Purchasing Tab

Each inventory item contains a Purchasing tab which records the purchasing history including the last purchase from each vendor. Select Inventory > Product Catalog from the main EBMS menu to open an inventory item. Click on the Purchasing tab as shown below:

Primary Vendor

The Primary Vendor reflects the primary vendor used in procuring the item although multiple purchase vendors may be available. This setting is set by the system to the vendor used for the initial purchase. The Primary Vendor setting is used when creating purchase orders from a sales order or the Purchasing Page.

An internal manufacturing vendor setting should be set as the Primary Vendor if the product is manufactured intead of purchased.  Review Manufacturing > Materials Resource Planning (MRP) > Manufacturing Vendor for setup details. 

This setting can also be used within the Inventory Purchasing Page to increase performance and to list only the inventory items for the Primary Vendor. Review Purchasing > Inventory Purchasing Page for more details on the Inventory Purchasing Page.

Update information from purchases

Disable the Update information from purchases for the following reasons:

  1. Data is being updated from a vendor catalog that should not be overwritten by a purchase invoice.   Review Vendor Catalog > Overview for an alternative method to update purchase information.

  2. To improve EBMS system performance.  Review [Main] Technical > Performance Enhancements for details.

Sales Classification

The optional Sales Classification value is used to identify items that are sold in high quantities compared to others. Review the Sales Level Classification section for more details.

Purchase History

The expense invoice process adds or updates the purchasing records within the Purchasing tab. A new record can be added to set the purchase information such as Part Number, Cost, or Lead Days for a vendor before a purchase occurs. A single purchase history record will be created for each vendor. A new record is created for a vendor the first time an inventory item was purchased. Any subsequent purchases will be updated on the same record.

The Cost, Invoice number, and invoice Date values are updated each time a new, more recent purchase is processed.

If the Default cost for inventory item... option is enabled, the item cost located within the Purchase tab is copied to the purchase order. If this option is disabled, the cost within the Pricing tab is copied when the PO is created.  Note that the cost does not include any landed costs.  Review [FInancials] Landed Costs > Adjusting Landed Costs within a Purchase Order for information on the difference between the purchase cost and landed costs.   

Return to Purchasing tab.

  The system will display the most recent expense invoice for each vendor.

Vendor purchase information can be manually entered by the user before an actual purchase. The vendor's Part Numbers, current pricing (Cost), and Lead Days can be recorded within the Purchasing tab for future reference.