkbox

Tick the preferred supplier box and then Save.

Fig. 7 This diagram shows the warning about the update

Fig 7 - Confirm Changes

Click OK to carry out the preferred supplier update or Cancel to stop the update.

Fig. 8 This diagram highlights updating the change to sites.

Fig 8 - Select Sites Confirmation

To update to sites click OK. To stop the update click Cancel.

Fig. 9 This diagram shows the sites to be updated and have open tick boxes.

Fig 9 - Sites That Will Be Updated

Tick the site(s) that need to be updated with new preferred supplier details. Click Next.

Fig. 10 This page displays the action carried out.

Fig 10 - Updated Sites

Fig 10 shows the alert to say the sites have been updated. Click Close.

Fig. 11 This page displays the preferred suppliers at site.

Fig 11 - Where Used Tab After Update

Fig 11 shows the updated preferred suppliers at site. If the new preferred supplier is updated to all sites it overrides the originally allocated suppliers as can be seen in this diagram.

Also See

FnB Live: Updating or Changing the Preferred Supplier

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